CTTENCT@EP2701A

Tencent Cloud Cuts Prices for MiniMax-M3 and Hy-MT2-Pro Models

Tencent Cloud Provides Live Streaming Services for 16 Nations at World Cup

WeChat Collaborates with Huawei, Xiaomi to Launch A2A Assistant, Reshaping Communication Landscape

Tencent Officially Launches WorkBuddy Enterprise and Agent Suite

Tencent spends 501 million HKD to repurchase shares on June 11

HPC-Ops Launches New Open Source Upgrade with Five Key Operators

WeChat launches merged display feature for chat images and videos

Goldman Sachs Maintains Buy Rating on Tencent, Sets Target Price at HKD 700, Cites Valuation Bottom

WeChat Officially Announces Launch of Moments Search Function

WeChat Opens AI Ecosystem, Amuse First to Complete Access Adaptation

WeChat Releases AI Ecosystem Guidelines on June 8, Haier Connects AI Agent with Smart Home First

Tencent Cloud and ASUS Sign Strategic Agreement to Launch AIPC Personal Space Drive

Tencent raises WeChat HarmonyOS beta test user limit, invites more users

BofA Reaffirms Buy Rating on Tencent, Optimistic About WeChat AI Agent Ecosystem Progress

Tencent Expected to Issue Notes on June 16, 2026

Tencent prices $2.45 billion and RMB 15 billion notes under global medium-term note program

WeChat releases AI integration guidelines, reshaping FMCG service logic

WeChat Releases AI Ecosystem Guidelines, Midea Completes Adaptation to Provide Whole-House Smart Control

DiDi Partners with WeChat to Integrate Core Ride-Hailing Services into WeChat AI Agent

Didi integrates core ride-hailing services into WeChat AI Agent for direct user access

ONE MEDIA GROUP

WT GROUP

ROBOTPHOENIX

GW TIANDI

HAITIAN ANTENNA

DIT GROUP

E-HOUSE ENT

PROSPER FUTURE

MININGLAMP-W

REDCO HEALTHY

DXYZ

SPCX

02015

09988

89988

BABA

09992

HPPD

HBBD

09618

89618

HJDD

TSLA

MSFT

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80700

HTCD

TCEHY

TCTZF

Jun 12 | Dolphin Research Focus: 🐬 Stock #1, $BABA-W(09988.HK) — Reports say Alibaba plans to bid $1.5bn for front-warehouse grocer Pupu. Earlier chatter suggested Meituan and JD were in the running, but both have denied it. Pupu generates approx. RMB 30bn in annual revenue, is steadily profitable, and focuses on 30‑min on-demand delivery across multiple South China cities.If completed, the deal would add a mature front-warehouse (dark store) capability beyond Freshippo (Hema) and Taobao Flash, strengthening Alibaba’s hand vs. Meituan in local fresh grocery. That said, the $1.5bn price tag looks rich...

Rumor: BABA to make a big-ticket bid for Pupu Supermarket; Largest-ever IPO debuts in US tonight | Daily News Recap

Tencent Holdings priced US$2.45 billion and CNY15 billion in dual-currency notes under its global medium-term note programme, expanding outstanding debt to approximately US$22.18 billion. Proceeds will fund general corporate purposes, including refinancing. The issuance targets institutional and offshore investors, reflecting Tencent's strategy to leverage both USD and offshore RMB markets while avoiding public offerings.

- Tencent Holdings has priced new notes totaling US$2.45 billion and CNY15 billion, expanding its total outstanding notes to approximately US$22.18 billion.  
- The issuance, set for June 16, 2026, aims to support general corporate purposes and refinancing, reflecting Tencent's strategy to optimize its funding structure without public offerings.  
- The company focuses on institutional demand in U.S. dollar and offshore renminbi markets, maintaining a Buy rating from analysts with a target price of HK$780.00.

Tip Ranks

Tencent Holdings Limited

TENCENT

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Prices Dual-Currency Notes Worth Over US$2.45 Billion and CNY15 Billion

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603259

09866

09961

HTGD

TCOM

0609 | Dolphin Focus: 🐬 Macro/Industry 1) The US DoD updated its Section 1260H list of Chinese military companies, covering internet, semis, NEVs and biopharma. New additions include Alibaba, BIDU, WuXi AppTec, BYD and Nio, while Huawei, Tencent and Hikvision were already on the list; listed firms issued statements denying defense-related biz and said they will appeal. The list restricts US Gov. procurement rather than imposing financial sanctions, so near-term operating impact is limited but it dampens risk appetite.2) WeChat officially opened its AI ecosystem developer access channel. Access is now open to third-party developers...

Musk outlines orbital AI compute blueprint; INTC soars on inclusion in leading AI chip foundry shortlist | Daily News Recap

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NVDA

GOOGL

GOOG

01810

81810

HXXD

XIACY

ANTH

GS-A

GS-C

GS-D

0608 | Dolphin Focus: 🐬 Macro/Industry 1) HK and A-shares suffered a broad selloff today. A blowout US NFP flipped rate-cut expectations and pushed UST yields higher, with the tech-led rout on Wall St. spilling into APAC; Korea hit a circuit breaker and Japan tumbled, amplifying fear.High-multiple AI and semiconductor names led the de-rating, driving clear negative spillovers. Adding to the pressure, global houses such as Goldman Sachs have downgraded HK equities, and epic IPOs like SpaceX slated for this week are siphoning liquidity; the confluence of headwinds triggered panic foreign selling and a stampede among onshore funds...

Multiple headwinds spark a sharp selloff; NVDA teams up with SK hynix | Daily News Recap

Tencent's new Chief AI Scientist, former OpenAI researcher Yao Shunyu, aims to establish a long-term AGI organization in China. This reflects a shift in the U.S.-China tech race as Chinese firms poach Silicon Valley talent and adopt the U.S. vision of achieving artificial general intelligence, contrasting with previous focuses on application-level AI.

- Tencent's Chief AI Scientist, Yao Shunyu, emphasizes the ambition to establish artificial general intelligence (AGI) in China, indicating a shift in the U.S.-China tech landscape.  
- As U.S. companies focus on human-level AI, Chinese firms are adapting to use the technology in various industries despite facing chip restrictions.  
- Yao's vision for AGI highlights foundational knowledge and improved AI models, contrasting with caution expressed by U.S. firms regarding AI safety and development.

CNBC

Alphabet

Alphabet - C

BIDU-SW

Baidu

BABA-W

Alibaba

Meta Platforms

BIDU-SWR

BABA-WR

Alibaba HK SDR 5to1

China may move toward U.S. path on AI as firms poach employees

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INTC

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0604 | Dolphin Research focus: 🐬 Stock pick 1, $Space Exploration Tech(SPCX.US) Elon Musk's SpaceX is set to list on Nasdaq on Jun 12 with ticker 'SPCX'. The IPO is priced at $135, targeting $75bn of proceeds and valuing the company at $1.77tn.The deal would set a new global IPO record by proceeds. This mega listing could siphon liquidity from global markets, while lifting valuations across the commercial space value chain upstream and downstream.

SpaceX sets Jun 12 Nasdaq debut; WeChat A2A enables mobile AI interop | Daily News Recap

China Literature announced it will acquire an additional 28.22% stake in a target company from Tencent-controlled Linzhi Lichuang for RMB400.78 million, raising its holding to approximately 59.70% and securing majority control. Classified as a connected deal under Hong Kong listing rules, the transaction requires only reporting and announcement, not shareholder approval. Completion is conditional, and investors are cautioned that the deal may not proceed.

- China Literature has announced the acquisition of an additional 28.22% stake in a target company from Tencent-controlled Linzhi Lichuang for RMB 400.78 million.  
- This deal will increase China Literature’s holding to about 59.70%, granting it majority control and classified as a connected deal under Hong Kong’s listing rules.  
- The transaction requires reporting but does not need shareholder approval, and completion is conditional, prompting caution among investors regarding its finalization.

CHINA LIT

China Literature Moves to Majority Control in Target Firm via Tencent-Linked Deal

China Literature (HK:0772) announced that shareholders approved all resolutions at its June 2, 2026 AGM, including financial statements and auditor reappointment. The board was refreshed with the re-election of Cao Huayi and new independent directors Kong Xiangjun and Mak Tze Leung. Tencent affiliates abstained from specific votes per listing rules. Analysts maintain a 'Buy' rating with a HK$36 target.

- China Literature announced the results of its annual general meeting on June 2, 2026, where shareholders approved all proposed resolutions, including financial statements and board changes.  
- The votes showed strong support for management, with major resolutions passing by significant margins, while some connected shareholders abstained from specific votes.  
- The approval of new independent directors and overwhelming shareholder backing may enhance corporate governance and indicate stability for investors, with analysts currently rating the stock as a Buy with a target price of HK$36.00.

China Literature Shareholders Approve All AGM Resolutions and Refresh Board

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SINOTRUK(03808) rose 11.09%, with a trading turnover 522.9 Million HKD, and a year-to-date rose 51.6%. YOFC(06869) rose 10.75%, with a trading turnover 4.8 Billion HKD, and a year-to-date rose 350.3%. MINIMAX-W(00100) fell 5.72%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 304.5%. SIGENERGY(06656) fell 4.86%, with a trading turnover 137.4 Million HKD, and a year-to-date rose 40%.

- The Hang Seng Index rose by 2.52% and has gained 1.6% for the year; the Hang Seng Tech Index increased by 4.72% but is down 5.7% year-to-date.  
- China National Heavy Duty Truck (03808) saw an 11.09% increase with a trading volume of HKD 520 million, resulting in a 51.6% year-to-date gain.  
- Changfei Optical Fiber (06869) rose by 10.75% with a trading volume of HKD 4.8 billion, marking a significant 350.3% increase this year.

Top Gainers&Losers

SINOTRUK

YOFC

JIANGXI COPPER

MEITUAN

MINIMAX-W

SIGENERGY

KNOWLEDGE ATLAS

CHINA COAL

DONGFANG ELEC

Top 5 HK Stock Gainers/Losers (>100B) (6.2)

Today’s Key News Recap

Destiny Tech100

Space Exploration Tech

LI AUTO-W

Li Auto

POP MART

POP MART HK SDR 20to1

JD-SW

JD-SWR

JD HK SDR 10to1

JD.com

Tesla

Microsoft

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

The STI remains rather resilient, recovering most of what it lost on Friday. Although the Singapore Market is often labelled as &#34;boring&#34; and &#34;slow investment&#34;, volatile periods show the true strength of our own local stock market. Still in for the long term.

Apple

NVIDIA

NewUser_oPJWOU

Tesla robotaxi is real but too small to rerate. AI hardware broadening; trim NVDA. China blacklist is structural headwind, not a buying opportunity.

NewUser_kiTvTL

Ranks in the top 30% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

Driverless taxis and hailing services is the way to go. But much needs to be done on road infrastructure before it can work ideally in all weather conditions.Infrastructure investment will be driven up in near future.

lungrisser

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

Tesla's Austin robotaxi launches without safety drivers, Intel jumps 11% on Google order, Marvell selected for S&amp;P 500, US blacklists Alibaba and Tencent.

CATL

Intel

XL2CSOPHYNIX

CATL HK SDR 30to1

INTEL-T

Marvell Tech

Eli Lilly

Micron Tech

BYD COMPANY

XIAOMI-W

OCBC Bank

S&P 500

☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Robotaxi Goes Live

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

United Overseas Bank (UOB)

WUXI APPTEC

WuXi AppTec

NIO-SW

NIO Inc. USD OV

NIO Inc

TRIP.COM-S

Trip.com HK SDR 50to1

Trip.com

HIKVISION

Saw multiple upgrades for S-Reits from analysts. I think it's time to seriously look into adding to portfolio for constant dividends income. Good luck everyone!!!

Maybe i should consider buying too

Beginner8

📈 Share your trades, earn SGD $2 per post!&nbsp;
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post!&nbsp; How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$Tencent 5xLongSG270930(PSJW.SG)Tencent 5xLong DLC is currently up +14.81%, but this trade hasn’t been a straight line upward. There have been strong rallies, pullbacks, and periods where the market sentiment shifted quickly. That’s exactly why I believe trading success comes from having a plan before entering a position, not after the price starts moving.What keeps me in this trade is not the current profit figure, but my confidence in the broader trend and the underlying strength of Tencent. Short-term volatility is unavoidable, especially with leveraged products, but volatility alone doesn’t change my outlook.One thing I’ve learned is that every profitable position will eventually face a test. Sometimes it’s a red day, sometimes it’s profit-taking, and sometimes it’s simply market uncertainty. The challenge is deciding whether the original reason for entering the trade still holds true. If it does, staying patient is often the better choice than reacting emotionally.For now, I’m continuing to monitor the position while remaining constructive on the longer-term setup. Markets will always fluctuate, but conviction, discipline, and risk management remain the foundation of every trade I take. @Bridge Buzz SG

CTTENCT@EP2701A(29493.HK)

Rumor: BABA to make a big-ticket bid for Pupu Supermarket; Largest-ever IPO debuts in US tonight | Daily News Recap

Tencent Prices Dual-Currency Notes Worth Over US$2.45 Billion and CNY15 Billion

Musk outlines orbital AI compute blueprint; INTC soars on inclusion in leading AI chip foundry shortlist | Daily News Recap

Multiple headwinds spark a sharp selloff; NVDA teams up with SK hynix | Daily News Recap

China may move toward U.S. path on AI as firms poach employees