行情直击07-08 10:07
7月8日，腾讯控股盘中上涨3.34%，报475.2港元，成交额62.88亿港元，延续前一交易日涨势。
消息面上，腾讯于7月6日通过场外大宗交易出售约2.73亿股快手B类股份，持股比例从15.68%降至9.37%，套现约125亿港元，不再为快手主要股东。与此同时，腾讯以领投方身份参与快手旗下可灵AI近30亿美元首轮融资，市场将此解读为"卖Beta买Alpha"的AI资本重配策略。叠加腾讯正式发布并开源混元Hy3大模型、旗下办公智能体WorkBuddy日活突破1300万等AI产品持续兑现，多家机构维持正面评价，中金给予目标价666港元、招商证券国际给予632港元，认为市场对腾讯AI产出预期处于低点，近期积极进展有望推动估值重估。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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