JPTENCT@EC2611B

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

Tencent Call: WeChat Agent Will Not Launch Soon, Mixtral Model Needs Further Polishing

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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.

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Tencent HK SDR 10to1

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

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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.

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HSBC Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

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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.

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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

GraniteShares 2x Long NVDA Daily ETF

Global X Data Center & Dgtl Infrs ETF

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T-Rex 2X Inverse NVIDIA Daily Target ETF

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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.

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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

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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

JPTENCT@EC2611B(29069.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

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

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