心动公司(02400)发布公告，该公司于2026年1月28日斥资6.81万港元回购800股股份，每股回购价格为 84.3-85.65港元。 ...

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) FF305 表格類別： 股票 狀態： 新提交 公司名稱： 心动有限公司 呈交日期： 2026年1月28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) | 02400 | 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 | | | | | | 事件 ...

2026年开年，公募基金南下首次举牌落子数字娱乐赛道。 在公募资金对防守与进攻的双重需求下，兼具消费复苏与AI技术双重属性、能在两大主线中左右逢源的数字 娱乐赛道，正成为基金经理布局的新宠。同时，该赛道标的能满足多类别基金合同的契约要求，形成了资金共 振的独特逻辑，成为开年港股市场中公募资金的重要布局。 头部公募举牌剑指数字娱乐 1月27日晚间，香港联交所披露的最新资料显示，富国基金管理有限公司于1月23日增持美图公司582.9万股， 平均每股作价8.2899港元，增持总金额约4832.18万港元。此次增持后，富国基金对美图公司的最新持股数目达 2.34亿股，持股比例升至5.11%。 此外，广发基金、南方基金、华夏基金、中欧基金、永赢基金等头部公募，还将布局目光投向了大麦娱乐、赤 子城科技、心动公司、贪玩等多家数字娱乐企业。 从2025年公募基金四季报数据来看，截至2025年12月末，全市场已有8只基金将美图公司纳入前十大重仓股名 单，包括广发基金、招商基金、申万菱信、浦银安盛等多家公募机构。其中，基金经理观富钦管理的广发沪港 深精选混合基金，在2025年末便已开始加大对数字娱乐、数字经济赛道的布局力度，美图 ...

Group 1 - The Hang Seng Index rose by 2.21%, gaining 598 points to close at 27,725 points, while the Hang Seng Tech Index increased by 1.74% [1] - Kuaishou-W (01024) saw a more than 3% increase, with UBS raising its target price to HKD 108 due to strong early-year performance in commercialization [1] - Oil stocks collectively rose, with CNOOC (00883) leading blue chips with a 5.7% increase, driven by multiple factors pushing oil prices up [1] Group 2 - Semiconductor stocks performed strongly, with AI-driven price increases across the entire semiconductor supply chain; Naxin Micro (02676) rose by 10%, while other companies like Zhaoyi Innovation (03986) and Huahong Semiconductor (01347) also saw significant gains [1] - Gold stocks continued their recent upward trend, with international gold prices surpassing USD 5,200 and several central banks announcing increases in gold reserves; Zhaojin Mining (01818) rose over 5% [1] - Huajian Medical (01931) surged over 12% after its subsidiary successfully developed a dual-platform testing solution for Nipah virus [2] Group 3 - Xinyu Technology (01729) increased by 5%, benefiting from high demand in AI computing power construction, with its MPO and server businesses expected to be core beneficiaries [3] - WanGuo Gold Group (03939) rose over 7% as international gold prices reached new highs, with Morgan Stanley suggesting that the gold rally is not yet over [4] - CGN Mining (01164) saw a rise of over 9%, with company performance expected to benefit from rising uranium prices and improved pricing mechanisms [5] Group 4 - Xindong Company (02400) increased by over 6%, with its game "Xindong Town" gaining popularity overseas, surpassing 10 million downloads for the international version [6] - New stock Mingming Busy (01768) debuted with a significant increase of over 70% on its first day of trading [7] - Southern Manganese (01091) fell over 16% due to significant losses reported by its Tian Deng subsidiary and severe losses at its Zunyi company [8]

国金证券也认为，《心动小镇》国际服在社交媒体平台声量持续上涨，同时游戏内大量UGC内容具备 社交展示价值，随着游戏进程推进，玩家解锁更多玩法，将更多的游戏内容发布在社交媒体，有望进一 步进行推动游戏破圈，继续扩大游戏用户基数。 心动公司(02400)早盘涨超8%，截至发稿，涨6.42%，报87.85港元，成交额1.56亿港元。 消息面上，1月8日，《心动小镇》国际服上线，获美国、日本、英国等50余个国家和地区的免费榜榜 首，首周新增用户突破500万；1月23日，心动公司《心动小镇》手游国际服官宣下载量突破1000万。开 源证券发布研报称，用户量持续超预期，或为后续流水爬升并超预期打下基础，其在steam平台的同时 在线人数亦稳步提升，或进一步带来流水增量。 ...

智通财经APP获悉，心动公司(02400)早盘涨超8%，截至发稿，涨6.42%，报87.85港元，成交额1.56亿港 元。 国金证券也认为，《心动小镇》国际服在社交媒体平台声量持续上涨，同时游戏内大量UGC内容具备 社交展示价值，随着游戏进程推进，玩家解锁更多玩法，将更多的游戏内容发布在社交媒体，有望进一 步进行推动游戏破圈，继续扩大游戏用户基数。 消息面上，1月8日，《心动小镇》国际服上线，获美国、日本、英国等50余个国家和地区的免费榜榜 首，首周新增用户突破500万；1月23日，心动公司《心动小镇》手游国际服官宣下载量突破1000万。开 源证券发布研报称，用户量持续超预期，或为后续流水爬升并超预期打下基础，其在steam平台的同时 在线人数亦稳步提升，或进一步带来流水增量。 ...

本文源自：金融界AI电报 港股AI应概念股盘初走强，金山云(03896.HK)涨近4%，心动公司(02400.HK)涨2%，小马智行- W(02026.HK)、出门问问(02438.HK)涨幅居前。 ...

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 。 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： 心动有限公司 呈交日期： 2026年1月27日 | 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) | 02400 | 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 | | | | | | 事件 | 已發行 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the last week, and several films scheduled for release during the upcoming Spring Festival [22][24]. Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - Within the media sector, advertising and marketing led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Industry Key Data AI Applications - For the week of January 12 to January 18, 2026, the estimated iOS downloads for major AI applications were as follows: Deepseek at 238,700, Doubao at 2,100,900, Tencent Yuanbao at 807,000, and Qianwen Qimai at 1,233,700, with respective week-over-week changes of -14.52%, +0.87%, +2.27%, and +15.66% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, showing a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, were "Honor of Kings," "Peacekeeper Elite," "Crossfire: Gunfight King," "Endless Winter," and "Arknights: End of the World," with "Arknights" achieving over 30 million downloads globally [2][19]. - Upcoming game releases include "Survival 33 Days" by 37 Interactive Entertainment, scheduled for February 15, and "EVE," an AI companion product by a company invested in by Kying Network, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the weekly box office at 66.06 million yuan, accounting for 21.7% of the total [22][23]. - Four films have been scheduled for the Spring Festival, including "Fast Life 3" and "Silent Awakening" [24]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with particular attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing. Specific companies highlighted for investment include Giant Network, Kying Network, Perfect World, 37 Interactive Entertainment, Century Huatong, and others [3][27].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [5][29]. Core Insights - The report highlights the significant growth in AI applications, with OpenAI's annual recurring revenue (ARR) expected to exceed $20 billion by 2025, driven by advancements in computing power and product commercialization [3][26]. - The gaming sector shows strong performance, with top mobile games achieving high download numbers and revenue rankings, indicating robust consumer engagement [2][17]. - The film industry is experiencing a resurgence, with a total box office of 304 million yuan in the week of January 19-25, 2026, and several films scheduled for release during the upcoming Spring Festival [22][23]. Summary by Sections Market Performance - From January 19 to January 25, 2026, the media industry (Shenwan) increased by 1.98%, outperforming the Shanghai Composite Index, which rose by 0.84% [12]. - The advertising and marketing sector led the gains with a 6.05% increase, while digital media saw a decline of 3.96% [12][16]. Key Industry Data AI Application Data - For the week of January 12-18, 2026, the estimated iOS downloads for major AI applications showed varied performance, with Deepseek down by 14.52% and Tencent's Yuanbao up by 2.27% [2][17]. - The weekly token usage on the OpenRouter platform was 7.50 trillion, reflecting a slight decrease of 1.96% [2][17]. Gaming Data - The top five mobile games on iOS as of January 24, 2026, included "Honor of Kings" and "Peacekeeper Elite," with "Tomorrow's Ark: The End of Days" entering the top five shortly after its release [2][19]. - Upcoming game releases include "Survival 33 Days" set for February 15 and "EVE," an AI companion app, expected to launch on March 14 [21][26]. Film Data - The total box office for domestic films reached 304 million yuan, with "Return to Silent Hill" leading the week with a box office of 66.06 million yuan [22][23]. - Four films have been scheduled for the Spring Festival, indicating a strong pipeline for theatrical releases [22][23]. Investment Recommendations - The report recommends focusing on themes such as AI applications and cultural exports, with specific attention to sub-sectors like gaming, IP, short dramas, marketing, and publishing [3][27]. - Notable companies to watch include Giant Network, Perfect World, and Kuaishou, among others [3][27].