智通财经APP获悉，腾讯控股(00700)跌幅扩大逾3%，截至发稿，跌3.1%，报563港元，成交额120.36亿 港元。 消息面上，微信派今早发布公告称，收到用户针对元宝的反馈和投诉，其相关春节营销活动存在通 过"做任务""领红包"等方式诱导用户高频分享链接到微信群等场景，干扰平台生态秩序、影响用户体 验、对用户造成骚扰。经研判，对元宝的违规链接进行处置，限制其在微信内直接打开。相关处置措施 即日生效。此前，腾讯旗下AI平台元宝宣布在2月1日开启新春活动，分10亿现金红包。马化腾曾表示 希望重现当年微信红包的盛况。 值得关注的是，日前市场有传言称金融业及互联网增值服务（如游戏内购、广告）因利润率高、税负 轻，可能成为下一个税率调整目标，并类比白酒税率，该消息引发腾讯等互联网公司股价集体下挫。华 创证券认为，上述传闻属于过度推演，并没有切实的依据。同时，互联网企业加税或直接传导至C端消 费者，这与目前促进消费的大方针相悖，逻辑不可外推。 ...

港股明星科网股连日走低，BOSS直聘(02076.HK)跌超3%，携程集团-S(09961.HK)跌超2%，哔哩哔哩 (09626.HK)、腾讯控股(00700.HK)、快手(01024.HK)、美团(03690.HK)、百度(09888.HK)、阿里巴巴 (09988.HK)等个股跟跌。 本文源自：金融界AI电报 ...

Group 1 - The Hong Kong stock market's technology sector is experiencing a downturn, with the Hang Seng Technology ETF (520980) declining by 0.45% for the fourth consecutive day, despite a significant increase in trading volume to nearly 600 million HKD [1] - The Hang Seng Technology ETF (513260) saw a drop of 0.43%, reaching a year-to-date low, but managed to attract over 51 million HKD in inflows over the past two days, with its latest financing balance exceeding 140 million HKD and total fund size surpassing 7.2 billion HKD [3] - There are rumors regarding potential increases in VAT rates for the gaming and financial sectors, which have been deemed unsubstantiated by experts, indicating that the current VAT rates for these industries are stable and will not change significantly [5] Group 2 - Major technology stocks in Hong Kong mostly closed lower, with Kuaishou down over 4%, Tencent and SMIC down over 2%, while Huahong Semiconductor rose over 4% [6] - The Hang Seng Technology Index includes major companies like JD.com, Baidu, and NetEase, providing a comprehensive representation of top-tier technology assets in China [14] - Analysts suggest that the recent nomination of the Federal Reserve Chair may lead to increased volatility in the Hong Kong stock market, particularly affecting sectors that previously performed well [8][9]

智通财经APP获悉，腾讯(00700)"QQ经典农场"公众号2月2日发文宣布，《QQ经典农场》将在2月6日(周五)正式回归，同步登陆QQ和微信。该款游戏于 2009年上线，2010年，游戏最高在线人数达1.2亿。 IDI TANUARY STER! 《QQ经典农场》即将上线 合 & QQ经典农场 Q 《QQ经典农场》保留了2009年《QQ农场》的核心玩法，包括种菜、偷菜、养动物等，让玩家在手机上重温当年的"偷菜"乐趣。 文章称，"收菜『偷菜』不用再比拼谁先到家、谁能守在电脑前。无论是相隔千里还是正面对面，彼此的农场都能即时相联"。 ...

作者 | 第一财经 李隽 2月3日上午，受加税传闻等影响，腾讯控股（00700.HK）一度大跌超过6%，最低一度跌至561港元， 中午收盘跌幅收窄至3.09%，报收580港元。 腾讯控股已连续超过4个月下跌，近日元宝红包活动也未能拉升股价。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 截至发稿，尚未有相关方面对加税传闻作出回应。有业内人士认为，税收增加传闻真实性概率比较低， 此传言属于典型的市场噪音，在情绪脆弱时被放大；另一方面，从元宝红包活动的情况来看，腾讯确实 无法完全规避行业内卷格局，短期内股价缺乏进攻催化剂，需要人工智能等新业务发展可以进一步满足 市场预期。 奶酪基金投资经理潘俊向第一财经表示，腾讯跌破600港元关口，一方面源于高额人工智能资本开支与 短期变现不确定性之间的错配，元宝红包活动虽引发市场关注，但被市场解读为新一轮烧钱内卷的信 号，叠加1月部分数据不及预期，导致避险情绪升温。另一方面，腾讯确实无法完全规避行业内卷，虽 然当前估值处于历史低位并且具备防御性，但股价短期缺乏进攻催化剂。 博大资本国际行政总裁温天纳向第一财经记者表示，腾讯近期跌至近半年低点，元宝红包 ...

Core Viewpoint - Tencent Holdings experienced a significant drop in stock price, attributed to rumors of tax increases, which are considered to have low authenticity by industry insiders [1] Group 1: Stock Performance - On February 3, Tencent's stock fell over 6%, reaching a low of 561 HKD, before closing down 3.09% at 580 HKD [1] - The company has seen a continuous decline for over four months, with recent promotional activities failing to boost stock prices [1] Group 2: Market Sentiment and Analysis - Industry experts suggest that the rumors of tax increases are likely market noise, amplified during periods of weak sentiment [1] - The recent "red envelope" activity has not alleviated the competitive pressures within the industry, indicating a lack of immediate catalysts for stock price recovery [1] Group 3: Investment Insights - According to investment manager Pan Jun, the stock's drop below 600 HKD is due to a mismatch between high capital expenditures in artificial intelligence and short-term monetization uncertainties [1] - The market interprets the "red envelope" activity as a signal of increased spending competition, compounded by January's disappointing data, leading to heightened risk aversion [1] - Despite being at historical low valuations and possessing defensive qualities, Tencent's stock lacks immediate growth catalysts [1]

红蚁资本投资总监李泽铭表示，2月3日上午科网股下跌明显受税收传言影响，因不只腾讯下跌，目前各 方面评论均认为该传闻可信度极低，应不会有增值税项方面的修改，但因未有官方说法，市场又可见此 前中国移动（600941.SH）等电信企业因增值税调升，股价经历了下跌，对科网股市场当前倾向于先行 避险，除非收盘后或当日有官方明确辟谣，方可重振市场信心，否则该问题短期仍会困扰整个互联网板 块。 港股100研究中心顾问余丰慧表示，对于腾讯这类大型企业，关键在于如何通过战略调整和业务创新来 恢复投资者信心并实现长期增长，随着互联网行业成熟和技术发展，腾讯需在人工智能、云计算、大数 据等新兴领域持续投入资源以保持技术领先地位。 腾讯控股已连续超过4个月下跌，近日元宝红包活动也未能拉升股价。 截至发稿，尚未有相关方面对加税传闻作出回应。有业内人士认为，税收增加传闻真实性概率比较低， 此传言属于典型的市场噪音，在情绪脆弱时被放大；另一方面，从元宝红包活动的情况来看，腾讯确实 无法完全规避行业内卷格局，短期内股价缺乏进攻催化剂，需要人工智能等新业务发展可以进一步满足 市场预期。 奶酪基金投资经理潘俊向第一财经表示，腾讯跌破600港元关 ...

博大资本国际行政总裁温天纳向第一财经记者表示，腾讯近期跌至近半年低点，元宝红包活动虽引爆下 载和热议，却没有拉升股价，核心逻辑在于市场已经在警惕"烧钱换增长"的内卷模式。红包带来短期流 量，但投资者关注点在于用户留存与人工智能黏性，而非瞬时日活用户。中国互联网巨头人工智能竞争 激烈（腾讯元宝、百度文心、阿里千问等），也加剧了利润率压力，导致资金短期避险。 红蚁资本投资总监李泽铭表示，2月3日上午科网股下跌明显受税收传言影响，因不只腾讯下跌，目前各 方面评论均认为该传闻可信度极低，应不会有增值税项方面的修改，但因未有官方说法，市场又可见此 前中国移动（600941.SH）等电信企业因增值税调升，股价经历了下跌，对科网股市场当前倾向于先行 避险，除非收盘后或当日有官方明确辟谣，方可重振市场信心，否则该问题短期仍会困扰整个互联网板 块。 港股100研究中心顾问余丰慧表示，对于腾讯这类大型企业，关键在于如何通过战略调整和业务创新来 恢复投资者信心并实现长期增长，随着互联网行业成熟和技术发展，腾讯需在人工智能、云计算、大数 据等新兴领域持续投入资源以保持技术领先地位。 "特别是在人工智能领域，这不仅能够帮助腾讯开发新产 ...

Core Viewpoint - The Hong Kong technology stocks experienced significant volatility, with the Hang Seng Tech Index dropping over 3% and Tencent Holdings falling more than 6% at one point, before slightly recovering [1][3]. Group 1: Market Performance - As of 11:49 AM, Tencent Holdings was down 3.26%, trading at 579 HKD per share [1][3]. - Other notable declines included Kuaishou down 4.94%, Bilibili down 4.62%, and Baidu down 3.54% [2][4]. Group 2: Company Developments - Tencent has been active recently, announcing a 1 billion RMB (approximately 10 million HKD) red envelope for the Spring Festival on January 25 [2][4]. - The company launched a new product called "Yuanbao Pai," which has clear social attributes, and it began public testing on February 1 [2][4].

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound capital, with a total net buy of HKD 19.07 billion on February 2, 2023, indicating strong investor interest in certain stocks while others faced net sell-offs [1]. Group 1: Northbound Capital Activity - Northbound capital recorded a net buy of HKD 27.38 billion through the Shanghai Stock Connect and a net sell of HKD 8.3 billion through the Shenzhen Stock Connect [1]. - The most bought stocks included Tencent (00700), Xiaomi Group-W (01810), and China Life (02628) [1]. - The most sold stocks were Hua Hong Semiconductor (01347), Zijin Mining (02899), and CSPC Pharmaceutical Group (01093) [1]. Group 2: Individual Stock Performance - Alibaba-W (09988) had a net sell of HKD 3.28 billion, with plans to invest HKD 30 billion in a "Spring Festival Treat Plan" [6][7]. - Tencent (00700) saw a net buy of HKD 13.03 billion, boosted by the launch of its "Yuanbao" Spring Festival red envelope activity, which is expected to increase downloads and user engagement [4]. - China Life (02628) received a net buy of HKD 1.87 billion, supported by positive forecasts for its individual insurance sales [5]. - Hua Hong Semiconductor (01347) faced a net sell of HKD 6.15 billion, amid tightening order reviews from major chip manufacturers [6]. - Zijin Mining (02899) experienced a net sell of HKD 4.64 billion, as it announced plans to issue USD 1.5 billion zero-coupon convertible bonds for project financing [7].