今年以来该股累计进行10次回购，合计回购1020.50万股，累计回购金额63.58亿港元。（数据宝） 证券时报·数据宝统计，腾讯控股在港交所公告显示，1月15日以每股619.000港元至632.000港元的价格 回购101.70万股，回购金额达6.36亿港元。该股当日收盘价622.000港元，下跌1.74%，全天成交额 163.73亿港元。 自2025年11月18日以来公司已连续40日进行回购，合计回购4147.70万股，累计回购金额254.29亿港元。 其间该股累计下跌2.28%。 腾讯控股回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.15 | 101.70 | 632.000 | 619.000 | 63563.02 | | 2026.01.14 | 100.60 | 638.000 | 626.000 | 63596.46 | | 2026.01.13 | 101.20 | 638.000 | 623.000 | 63595.68 | | 2026. ...

Group 1 - Tencent Holdings repurchased 1.017 million shares on January 15 at prices ranging from HKD 619.000 to HKD 632.000, totaling HKD 635.63 million [1] - The stock closed at HKD 622.000 on the same day, reflecting a decline of 1.74%, with a total trading volume of HKD 16.373 billion [1] - Since November 18, 2025, the company has conducted share buybacks for 40 consecutive days, repurchasing a total of 41.477 million shares for a cumulative amount of HKD 25.429 billion [1] Group 2 - Year-to-date, Tencent has completed 10 buybacks, acquiring a total of 10.205 million shares for a total expenditure of HKD 6.358 billion [1] - During the buyback period, the stock has experienced a cumulative decline of 2.28% [1] - The detailed buyback data shows varying prices and amounts, with the highest buyback price recorded at HKD 638.000 and the lowest at HKD 600.500 [1]

Core Viewpoint - Tencent Holdings (00700.HK) announced a share buyback plan, indicating a commitment to returning value to shareholders through capital management strategies [1] Group 1: Buyback Details - The company will spend HKD 636 million to repurchase 1.017 million shares [1] - The buyback price range is set between HKD 619 and HKD 632 per share [1]

Group 1 - Tencent Holdings (00700) announced a share buyback plan, committing HKD 636 million to repurchase 1.017 million shares [1] - The buyback price is set between HKD 619 and HKD 632 per share [1]

Core Viewpoint - Tencent Holdings (00700) announced a share buyback plan, committing HKD 636 million to repurchase 1.017 million shares at a price range of HKD 619 to 632 per share [1] Group 1 - The company will execute the buyback on January 15, 2026 [1] - The total amount allocated for the buyback is HKD 636 million [1] - The number of shares to be repurchased is 1.017 million [1]

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： 2026年1月15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 ...

Core Viewpoint - UBS reports that Tencent has recently restructured its artificial intelligence (AI) department and accelerated talent acquisition, demonstrating its strong commitment to AI. The appointment of AI head Yao Shunyu, a former OpenAI employee, further enhances the company's ability to attract top AI talent. UBS reiterates Tencent as a preferred stock with a "Buy" rating and a target price of HKD 780 [1] Group 1 - Tencent participated in UBS's 2026 Greater China Conference (GCC), where management highlighted the significant opportunities presented by AI agents. The success of AI applications in the consumer-to-consumer (ToC) sector relies on a comprehensive understanding of users, which enhances the efficiency of AI agents in executing tasks on behalf of users [1] - Tencent WeChat benefits from a large user base, diverse application scenarios, and a thriving mini-program ecosystem, giving it a unique advantage in the AI space [1] Group 2 - UBS forecasts that Tencent's revenue for the fourth quarter of last year will increase by 13% year-on-year, with adjusted operating profit expected to rise by 14% to RMB 68 billion. By business segment, domestic game revenue is projected to grow by 13%, while international game revenue is expected to increase by 24%. Marketing services are anticipated to grow by 18%, and financial technology and enterprise services are expected to remain stable with an 11% increase [1] - The adjusted operating profit margin is expected to improve by 0.3 percentage points year-on-year to 34.8%, with improvements in gross margin partially offsetting the impact of increased AI investments [1]

Summary of Key Points Core Viewpoint - On January 14, 39 Hong Kong-listed companies conducted share buybacks, totaling 20.28 million shares and an aggregate amount of HKD 919 million [1]. Group 1: Buyback Details - Tencent Holdings repurchased 1.006 million shares for HKD 636 million, with a highest price of HKD 638.00 and a lowest price of HKD 626.00, bringing its year-to-date buyback total to HKD 57.22 billion [1]. - Xiaomi Group-W repurchased 4 million shares for HKD 151 million, with a highest price of HKD 37.80 and a lowest price of HKD 37.72, accumulating HKD 10.93 billion in buybacks year-to-date [1]. - Sunny Optical Technology repurchased 1.14 million shares for HKD 74.41 million, with a highest price of HKD 66.15 and a lowest price of HKD 64.05, totaling HKD 3.03 billion in buybacks year-to-date [1]. Group 2: Buyback Rankings - The highest buyback amount on January 14 was from Tencent Holdings at HKD 636 million, followed by Xiaomi Group-W at HKD 151 million [1]. - In terms of buyback volume, Xiaomi Group-W led with 4 million shares, followed by First Capital Holdings and Jieli Trading at 2.7 million and 2 million shares, respectively [1]. Group 3: Additional Buyback Activities - Other notable companies involved in buybacks include: - Giant Bio at 400,000 shares for HKD 1.415 million [1]. - Country Garden Services at 1 million shares for HKD 624,260 [1]. - First Capital Holdings at 2.7 million shares for HKD 561,130 [1].

Core Viewpoint - The small loan industry in China is undergoing significant restructuring due to stringent regulations and a shift towards compliance-based high-quality development, leading to the exit of numerous non-compliant companies [2][3][4]. Group 1: Regulatory Changes and Industry Restructuring - The Shandong Provincial Financial Management Bureau has announced the cancellation of pilot qualifications for eight small loan companies, including Vanke and Huatiantong [1]. - The implementation of the "Interim Measures for the Supervision and Administration of Small Loan Companies" in January 2025 aims to standardize operations and enhance risk management within the industry [2][3]. - A nationwide cleanup action has been initiated, resulting in the exit of many "lost" and "shell" small loan companies, with significant cancellations reported in regions like Hunan and Chongqing [3][4]. Group 2: Industry Exit and Company Statistics - By the end of September 2025, there were 4,863 small loan companies in China, a decrease of 111 from the second quarter of 2025, with total loan balances dropping by 319 billion yuan [4]. - The exit of major players, such as Alibaba's small loan company and Sohu's Fox Loan, signifies the end of an era dominated by internet giants in the small loan sector [4]. Group 3: Capital Strengthening and Financing Trends - Over 30 small loan companies have increased their capital in 2025, with notable examples including the capital increase of Tencent's small loan company from 10.526 billion yuan to 15 billion yuan [5]. - The financing activities of small loan companies have accelerated, particularly among internet-based firms, with several companies raising over 10 billion yuan through asset-backed securities [6]. - The trend of "the strong getting stronger and the weak getting weaker" is becoming more pronounced in the small loan industry as leading companies enhance their financial capabilities while weaker firms exit [6].

Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 0.09%, S&P 500 down 0.53%, and Nasdaq down 1% [3][4] - Large technology stocks experienced a broad decline, with the index of the seven major U.S. tech companies falling by 1.32% [8][9] Technology Sector Performance - Facebook (Meta Platforms) fell by 2.47%, Amazon by 2.43%, and Microsoft by 2.40%, leading the decline among the major tech giants [9][10] Chinese Stocks Performance - Chinese stocks showed mixed results, with the Nasdaq Golden Dragon China Index down 0.26% and the Wind Chinese Technology Leaders Index up 0.21% [11][12] - Notable declines included Pinduoduo down 3.98%, Meituan down 3.75%, and NetEase down 2.74% [12][13] Federal Reserve Insights - The Federal Reserve's Beige Book indicated moderate growth in the U.S. economy and prices, with most regions reporting stable employment conditions [14][15] - Eight out of twelve Federal Reserve districts reported slight to moderate economic growth, with consumer spending showing slight to moderate increases attributed to the holiday shopping season [19][20] - Federal Reserve officials suggested a potential interest rate cut later this year if inflation continues to decline and the labor market stabilizes [22][23] Oil Market Dynamics - International oil prices experienced significant volatility, with U.S. crude oil closing at $61.02 per barrel, a slight increase of 0.15%, while Brent crude rose by 0.08% to $65.52 per barrel [24][25] - Energy stocks surged, with ExxonMobil rising nearly 3%, Chevron over 2%, and ConocoPhillips more than 4% due to rising oil prices driven by geopolitical tensions in the Middle East [27][28]