B[Agency: 37 Chinese mobile game publishers attracted a total of US$2 billion globally in September] On October 16, the Sensor Tower store intelligence platform showed that in September 2026, a total of 37 Chinese manufacturers were shortlisted for the top 100 global mobile game publishers in revenue, with a total revenue of US$2 billion, accounting for 41.6% of the revenue of the top 100 mobile game publishers worldwide in this period. In September, the top position of China's mobile game publishers list was highly stable, with the rankings of the top seven publishers remaining unchanged, and Tencent continuing to hold the top spot. The performance of middle-tier publishers was even more outstanding. Bilibili’s revenue increased by 36% month-on-month, and its ranking rose by 7 places; Joy Games’ ranking increased by 10 places, becoming one of the publishers with a larger increase in ranking in September. In addition, Yishijie, Youku Shengshi and Luzhu Games returned to the list. B[The concept of AI comics has repeatedly strengthened, and Duke Culture has hit its daily limit of 20cm] On October 15, the concept of AI comics has repeatedly strengthened, and Duke Culture has hit its daily limit of 20cm. Previously, Ciwen Media had five consecutive boards, Huanrui Century had three boards in five days, and Palm Reading Technology, Publishing Media, Glacier Network, and Rongxin Culture were among the top gainers. In terms of news, Tencent recently quietly launched the "Green Bubble Short Drama" mini program embedded in the WeChat ecosystem. With the core positioning of "free good dramas, watch them in one click", it directly targets the Hongguo short drama owned by ByteDance, which has a daily active life of nearly 200 million, and has attracted widespread attention in the industry. B[Almost all of the top 30 Chinese concept stocks by market capitalization rose, with Li Auto and Pony.com up more than 6%.] On October 9, most Chinese concept stocks listed on the US stock market rose. Among the top 30 Chinese concept stocks by market value, only Max Intelligent and Shengmei Semiconductor fell, and the other 28 stocks all rose. In terms of individual stocks, Li Auto rose 6.83%, Pony.ai rose 6.77%, Futu Holdings rose 5.41%, Tencent Music rose 5.16%, Miniso rose 5.02%, Bilibili rose 4.78%, Alibaba rose 4.27%, and NetEase rose 4.16%. B[Hong Kong’s Hang Seng Technology Index closed up 3.06%, with mainland property stocks leading the gains] On October 9, Hong Kong’s Hang Seng Technology Index closed up 1.79%, and the Hang Seng Technology Index rose 3.06%. Chinese real estate stocks led the gains, with Shimao Group rising by more than 41%, Sino-Ocean Group rising by more than 22%, and Agile Group rising by more than 15%; star technology and Internet stocks generally rose, with Xiaomi Group rising by more than 9%, Tencent Holdings and Meituan rising by more than 3%; the gold sector rose, Zijin Gold International rose by more than 7%, Zhaojin Mining, Chifeng Gold, and Shandong Gold all rose by more than 6%. Optical communications and PCB concept stocks fell, Guanghe Technology fell by more than 10%, Shenghong Technology fell by more than 6%, and Cambridge Technology fell by more than 5%. B[Huang Kunming: I hope Tencent will unswervingly make long-term investment in the field of artificial intelligence and deeply participate in the construction of artificial intelligence infrastructure in Guangdong] On October 8, Huang Kunming, secretary of the Guangdong Provincial Party Committee, went to Shenzhen on October 8 to conduct in-depth research on port hubs and platform companies. At Tencent's headquarters, Huang Kunming walked into the exhibition hall to observe on-site core product application demonstrations, focusing on Tencent's R&D innovation and industrial layout progress in the field of artificial intelligence, and listened to the company's introduction to digital technology innovation and empowered development in multiple fields in recent years.
When discussing and communicating with business leaders and young scientists, Huang Kunming affirmed Tencent's insistence on independent innovation to promote the steady development of corporate operations. He pointed out that the current development of artificial intelligence is in the ascendant. Guangdong has clearly regarded artificial intelligence as a key development area in the "15th Five-Year Plan" and even longer. He hopes that Tencent will firmly seize the new opportunities in the new era. We will unswervingly make long-term investment in the field of artificial intelligence, give full play to the advantages of resources, technology, talents and all kinds of convenient conditions, deeply participate in the construction of artificial intelligence infrastructure in Guangdong, continue to increase the layout of computing power in Guangdong, focus on strengthening general and vertical large-scale models and strengthen application promotion, and help Guangdong accelerate the intelligent development of the entire industry chain. At the same time, we will make good use of our own technology research and development, platform channels, traffic support, skills training and other resources to strengthen the innovative production and product transformation of digital and intelligent content, and promote Lingnan culture to "come alive" and "go global";
Participate more deeply in the "Hundreds and Thousands Project" to help eastern Guangdong, western Guangdong and northern Guangdong expand product sales, build Jianqiang central towns, promote the upgrading of rural cultural tourism, and achieve new and greater development in empowering the construction of counties, towns and villages in Guangdong. Relevant provincial departments and Shenzhen City must accurately respond to the innovation and development demands of enterprises, provide detailed and complete full-cycle service guarantees, and strongly support enterprises to deepen their main business and strive for innovation. (Southern+) B[Brokerage firms’ “golden stocks” in October reflect layout ideas and market pricing is expected to return to fundamentals] On October 8, a new batch of brokerage firms’ monthly investment “golden stocks” have been released recently. Wind data shows that as of October 7, when a China Securities Journal reporter went to press, more than 220 A-share and Hong Kong stock targets had been shortlisted for the brokerage's October 2026 "golden stock" portfolio. Judging from the frequency of recommendations, WuXi AppTec has once again become the most popular monthly investment target among securities firms, and Hong Kong stock targets such as Tencent Holdings have received relatively high attention. Regarding the trend of A-shares after the National Day holiday, industry insiders have judged that the suppressive effect of macro variables on the market may subside in stages, and domestic and foreign companies will enter the third quarter performance disclosure window period of listed companies. The market's pricing focus is expected to return to the industrial boom, and risks may increase slightly after the holiday. Preference, the emergence of the turning point in U.S. bond yields is the core condition for further increasing positions; for the Hong Kong stock market, in the future, we need to pay attention to the release of the minutes of the Federal Reserve’s September monetary policy meeting and the auction of U.S. 10-year Treasury bonds to seek clues on the path of interest rates, and its mid-term reversal has not yet been confirmed. (China Securities Journal) B[Hang Seng Technology Index closed down 1.1% and the optical communications sector rebounded] On September 29, Hong Kong’s Hang Seng Index closed down 0.48% to 24523.57 points, and the Hang Seng Technology Index closed down 1.08% to 4249.62 points. The optical communications sector rebounded, with YOFC Optical Fiber and Cable rising by over 7%, Cambridge Technology rising by 5%, and Zhongji InnoLight rising by over 3%. Heavyweight technology stocks fell collectively, with Tencent and Meituan falling about 2%, and Alibaba falling more than 1%. Automobile stocks fell, with NIO down 5%, Xpeng Group down 4%, and WeRide down nearly 3%.
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