智通财经6月11日电，腾讯控股在6月11日回购了价值5.005亿港元的股票。 ...

Core Viewpoint - The China Securities Index (Hong Kong) 60 Index, which reflects the performance of listed securities from BRICS countries, has shown significant growth, with a year-to-date increase of 13.66% [1]. Group 1: Index Performance - The China Securities Index (Hong Kong) 60 Index reported a value of 1476.05 points, with a monthly increase of 2.62%, a three-month increase of 3.22%, and a year-to-date increase of 13.66% [1]. - The index is composed of securities from BRICS countries (Brazil, Russia, India, South Africa, and China) that meet certain size and liquidity criteria [1]. Group 2: Index Holdings - The top ten holdings in the China Securities Index (Hong Kong) 60 Index include Tencent Holdings (13.43%), Alibaba-W (9.1%), HDFC Bank (5.54%), Reliance Industries (4.31%), Xiaomi Group-W (3.78%), ICICI Bank (3.71%), Meituan-W (3.61%), China Construction Bank (3.57%), Sberbank of Russia (2.46%), and Infosys (2.39%) [1]. - The index's market sector distribution shows that the Hong Kong Stock Exchange accounts for 49.93%, the National Stock Exchange of India for 36.63%, the Moscow Interbank Currency Exchange for 9.06%, the Rio de Janeiro Stock Exchange for 2.80%, and the Johannesburg Stock Exchange for 1.58% [2]. Group 3: Industry Composition - The industry composition of the index indicates that financials make up 24.26%, consumer discretionary 20.94%, communication services 20.13%, energy 12.37%, information technology 8.33%, consumer staples 2.75%, materials 2.23%, industrials 1.85%, healthcare 0.74%, and utilities 0.60% [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - The adjustment process allows for a maximum sample change of 10%, with new samples prioritized based on their ranking and market capitalization [3].

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.06.10 | 97.30 | 520.000 | 509.000 | 50045.30 | | 2025.06.09 | 96.80 | 520.500 | 513.000 | 50057.43 | | 2025.06.06 | 97.50 | 516.500 | 511.500 | 50084.93 | | 2025.06.05 | 97.50 | 517.500 | 509.500 | 50066.06 | | 2025.06.04 | 98.00 | 513.000 | 507.500 | 50034.58 | | 2025.06.03 | 99.40 | 505.000 | 501.000 | 50046.74 | | 2025.06.02 | 101.30 | 498.400 | 490.000 | 50053.67 | | 2025.05.30 | 100.30 | 504.500 | 496.200 | 500 ...

智通财经APP获悉，6月10日港股市场，北水成交净买入75.9亿港元，其中港股通(沪)成交净买入47.95亿 港元，港股通(深)成交净买入27.96亿港元。 石药集团(01093)获净买入7.61亿港元。消息面上，交银国际此前指，憧憬公司今年有望达成三项大型海 外授权交易，每项或涉及超过50亿美元，加上恩必普加强推广、多美素获集中采购及公司渠道去库存影 响减少等，该行预料石药未来将确认更多BD收入。 北水净买入最多的个股是美团-W(03690)、石药集团(01093)、信达生物(01801)。北水净卖出最多的个股 是腾讯(00700)、小米集团-W(01810)、阿里巴巴-W(09988)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 美团-W | 17.86 乙 | 15.35 乙 | 33.21 乙 | | HK 03690 | | | +2.52 Z | | 小米集团-W | 13.01 乙 | 16.73亿 | 29.74 Z | | HK 01810 | | | -3.72 Z | | 腾讯控股 | 6. ...

Group 1 - Southbound funds had a significant net purchase of 7.59 billion yuan today [1] - In the Hong Kong Stock Connect (Shanghai), CSPC Pharmaceutical Group and Meituan-W received net purchases of 368 million HKD and 252 million HKD respectively [1] - Tencent Holdings had the highest net sell amount, totaling 1.044 billion HKD [1] Group 2 - In the Hong Kong Stock Connect (Shenzhen), Meituan-W and Innovent Biologics received net purchases of 734 million HKD and 520 million HKD respectively [1] - Tencent Holdings again had the highest net sell amount, amounting to 847 million HKD [1]

| + 852 2532 1957 | | | --- | --- | | Jinglin.li@firstshanghai.com.hk | | | 呂彥辛 | | | +852 2532 1539 | | | Alexandra.lyu@ firstshanghai.com.hk | | | 行業 | TMT | | 股價 | 518 港元 | | 市值 | 4.761 萬億港元 | | --- | --- | | 總股本 | 91.9 億 | | 52 周高/低 | 542.5 港元/344.5 港元 | | 每股淨資產 | 123.55 港元 | 股價表現 公司評論 第一上海研究部 research@firstshanghai.co m.hk 2025 年 6 月 10 日 星期二 【公司評論】 騰訊控股（700.HK）：週報 電商：微信小店內測"跟朋友一起買"拼單功能 微信小店近期內測"跟朋友一起買"拼單功能，用戶可在微信小店首頁看到提示， 點擊進入拼單頁面。用戶既能直接下單，也能通過微信好友或社群分享拼團連結。 拼團時訂單金額自動累計，達到商家設定標準即可觸發優惠，未達門檻訂單自動退 款，且平臺會 ...

南向资金今日净买入7.17亿元。港股通（沪）方面，美团-W、信达生物分别获净买入6.2亿港元、3.0亿 港元；阿里巴巴-W净卖出额居首，金额为9.16亿港元；港股通（深）方面，信达生物、理想汽车-W分 别获净买入8.25亿港元、4.52亿港元；腾讯控股净卖出额居首，金额为13.26亿港元。 ...

6月9日早盘，恒生科技指数高开高走，恒生科技指数ETF（513180）跟随指数强势上扬。持仓股中，金 蝶国际、腾讯音乐、快手、美团、京东集团、中芯国际、商汤等涨幅居前，阿里巴巴、腾讯控股、比亚 迪股份、美团、快手等成交额居前。 消息面上，恒生指数6月9日（周一）起调入美的集团、中通快递-W；恒生科技指数调入比亚迪股份， 剔除阅文集团。此外，上交所于6月9日（周一），正式将布鲁可、古茗、蜜雪集团调入沪港通下港股通 标的名单。 硬科技与新消费共振，聚焦港股新CP（支持T+0）： 1） 港股消费：港股消费ETF（513230），打包电商+新消费，覆盖相对A股更为稀缺的新消费赛道； 2） 港股科技：恒生科技指数ETF（513180），软硬科技兼备，囊括相对A股更为稀缺的科技龙头。 （文章来源：每日经济新闻） 回购数据方向，截至6月6日，腾讯控股已连续回购15个港股交易日，期间累计回购金额高达75.07亿港 元。近年来，以腾讯为代表的科技龙头倾向于回购来实现投资者回报，截至6月6日，腾讯控股今年内回 购金额达285.33亿港元，去年全年回购金额高达1120.03亿港元。 此外，一般来说，企业认为其估值处于被市场严重低估 ...

| 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 97.50 | 50084.93 | 516.500 | 511.500 | 2853315.68 | | 01299 | 友邦保险 | 300.00 | 20382.49 | 69.000 | 67.150 | 1206539.55 | | 00670 | 中国东方航 空股份 | 220.00 | 648.42 | 2.970 | 2.920 | 49816.45 | | 01519 | 极兔速递-W | 92.00 | 626.52 | 6.870 | 6.730 | 25362.34 | | 09987 | 百胜中国 | 1.39 | 467.34 | 339.400 | 335.200 | 70033.89 | | 01907 | 中国旭阳集 团 | 165.00 | 412.92 | 2.5 ...

Core Insights - China's technology sector is expected to show resilience in H2 2025, leveraging global trade pressures to foster indigenous innovation despite facing significant U.S. tariffs and export restrictions [2] - Major Chinese tech companies are pivoting investments towards AI infrastructure and emerging technologies, with strong demand for AI outpacing supply [2] - The semiconductor industry in China has captured over 25% of the global market share in advanced packaging technologies, showcasing its competitive edge [5] Company Highlights - **NetEase**: - Demonstrated strong financial momentum with Q1 2025 gaming revenues increasing by 12.1% year over year to RMB24.0 billion and net income rising by 35% to RMB10.3 billion [9][11] - Upcoming game titles and a robust pipeline position the company for growth in the second half of 2025 [10][11] - **Alibaba**: - Reported Q4 fiscal 2025 non-GAAP earnings surged by 23% year over year to $1.73 per ADS, exceeding estimates by 16.89% [12][13] - The Cloud Intelligence segment achieved 18% revenue growth, with AI-related products maintaining triple-digit growth for seven consecutive quarters [12] - **Taiwan Semiconductor**: - Achieved Q1 2025 revenues of $25.53 billion, a 35% year-over-year increase, with net income rising by 53% to nearly $11 billion [15] - Plans to increase capital spending to between $38 and $42 billion in 2025 to meet growing AI-driven demand for advanced chips [16] - **Tencent**: - Reported Q1 revenues of RMB180 billion, a 13% year-over-year increase, with gaming division growth accelerating [17] - Integrated AI capabilities are enhancing user engagement and advertising effectiveness, positioning the company favorably in the market [18][19] Industry Trends - The robotics sector in China is advancing with innovations such as sophisticated humanoid robots, while the electric vehicle ecosystem is bolstered by companies like Zeekr and Great Wall Motor [6] - Augmented reality companies in Beijing are developing advanced AR solutions, reflecting China's strategy to lead in high-tech sectors [7] - The overall technological advancements and significant investments in development present substantial growth opportunities for investors in the Chinese tech landscape [8]