BPTENCT@EC2612D

Chinese assets surge, with FTSE China A50 Index Futures once rising over 1.4%

Tencent Increases Stake in 'Black Myth: Wukong' Developer Game Science to 24%

Southbound capital reduces holdings in Tencent Holdings over the past 5 trading days

Tencent Cloud Deepens AI Role With Support for Huawei's Ascend 950 Chip

Tencent Hunyuan Hy3 preview language model makes its exhibition 'debut'

Tencent Named to TIME's 2026 List of the 100 Most Influential Companies

Tencent's Chief Scientist Zhang Zhengyou Discusses Embodied Intelligence, Emphasizing the Importance of "Body-Mind Integration"

Taikang Online Partners with Tencent WeSure to Upgrade "WeSure·Million Medical Insurance" Coverage

Tencent Health Releases Full-Stack Digital Solution to Promote Coordinated Development of "Three-Medicals" with AI-Native Architecture

Tencent Cloud Wins Two Awards at the 2026 NAB Show Product of the Year Awards

Tencent Cloud Increases Prices for AI Computing Power Products

Tencent's App Store for Mac (应用宝) begins internal testing.

Tencent's Growth Guardian Platform Uses Hand Gesture Dance for Youth Psychological Counseling

Aoya Co. and Tencent Cloud Reach Deep Collaboration in Spatial Intelligence

China's NPPA approves April game licenses, including a new title from Tencent.

154 new game licenses approved in April, including Tencent's 'Arc Hunter'

Shenzhen Party Secretary visits Tencent and other enterprises, emphasizing the promotion of high-quality development of the service industry

Report shows mainland public funds reduced holdings in Tencent in Q1 2026

Tencent Open Sources Offline Translation Model for Mobile Phones

Tencent's intelligent agent ecosystem debuted in Fuzhou, showcasing "useful AI" as a new productive force.

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Tencent Cloud has been recognized at the 2026 NAB Show Product of the Year Awards for its innovative solutions in the media industry. The company's Video Quality Enhancement and Smart Erase solutions won in the Streaming and Intelligent Technology categories, respectively. The AI-driven Diffusion Transformer (DiT) enhances video quality across various platforms, while Smart Erase automates the removal of sensitive visual elements. These awards highlight Tencent Cloud's commitment to advancing video technology and supporting global media, e-commerce, and gaming partners.

Unusual Whales

Tencent Holdings Limited

Tencent

TENCENT

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Tencent HK SDR 10to1

Tencent Cloud Recognized for Transforming the Future of Media at the 2026 NAB Show Product of the Year Awards

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Demand for Huawei's Ascend 950 AI chips has surged following the launch of DeepSeek's V4 model, with major Chinese firms like ByteDance, Tencent, and Alibaba seeking new orders. The Ascend 950PR chip outperforms Nvidia's H20 but lags behind the H200, which faces shipment delays due to US-China tensions. DeepSeek's V4 model boosts the domestic AI ecosystem, with Huawei's infrastructure fully supporting it. Despite plans to ship 750,000 units this year, supply constraints are expected to persist due to US restrictions on chipmaking equipment.

- Demand for Huawei's Ascend 950 artificial intelligence chips has surged following the release of DeepSeek's V4 model, with major Chinese companies seeking orders.  
- The Ascend 950PR chip reportedly outperforms Nvidia's H20, offering an opportunity for Huawei to increase its market presence amid ongoing US-China trade tensions.  
- Despite plans to ship 750,000 units this year, Huawei faces supply constraints impacting output due to restrictions on advanced chipmaking equipment.

Invezz

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Huawei

DeepSeek

Alibaba

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Alibaba HK SDR 5to1

NVIDIA Corporation

Huawei Ascend 950 chip demand surges after DeepSeek V4 launch

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Focus Media (Trans): Below is Dolphin Research's transcript of Focus Media's FY2025 and Q1 FY2026 earnings call. For our earnings analysis, see 'Focus Media: Early Thaw, Then Chill; High Dividends as a Buffer'.Results highlights — Shareholder returns: Cumulative dividends over the past three years topped RMB 14.4bn. For 2025, planned dividends total RMB 4.9bn, with payout frequency raised to three times per year and an implied dividend yield above 5.5%. Management intends to keep the payout ratio and cadence stable...

Focus Media (Trans): AI-era info overload highlights the certainty premium of offline space

DIDIY

Lingxing Technology has filed for a Hong Kong IPO, reporting 17.1 billion yuan in revenue but only 7.4 million yuan in profit, indicating a razor-thin margin of 0.04%. The company, backed by major state automakers and internet giants, relies heavily on aggregators like Amap and Tencent, with 85.9% of orders coming through these platforms. This dependence raises concerns about financial risks and regulatory scrutiny, especially as competition intensifies with industry leader DiDi. Lingxing's challenge lies in proving its viability in a market dominated by larger players.

- Lingxing Technology, China's third largest ride-hailing platform, filed for a Hong Kong IPO with revenues of 17.1 billion yuan but only 7.4 million yuan in profit, indicating very slim margins.  
- The company heavily relies on aggregators like Amap and Tencent Mobility Services, with 85.9% of its orders coming through these platforms, raising concerns about its financial independence and long-term profitability.  
- Lingxing is navigating a competitive landscape marked by regulatory scrutiny and high operational costs, particularly in its pursuit of robotaxi technology while facing challenges from larger players like DiDi and faster-growing competitors like CaoCao.

benzinga_article

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DIDA INC

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Lingxing Seeks Hong Kong IPO, But Heavy Reliance On Aggregators Could Worry Investors

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Reuters

Global X Video Games & Esports ETF

ChinaAMC CSI Animation Game ETF

Global X Data Center & Dgtl Infrs ETF

First Trust S-Network Streaming and Gaming ETF

Comm Servcies Select Sector SPDR

iShares Expanded Tech Software Sector ETF

Global X Cloud Computing ETF

VanEck Video Gaming and eSport ETF

Emerging Markets Internet ETF

Direxion FTSE China Bull 3X

iShares China Large Cap

AXA SPDB CSI Hugangshen Game and Culture Media ETF

iShares MSCI China

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Guotai CSI Animation Game ETF

SPDR S&P Software

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Krne Csi China Internet

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Franklin Exponential Data ETF

Wedbush ETFMG Video Game Tech ETF

Proshares Big Data Refiners ETF

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Penghua CSI Media ETF

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Tianhong CSI Computer Theme ETF

Tencent’s New Model Shows Improvement - The Information

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0428 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The CPC Politburo met on Apr 28 to assess the current economy and economic work.It said the economy remains broadly stable with a solid start, and recovery resilience continues to build. However, endogenous momentum still needs consolidation, and the foundation for the upturn is not yet firm.The meeting reaffirmed the principle of seeking progress while maintaining stability. Policy will stay proactive on the fiscal side and prudent on the monetary side, using targeted measures to stabilize the macro backdrop.Priorities include boosting domestic demand and defusing property and local gov. debt risks in an orderly manner. It will also push forward 'AI+' and other industrial upgrade initiatives...

CATL's discounted equity raise rattles market; Tencent Cloud up for a third straight session YTD | Daily News Recap

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0427 | Dolphin Research Focus: 🐬 Macro/Industry1) Last week, DeepSeek surprise-launched its flagship foundation model DeepSeek-V4 and fully open-sourced it, a key market catalyst. With AI advances as a tailwind, semis extended gains today: the Hong Kong Semiconductor Index jumped 5%+, led by SMIC and Hua Hong Semiconductor.The new model is tuned for domestic compute and pursues a non-CUDA stack, expanding edge-AI use cases and sustaining demand for local chips. Flows continue to pile into themes of self-reliant compute and domestic substitution...

DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap

CWEB

CICC analyst has maintained a Buy rating on Tencent Holdings (TCTZF) with a price target of HK$666.00, while the shares closed at HK$493.40. The analyst consensus for Tencent is Strong Buy, with a target of HK$717.43, indicating a potential upside of 45.41%. Additionally, Morgan Stanley also supports a Buy rating with a target of HK$650.00.

- A CICC analyst upheld a Buy rating for Tencent Holdings and set a price target of HK$666.00.  
- Tencent's shares closed at HK$493.40, with analysts given a consensus rating of Strong Buy and a price target suggesting a 45.41% upside.  
- Morgan Stanley also maintained a Buy rating with a price target of HK$650.00 in a report released on April 23.

Tip Ranks

Direxion CSI China Internet Index Bull 2X

CICC

Morgan Stanley

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

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Tencent Holdings  (TCTZF) Gets a Buy from CICC

The preview version of Tencent's Hunyuan HY3.0 has officially debuted, featuring 295 billion parameters and a 40% improvement in inference efficiency, with input pricing as low as 1.2 RMB per million tokens. It has been immediately integrated into over ten core products including Yuanbao, WeChat, and QQ. Citigroup maintains a Buy rating on TENCENT with a target price of HKD 783, implying a 59% upside from the current price—this transformation from 'showcasing technical prowess' to 'real commercial implementation' may become the key inflection point for TENCENT's AI monetization

- Tencent has released the HY3.0 preview version, shifting its AI strategy from technical competition to commercial applications.  
- The model features a hybrid expert architecture with 295 billion parameters, offering 40% improved inference efficiency and competitive pricing aimed at the enterprise market.  
- HY3.0 is already integrated across Tencent’s core products, indicating its capability to address real-world problems and suggesting a new phase of scalable commercial AI use.

Wallstreetcn

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Reassessing Tencent AI Value: '40% Efficiency Boost + Extreme Pricing', Hunyuan HY3.0 Embraces 'Pragmatism' and Already Possesses Scalable Commercial Capability

Hy3 represents a rhythm calibration for Tencent in the second half of the AI race

- On April 23, Tencent unveiled the Hy3 preview, a MoE language model with 295 billion parameters, emphasizing performance and cost-effectiveness.  
- The model's capabilities include improved coding, context understanding, and instruction adherence, and it has been integrated into several internal Tencent products.  
- Hy3 preview signifies Tencent's shift towards practical AI applications and aims to gather community feedback for its improvement, marking a new phase in its AI development strategy.

Tencent Hy3 Preview Launches, Report Card Released After Yao Shunyu's Join

Tang Daosheng, Senior Executive Vice President of Tencent Group, stated that the competition in the automotive industry is being redefined by AI. In the future, the gap between car manufacturers will depend on who can achieve scalable and systematic AI implementation faster

Tencent's Tang Daosheng: The True Competition in Smart Cars Lies in Scalable, Systematic AI Implementation

BABO

- Chinese tech giants Tencent and Alibaba are in discussions to invest in AI startup DeepSeek, which is seeking over $20 billion in funding.  
- DeepSeek, backed by High-Flyer Capital Management, aims to raise at least $300 million as it initiates talks for outside capital for the first time.  
- These discussions highlight the significant capital needed to develop advanced AI models as the industry evolves, with the potential terms still subject to change.

YieldMax BABA Option Income Strategy ETF

Tencent, Alibaba in talks to invest in DeepSeek at over $20 billion valuation, The Information reports

$Tencent HK SDR 10to1(HTCD.SG)going up soon?

$TENCENT(00700.HK)Key points: $TENCENT(700.HK) current price HK$467.80; Rating 0.735; Research target price (reference, not forecast): HK$585.00; Potential upside: 22.08%; RR 2.39x; 20d -2.87%, relative to $TRACKER FUND(2800.HK) excess -6.47%.Entry framework: Phased accumulation strategy: Step 1, establish a 30% observation base position in the HK$475-485 range; Step 2, if the price retraces to the strong support zone of HK$460-470, add 40% to average down the cost; Step 3, if the price breaks through HK$498 on high volume with trading volume exceeding 30 million shares, confirm the right-side trend and add the remaining 30%. The total position limit is recommended to be controlled within 15% of the total portfolio capital, and excessive concentration in a single stock is strictly prohibited.Failure conditions: If the price effectively breaks below the HK$435 stop-loss level for 3 consecutive trading days and cannot recover, or if the progress of core cloud business/AI commercialization falls short of expectations, leading to a downward revision of the 2026 EPS consensus forecast to below HK$28.0, immediately cancel the current trading plan and execute a full liquidation stop-loss.Sizing: Approximately 813 shares/lot; capital commitment of approximately $49,995.46; maximum loss approximately $4,611.43 (0.46% of advisor capital).You need to confirm: Manual review only: Confirm the entry price is still valid, the stop-loss is acceptable, and no new event risks have emerged before deciding whether to enter the real trading plan.Source: 20260430_085405_700.HK_deep.Trading Advisor Agent (TA-L1) has given the first highest-confidence recommendation among my 15 watch lists. Marking it here. Let's see if it's reliable. Next week when the market opens, I'll try a little as verification;

TRACKER FUND

yes, what happened man!luckily I bought when it was way down.

Maxi

Ranks in the top 50% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

$XTALPI(02228.HK) Look at Tencent, the performance of the king of Hong Kong stocks, $TENCENT(00700.HK) is really a sigh. Luckily I got out fast earlier, but it's a pity I didn't get out completely.

XTALPI

Focus Media

Conference Minutes

The top three best companies in China's commercial aerospace industry

Tarol

Ranks in the top 20% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

BPTENCT@EC2612D(28673.HK)

Tencent Cloud Recognized for Transforming the Future of Media at the 2026 NAB Show Product of the Year Awards

Huawei Ascend 950 chip demand surges after DeepSeek V4 launch

Focus Media (Trans): AI-era info overload highlights the certainty premium of offline space

Lingxing Seeks Hong Kong IPO, But Heavy Reliance On Aggregators Could Worry Investors

Tencent’s New Model Shows Improvement - The Information