作者 | 哥吉拉 数据支持 | 勾股大数 据（www.gogudata.com） 9 月行情，正式收官。 这一月，全球资产价格风云涌动， A 港美股市场的热点板块和核心资产的波动都足够牵动人心。贵金属、有色、 算力、机器人、创新药、半 导体等 各赛道妖股横流大涨大跌，有人押对赛道躺赢，有人踏空拍断大腿，还有人刚入场就被套牢，每时每刻都在演绎不同的博弈与悲喜。 一起来回顾一下，谁才是市场最关注的焦点。 01 A港股涨幅榜 尽管宏观经济数据整体呈现温和放缓的态势，但市场更聚焦于结构性的增长亮点，如算力、半导体、创新药研发等，持续受到资金追捧。同 时，受益于生产者价格指数（ PPI）触底回升预期的顺周期资源板块也开始显现投资价值形成了 "科技成长" 与 "顺周期" 双轮驱动的良好局 面。 涨幅 TOP1：黄金白银再迎主升浪 而作为新能源产业链的上游，能源金属板块（主要指锂、钴、镍等）在 9月份同样涨幅居前。板块的上涨与电池行业高度联动，反映了市场对 储能长期趋势的乐观预期。 9月份，随着国际金价在本月创下历史新高，带动A股和港股相关概念股集体走强，贵金属板块成为两地市场中表现最为突出的板块之一。 A股涨势突出的公司 ...

智通财经APP讯，腾讯控股(00700)公布，2025年9月30日耗资约5.51亿港元回购83.2万股股份。 ...

Group 1 - Tencent Holdings (00700) announced a share repurchase plan, spending approximately HKD 551 million to buy back 832,000 shares by September 30, 2025 [1]

格隆汇9月30日丨腾讯控股(00700.HK)公告，9月30日耗资5.5亿港元回购83.2万股。 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 騰訊控股有限公司 呈交日期： 2025年9月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | | 股份類別 不適用 | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 00700 | 說明 | | | | | | | | | 多櫃檯證券代號 80700 | RMB 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | ...

Core Insights - The Hong Kong stock market saw a net inflow of 154.8 billion HKD from Northbound trading on September 30, with the Shanghai-Hong Kong Stock Connect contributing 90.79 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 64.01 billion HKD [1] Group 1: Major Stocks - Alibaba-W (09988) received a net inflow of 51.79 billion HKD, with total trading volume reaching 88.49 billion HKD, reflecting a net increase of 15.09 billion HKD [2] - Semiconductor stocks saw significant interest, with SMIC (00981) attracting a net inflow of 24.83 billion HKD and Huahong Semiconductor (01347) receiving 9.34 billion HKD [6] - Tencent (00700) garnered a net inflow of 11.34 billion HKD, driven by the launch of its multimodal model, which is expected to enhance AI application development [5] Group 2: Market Trends - The overall valuation of the Hong Kong stock market remains low despite recent gains, suggesting long-term investment opportunities, particularly in the context of ongoing AI industry trends and potential interest rate cuts by the Federal Reserve [5] - The domestic AI chip industry is experiencing a breakthrough, with a full industry chain integration from advanced processes to model acceleration, indicating strong growth potential for domestic AI computing facilities [6] - Xiaomi Group-W (01810) achieved a net inflow of 10.54 billion HKD, with record-breaking sales for its 17 series smartphones, indicating a rapid increase in market share in the high-end smartphone segment [5]

Core Viewpoint - The Hong Kong stock market saw significant net inflows from northbound capital, totaling HKD 154.8 billion on September 30, with notable purchases in major stocks like Alibaba, the Tracker Fund, and Tencent [1] Group 1: Northbound Capital Inflows - Northbound capital recorded a net purchase of HKD 154.8 billion, with HKD 90.79 billion from the Shanghai Stock Connect and HKD 64.01 billion from the Shenzhen Stock Connect [1] - The most purchased stocks included Alibaba-W (09988), Tracker Fund (02800), and Tencent (00700) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) had a net inflow of HKD 51.79 billion, with total transactions of HKD 88.49 billion, reflecting a net increase of HKD 15.09 billion [2] - Semiconductor stocks saw increased interest, with SMIC (00981) receiving a net inflow of HKD 24.83 billion and a total transaction volume of HKD 43.10 billion, resulting in a net increase of HKD 6.56 billion [2] - Tencent (00700) experienced a net inflow of HKD 11.34 billion, driven by the launch of its multimodal models, which are expected to enhance AI application development [5] - Xiaomi Group-W (01810) recorded a net inflow of HKD 10.54 billion, attributed to strong sales performance of its 17 series smartphones [5] Group 3: Sector Trends - The semiconductor sector is gaining traction, with companies like Hua Hong Semiconductor (01347) and SMIC (00981) receiving net inflows of HKD 9.34 billion and HKD 6.13 billion, respectively, amid rising storage chip prices and the emergence of domestic AI chips [6] - Kuaishou-W (01024) reported a net inflow of HKD 6.22 billion, as the company restructures its commercial system to enhance operational efficiency [7]

据花香蘑菇向媒体证实，相关对话被"掐头去尾"传播。"我只是在读者群做付费意愿调研，看大家更愿意接受保底还是分成，结果就被解读成'腾讯不给稿 费'。" 上述作者在回应媒体采访时如是说道。 日前，针对"腾讯动漫将取消原创漫画保底稿费"的传闻，腾讯动漫日前回应媒体称，"全面取消稿费""数据不好就不给钱"等说法均失实。同时，腾讯动漫表 示，新作上线初期仍会提供固定稿费，直至进入稳定连载阶段后再改为"分成+激励"模式，旨在"让优质内容获得更高回报"。 此前，曾有多张"腾讯动漫头部作者群聊截图"在漫画圈流传，截图中《尸兄》作者七度鱼、《我家大师兄脑子有坑》作者段言、《花香蘑菇》作者花香蘑菇 等讨论"取消保底"一事，引发"平台不再为原创漫画付稿费"的猜测。 公开信息显示，目前腾讯动漫月活约4200万，签约作品超1.2万部，其中进入稳定连载的头部作品占比不足8%。 ...

智通财经APP获悉，截止9月30日收盘，有140只股票创52周新高，其中时富金融服务集团(00510)、 BENG SOON MACH(01987)、汇思太平洋(08147)创高率位于前3位，分别为50.00%、32.78%、 27.69%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 时富金融服务集团 | 0.930 | 0.990 | 50.00% | | (00510) | | | | | BENG SOON | 0.280 | 0.320 | 32.78% | | MACH(01987) | | | | | 汇思太平洋(08147) | 0.800 | 0.830 | 27.69% | | 新龙移动(01362) | 0.430 | 0.470 | 22.08% | | 顺龙控股(00361) | 0.096 | 0.109 | 17.20% | | 丰银禾控股(08030) | 9.260 | 9.800 | 15.43% | | 德银天下(02418) | 2.530 | 2.720 | 15.16% | | 盛力达 ...

Core Viewpoint - Hong Kong City University and Tencent Cloud have signed a strategic cooperation agreement to enhance collaboration in research innovation, talent cultivation, and smart campus development, aiming to integrate AI into education and research in the Greater Bay Area [1] Group 1: Strategic Cooperation - The strategic cooperation agreement was signed on September 30 [1] - The collaboration will focus on research innovation, talent cultivation, and smart campus construction [1] - The partnership aims to promote the application of AI in educational settings and research [1] Group 2: Institutional Development - The Institute of Future Learning (IFL) at Hong Kong City University has been officially established [1] - The IFL will play a key role in training practical talents for the AI era in the Greater Bay Area [1]