①美股三大股指期货走高，截至发稿，道指期货涨0.36%，标普500指数期货涨0.54%，纳指期货涨 0.96%； ②欧股集体走高，德国DAX指数涨0.30%，英国富时100指数涨0.52%，法国CAC40指数涨0.35%，欧洲 斯托克50指数涨0.63%； ③热门中概股美股盘前多数走高，百度盘前涨逾10%，哔哩哔哩涨逾4%，阿里巴巴涨逾3%； 【时政新闻】 ①美国对部分跨境汇款征收1%汇款税； ②特朗普称将就伊朗骚乱事件进行干涉； ③美国"星链"将降低约4400颗卫星轨道高度； ④据CME"美联储观察"：美联储1月降息25个基点的概率为14.9%，维持利率不变的概率为85.1%。到3 月累计降息25个基点的概率为51.2%，维持利率不变的概率为42.8%，累计降息50个基点的概率为 5.9%； 【市场动态】 【公司新闻】 ①百度计划分拆昆仑芯业务并于港交所IPO。 (本文来自第一财经) ...

2025年已经收官，港股全年回购数据正式出炉。 券商中国记者根据数据统计，2025年全年有307家H股公司发起了回购，合计回购113.09亿股，合计回购 金额3191.54亿港元，在2025年港股市场表现优异之下，回购数量和金额都逊色于2024年。 整体看来，在港股市场，腾讯全年回购了超800亿港元，贡献了港股整体四分之一的回购量，已经连续 四年位居港股"回购王"。 从回购金额看，互联网及金融行业公司是港股回购主力军，腾讯、阿里巴巴、小米集团等互联网企业排 名靠前，汇丰控股、渣打集团、友邦保险等金融企业也位列回购榜前五。 作者：胡飞军 港股全年回购数据出炉 2025年港股市场以五年来最佳年度表现强势收官，核心指数涨幅领跑全球主要资本市场，"估值洼地修 复"行情贯穿全年。 从行业看，在回购金额前十名公司中，除了耳熟能详的腾讯、阿里等互联网科技巨头和"不差钱"的汇 丰、渣打、友邦以及保诚等银行保险公司，还有家电龙头美的集团、运营肯德基、必胜客的百胜中国、 地产代理的贝壳以及从事航运及港口业务的中远海控。值得一提的是，小米集团在2025年在回购上也不 遗余力，以62.85亿港元位居港股回购第11名。 从回购绝对金额 ...

Core Viewpoint - The Hong Kong stock market had a strong performance in 2025, with significant stock buybacks, although the total buyback volume and amount decreased compared to 2024 [2][4][3]. Buyback Data - In 2025, 307 H-share companies initiated buybacks, totaling 11.309 billion shares and a total buyback amount of 319.154 billion HKD, which represents a decrease of 18.05% in volume and 17.64% in amount compared to 2024 [2][4]. - Notably, 104 H-share companies had buybacks exceeding 100 million HKD, with 31 companies exceeding 1 billion HKD, and 6 companies surpassing 10 billion HKD [4]. Industry Performance - The buyback activity was primarily concentrated in the technology, banking, insurance, and healthcare sectors [5]. - The top ten companies by buyback amount had a threshold of 7 billion HKD, including Tencent, HSBC, Standard Chartered, AIA, Alibaba, Midea Group, Prudential, Yum China, Beike, and COSCO [5]. Tencent's Dominance - Tencent was the largest contributor to buybacks, accounting for 25% of the total buyback volume, with 130 buyback transactions totaling 1.53 billion shares and an amount of 800.36 billion HKD [6][7]. - Tencent's stock price increased by 17.67% in 2025, closing at 599 HKD per share, with a total market capitalization of 5.46 trillion HKD [7]. Financial Performance - Tencent reported total revenue of 557.395 billion CNY in the first three quarters of 2025, a year-on-year increase of 14%, and a net profit of 166.582 billion CNY, up 17% [7].

Market Overview - As of December 31, 2025, A-shares concluded trading for the year with mixed performance across major indices. The Shanghai Composite Index closed at 3968.84 points, up 0.13% for the week, while the Shenzhen Component Index fell 0.58% to 13525.02 points, and the ChiNext Index dropped 1.25% to 3203.17 points [2] - Over 36% of individual stocks experienced gains during the week, with 76 stocks rising over 15% and 27 stocks declining more than 15%. Key sectors that saw gains included oil and petrochemicals, defense and military, media, automotive, and machinery equipment, while public utilities, food and beverage, electric equipment, pharmaceutical and biological, and non-bank financial sectors faced declines [2] Top Performing Stocks - Tianming Technology (920270.BJ) led the weekly gainers with a remarkable 65.78% increase, followed by Boke Co., Ltd. (688160.SH) with a 50.42% rise. The top ten stocks in this week's bull list all recorded gains exceeding 33% [4] - Tianming Technology operates in the automotive parts supply chain and robotics sector, focusing on the research, development, production, and sales of winches, electric pedals, and off-road modification equipment. The stock surged after hitting a recent low, achieving two consecutive 30% daily limits on December 30-31, 2025 [5] Underperforming Stocks - Guangdao Tui (920680.BJ) was the worst performer, with a significant drop of 61.26%, leading to its impending delisting on January 5, 2026. Other notable decliners included Dongtong Tui (300379.SZ) and *ST Changyao (300391.SZ), both experiencing declines over 22% [9] - Guangdao Tui specializes in network security products and intelligent network application management platforms. The stock faced a sharp decline after previously being the top gainer with a 74.80% increase the week prior [9][10] - Dongtong Tui's stock was also placed under a delisting notice, with trading expected to end on January 21, 2026, following a 15-day trading period [10][11] Sector Insights - The robotics sector has shown strong performance recently, with significant interest driven by new product launches and potential government initiatives related to robotics. Analysts suggest that the integration of liquid cooling and robotics with automotive parts could create new growth opportunities within the industry [6][7]

来源：喜娜AI 华虹半导体涨9.421%，百度集团-SW涨9.354%，新东方-S涨7.150%，网易-S涨6.617%，金蝶国际涨 6.471%，中国人寿涨5.332%，中芯国际涨5.108%。 3、韩国股指收于历史新高 三星、SK海力士双双创新高 在三星电子股价大涨7.2%并创下历史新高的带动下，韩国综合股价指数（Kospi）上涨2.3%，首次突破 4300点整数关口，最终收于4309.63点。 新韩证券策略师李在元在研报中表示，市场对企业盈利的乐观 预期推动三星电子和SK海力士股价攀升至历史高点，进而为大盘提供了强劲支撑。 海外资金当日净买 入价值4800亿韩元的韩国综合股价指数成分股，且买入标的主要集中在科技板块。 与此同时，散户投 资者与本土机构资金则呈现净卖出态势。对大盘贡献度最高的三只个股分别为三星电子、SK海力士以 及韩国生物制药巨头Celltrion。受生物科技股与芯片供应商股提振，代表小盘股的韩国科斯达克指数 （Kosdaq）上涨2.2%。 4、韩方透露李在明访华日程安排：将访问北京、上海 韩国总统李在明将于2026年1月4日至7日对中国进行国事访问。据韩联社最新报道，韩国国家安保室室 长 ...

Group 1 - Major stock index futures are showing positive trends, with Dow futures up 0.33%, S&P 500 futures up 0.63%, and Nasdaq futures up 1.07% [1] - Chinese concept stocks are mostly rising, with Baidu up 12%, NIO up 4%, and Alibaba, Bilibili, JD.com, and Futu Holdings all seeing increases of 2-3% [2] - Star technology stocks are also experiencing gains, with Micron Technology up over 3%, Tesla up nearly 2.5%, and Nvidia and AMD both up nearly 2% [2] - Precious metals are seeing significant increases, with silver up 4% at $74.34 per ounce and gold up 1.54% at $4,385.35 per ounce [2] Group 2 - NIO's founder and CEO Li Bin announced in a company-wide letter that the company is about to reach the milestone of producing its 1 millionth vehicle, with plans to enhance sales and service networks by 2026 to better compete in the market [2] - Meta's stock is up nearly 1%, as reports indicate that its short video platform Reels is seeking to transition into the television space [3] - Stellantis is resuming production of the V8-powered Ram TRX pickup truck, with stock up over 3%, following the relaxation of U.S. federal emissions regulations [3] - According to CME's "Fed Watch," there is an 85.1% probability that the Federal Reserve will maintain interest rates in January, with a 14.9% chance of a 25 basis point cut [3] Group 3 - SpaceX's Starlink program plans to lower the orbital altitude of its satellites from 550 km to 480 km in 2026 to enhance space operation safety, with over 9,300 satellites currently in orbit and expected to exceed 10,000 by March 2026 [4]

Domestic News - The Chinese Academy of Sciences announced a breakthrough in the "artificial sun" experiment, confirming the existence of a density-free zone in the tokamak, which provides important physical evidence for high-density operation in magnetic confinement nuclear fusion devices [1] - China National Offshore Oil Corporation reported that the "Deep Sea No. 1" gas field has completed its 100th oil export since production began, with a total oil and gas output expected to exceed 4.5 million tons of oil equivalent by 2025, comparable to the output of medium-sized onshore oil fields [1] - On January 1, the total number of cross-regional personnel movements in China reached 207.475 million, a year-on-year increase of 20.3% [1] - The China National Railway Group reported that on January 1, 18.56 million passengers were sent by rail, with an expected 12.6 million passengers on January 2 and 785 additional trains planned [1] International News - The offshore RMB against the US dollar rose above 6.97 on January 2, reaching the highest level since May 2023 [3] - The Eurozone's manufacturing PMI for December was finalized at 48.8, below the expected 49.2, while France's PMI was 50.7, slightly above expectations [5] - Libya's National Oil Corporation announced that the total crude oil production for 2025 is projected to be 501 million barrels, with a daily average of 1.374 million barrels, marking the highest levels in a decade [5]

本文源自：金融界AI电报 港交所公告显示，腾讯控股(0700.HK)于1月2日斥资6.358亿港元回购102.9万股。 ...

Group 1 - Major stock indices futures are up, with Dow futures rising by 0.33%, S&P 500 futures increasing by 0.63%, and Nasdaq futures gaining 1.07% [1] - Chinese concept stocks are mostly up, with Baidu rising by 12%, NIO by 4%, and Bilibili, Alibaba, JD.com, Futu Holdings, and Pony.ai all increasing by 2% [1] - Star technology stocks are also seeing gains, with Micron Technology up over 3%, Tesla rising nearly 2.5%, and Nvidia and AMD both increasing by nearly 2% [1] Group 2 - Precious metals are experiencing significant increases, with spot silver rising by 4% to $74.34 per ounce and spot gold increasing by 1.54% to $4,385.35 per ounce [2] - NIO's founder and CEO Li Bin announced in a company-wide letter that the company is about to reach the milestone of producing its 1 millionth vehicle and plans to enhance its sales and service network by 2026 to better compete in the market [2] - Stellantis shares are up over 3% as the company resumes production of the V8-powered Ram TRX pickup truck, with plans to launch the 2027 model by the end of 2026 at a price of approximately $100,000 [2] Group 3 - According to CME's "FedWatch," there is an 85.1% probability that the Federal Reserve will maintain interest rates in January, with a 14.9% chance of a 25 basis point cut [3] - SpaceX's Starlink program plans to lower the orbital altitude of its satellites from 550 kilometers to 480 kilometers in 2026 to enhance space operation safety, with over 9,300 satellites currently in orbit and expected to exceed 10,000 by March 2026 [3]

每经AI快讯，1月2日，腾讯控股于1月2日以6.358亿港元回购102.9万股股票。 ...