Group 1 - The core viewpoint of the articles highlights the positive performance of the gaming and cultural media sector, particularly the increasing participation of Chinese companies in international markets, especially in Japan [1][2] - The China Securities Index for Hong Kong and Shanghai gaming and cultural media shows mixed performance among its constituent stocks, with notable gains from companies like DaMai Entertainment and ZhongGong Education [1] - The Gaming Media ETF has seen significant net inflows recently, totaling 5.06 million yuan over three days, indicating strong investor interest in the sector [1] Group 2 - The index tracks 50 listed companies involved in gaming, film, broadcasting, marketing, publishing, education, and cultural performances, reflecting the overall performance of the gaming and cultural media theme in the Hong Kong and mainland markets [2] - As of September 30, 2025, the top ten weighted stocks in the index account for 56.63% of the total, with major players including Kuaishou-W, Tencent Holdings, and Bilibili-W [2] - The increasing engagement of Chinese game developers in international markets, particularly through high-quality projects and localized operations, is seen as a key growth driver for the industry [1]

国庆中秋双节刚过，一年一度的"双十一"大促已悄然启幕。10月7日，快手率先开始预售；10月9日，京 东、抖音同日开锣；天猫淘宝也紧随其后，将于15日上线。这场本属于11月的狂欢，启动时间逐年提 前，本次堪称史上最早"双十一"。今年，各大平台不约而同打出简单牌，"官方立减""一件直降"取代了 往年烦琐的"跨店满减"，一场旨在提升消费体验的"减法革命"正悄然进行。 今年，"双十一"步入第17个年头，其时长从单日爆发演变为超长跨月持久战，背后有多重现实考量。 曾几何时，单日爆发式的销售模式带来的服务器崩溃、物流拥堵、支付系统瘫痪等问题，倒逼平台拉长 大促时长以分散压力。"双十一"战线的拉长，本质是对购物体验的一种优化。此外，在流量红利消退的 当下，平台抢跑旨在提前锁定消费者的注意力与钱包份额。另外，商家无须再将销量押注于一日，可以 更科学地安排新品推广、库存清理与销售冲刺，使"双十一"日益融入"全年促"的有机体系。 回望来路，自2009年淘宝首创至今，"双十一"从一枝独秀，到京东、拼多多、抖音、快手等群雄并起； 从单纯的"低价囤货"，到直播电商、内容种草等多元化场景；消费者从初期的狂欢冲动，到逐渐理性与 追求性价比 ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 00700 | 腾讯控股 | 0.00% | 9.65% | | 09988 | 阿里巴巴-W | 0.74% | 9.25% | | 03690 | 美团-W | 0.60% | 8.37% | | 01024 | 快手-W | -1.49% | 6.05% | | 06618 | 京东健康 | 3.50% | 3.98% | | 002230 | 科大讯飞 | -0.20% | 3.88% | | 09626 | 昨週時頃-W | -3.24% | 3.52% | | 03888 | 金山软件 | -4.21% | 2.78% | | 002517 | 恺英网络 | 0.65% | 2.61% | | 002558 | 巨人网络 | 0.17% | 2.53% | 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 线上消费ETF基金紧密跟踪中证沪港深线上消费主题指数，中证沪港深线上消费主题指数从内地与香港市场中选取50只主营业务涉及线上购物、数字娱乐、 在线教育以及远程医疗等 ...

上海证券指出，国庆期间，人工智能题材新闻密集发酵，软件层面，Open AI推出Sora 2，商业化初步 构想形成；硬件层面，AMD与OpenAI达成重磅合作，6吉瓦算力开启部署。我们认为，AI软件的商业 化进程正加速落地，解决了AI投资的"持续性"质疑。 10月14日，A股三大指数集体高开。 热门ETF中，科创板人工智能ETF（588930）截至发稿涨1.09%，成交额超700万元，换手率0.31%。成 分股中，奥比中光-UW涨超4%，澜起科技、优刻得-W、晶晨股份等跟涨。 （图源：Wind） 资金流向来看，截至10月13日，该ETF已连续两日获资金净流入，累计流入额超9300万元 科创板人工智能ETF（588930）紧密跟踪上证科创板人工智能指数（950180.CSI）。该指数从科创板市 场中选取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指 数样本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 消息面来看，据第一财经，北京时间10月13日晚间，OpenAI和定制ASIC（专用集成电路）厂商博通宣 布达成合作，双方将合作开发10吉瓦的定制人工智能加速器，O ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are Green Power Environmental (70.05%), China Telecom (69.96%), and COSCO Shipping Energy (68.73%) [1][2] - The companies with the largest increase in holding amounts over the last five trading days are Zijin Mining (+1 billion), Kuaishou (+0.981 billion), and Pop Mart (+0.624 billion) [1][2] - The companies with the largest decrease in holding amounts over the last five trading days are SMIC (-2.258 billion), Hua Hong Semiconductor (-1.222 billion), and Alibaba (-0.714 billion) [1][4] Hong Kong Stock Connect Holding Ratios - Green Power Environmental (01330) has a holding of 283 million shares, representing 70.05% [2] - China Telecom (00728) has a holding of 9.711 billion shares, representing 69.96% [2] - COSCO Shipping Energy (01138) has a holding of 891 million shares, representing 68.73% [2] - Other notable companies include Changfei Optical Fiber (06869) at 68.48% and China Shenhua (01088) at 67.25% [2] Recent Increases in Holdings - Zijin Mining (02899) saw an increase of 1 billion in holding amount, with a change of 29.19 million shares [2][4] - Kuaishou (01024) experienced an increase of 0.981 billion, with a change of 12.19 million shares [2][4] - Pop Mart (09992) had an increase of 0.624 billion, with a change of 2.39 million shares [2][4] Recent Decreases in Holdings - SMIC (00981) had a decrease of 2.258 billion in holding amount, with a change of 28.18 million shares [4] - Hua Hong Semiconductor (01347) saw a decrease of 1.222 billion, with a change of 13.86 million shares [4] - Alibaba (09988) experienced a decrease of 0.714 billion, with a change of 4.39 million shares [4]

前10大资金净流入榜 智通财经APP获悉，10月9日,快手-W（01024）、紫金矿业（02899）、泡泡玛特（09992）南向资金净 流入金额位列市场前三，分别净流入10.64 亿、10.43 亿、6.21 亿 中芯国际（00981）、华虹半导体（01347）、阿里巴巴-W（09988）南向资金净流出金额位列市场前 三，分别净流出-24.58 亿、-12.48 亿、-7.67 亿 在净流入比方面，重塑能源（02570）、昊海生物科技（06826）、中国海外宏洋集团（00081）以 83.86%、62.63%、56.42%位列市场前三。 在净流出比方面，晋景新能(旧)（02945）、中集集团（02039）、招商局港口（00144） 以-1721.86%、-64.98%、-49.16%位列市场前三。 前10大净流入比榜 备注：上面表格港股通资金净流向数据为港股通流入资金之和，由于港交所是T+2日结算，此数据为延 迟数据。 智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准确。 | 股票名称 | 净流入比↓ | 净流入(元) | 收盘价 | | --- | --- | --- | --- ...

9月25日，《中国慈善家》杂志"奔流·女性公益 30+"主题活动在中国妇女活动中心举行。快手科技副总裁、快手公益基金会理事长宋婷婷获评"她故事·影响 力人物"，作为互联网科技企业推动公益事业发展的女性代表，宋婷婷的个人职业生涯与快手公益事业的发展紧密相连，正是对"技术如何改变社会"的这份 初心，让她持续投入到互联网公益这项事业中。 公益基因融入快手企业文化 在"奔流·女性公益 30+"主题活动中，宋婷婷就快手公益发展历程和快手特色互联网公益模式进行了分享。"快手所打造的'真实温暖'社区和'技术普惠'理念， 给我们开展公益项目带来了特别大的改变"。宋婷婷表示："让信任看得见、摸得着，短视频和直播让公益项目的过程与影响力变得所见即所得，同时降低了 用户参与公益的门槛，从点赞到评论一句老铁加油，都是善意的传递"。 快手科技副总裁、快手公益基金会理事长 宋婷婷 但是，仍然有很多乡村女性因为面临地域偏远、文化水平低、接受信息困难等各种限制，无法有效地接受短视频直播、直播电商技能的系统性学习。宋婷婷 表示："针对这些挑战，我们要帮助她们用上互联网时代的'新农具'，我们发起'幸福巾帼学堂'项目，不是单向资金帮助，而是'给工 ...

双11的周期，再次拉长。 京东方面，宣布自10月9日晚8点起，正式进入双11。相比往年，时间更早，并且，周期更长了，延长至11月14日24点。 也不只是京东。 AI蓝媒汇了解到，抖音电商宣布2025年"双11"从10月9日0点开卖，持续到11月11日；快手方面，则在10月7日便已抢先启动2025年"双11"预售；小红书则 在10月11日开启"双11"大促...... 最直观的体现是，除了用户们不用再熬夜之外，商家们可能也没那么"卷"了。"以前的双11，都得干通宵，现在不用了。"广州一名淘宝女装店主欣怡告诉 AI蓝媒汇。 双11没有最长，只有更长 淘宝天猫方面，则会在10月15日正式启动"双11"。 可以清楚看出，目前主流电商平台，正在有意将双11的促销活动周期拉长，推动双11从此前的促销节日转向成为促销月。 在这背后，一方面是电商市场的激烈竞争下，促销节点趋向常态化。双11虽然是国内最具代表性的促销节点，但在各电商平台密集的促销活动下，其本身 的大促意义，已然弱化。 另一方面，则是需求侧的变化。 多位消费者告诉AI蓝媒汇，近几年来，他们仍然会在双11周期中购买优惠商品，但基本上不会再囤货，不会在熬夜等抢购、付 ...

Core Viewpoint - The Hong Kong stock market experienced a collective decline on October 13, with technology stocks falling across the board, while the rare earth sector saw significant gains. The market is expected to face short-term fluctuations, but there are opportunities for low-cost asset acquisition amidst the adjustments [1][2]. Group 1: Market Performance - On October 13, all three major indices in the Hong Kong stock market fell, with technology stocks leading the decline and the rare earth sector rising significantly [1]. - The Hang Seng Technology Index ETF (513180) dropped over 3% in the afternoon, with major holdings like Xiaomi, Sunny Optical, Kuaishou, Xpeng Motors, NIO, Bilibili, and Lenovo Group among the biggest losers [1]. Group 2: Market Outlook - According to Huaxi Securities, the Hong Kong stock market is likely to experience some volatility in the short term, but there are opportunities for low-cost asset acquisition in undervalued stocks with good fundamentals that are less affected by U.S. tariff policies [1]. - Since September, the Hong Kong stock market has regained momentum driven by technology stocks, with current valuations at historical medians, making it attractive compared to A-shares and U.S. stocks [1]. - As of October 10, the latest valuation (PETTM) of the Hang Seng Technology Index ETF (513180) was 23.82 times, which is approximately at the 34.04% valuation percentile since the index's inception, indicating it remains in a relatively undervalued range [1]. Group 3: Future Trends - Looking ahead, the technology sector in Hong Kong is expected to benefit from current trends in AI, with potential for foreign capital inflow exceeding expectations against the backdrop of Federal Reserve interest rate cuts [2]. - The continuous increase in southbound capital suggests that a revaluation of the Hang Seng Technology Index is likely in the fourth quarter, providing an opportunity for investors without a Hong Kong Stock Connect account to access core Chinese AI assets through the Hang Seng Technology Index ETF (513180) [2].

来源：滚动播报 恒生科技指数跌超3%，成份股中，舜宇光学科技、比亚迪电子、快手、联想集团跌超5%。 ...