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Tencent Announces Yuanbao Officially Integrates ima Knowledge Base to Enhance Credibility and Advance Agent Transformation

Guosheng and Bernstein Maintain Buy Rating on Tencent, Set Target Prices at 709 and 780 HKD Respectively

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

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Linmon Media Limited (HK:9857) announced that its new drama 'The Heart 2' will premiere on June 18, 2026. Produced in collaboration with CCTV, Tencent Video, and iQIYI, the series features cast members Zhao Youting and Mao Xiaotong. This release highlights the company's strategy to expand its presence across both traditional broadcast and streaming platforms in China's competitive drama market.

- Linmon Media Limited announced the premiere of its new drama series “The Heart 2” on 18 June 2026, produced in collaboration with CCTV, Tencent Video, and iQIYI.  
- The series highlights the company's commitment to socially resonant storytelling and will be available exclusively on CCTV-8, along with online streaming options.  
- This initiative reflects Linmon Media's strategy to enhance its market presence in China’s competitive drama production sector, potentially increasing audience reach.

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Linmon Media Sets 2026 Premiere for New Drama “The Heart 2”

Guosheng Securities maintained a Buy rating on Tencent Holdings with a HK$709 price target, noting the stock closed at HK$463.60. This aligns with a Strong Buy consensus and a HK$700.70 average target, implying significant upside. Additionally, Bernstein also issued a Buy rating with a higher target of HK$780.

- Guosheng Securities has kept a Buy rating on Tencent Holdings with a price target of HK$709.00, while shares closed at HK$463.60.  
- The analyst consensus for Tencent is a Strong Buy, with an average price target of HK$700.70, indicating a potential 51.14% upside.  
- Bernstein also supports this outlook, maintaining a Buy rating and setting a price target of HK$780.00 in a report from June 5.

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Guosheng Securities Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

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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.

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

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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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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.

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

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0604 | Dolphin Research focus: 🐬 Stock pick 1, $SpaceX(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

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