来源：上海证券报·中国证券网 上证报中国证券网讯（林铭溱 记者 刘逸鹏）2月3日，港股科技股大幅震荡，恒生科技指数一度跌超 3%，腾讯控股一度跌超6%，随后跌幅有所收窄。截至11时49分，腾讯控股跌3.26%，报579港元/股。 来源：上海证券报·中国证券网 上证报中国证券网讯（林铭溱 记者 刘逸鹏）2月3日，港股科技股大幅震荡，恒生科技指数一度跌超 3%，腾讯控股一度跌超6%，随后跌幅有所收窄。截至11时49分，腾讯控股跌3.26%，报579港元/股。 | 代码 | 名称 | 最新价 | 涨跌幅 へ | 贡献 | | --- | --- | --- | --- | --- | | 01024 | 快手-W ○ | 73.200 | -4.94% | -16.09 | | 09626 | 哔哩哔哩-W | 247.600 | -4.62% | -5.36 | | 09888 | 百度集团-S1 | 141.500 | -3.54% | -9.26 | | 00700 | 腾讯控股 | 579.000 | -3.26% | -14.57 | | 09866 | 蔚来-SW | 36.000 | -2.39% | ...

北水净买入最多的个股是腾讯(00700)、小米集团-W(01810)、中国人寿(02628)。北水净卖出最多的个股是华虹半导体 (01347)、紫金矿业(02899)、石药集团(01093)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W HK 09988 | 26.52 乙 | 34.69 乙 | 61.21亿 | | | | | -8.16 Z | | 腾讯控股 | 25.23 乙 | 16.43 乙 | 41.661Z | | HK 00700 | | | +8.80 亿 | | 中国移动 HK 00941 | 15.45 乙 | 16.80亿 | 32.25 乙 | | | | | -1.34 Z | | 中芯国际 | 14.67 乙 | 14.97亿 | 29.65亿 | | HK 00981 | | | -2986.93万 | | 中国海洋 ... HK 00883 | 10.17亿 | 11.04亿 | 21.21亿 | | | | | -8670.43万 | | 小米集团-W HK 01 ...

【南向资金今日净买入约19亿港元 腾讯控股获净买入居前】智通财经2月2日电，南向资金今日净买入 约19.07亿港元。腾讯控股、小米集团-W分别获净买入约13.04亿港元、2.78亿港元；华虹半导体遭净卖 出6.15亿港元。 转自：智通财经 ...

Investment Rating - The report does not explicitly state an investment rating for Tencent Holdings [2] Core Insights - Tencent is undergoing a strategic transformation driven by AI, with a focus on organizational restructuring and cloud business profitability milestones. The CEO, Ma Huateng, emphasized that AI is the only area worth significant investment at this time, and the company has successfully transitioned to self-developed products [2][3] - The launch of the "Yuanbao" project marks a significant step in Tencent's "AI + social" strategy, aiming to enhance user engagement through integrated social features and AI capabilities. Tencent plans to invest 1 billion yuan to promote this initiative, targeting exponential growth in AI user numbers during the 2026 Spring Festival [3] - Tencent's gaming business is thriving, with overseas revenue exceeding 10 billion USD, accounting for approximately 30% of total gaming revenue. The company has regained confidence in its core gaming operations, providing stable cash flow and growth potential [4] - In response to challenges in the short drama sector, Tencent Video is shifting towards an "advertising-driven" model while maintaining high-quality long-form content. The company has already produced several successful short drama projects and is exploring new ways to balance content depth and traffic efficiency [5] Summary by Sections Strategic Overview - Tencent's current strategy focuses on AI-driven organizational restructuring and achieving profitability in its cloud business, with a clear commitment to investing in AI technologies [2] AI Initiatives - The "Yuanbao" project represents a critical advancement in Tencent's AI and social strategy, integrating various social features and aiming for significant user growth through substantial promotional investments [3] Gaming Performance - Tencent's gaming division is performing robustly, with a notable increase in overseas revenue, showcasing the company's strong competitive advantage and ability to adapt to market changes [4] Content Strategy - Tencent Video is adapting to market pressures by transitioning to an advertising-driven model while continuing to invest in high-quality content, aiming to leverage its large user base for enhanced revenue generation [5]

Trevor Williams/DigitalVision via Getty Images Summary Foreign equity markets delivered their best returns in over a decade while our International Growth Composite Portfolio (the “Portfolio) finished the year essentially flat. This underperformance was not a result of deteriorating business fundamentals among our holdings, but rather a pronounced market preference for cyclically sensitive businesses. We seek to invest in businesses with durable competitive advantages, strong returns on capital, and re ...

披露的南向资金成交股中，盈富基金、腾讯控股、小米集团－Ｗ分别获净买入23.95亿港元、8.00亿港 元、6.43亿港元；中国移动、紫金矿业、阿里巴巴－Ｗ分别遭净卖出6.46亿港元、3.77亿港元、3.31亿港 元。 作者：智投君 港股通成交数据披露（沪深合计） 本文源自：市场资讯 恒生指数今日涨0.51%，报27968.09点，大市成交3319.94亿港元。 证券简称成交金额净买入额收盘价涨跌幅盈富基金 0280024.08亿港元23.95亿港元28.18港元5.00%腾讯控股 0070042.16亿港元8.00亿港元622.00港元1.60%小米集团－Ｗ 0181036.03亿港元6.43亿港元36.62港元8.30%招金矿业 018189.89亿港元1.48亿港元40.20港元-13.70%华虹半导体 0134713.37亿港元1.13亿港元116.20港元-53.00%融创中国 0191830.72亿港元-0.93亿港元1.33港元291.30%山东黄金 0178710.34亿港元-0.95亿港元51.65港元8.80%中国海洋石油 0088344.33亿港元-1.14亿港元24.98港元13.00%中 ...

1月29日，南下资金净买入港股43.74亿港元。 其中：净买入盈富基金23.95亿、腾讯控股8亿、小米集团-W 6.43亿、招金矿业1.48亿、华虹半导体1.13亿；净卖出中国移动6.45亿、紫金矿业3.77亿、阿里 巴巴-W 3.3亿、紫金黄金国际2.15亿、中芯国际1.62亿、中国海洋石油1.13亿。 北水动向 小米集团：港交所文件显示，小米集团于1月26日以1.404亿港元回购400万股B类股份。 招金矿业：国际金价继续狂飙猛进。今日，现货黄金价格站上5500美元关口。麦格理此前研报指出，招金矿业持续扩大其黄金矿场组合，通过勘探实现有机 增长。该行将招金矿业2025至2027年净利润预测分别上调10%、74%及50%，至36.17亿、49.91亿及42.93亿元人民币。 据统计，南下资金已连续5日净买入腾讯，共计42.8853亿港元；连续19日净卖出中国移动，共计154.3408亿港元；连续5日净卖出阿里巴巴，共计34.0229亿 港元；连续4日净卖出紫金矿业，共计31.5093亿港元；连续4日净卖出中芯国际，共计11.7293亿港元。 腾讯控股：腾讯此前宣布将在2月1日上线春节活动，用户上元宝App分 ...

花旗发布研报称，据外电报道，中国监管部门已批准阿里巴巴-W（09988）、腾讯控股（00700）及字 节跳动三间主要科技公司采购英伟达（NVDA.US）的H200人工智能芯片。花旗发表报告指出，若消息 获官方及相关公司确认，将对腾讯、阿里巴巴及整体中国互联网行业产生积极影响。 报告特别指出，此消息对腾讯的正面影响最为显著。此前腾讯管理层在业绩会上曾表示，在直接采购受 限情况下可能考虑以"租赁"GPU算力作为替代模式。花旗认为2026年资本开支有增加风险。人工智能行 业依次看好腾讯＞阿里＞百度集团-SW（09888）。 责任编辑：史丽君 责任编辑：史丽君 花旗发布研报称，据外电报道，中国监管部门已批准阿里巴巴-W（09988）、腾讯控股（00700）及字 节跳动三间主要科技公司采购英伟达（NVDA.US）的H200人工智能芯片。花旗发表报告指出，若消息 获官方及相关公司确认，将对腾讯、阿里巴巴及整体中国互联网行业产生积极影响。 报告特别指出，此消息对腾讯的正面影响最为显著。此前腾讯管理层在业绩会上曾表示，在直接采购受 限情况下可能考虑以"租赁"GPU算力作为替代模式。花旗认为2026年资本开支有增加风险。人工智 ...

智通财经APP获悉，花旗发布研报称，据外电报道，中国监管部门已批准阿里巴巴-W(09988)、腾讯控 股(00700)及字节跳动三间主要科技公司采购英伟达(NVDA.US)的H200人工智能芯片。花旗发表报告指 出，若消息获官方及相关公司确认，将对腾讯、阿里巴巴及整体中国互联网行业产生积极影响。 报告特别指出，此消息对腾讯的正面影响最为显著。此前腾讯管理层在业绩会上曾表示，在直接采购受 限情况下可能考虑以"租赁"GPU算力作为替代模式。花旗认为2026年资本开支有增加风险。人工智能行 业依次看好腾讯＞阿里＞百度集团-SW(09888)。 ...

Group 1 - China has trade deficits, particularly in services, which contrasts with the commonly reported trade surpluses [1] - The focus on megatrends and emerging technologies can provide insights into investment opportunities as society and technologies evolve [1] - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for identifying potential investment opportunities [1] Group 2 - The analyst has experience in evaluating startups and emerging industries, indicating a strong background in assessing new market opportunities [1] - There is a growing interest in marketing and business strategy for medium-sized companies and startups, highlighting a shift towards these sectors [1]