Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 70.97%, Green Power Environmental (01330) at 68.68%, and Haotian International Construction Investment (01341) at 66.96% [1] - Tencent Holdings (00700), Pop Mart (09992), and Yangtze Optical Fibre and Cable (06869) saw the largest increases in holding amounts over the last five trading days, with increases of +2.954 billion, +1.333 billion, and +1.183 billion respectively [1] - Conversely, China Mobile (00941), Zijin Mining (02899), and Alibaba-W (09988) experienced the largest decreases in holding amounts, with reductions of -2.026 billion, -1.856 billion, and -1.609 billion respectively [2] Group 1: Top Holding Ratios - China Telecom (00728) has a holding of 9.851 billion shares, representing 70.97% [1] - Green Power Environmental (01330) has a holding of 0.278 billion shares, representing 68.68% [1] - Haotian International Construction Investment (01341) has a holding of 7.430 billion shares, representing 66.96% [1] Group 2: Recent Increases in Holdings - Tencent Holdings (00700) increased by +2.954 billion, with a change of +4.9354 million shares [1] - Pop Mart (09992) increased by +1.333 billion, with a change of +5.8896 million shares [1] - Yangtze Optical Fibre and Cable (06869) increased by +1.183 billion, with a change of +13.9887 million shares [1] Group 3: Recent Decreases in Holdings - China Mobile (00941) decreased by -2.026 billion, with a change of -2.5982 million shares [2] - Zijin Mining (02899) decreased by -1.856 billion, with a change of -4.69103 million shares [2] - Alibaba-W (09988) decreased by -1.609 billion, with a change of -0.98507 million shares [2]

Group 1 - Anta Sports (82020), Li Ning (82331), and JD Health (86618) have the highest short-selling ratios at 100.00% each [1][2] - BYD Company (01211), Meituan (03690), and Xiaomi Group (01810) lead in short-selling amounts, with 1.896 billion, 1.439 billion, and 0.965 billion respectively [1][2] - Li Ning (82331), Shangmei Group (02145), and Bank of China Hong Kong (82388) have the highest deviation values at 37.55%, 31.60%, and 30.16% respectively [1][2] Group 2 - The top short-selling ratio rankings include Anta Sports (82020) at 100.00%, Li Ning (82331) at 100.00%, and JD Health (86618) at 100.00% [2] - The top short-selling amounts are led by BYD Company (01211) at 1.896 billion, Meituan (03690) at 1.439 billion, and Xiaomi Group (01810) at 0.965 billion [2] - The top deviation values are led by Li Ning (82331) at 37.55%, Shangmei Group (02145) at 31.60%, and Bank of China Hong Kong (82388) at 30.16% [2]

香港联交所最新资料显示，1月28日，贝莱德增持美团-W（03690）121.284万股，每股作价97.6492港 元，总金额约为1.18亿港元。增持后最新持股数目约为3.32亿股，最新持股比例为6.00%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 客户端 香港联交所最新资料显示，1月28日，贝莱德增持美团-W（03690）121.284万股，每股作价97.6492港 元，总金额约为1.18亿港元。增持后最新持股数目约为3.32亿股，最新持股比例为6.00%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 ...

Market Overview - The Hang Seng Index (HSI) closed at 26,954.92, up by 179.35 points or 0.67% as of February 2, 16:00 Eastern Time [1] - The index reached a high of 27,021.10 and a low of 26,800.30 during the trading session, with a trading volume of 40.725 million shares [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 139.961, increasing by 3.91% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 595.694, down by 0.47% compared to the Hong Kong close [2] Stock Price Movements - Tencent Holdings: Latest price HKD 598.500, down by HKD 7.500 or 1.24% [3] - Alibaba Group: Latest price HKD 163.300, down by HKD 5.900 or 3.49% [3] - HSBC Holdings: Latest price HKD 134.700, down by HKD 1.900 or 1.39% [3] - AIA Group: Latest price HKD 89.050, down by HKD 1.300 or 1.44% [3] - Meituan: Latest price HKD 94.850, down by HKD 2.350 or 2.42% [3] - BYD Company: Latest price HKD 91.000, down by HKD 6.750 or 6.91% [3] - Kuaishou Technology: Latest price HKD 77.000, down by HKD 3.150 or 3.93% [3]

| 股份代號: | 03690 | | --- | --- | | 上市法國名稱: | 美國 - W | | 日期(日/月/年): | 02/01/2026 - 02/02/2026 | 格隆汇2月2日丨根据联交所最新权益披露资料显示，2026年1月28日，美团-W(03690.HK)获BlackRock, Inc.在场内以每股均价97.6492港元增持好仓121.28万 股，涉资约1.18亿港元。 增持后，BlackRock, Inc.最新持好仓数目为332,012,992股，持好仓比例由5.98%上升至6.00%。 | 表格序號 | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | · 特有權益的股份數目 | 佔已發行的 有關事 | | --- | --- | --- | --- | --- | --- | --- | | | | 原因 | | | (請參閱上述*註解)有投票權股 (日/月 | | | | | | | | | 份自分比 | | CARDER THE CHARGE SECTION CONSULTION CONSULTION CONSULTIO ...

香港联交所最新资料显示，1月28日，贝莱德增持美团-W(03690)121.284万股，每股作价97.6492港元， 总金额约为1.18亿港元。增持后最新持股数目约为3.32亿股，最新持股比例为6.00%。 ...

Group 1 - BlackRock increased its stake in Meituan-W (03690) by 1.21284 million shares at a price of HKD 97.6492 per share, totaling approximately HKD 118 million [1] - Following the increase, BlackRock's total shareholding in Meituan-W is approximately 332 million shares, representing a stake of 6.00% [1]

Group 1 - BlackRock, the world's largest asset management company, increased its long position in Meituan-W from 5.98% to 6%, reaching the disclosure threshold set by the Hong Kong Stock Exchange [1] - This marks the second increase in BlackRock's holdings in Meituan within the last three months, with the previous increase occurring at the end of November 2025, where the holding ratio rose from 5.63% to 5.98% [1] - The current holding is just 4 percentage points away from the threshold for a mandatory disclosure in the Hong Kong stock market [1]

本文源自：金融界AI电报 据香港交易所披露，贝莱德（BlackRock）对美团 - W的多头持仓比例于2026年1月28日从5.98%增至 6.0%。 ...

Core Insights - Aixin Yuanzhi, a Chinese edge AI chip unicorn, is set to launch its global IPO on February 10, 2024, on the Hong Kong Stock Exchange, offering approximately 105 million H-shares [1][3] - The company specializes in AI inference system chips (SoC) for edge computing and terminal devices, positioning itself as a key player in the "edge brain" sector of the physical AI wave [1][4] Company Overview - Founded in 2019, Aixin Yuanzhi ranks among the top five global suppliers of visual edge AI inference chips, with an estimated shipment of 9.12 million chips in 2024, capturing a market share of approximately 6.8% [3][11] - In the mid-to-high-end visual edge AI inference chip segment, the company holds a leading market share of 24.1% [3][11] - Major shareholders include Meituan's Beijing Kuxun Technology, Tencent, Lenovo Star, and the founder of Haowei Group, Yu Renrong [3] Technology and Product Development - Aixin Yuanzhi's core computing unit, the Aixin Tongyuan hybrid precision NPU, is designed to support mainstream visual and multimodal model architectures, achieving higher energy efficiency compared to general-purpose GPUs [6][7] - The company has developed five generations of SoCs, with cumulative deliveries exceeding 165 million units by September 30, 2025, indicating a successful transition from concept validation to mass production [9][11] - The product matrix includes various SoCs for visual perception, smart vehicles, and edge AI inference applications, with commercialized products like the AX520 series and M55H already in the market [8][16] Market Trends and Future Outlook - The AI industry is shifting focus from cloud-based AI to physical AI, emphasizing real-time performance, reliability, and environmental adaptability [4][17] - Aixin Yuanzhi's technology and production experience position it well to meet the growing demand for efficient and stable edge computing solutions, particularly in smart automotive applications [16][17] - The company is exploring edge computing solutions and adapting large models for deployment at the edge, further enhancing its competitive edge in the market [16]