HSTENCT@EC2611B

Tencent Conditionally Approved to Acquire Himalaya, Valuation Shrinks to $2 Billion

Tencent Announces Multi-Year Partnership to Support India's Orange Economy

Tencent co-invests in Cerebras, which has completed the largest AI chip IPO in history

Tencent Launches 'Toast' AI App Generator, Enabling One-Click App Packaging via Natural Language

Daiwa reiterates 'Buy' rating on Tencent Holdings but lowers target price to HKD 700

Tencent returns to the Indian market, signing agreements to boost the digital gaming ecosystem

Game Sector Volatile at Noon, Tencent's Q1 Earnings Boost Industry Valuation, Funds Flock to Game ETF

Tencent launches AI application generation platform 'Toast'.

Tencent's AI New Product 'Toast' Launching Soon, Supports No-Code App Generation via Natural Language

Tencent's Yuanbao App announces support for summarizing WeChat chat history, deepening AI and social integration

Tencent Maps Officially Launches "Rider Mode"

SDIC Securities International Maintains "Buy" Rating on Tencent Holdings with a Target Price of HK$680

Tencent Announces China Version Nintendo Switch eShop Stops Download and Redemption Services Today

China Galaxy International maintains "Add" rating on Tencent with a target price of HK$702

US reportedly approves sales of Nvidia's H200 chips to about 10 Chinese firms, including Tencent

JPMorgan Reiterates 'Overweight' Rating on Tencent Holdings

Tencent and Nexon Renew 'Dungeon & Fighter' PC Publishing Agreement in China for Ten Years

Tencent Music's Acquisition of Ximalaya Approved with Five Regulatory Restrictions

CMB's He Saiyi Reaffirms Buy Rating on Tencent Holdings with $96 Target Price

China Merchants Securities: Tencent Q1 results in line, lowers target price to 632 HKD but maintains Buy rating

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

00700

TCEHY

KWEB

In a report released yesterday, from UBS maintained a Buy rating on Tencent Holdings , with a price target of HK$780.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Tencent Holdings has an analyst consensus of Strong Buy, with a price target consensus of HK$718.80.

- UBS has reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$780.00.  
- The analyst consensus for Tencent Holdings is categorized as Strong Buy, with a price target consensus of HK$718.80.  
- This positive outlook indicates confidence among analysts regarding Tencent's market potential.

Tip Ranks

TENCENT

Tencent

Krne Csi China Internet

UBS Group AG

Tencent Holdings Limited

TENCENT-R

Tencent HK SDR 10to1

UBS Sticks to Their Buy Rating for Tencent Holdings  (TCTZF)

TCTZF

MCHI

In a report released yesterday, from HSBC maintained a Buy rating on Tencent Holdings , with a price target of HK$720.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, Bernstein also maintained a Buy rating on the stock with a HK$780.00 price target.

- HSBC maintained a Buy rating on Tencent Holdings with a price target of HK$720.00 in a report released yesterday.  
- Bernstein also upheld a Buy rating for the company, setting a higher price target of HK$780.00.  
- These consistent positive ratings suggest strong confidence in Tencent Holdings from major financial institutions.

iShares MSCI China

HSBC HOLDINGS

HSBC

AllianceBernstein

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

09988

NVDA

Nvidia's stock price target has been raised to $350 by Cantor Fitzgerald analyst C.J. Muse, citing strong demand for its H200 chips, especially from Chinese companies like Alibaba and Tencent. Muse believes Nvidia may be sold out through 2027 due to high demand and supply chain bottlenecks. Despite recent stock performance lagging behind competitors, potential catalysts include upcoming earnings reports and a significant share buyback. Analysts maintain a Strong Buy consensus on Nvidia, with an average price target of $279.28, indicating an 18.8% upside potential.

- Nvidia's price target has been raised to $350 by Cantor Fitzgerald analyst C.J. Muse, highlighting CEO Jensen Huang's strong performance relative to competitors.  
- The increase in demand for Nvidia's chips, particularly from Chinese companies approved to buy its H200 chips, points to a potential sell-out for 2026 and 2027 due to supply chain constraints.  
- Wall Street maintains a Strong Buy consensus for Nvidia with an average price target of $279.28, suggesting an 18.8% upside potential.

BABA-W

NVIDIA

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Direxion Semicon Bull 3X

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bull 2X Shares

Global X Cloud Computing ETF

Direxion FTSE China Bull 3X

iShares Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

KraneShares 2x Long BABA Daily ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Invesco Golden Dragon China

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

BABA 2x Long Daily ETF - GraniteShares

Direxion Daily NVDA Bear 1X ETF

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VanEck Semiconductor ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Alibaba

JD.com

JD-SW

OpenAI

Intel

NVIDIA Corporation

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

Nvidia (NVDA) Stock Price Target Raised to $350 amid China H200 News

BABA

Chinese tech companies are increasing production of homegrown AI chips as Nvidia faces export restrictions. Tencent and Alibaba are leading this push, with Tencent planning significant capital expenditure for domestic chips and Alibaba highlighting its self-designed AI chips for cloud computing. Despite potential approval for Nvidia's H200 chips, the focus remains on domestic alternatives to meet the growing demand for advanced AI capabilities. Analysts suggest a shift towards a hybrid infrastructure using both Chinese and U.S. chips to enhance AI model performance.

- China is increasing the production of domestically developed chips as major tech firms like Tencent and Alibaba seek self-sufficiency in AI technology amid U.S. export restrictions on Nvidia’s products.  
- Tencent plans a significant rise in capital expenditure for China-designed chips, while Alibaba highlights the advantage of its proprietary AI chips, which are achieving mass production and contributing to revenue growth.  
- Although the U.S. reportedly approved the sale of Nvidia's H200 chips to some Chinese firms, the future of this deal remains uncertain amid ongoing regulatory discussions.

CNBC

Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back

CMB International Securities analyst Saiyi He has reiterated a Buy rating on Tencent Holdings (TCTZF), setting a price target of HK$750.00. The current analyst consensus for Tencent is a Strong Buy, with an average price target of HK$717.24. He specializes in the Communication Services sector and has an average return of 8.0% with a 49.86% success rate on his stock recommendations.

- Saiyi He from CMB International Securities reaffirmed a Buy rating on Tencent Holdings, setting a price target of HK$750.00.  
- He specializes in the Communication Services sector, covering Tencent Holdings and associated companies, achieving an average return of 8.0% with a 49.86% success rate.  
- The current analyst consensus for Tencent Holdings is a Strong Buy, with an average price target of HK$717.24.

Tencent Music

iQIYI

TME-SW

Tencent Holdings  (TCTZF) Receives a Buy from CMB International Securities

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0514 | Dolphin Research Focus: 🐬 Macro/Industry 1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bilateral ties. It signaled a thaw in top-level engagement. 2) According to foreign media, the U.S. eased chip export curbs, allowing 10 Chinese tech firms — including Alibaba, ByteDance, Tencent and JD — to procure Nvidia's H200 high-end AI chips. Distributors such as Lenovo and Foxconn also received purchase approvals, pointing to a marginal relaxation of export restrictions on advanced AI chips...

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

01698

Below is Dolphin Research's Trans of $TENCENT(00700.HK) FY26 Q1 earnings call. For our post-results take, see 'Tencent: No Longer Resting on Past Laurels; AI Is the Way Forward'.I. Core highlights from the results. Key points are summarized below.1) Shareholder returns: Q1 buybacks totaled approx. RMB 7.9bn. Management believes the stock is undervalued, is accelerating monetization of the investment portfolio to fund continued buybacks through the year, and sees now as a particularly attractive window for repurchases.2) Outlook: CapEx is expected to increase materially vs. last year. Guidance points to a sharp step-up this year...

Tencent (Trans): H2 investment to ramp up; cloud to accelerate, stronger LLM to launch

Wow! that's quite alot.Rotate out to which better stock?

Maxi

Ranks in the top 50% of account holders by rate of return
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$TENCENT(00700.HK) sell 10000 shares, filled. Say goodbye slowly.

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

XIAOMI-W

XIAOMI-WR

Xiaomi Corporation

BYD COMPANY

BYD COMPANY-R

BYD Company Limited

BYD Company

Xiaomi HK SDR 2to1

BYD HK SDR 10to1

BILIBILI-W

Bilibili

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. Clears $NVIDIA(NVDA.US) Nvidia H200 Chip Sales to China, But Deliveries Stall - Reuters👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ U.S. approves Nvidia 𝐇𝟐𝟎𝟎 chip sales to ~𝟏𝟎 Chinese firms.➤ Approved buyers reportedly include 𝐀𝐥𝐢𝐛𝐚𝐛𝐚, 𝐓𝐞𝐧𝐜𝐞𝐧𝐭, and 𝐁𝐲𝐭𝐞𝐃𝐚𝐧𝐜𝐞.➤ No chip deliveries completed despite export 𝐚𝐩𝐩𝐫𝐨𝐯𝐚𝐥𝐬.➤ Chinese authorities reportedly urging caution over 𝐀𝐈 chip imports.➤ Each approved customer may purchase up to 𝟕𝟓,𝟎𝟎𝟎 chips.➤ Nvidia CEO 𝐉𝐞𝐧𝐬𝐞𝐧 𝐇𝐮𝐚𝐧𝐠 joins U.S.-China summit discussions in Beijing.➤ Ongoing tensions highlight escalating 𝐔.𝐒.-𝐂𝐡𝐢𝐧𝐚 tech and AI rivalry.

The data is based on Longbridge Cli and yFinance, the LLM uses Claude, the Agent service supports Memory, and there is preliminary simple portfolio management; fully personalized, serving me alone; $Tesla(TSLA.US) $XTALPI(02228.HK) $Rocket Lab(RKLB.US) $Netflix(NFLX.US)

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Taiwan Semiconductor

XTALPI

Tesla

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Coinbase

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Today’s Key News Recap

LENOVO GROUP

Lenovo Group

LENOVO GROUP-R

NIO-SW

NIO Inc. USD OV

NIO Inc

Applied Materials

XPENG-W

XPeng

CATL

CATL HK SDR 30to1

Hon Hai Precision Industry Co., Ltd.

The US has approved Nvidia H200 chip sales to 10 China firms including cloud giants Alibaba, ByteDance, Tencent, with Lenovo and Taiwan’s Foxconn winning rights as H200 distributors in China, Reuters reports, but no deliveries have been made as Beijing seeks to ban or tightly control such sales. Under US licensing terms, each firm can buy as many as 75,000 chips. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Intel(INTC.US) $Alibaba(BABA.US) $Tencent(TCEHY.US) #bytedance #semiconductors #ChinaSource: Dan Nystedt

NewUser_epG2vVj

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PLTR

The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.With 30-year bond yields rising, can investing in long-term bonds offset inflation and the continued weakness of the US dollar?Or should one seize the opportunity of the AI wave to further improve the asset allocation structure?

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Cisco

Micron Tech

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ComfortDelGro

AEM SGD

Food Empire

Centurion

NASDAQ-100

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SMIC HK SDR 5to1

DBS Group

AEM USD

The market looks so strong but when you look deeper, it’s all on the surface. Only a few names are carrying the market and it’s quite easy to actually prop them up. I am staying defensive.

dingdongbell

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

The market does look unstoppable isn’t it? It keeps going up and up. Think again coz that’s what the headlines want you to believe. Smart money needs lots of exit liquidity because that’s how inflated the market is! Do the smart thing. Stay safe!

Take profits on AI euphoria. Rotate to SG banks and REITs as real rates rise. Position SG-listed names for ESR and energy security tailwinds.

HSTENCT@EC2611B(29115.HK)

UBS Sticks to Their Buy Rating for Tencent Holdings (TCTZF)

HSBC Keeps Their Buy Rating on Tencent Holdings (TCTZF)

Nvidia (NVDA) Stock Price Target Raised to $350 amid China H200 News

Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back

Tencent Holdings (TCTZF) Receives a Buy from CMB International Securities