8月22日，腾讯控股回购91.70万股股票，每股回购均价600.34港元，共耗资约5.51亿港元，本年累计回 购9352.60万股，占总股本1.01%。 截至当日港股收盘，腾讯控股上涨1.18%，报600.0港元/股。 腾讯控股近期回购情况 回购日期回购均价回购股数回购金额本年累计回购股数2025-08-22600.34491.70万5.51亿9352.60万2025- 08-21593.58492.80万5.51亿9260.90万2025-08-20589.78693.40万5.51亿9168.10万2025-08-19590.56793.20 万5.50亿9074.70万2025-08-18591.23593.10万5.50亿8981.50万2025-07-10496.378100.80万5.00亿8888.40万 2025-07-09497.832100.50万5.00亿8787.60万2025-07-08502.82799.50万5.00亿8687.10万2025-07- 07499.590100.20万5.01亿8587.60万2025-07-04496.792100.70万5.00亿8487.40 ...

相关事件 格隆汇8月22日丨腾讯控股(00700.HK)发布公告，2025年8月22日耗资5.51亿港元回购91.7万股，回购价 格每股596-606港元。 腾讯控股(00700.HK)8月22日耗资5.51亿港元回购91.7万股 腾讯控股(00700.HK)8月21日耗资5.51亿港元 回购92.8万股 ...

腾讯控股(00700)发布公告，于2025年8月22日斥资5.505亿港元回购91.7万股。 ...

智通财经APP讯，腾讯控股(00700)发布公告，于2025年8月22日斥资5.505亿港元回购91.7万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 騰訊控股有限公司 呈交日期： 2025年8月22日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00700 | 說明 | | | | | | | 多櫃檯證券代號 | 80700 | RMB 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月22日｜腾讯(0700.HK)拉升涨超2%，报606.5港元，股价创2021年3月以来新高；腾讯年内累涨 46%。 腾讯此前公布业绩显示，2025年二季度收入1845.04亿元，同比增长15%，环比增长2%，高于预估的 1789.4亿元；毛利1050.13亿元，同比增22%，环比增长4%；本公司权益持有人应占盈利556.28亿元，同 比增长17%，环比增长16%，高于预期的508.3亿元；非国际财务报告准则本公司权益持有人应占盈利为 630.52亿元，同比增长10%，环比增长3%，高于预估的620.2亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，8月22日，腾讯控股涨超1%，再度升破600港元关口。 ...

证券时报·数据宝统计，腾讯控股在港交所公告显示，8月21日以每股590.000港元至597.000港元的价格 回购92.80万股，回购金额达5.51亿港元。该股当日收盘价593.000港元，上涨0.42%，全天成交额84.80 亿港元。 自8月18日以来公司已连续4日进行回购，合计回购372.50万股，累计回购金额22.03亿港元。 其间该股 累计上涨0.17%。 | 2025.06.19 | 100.20 | 506.000 | 496.200 | 50042.14 | | --- | --- | --- | --- | --- | | 2025.06.18 | 99.00 | 510.000 | 503.500 | 50071.13 | | 2025.06.17 | 98.00 | 514.000 | 507.000 | 50046.48 | | 2025.06.16 | 98.50 | 511.000 | 505.000 | 50014.39 | | 2025.06.13 | 98.20 | 515.000 | 506.500 | 50038.28 | | 2025.06.12 | 97.50 | 51 ...

Core Viewpoint - Bank of America maintains a "Buy" rating for Tencent with a target price of HKD 690, indicating significant upside potential from the current price of HKD 593 [1] AI Potential - Tencent is heavily investing in upgrading its mixed Yuan model to create a comprehensive AI ecosystem, which is crucial for its growth [2] - The recent push to direct traffic to the Yuan model has successfully increased user numbers, with expectations for further growth through cross-promotion activities [2] - The unique advantage of AgenticAI within WeChat allows for seamless integration of services, enhancing user engagement and potential revenue streams [2] Financial Technology and Enterprise Services - The payment business is showing signs of recovery, with commercial payments turning positive year-on-year in Q2 2024, supported by stable price levels [3] - Favorable conditions for credit business development include low interest rates and improved macroeconomic stability, with AI being deployed for credit scoring [3] - The cloud business continues to grow at double-digit rates, capitalizing on increasing demand for real-time communication solutions [3] Advertising Business - AI is becoming a core driver for advertising revenue, with improvements in click-through rates (CTR) and increased display frequency contributing to growth [4] - The majority of advertising growth in Q2 2025 is expected to come from higher cost-per-thousand impressions, driven by enhanced data utilization and algorithm upgrades [4] Gaming Business - AI is enhancing content production efficiency in gaming, while advanced game engines are improving visual quality, leading to better game performance and extended lifecycles [5] - Tencent remains optimistic about opportunities in the international gaming market, leveraging its expertise in technology and game-as-a-service (GaaS) [5] Profit Margins - Tencent's gross margins are expected to continue expanding, driven by a shift towards higher-margin self-developed games and increased contributions from financial technology and advertising [6] Mini Program Store - The gross merchandise volume (GMV) of WeChat's mini program store is growing rapidly, with a focus on enhancing service capabilities rather than competing in the food delivery space [7] Target Price Basis - The target price of HKD 690 is based on discounted cash flow (DCF) analysis and the value of equity investments, with a weighted average cost of capital (WACC) of 8.6% and a projected compound annual growth rate (CAGR) of 9% from 2021 to 2028 [8]

Group 1 - Tencent reported Q2 2025 revenue of 184.5 billion (yoy +15%), exceeding Bloomberg's expectations by 3% [1] - Net profit attributable to shareholders for Q2 2025 was 55.6 billion (yoy +17%), surpassing Bloomberg's forecast by 8% [1] - AI is driving significant revenue growth across all business lines, with expectations for continued increases in AI penetration [1] Group 2 - Value-added services revenue reached 91.4 billion (yoy +16%), exceeding Bloomberg's expectations by 4% [1] - Game revenue for Q2 2025 was 59.2 billion (yoy +22%), surpassing Bloomberg's forecast by 5%, driven by both domestic and overseas games [1] - Q3 2025 game revenue expectations have been revised upward to yoy +23%, supported by strong performance from existing games and new releases [1] Group 3 - Marketing services revenue for Q2 2025 was 35.8 billion (yoy +20%), exceeding Bloomberg's expectations by 2% [2] - Significant growth in video accounts, mini-programs, and search ads, with increases of 50%, 50%, and 60% respectively [2] - Financial technology and enterprise services revenue reached 55.5 billion (yoy +10%), surpassing Bloomberg's expectations by 3% [2] Group 4 - Profit forecasts for 2025-2027 have been adjusted, with IFRS net profit expected to be 223.1 billion, 257.7 billion, and 297.0 billion respectively [3] - Non-IFRS net profit estimates for the same period are 274.7 billion, 327.5 billion, and 373.8 billion [3] - A target price of 673.68 HKD has been set based on SOTP valuation, maintaining a "buy" rating [3]