北京商报讯（记者 刘四红）2月23日，微信团队发布2026春节数据报告《新春消费"马"力全开》，数据 显示，春节期间旅行、生活娱乐线下交易笔数同比涨幅均超20%，马来西亚、马尔代夫等带"马"字的出 行目的地热度高涨，视频号上共计发布近千万条与春节相关的内容。 "生肖游"正成为超长假期出行的新时尚。报告显示，除了去马耳他、罗马尼亚感受异国风情，马来西亚 与马尔代夫更是实实在在地迎来大波中国游客潮，线下交易消费金额同比分别大涨131%和186%，马来 西亚小程序春节期间交易金额同比增长超140%，春节假期，小程序在全球市场表现亮眼，交易金额同 比增长超65%。 在"生肖游"走红的同时，亚洲国家和地区依然是国人出行的首选"心头好"。中国澳门与中国香港交易笔 数同比分别提升39% 和 24%，与泰国、韩国、马来西亚稳居境外线下交易笔数 Top 5。此外，受冬奥会 驱动，意大利小程序春节期间交易金额同比增长超190%，意大利也领衔卡塔尔、瑞士等国，在马年春 节一跃成为全球交易笔数同比增速"最快黑马"。 得益于超长假期的加持，马年春节消费持续走高，微信支付旅行、生活娱乐交易笔数涨幅均超20%。在 支付后，用户通过"摇一摇 ...

新京报贝壳财经讯（记者韦英姿） 2月23日，微信团队发布的2026春节数据报告《新春消费"马"力全 开》（下称：报告）显示，入境游在马年春节迎来集中爆发，海外入境游客通过在微信绑定国际银行卡 线下交易笔数维持高速增长，日均访问小程序的入境游用户环比增长超1倍。 2026年马年春节被称为"史上最长春节假期"。报告认为，得益于超长假期加持，马年春节消费持续走 高，微信支付旅行、生活娱乐交易笔数涨幅均超20%。 编辑 杨娟娟 校对 赵琳 其中，医疗美容相关消费交易金额同比增长翻倍，成为外卡游客消费增速最快的行业之一。目前，微信 支付已支持12个国家地区的29个境外钱包，今年春节交易笔数同比增长超过28%。 在出境游方面，带"马"字的目的地热度高涨。报告显示，马来西亚与马尔代夫线下交易消费金额同比分 别大涨131%和186%；马来西亚小程序春节期间交易金额同比增长超140%；春节假期，小程序在全球市 场交易金额同比增长超65%。 此外，受冬奥会驱动，意大利小程序春节期间交易金额同比增长超190%，在马年春节，意大利一跃成 为全球交易笔数同比增速"最快黑马"。 ...

Core Viewpoint - The Hong Kong stock market showed strong performance during the Spring Festival holiday, providing a positive reference for the A-share market as it prepares to open. The performance of overseas assets and Hong Kong stocks during the holiday is expected to be a key indicator for sector rotation in the A-share market [1][9]. Group 1: Market Performance - The Hong Kong stock market experienced a significant rally, contributing to a positive atmosphere for the A-share market's opening [1][9]. - During the holiday, the Hong Kong stock index fluctuated but ultimately rose, while the U.S. stock index saw only slight increases [2][10]. - Gold prices showed a four-day winning streak, indicating a strong performance in the precious metals sector [2][11]. Group 2: Sector Highlights - The Hong Kong market displayed structural trends, with sectors such as technology, internet, consumer electronics, and lithium batteries leading the gains. Notable stocks included Meituan, Tencent, and Alibaba [3][11]. - The optical fiber and cable leader, Longi Fiber Optic, saw its stock price double this year, driven by increased demand for high-fiber-count cables due to AI data center construction [12]. - Shipping and port stocks rose significantly due to geopolitical tensions, with China Merchants Energy's stock increasing nearly 90% since the beginning of the year [12]. Group 3: Fund Performance - Several funds heavily invested in Hong Kong stocks saw substantial gains, particularly in sectors like AI hardware, gold, innovative pharmaceuticals, and oil transportation, with some stocks rising over 10% during the A-share market's closure [11][12]. - Some innovative pharmaceutical companies in Hong Kong, such as Hang Seng Biotechnology and Hang Seng Healthcare, reported year-to-date gains exceeding 10% [4][13]. Group 4: Future Outlook - Analysts expect structural opportunities in the A-share market to continue, with resource products and AI sectors remaining the main focus for capital [15]. - The ongoing geopolitical tensions are likely to sustain demand for gold, with expectations of a continued bull market for gold over the next 2-3 years [15][16]. - Investment strategies are suggested to focus on high-growth sectors like AI hardware and applications, as well as undervalued sectors that may experience fundamental improvements and valuation recovery [17].

科技、互联网、消费电子、锂电池板块领涨。成交额居前的个股中，美团涨近7%，紫金矿业涨5%，腾 讯控股、阿里巴巴涨3%。AI大模型概念股逆势下跌，智谱跌23%，Minimax跌10%。 2月23日，港股全线大涨！截至午间收盘，恒生指数涨2.29%，报27019.21点；恒生科技指数涨3.32%， 报5384.52点；国企指数涨2.41%，报9175.91点。市场情绪明显回暖。 0:00 ...

科技、互联网、消费电子、锂电池板块领涨。成交额居前的个股中，美团涨近7%，紫金矿业涨5%，腾 讯控股、阿里巴巴涨3%。AI大模型概念股逆势下跌，智谱跌23%，Minimax跌10%。 （文章来源：21世纪经济报道） 2月23日，港股全线大涨！截至午间收盘，恒生指数涨2.29%，报27019.21点；恒生科技指数涨3.32%， 报5384.52点；国企指数涨2.41%，报9175.91点。市场情绪明显回暖。 ...

新浪科技讯 2月23日下午消息，微信团队发布2026春节数据报告《新春消费"马"力全开》，展开了一副 消费旺、出游火、年味足的新年图景：春节期间旅行、生活娱乐线下交易笔数同比涨幅均超20%，马来 西亚、马尔代夫等带"马"字的出行目的地热度高涨，视频号上共计发布近千万条与春节相关的内容。 "生肖游"正成为超长假期出行的新时尚。报告显示，带"马"字的目的地热度高涨，除了去马耳他、罗马 尼亚感受异国风情，马来西亚与马尔代夫更是实实在在地迎来大波中国游客潮，线下交易消费金额同比 分别大涨131%和186%，马来西亚小程序春节期间交易金额同比增长超140%，春节假期，小程序在全球 市场表现亮眼，交易金额同比增长超65%。 在"生肖游"走红的同时，亚洲国家和地区依然是国人出行的首选"心头好"。中国澳门与中国香港交易笔 数同比分别提升39% 和 24%，与泰国、韩国、马来西亚稳居境外线下交易笔数 Top 5。此外，受冬奥会 驱动，意大利小程序春节期间交易金额同比增长超190%，意大利也领衔卡塔尔、瑞士等国，在马年春 节一跃成为全球交易笔数同比增速"最快黑马"。 随着240小时过境免签政策推行满周年，入境游在马年春节迎来集中 ...

点击上方"公众号"可订阅哦！ 兴业证券计算机小组 周观点 新科技成春节主旋律，重视节后结构性行情 新科技成春节主旋律。 春节期间，外围市场整体稳定，以 MiniMax、智谱为代表的国产大模型公司股价持续大涨。国内新科技成为主旋律，在以春晚为代表的大型活动 中，AI、机器人在全国观众中高频深度亮相，不断出圈。商业航天、核聚变、量子科技等也进入大众视野。新科技正成为新年伊始核心方向。 重视节后结构性行情。 展望节后行情，政策层面，两会预期升温，科技政策加码可期。产业层面，海外英伟达、苹果等财报陆续发布，华为、英伟达等巨头产业大会陆 续召开。业绩层面，在去年 Q1低基数背景下，板块业绩预计企稳态势延续。建议继续把握核心赛道龙头的加仓机会，重视景气方向的结构性机会。 巨头 AI生态竞争全面开启。 今年春节前后，字节豆包、腾讯元宝、阿里千问先后开启 AI生态流量入口的抢夺。字节豆包除夕互动19亿次，腾讯元宝2月18日最新数据 月活用户1.14亿，阿里2月12日宣布"AI付"过去一周下单突破1.2亿笔。可以预期，2026年AI应用有望成为继AI算力后下一个巨头投入的重点方向。建议重点关注AI生态 的全面崛起，把握相关投资 ...

Market Overview - The Hang Seng Index rose by 2.29% to 27,019.21, while the Hang Seng Tech Index increased by 3.32% to 5,384.52, indicating a significant recovery in market sentiment [2][8] - Technology, internet, consumer electronics, and lithium battery sectors led the gains, with strong performances from companies like Meituan, Tencent, and Alibaba [1][2] Sector Performance - The tech sector showed robust growth, with Meituan up nearly 7%, and JD.com, SMIC, and Hua Hong Semiconductor all rising over 5% [2][8] - Conversely, the AI large model sector experienced a downturn, with companies like Zhiyun and MINIMAX seeing declines of over 23% and 10%, respectively [4][10] Ant Group Developments - Ant Group reported that its core AI business saw significant growth during the Spring Festival, with the "AI Payment" user count surpassing 100 million, marking it as the first AI-native payment product to achieve over 100 million in both transaction volume and user count [4][9] - The Ant Group's health app, Aifuku, also crossed the 100 million user mark, with 52% of new users coming from third-tier cities and below [4][9] Commodity Market Insights - Precious metals saw a notable increase, with international spot silver rising by 3.8% to $87.82 per ounce, and gold increasing by 1.2% to $5,168 per ounce [7][14] - The chairman of the Hong Kong Gold Exchange indicated that geopolitical tensions, particularly between the US and Iran, have contributed to rising gold prices, which are expected to challenge $6,000 per ounce in the coming quarters [14] Zhiyun's Challenges - Zhiyun issued an apology regarding its GLM Coding Plan, acknowledging three main errors: insufficient transparency, slow rollout of GLM-5, and poor design of the upgrade mechanism for existing users [5][12] - The company is currently managing high demand and has opened the Max user tier fully, while Pro users may face limitations during peak times [12]

Market Overview - The Hong Kong stock market experienced a significant rally on February 23, with the Hang Seng Index rising by 2.29%, the Hang Seng Tech Index increasing by 3.32%, and the Hang Seng China Enterprises Index up by 2.50% [1] - Major tech stocks saw substantial gains, including Meituan up by 6.93%, Alibaba up by 3.60%, Tencent up by 3.35%, and Baidu up by 3.02% [1] Sector Performance - Semiconductor stocks performed strongly, with Huahong Semiconductor rising by 4.83% and SMIC increasing by 4.51% [2] - The technology, internet, consumer electronics, and lithium battery sectors led the market rally [1] Gold and Precious Metals - Precious metals stocks also saw significant increases, with companies like Chifeng Jilong Gold Mining and Lingbao Gold experiencing gains of over 7% [3] - Gold prices rose by 1% to $5162.24 per ounce, while silver prices increased by 3.14% to $87.223 per ounce [4] AI Sector Performance - AI-related stocks faced declines, with Zhizhu falling by 23.72% and MINIMAX-WP dropping by 10.52% [6][7] - Zhizhu issued an apology regarding the GLM Coding Plan, acknowledging issues with transparency and user experience, and announced compensation measures for affected users [8]

Market Overview - The Hong Kong stock market indices collectively rose on February 23, with the Hang Seng Index increasing by 2.29% to 27,019.21 points, the Hang Seng Tech Index rising by 3.32% to 5,384.52 points, and the Hang Seng China Enterprises Index up by 2.5% to 9,183.9 points [1][2]. Sector Performance - Major technology stocks experienced significant gains, including Alibaba (up 3.6%), Tencent (up 3.35%), JD.com (up 4.24%), Xiaomi (up 2.77%), NetEase (up 2.51%), Meituan (up 6.93%), Kuaishou (up 3.23%), and Bilibili (up 2.79%) [2][4]. - Gold stocks surged, with Tongguan Gold rising over 11%, driven by increased gold prices amid geopolitical uncertainties [4]. - The automotive sector was active, with NIO rising over 3%, supported by strong export data indicating that mainland China's automobile exports reached 8.32 million units last year [5]. - The optical communication sector strengthened, with Yangtze Optical Fibre and Cable rising over 15%, as production capacity remained high during the holiday period [5]. Investment Insights - Analysts from Galaxy Securities suggest that the technology sector remains a long-term investment focus, with reduced valuation pressure and potential for rebound due to accelerated AI model updates and applications [6]. - Huatai Securities highlights three investment directions: semiconductor hardware, consumer sectors like dining and innovative pharmaceuticals, and electrical equipment benefiting from power system upgrades [6]. - The stock buyback activity among industry leaders has instilled confidence in the Hong Kong market, with significant buybacks reported from Tencent, ZTO Express, and Xiaomi, among others [6].