（原标题：北水动向|北水成交净买入12.96亿 阿里千问下载量破7亿领跑 北水加仓阿里(09988)超10亿港元） 智通财经APP获悉，1月13日港股市场，北水成交净买入12.96亿港元，其中港股通(沪)成交净买入1.49亿港元，港股通(深)成交净买入11.47亿港 元。 港股通(深)活跃成交股 阿里巴巴-W(09988)获净买入10.7亿港元。消息面上，根据全球AI开源社区Hugging Face的最新统计数据，截至2026年1月，阿里云旗下的通义千问 系列模型累计下载量已超过7亿次，成为该平台下载量最高的开源AI系列。数据显示，仅在2025年12月，该系列模型的下载量便超越了排名第二 至第八位模型的下载总和。 中芯国际(00981)遭净卖出8.34亿港元。消息面上，特朗普政府日前已放松对中国出口英伟达H200芯片的管制。东海证券此前发布研报称，此举或 将加快中国AI模型训练进程，另一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。 此外，中国移动(00941)遭净卖出8.03亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、腾讯(00700)、小米集团-W(01810)。北水净卖出最 ...

Core Viewpoint - The company, Wento Holdings (600715.SH), currently does not engage in the internet advertising business, and has no significant business collaborations with Douyin, Kuaishou, or Xiaohongshu beyond routine promotional and traffic flow activities [1]. Summary by Categories Business Operations - The company's main business does not involve internet advertising [1]. - Apart from routine promotional and traffic flow activities, there are no major business collaborations with Douyin, Kuaishou, or Xiaohongshu [1].

Market Performance - The Hong Kong stock market saw a significant early rise but narrowed gains in the afternoon, with the Hang Seng Index closing at 26,848.47 points, up 239.99 points, or 0.90% [1] - The total trading volume for the day was 315.2 billion HKD, showing a slight increase compared to the previous day [1] Sector Highlights - Gold stocks continued their upward trend, with China Gold International (HK02099) rising over 7%, Lingbao Gold (HK03330) up nearly 3%, and Zijin Mining (HK01818) and Shandong Gold (HK01787) both increasing over 2% [3] - The Hang Seng Tech Index closed at 5,869.79 points, up 6.59 points, or 0.11% [4] Company News - Citigroup has aggressively raised its short-term outlook for precious metals, predicting gold prices could reach 5,000 USD/oz and silver 100 USD/oz within three months due to escalating geopolitical risks, physical shortages, and uncertainties in Federal Reserve policies [6] - Innovative drug concept stocks performed well, with WuXi AppTec (HK02359) rising over 8% [7] - WuXi AppTec announced an expected annual revenue of 45.456 billion CNY, a year-on-year increase of 15.84%, with adjusted net profit expected to rise by approximately 41.33% to 14.957 billion CNY [9] - Rongchang Biopharmaceutical (HK09995) signed an exclusive licensing agreement with AbbVie for its new dual-target PD-1/VEGF antibody drug RC148, receiving an upfront payment of 650 million USD and potential total payments of up to 5.6 billion USD [11] Market Outlook - Guosen Securities noted that the Hong Kong stock market has not yet fully strengthened, with traditional industries still dominating, and concerns over intensified competition among internet companies affecting market sentiment [13] - The pricing power of Hong Kong stocks is influenced by overseas risk appetite, and the appreciation of the RMB is being offset by profit-taking sentiment [13] - The AH premium index indicates that quality H-shares are preferred over A-shares, with domestic investors favoring leading companies through southbound channels [13]

1月13日，脉脉发布的数据显示，新经济行业就业出现回暖信号。从招聘量来看，2025年，万人以上规 模企业新发岗位量同比增长2.33%，成为唯一实现新发岗位量增长的企业规模类型。500人以下、500— 1000人、1000—10000人企业的招聘需求均在收窄。2025年，万人以上的企业贡献了全行业36.55%的新 发岗位量，高于2024年的34.80%。 具体到公司层面，新发岗位量涨幅较高的企业几乎全部为万人以上规模企业。大疆、滴滴、小米的新发 岗位量均取得较高水平增长。字节跳动、蚂蚁集团等知名大厂在脉脉发布多个急招岗位，其中BI数据分 析、海外业务项目经理、数据开发专家等多个岗位年薪超过100万元。 脉脉调研数据显示，2025年，万人以上规模企业涨薪的员工比例显著高于其他规模企业。从不同企业的 新发岗位平均月薪涨幅来看，涨薪较多的企业集中在互联网行业和新能源汽车。据不完全统计，2025 年，比亚迪（002594）新发"AI infra算法工程师"岗位平均月薪上涨超过36%；大疆"工业设计师"岗位平 均月薪上涨20%，腾讯"AI产品经理"岗位平均月薪上涨5.56%。近日，字节跳动启动实习生全面涨薪计 划。在脉脉 ...

Market Overview - The Hong Kong stock market showed a high open but low close, with cautious market sentiment. The Hang Seng Index rose by 0.9% to 26,848.47, while the Hang Seng Tech Index increased by 0.11% to 5,869.79, and the China Enterprises Index gained 0.71% to 9,285.41 [1][2]. Sector Performance - Technology stocks had mixed results, with Alibaba rising by 3.6% after previously increasing by 6.3%, while Kuaishou fell by 2.2%, and Xiaomi and Baidu dropped nearly 2% [2][4]. - Gold and precious metals surged, with spot gold reaching a new high of $4,630 per ounce and silver surpassing $86 per ounce, driven by geopolitical risks and concerns over the Federal Reserve's independence [6][7]. - Biopharmaceutical stocks were active, with WuXi AppTec rising over 8% following a positive earnings forecast, while other leading biopharma stocks also saw gains [7][8]. - Insurance stocks performed well, with China Pacific Insurance rising over 4% and China Life increasing by over 3% [11]. - Oil stocks generally rose, with CNOOC gaining over 2% and China Petroleum increasing by 1% [12]. - Automotive stocks saw broad increases, with Li Auto, Great Wall Motors, and Xpeng all rising over 2% [13]. Notable Stock Movements - WuXi AppTec projected a revenue of 45.456 billion yuan for 2025, a 15.84% increase year-on-year, with a net profit forecast of 19.151 billion yuan, reflecting a 102.65% increase [8]. - The AI healthcare sector saw significant gains, with Ark Health rising over 65% [9][10]. - Lithium battery stocks surged, with Zhongxin Innovation rising by 6.4% and Ganfeng Lithium increasing by nearly 4% [14][15]. - The commercial aerospace sector experienced a collective pullback, with Asia Pacific Satellite dropping over 9% [16]. - The brain-computer interface sector saw notable declines, with Nanjing Panda Electronics falling by 7.79% [18]. - The education sector faced widespread declines, with Minsheng Education dropping over 4% [22]. Capital Flows - Southbound funds recorded a net inflow of 1.296 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 149 million HKD and the Shenzhen-Hong Kong Stock Connect contributing 1.147 billion HKD [25]. Market Outlook - Analysts suggest that the Hong Kong stock market may continue to lag behind A-shares, with a need for time to restore investor sentiment. The market's future performance will likely be influenced by large financials, commodities, and internet sectors, with potential structural opportunities in undervalued stocks with resilient fundamentals [25].

科网股表现分化，阿里巴巴、哔哩哔哩涨逾3%，阿里健康、零跑汽车等走高；商汤跌近5%，美的集 团、快手、华虹半导体均跌超2%。 编辑 ｜ 钉钉 1月13日，香港恒生指数收涨0.9%，恒生科技指数涨0.11%。 | 名称 | 现价 | 淵跌幅 ▼ | 淵跌 | | --- | --- | --- | --- | | 瑞科生物-B | 5.720 c | 37.50% | 1.560 | | 精优药业 | 0.099 c | 11.24% | 0.010 | | 直明最科-B | 6.730 c | 9.61% | 0.590 | | 药明康德 | 120,000 c | 8.30% | 9.200 | | 三济药业-B | 86.200 c | 8.29% | 6.600 | | 百興惠图-B | 42 760 c | 8.25% | 3.260 | | 泰格医药 | 53.500 c | 8.17% | 4.040 | | 荣昌生物 | 100.100 c | 7.87% | 7.300 | | 复宏汉霖 | 68.750 c | 6.42% | 4.150 | | 药明目信-B | 2.950 c | 6.1 ...

Market Overview - The Hong Kong stock market indices opened high but experienced a decline throughout the day, failing to maintain the previous day's strong upward momentum, indicating cautious market sentiment [1] - The Hang Seng Technology Index turned negative in the afternoon but ended with a slight increase of 0.11%, while the Hang Seng Index and the China Enterprises Index maintained gains of 0.9% and 0.71% respectively [1] Sector Performance - AI application concept stocks, which had previously boosted market sentiment, collectively retreated, with major tech stocks like Kuaishou down 2.2%, Xiaomi and Baidu nearly 2% lower, and Alibaba's gains narrowing to 3.6% after peaking at 6.3% [1] - Gold and silver prices surged due to geopolitical tensions and Federal Reserve concerns, leading to strong performance in gold stocks, which supported the rise in non-ferrous metal stocks [1] - Biopharmaceutical stocks were notably active, with leading company WuXi AppTec's stock price soaring over 8% following positive earnings guidance [1] - Insurance, semiconductor, automotive, coal, banking, and oil stocks generally provided weight to support the Hang Seng Index's rise [1] Declining Sectors - Brain-computer interface concept stocks saw significant declines, with Nanjing Panda Electronics dropping nearly 8%, erasing recent gains and hitting a new low [1] - Wind power stocks were weak throughout the day, with leading company Goldwind Technology falling nearly 10% [1] - Other sectors such as Apple-related stocks, military industry stocks, education stocks, and restaurant stocks also experienced declines [1] New Listings - Three new stocks were listed today, with Zhaoyi Innovation surging 37.5%, BBSB INTL rising 11.67%, and Hongxing Cold Chain slightly increasing by 0.33% [1]

1月13日，港股股指高开后震荡下行，截止收盘，恒生指数涨0.9%报26848.47点，恒生科技指数涨0.11% 报5869.79点，国企指数涨0.71%报9285.41点，红筹指数涨0.78%报4146.17点。 盘面上，大型科技股走势分化，阿里巴巴涨3.63%，腾讯控股涨0.72%，京东集团涨0.43%，小米集团跌 1.96%，网易跌0.18%，美团跌0.1%，快手跌2.24%，哔哩哔哩涨3.11%；创新药板块全天表现强势，药 明康德收涨8.3%；黄金股领涨，中国黄金国际涨超7%，万国黄金集团涨超5%，紫金黄金国际涨超 5%，灵宝黄金涨超3%；大模型概念股智谱跌超12%，MINIMAX跌超8%；半导体板块走弱，上海复旦 跌近5%，华虹半导体跌超2%；商业航天概念回调，金风科技跌超9%；今日三只新股上市，兆易创新涨 超37%，BBSB INTL涨超11%，红星冷链涨0.33%。 企业新闻 腾讯控股(00700.HK)：斥资约6.36亿港元回购102.4万股，回购价614-627港元。 吉利汽车(00175.HK)：斥资1.51亿港元回购900.7万股，回购价16.63-17.15港元。 钧达股份(02865. ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.9% to close at 26,877.42 points, the Hang Seng Tech Index up by 0.11%, and the State-Owned Enterprises Index rising by 0.71% [1][7]. Sector Performance - **Technology Stocks**: Mixed performance observed, with Alibaba and Bilibili both rising over 3%, while Kuaishou fell over 2%, and Xiaomi and Baidu dropped over 1% [1][7]. - **Biopharmaceutical Sector**: Strong performance noted, particularly with WuXi AppTec rising over 8%. The upcoming JPMorgan Healthcare Conference is expected to act as a catalyst for the innovative drug market, with expectations for updates on the operational progress of Chinese innovative drug companies [3][9]. - **Gold Stocks**: Continued upward trend, with China Gold International increasing over 7%. Citigroup has aggressively raised its short-term outlook for precious metals, predicting gold prices could reach $5,000 per ounce and silver $100 per ounce within the next three months, driven by geopolitical risks, physical shortages, and uncertainties in Federal Reserve policies [3][9]. - **Commercial Aerospace Sector**: A pullback was observed, with Goldwind Technology declining over 9%. Recent shareholder sell-offs have contributed to market volatility. However, significant breakthroughs in reusable rocket technology in China are expected to reshape the cost structure of the aerospace industry, benefiting upstream companies in aerospace manufacturing, new materials, and satellite applications [3][9]. New Listings - Three new stocks were listed today, with Zhaoyi Innovation rising over 37%, BBSB International up over 11%, and Hongxing Cold Chain increasing by 0.33% [4][9].

Core Viewpoint - The A-share market has seen a record trading volume, with the Shanghai Composite Index experiencing a decline after a 17-day rally, indicating a potential shift in market sentiment and investor behavior [1]. Group 1: Market Performance - The Shanghai Composite Index opened high but closed down by 0.64%, ending a 17-day streak of gains [1]. - The total trading volume in the A-share market reached a historical high of 36,987 billion yuan, an increase of 541 billion yuan from the previous day [1]. Group 2: ETF Performance - The "Global Vision, Betting on China" top ten core ETFs have collectively risen by 5.27% since the beginning of the year, with the Robot ETF (562500) up by 5.99% and the Hang Seng Technology ETF (513010) increasing by 5.47% [1]. - The Hang Seng Technology ETF (513010) saw a 0.13% increase today, reflecting positive sentiment towards Chinese tech stocks, particularly after a significant rise in US-listed Chinese stocks [2]. Group 3: Factors Affecting Hong Kong Stocks - Three main reasons for the underperformance of Hong Kong stocks compared to A-shares include: 1. Reduced likelihood of interest rate cuts by the Federal Reserve, with a 95.6% probability of no cuts in January due to a low unemployment rate of 4.4% [3]. 2. Lack of hot themes in Hong Kong stocks, such as commercial aerospace and military technology, which are currently driving A-share enthusiasm [3]. 3. Anticipation of a Supreme Court ruling on the legality of Trump tariffs, which could impact market sentiment [3][4]. Group 4: Catalysts for Hong Kong Tech Sector - Recent events are expected to catalyze the Hong Kong tech sector, including: 1. The CES 2026 showcasing China's "robot army" and AI advancements, with Chinese companies dominating the exhibition [5]. 2. Alibaba's e-commerce challenges being fully priced in, with a 35% growth in its cloud business serving as a revaluation driver [5]. 3. The emergence of a complete AI industry chain in Hong Kong, with unicorns and leading companies gathering in the market [5]. Group 5: Robot ETF Insights - The Robot ETF (562500) has increased nearly 6% this year and approximately 17% since December 17 of the previous year, driven by upcoming product launches and production plans [8]. - The ETF covers the entire robot industry chain, with a significant focus on industrial and humanoid robots, and has seen its scale grow from 507 million yuan to 26.464 billion yuan, making it the largest robot-themed ETF in the market [9][12].