UBTENCT@EC2611E

Tencent Cloud Announces Comprehensive Upgrade of Database Product Suite to Empower Three Agent Scenarios

Tencent Cloud Launches Global Productivity AI Assistant WorkBuddy

Tencent Hunyuan Officially Launches Hy-Memory, a Memory Plugin for Agents

Tencent Repurchases Over 500 Million HKD Shares Today, Short Position Hits $469.71M

Yuewen Group Partners with Tencent Games on Annual IP Collaboration at SPARK 2026

Tencent: Yuanbao Has No C-End Commercialization Plan Yet, Will Expand Compute Power and Global Cloud Layout

Tencent Plans to Procure H200 Chips and Deepen Domestic Cooperation to Diversify Supply Chain

Tencent Game Conference Announces 42 New Titles, Strengthening AI and Globalization Strategy

Suyuan Tech Revenue Doubles in Three Years but Accumulates Over 4.3 Billion Loss, Financing Reliance Questioned

Tencent Holdings Repurchases Shares Worth 501 Million HKD Today

Tencent's TenPay Global and PayPal Achieve Interconnectivity

Tencent's Self-developed Video Codec Chip 'Canghai' V2 Lit Up, Service Launching in H2 2026

NPPA Releases May 2026 Game License Approval, 158 New Games Approved

ByteDance Issues 'DouBa' Shares for Seed Team to Prevent Tencent Poaching

Tencent buys back shares worth 501 million HKD on May 26

Tencent ima announces copilot function ends waitlist and opens fully

Tencent Abandons Audio Exclusive Copyrights to Fulfill Anti-Monopoly Commitments

Tencent approved by antitrust authority, pledges to drop exclusive audio rights

Tencent's TenPay Global Announces Cooperation to Launch Convenient Departure Tax Refund Services

Tencent's TenPay Global Plans to Launch Tax Refund Service in Shaanxi

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TIMES UNI GP

APEX ACE HLDG

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FUJING HOLDINGS

TEAMWAY INTL GP

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In a tourist-friendly move, China's Tencent to allow PayPal payments through its WeChat networks

Barchart Option

Tencent Holdings Limited

Paypal

TENCENT

Tencent

In a tourist-friendly move, China's Tencent to allow PayPal payments through its WeChat networks

Sino Biological, Inc. announced its gene synthesis and cell-free protein expression workflow was utilized in a Tencent AI for Life Sciences Lab study published in Nature Communications. This collaboration enabled rapid validation of AI-designed proteins, enhancing their activity, stability, and multifunctionality. The study introduced an Ontology Reinforcement Iteration framework for optimizing protein sequences, while Sino's XPressMAX™ Cell-Free Protein Synthesis Kit facilitated quick protein expression and functional screening, achieving significant improvements in enzyme performance.

Unusual Whales

Sino Biological

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Tencent HK SDR 10to1

Sino Biological's Cell-Free Protein Synthesis Supports Tencent AI for Life Sciences Lab's Protein Design Study Published in Nature Communications

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0528 | Dolphin Research Focus 🐬 Stock 1, $Taiwan Semiconductor(TSM.US) — Supply chain checks indicate that, on surging AI compute demand and fully loaded 3nm lines, TSMC plans to raise 3nm foundry pricing by up to 15% in H2, with a further 5–10% hike likely in 2027. Current 3nm capacity is approx. 160–175k wafers per month and remains in shortage.AI is flipping the supply-demand balance for advanced nodes, strengthening TSMC's pricing power and directly lifting costs for customers such as Apple and Nvidia. Positive for TSMC's GPM...

NIO launches flagship SUV ES9; META rolls out AI subscription | Daily News Recap

ByteDance, the parent company of TikTok, is reportedly offering exclusive stock options to its AI lab employees to combat talent poaching from competitors like Tencent. This initiative allows employees to benefit from the growth of the Seed AI division without dilution from other ventures. However, this strategy may lead to internal divisions and limit staff mobility. The tech industry is experiencing a talent war, with companies like OpenAI and Meta offering substantial bonuses to attract and retain AI talent.

- ByteDance has introduced unique stock options for its AI lab employees to prevent talent poaching by competitors.  
- This initiative ties options to the Seed AI division, allowing employees to benefit from its growth without dilution from other units, with Doubao stock priced at $13 per unit.  
- However, the strategy has sparked concerns about potential internal divisions and the impact on teamwork within the company.

benzinga_article

OpenAI

Meta Platforms

Alibaba

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JD.com

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Microsoft

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Alibaba HK SDR 5to1

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NVIDIA Corporation

TikTok Owner ByteDance Is Reportedly Offering AI Staff A Sweet Deal As Talent War Heats Up

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0521 | Dolphin Research Focus: Stock 1, $SpaceX(SPCX.US). SpaceX has formally filed an S-1 with the SEC to list on Nasdaq (ticker SPCX).The implied valuation range is $1.75–2.0tn, and the deal could raise up to $75bn, potentially the largest IPO on record. Q1 2026 revenue was $4.69bn, with a net loss of $4.28bn.Its AI biz remains in the investment phase. The company will adopt a dual-class share structure, with Elon Musk holding Class B shares...

SpaceX Files Prospectus; TSLA's Supervised FSD to Enter China | Daily News Recap

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BILI

Yesterday, the shares recorded in Hong Kong's CCASS for $Bilibili(BILI.US) rose from 282mn to 308mn, a net add of 26.29mn. Typically, major shareholder sell-downs, placements/pledges, or equity award vesting result in paper certificates being moved into CCASS to facilitate secondary or block trades. This transfer-in is sizable, equal to 6.3% of Bilibili's total shares outstanding. If the shares came from a single holder, Tencent is the most likely source given current ownership. Post-trim, Tencent's stake would drop from 10.5% to 4.2%, raising nearly $500mn. This is somewhat unexpected to Dolphin Research. Tencent does not lack that $500mn, and if used for buybacks, at the current ~HK$500mn pace it would only cover a few days. Besides, Bilibili still has strategic value as a broad entertainment and AI distribution channel. On the other hand, if Tencent is focused even on proceeds from trimming Bilibili, could other seemingly more 'valuable' assets also be up for sale? In the coming days, Dolphin Research will revisit $TENCENT(00700.HK)'s portfolio to flag assets with higher disposal risk, and will re-run its cash-flow analysis to size this year's budget for capex and buybacks. For Bilibili, near term it will need to digest negative sentiment and ease pressure from a rich valuation. But the trajectory of marginal fundamental improvement from 2H should remain intact.

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0520 | Dolphin Research Focus: 🐬 Stock pick 1: $BABA-W(09988.HK) unveiled its in-house AI chip 'Zhenwu' M890 at the recent Alibaba Cloud Summit, offering 3x the prior-gen performance and 144GB of VRAM. It also introduced a 128-card ultra-node server and plans to roll out V900 in 2027.This high-spec, self-developed compute chip is a major step by a domestic internet platform toward autonomy at the compute infrastructure layer. It should materially reduce reliance on overseas high-end chips for enterprise-grade compute workloads...

BABA launches in-house AI chip 'Zhenwu M890'; NVDA invests $2 bn in MRVL | Daily News Recap

小红书

BYTED

After the HK market close on May 19 (Beijing time), $Bilibili(BILI.US) released its Q1 2026 results, marking another ads-led quarter. Overall in line with expectations.1) Ads remain in a clear sweet spot. Q1 ad revenue rose 30%, a slight beat even against a weak industry backdrop.Buoyed by robust demand from AI and gaming and heightened advertiser competition, Bilibili captured meaningful ad tailwinds. This high-growth phase should persist for a while, supported by sustained sector momentum and competitive intensity...

BILI: Sell-down False Alarm, Margin Erosion? Games to the Rescue.

After the HK close on May 19 (Beijing time), Bilibili reported Q1 2026 results. It was another ad‑led print, broadly in line with expectations.Advertising was the clear bright spot, with Q1 ad revenue up 30%, a slight beat despite a weak industry backdrop. Benefiting from buoyant AI and gaming demand and fierce competition for users, the company captured meaningful ad budgets.This high‑growth phase should persist for a while, as those sectors remain hot and competition stays intense. In addition, Bilibili still has ad inventory to open up, providing incremental monetization room...

BILI: Sell-down scare overblown? Gaming to the rescue

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Tencent Hunyuan Launches Hy-MemoryTencent's Hunyuan announced the launch of Hy-Memory, a memory plugin designed for long-term collaborative agents such as Openclaw; Hunyuan says it can serve as an agent's &#34;second brain&#34;.

Today’s Key News Recap

Amazon

Apple Group

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NIO Inc. USD OV

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Li Auto

Apple

Dell Tech

Taiwan Semiconductor

Snowflake

$TENCENT(00700.HK) Liquidated Tencent, and then used the corresponding funds to switch positions to Alibaba; Goodbye, Tencent!$BABA-W(09988.HK)

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

Trade Showcase

Tencent is losing a lot of money... Everyone is asking when the decline will end🥲

$Tencent 5xLongSG270930(PSJW.SG)Holding strong through market waves 🌊Tencent 5xLong position currently at -3.44%, with market price 0.056 versus cost 0.058. Short-term dip, but conviction and discipline remain steady for the longer journey ahead. @Bridge Buzz SG

Tencent 5xLongSG270930

$Tencent 5xLongSG270930(PSJW.SG) Starting a fresh position with Tencent 5xLong at 0.058. Small first step — now let patience and momentum do the heavy lifting. 🚀 @Bridge Buzz SG

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Don't let temporary drawdowns shake your confidence. Trade only what you know, and focus on what you understand. Stick to your logic, and let the market noise pass. You got this!

Khar Khuen

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You mentioned averaging down on BYD and Bilibili this week, but with BYD already at 30.48% of your portfolio, aren't you just amplifying your concentration risk instead of managing it? 🤔

orange

Wah, that Bilibili drop hit hard sia! 😅 But at least your retail stocks are keeping you afloat lah

Aurelius

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 23 – June 3, 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 23 – June 3, 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 5] Portfolio Health Check: Riding the Volatility Wave 🌊1️⃣ Current HoldingsI continued to adjust my weightings and leaning further into my high-conviction plays. My sector distributions are:🟢 Automobiles: 30.48% (BYD)🟢 Interactive Media &amp; Services: 22.82% (Tencent &amp; Bilibili)🟢 Broadline Retail: 23.64% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.11% (Xiaomi)BYD is my largest single position at over 30% now. This reflect my increased commitment to the EV leader despite recent market swings.2️⃣ Earnings WatchThe heavy lifting of earnings season is almost done! Xiao Mi will be the last one for me to watch. This is the big one left, 26 May 2026. I am eager to see how the market reacts to their latest smartphone shipments and EV progress. Bilibili just reported and I am disappointed with the share price reaction😣.3️⃣ Portfolio ReactionIt has been a tough week as the sea of red returns. Most of my holdings are facing a pullback:• Alibaba (+14.54%) and JD.com (+5.43%) remain in the green.• Bilibili (-17.04%) and BYD (-9.84%) took the hardest hits this week.• Tencent (-4.70%) and Xiaomi (-5.57%) are also under pressure.Overall, the portfolio is being tested by market-wide volatility but my core “Retail” anchors are keeping the ship afloat.😁4️⃣ Next PlanPatience is key. I added BYD and Bilibili this week, “averaging down” on positions. I strongly believe in for the long haul. My next move is to hold steady through the Xiaomi earnings. I am pausing any further buying for now to maintain a healthy cash buffer in case the market dip deepens.🤣5️⃣ Risk CheckConcentration in BYD has crept back up to 30.48%, which I need to monitor closely. My top two holdings (BYD &amp; Tencent) now make up 51.46% of the portfolio. I admitted that I am better diversified than in Week 3, the heavy HK/China tech exposure remains my primary risk.Staying disciplined and looking past the short-term noise! 😌

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Xiaomi HK SDR 2to1

$TENCENT(00700.HK)Tencent has refreshed its 52-week low 5 times in the past month alone, culminating in a new absolute low of HK$438.40.How low will it go?

Sorry noob question - what does 'token-based compute plans' mean for China Mobile? Is this like cloud computing?

UBTENCT@EC2611E(29506.HK)

In a tourist-friendly move, China's Tencent to allow PayPal payments through its WeChat networks

Sino Biological's Cell-Free Protein Synthesis Supports Tencent AI for Life Sciences Lab's Protein Design Study Published in Nature Communications

NIO launches flagship SUV ES9; META rolls out AI subscription | Daily News Recap

TikTok Owner ByteDance Is Reportedly Offering AI Staff A Sweet Deal As Talent War Heats Up

SpaceX Files Prospectus; TSLA's Supervised FSD to Enter China | Daily News Recap