HS#TENCTRP2811F

GPU supplier Suiyuan Technology discloses high dependence on Tencent

Tencent Cloud and StepStar announce strategic partnership to build next-gen AI cockpits

Jieyue Starry Sky and Tencent Cloud Strategic Cooperation to Create AI Cockpit

Tencent Huan Releases and Open Sources Hy3 Preview Language Model

Tencent unveils new flagship AI model 'Hy3 preview'.

Tencent Smart Mobility CEO Announces AI Strategy to Drive Intelligent Upgrade in Auto Industry

Tencent Weibo Utilizes AI to Advance Insurance Claims Processing

Public funds significantly reduced holdings of Tencent Holdings in Q1 2026

WeChat officially warns users to be aware of scam calls impersonating customer service

Tencent Cloud Issues Security Bulletin on Xinference Supply Chain Poisoning Risk

Games for Change and Tencent Games launch 'Raising Good Gamers' initiative

Tencent's WorkBuddy passes the CAICT's Claw trusted capability assessment, becoming one of the first products in China to do so

Tencent Cloud Announces Power Anomaly in Seoul Region 2, High-Availability Switchover Completed

Tencent and Alibaba are in talks to invest in AI startup DeepSeek, market sources say

Tencent-operated online game 'Blade & Soul 2' ceases operations in China today

Tencent launches "AI & Society Innovation Camp 2026", focusing on AI social action and academic research

Alibaba, ByteDance, and Tencent launch a new round of major AI infrastructure development

Renowned fund manager Zhang Kun's fund discloses Q1 report, increases holdings in Tencent Holdings

Data shows Tencent Holdings' cumulative buybacks this year reached HK$10.157 billion

UOB Kay Hian maintains 'BUY' on Tencent, but lowers target price in new report

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SHANGSHAN GOLD

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DATRONIX HOLD

GUOXIA TECH

CLOUDBREAK-B

YUXING INFOTECH

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INTELLIMARK W27

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TCTZF

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

TENCENT

Tencent

Tencent Holdings Limited

Citigroup

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Tencent HK SDR 10to1

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

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- Advanced artificial intelligence tools could reduce video game development costs by nearly half, unlocking about $22 billion in annual profits for game makers.  
- AI adoption is expected to streamline tasks, shorten production timelines, and allow for smaller teams, although benefits may not be evenly distributed across the industry.  
- Global consumer spending on video games is projected to reach $275 billion this year, with significant reinvestment in development, while key players like Tencent and Sony are likely to benefit most from these technological advancements.

Reuters

Sony

Global X Video Games & Esports ETF

VanEck Video Gaming and eSport ETF

First Trust S-Network Streaming and Gaming ETF

Wedbush ETFMG Video Game Tech ETF

Morgan Stanley

Take-Two Interactive Software

Sony Group Corporation

Roblox

Electronic Arts

Ubisoft

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Unity Software

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Gaming industry could unlock $22 billion in profits on AI-driven cost cuts - Morgan Stanley

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- 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.

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Alibaba

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

Tencent and Alibaba are in talks to invest in DeepSeek. Driven by intense market interest sparked by initial contacts, DeepSeek's target valuation has been raised from an initial minimum of $10 billion to over $20 billion, and the financing scale may also expand accordingly

- DeepSeek is seeking external funding for the first time, attracting interest from major domestic tech companies like Tencent and Alibaba, which have begun investment discussions.  
- The startup’s estimated valuation has surged from at least $10 billion to over $20 billion due to heightened market interest and ongoing negotiations, despite its lack of significant revenue and reliance on open-source models.  
- This funding push reflects competitive pressures and rising operational costs in the AI sector, as well as the urgent need for DeepSeek to stabilize its core talent amid risks posed by larger rivals.

DeepSeek's First Funding Round Sparks Frenzy Among Tech Giants; Tencent and Alibaba May Join, Valuation Soars to $200 Billion

Tencent, Alibaba in Talks to Invest in DeepSeek at $20 Billion-Plus Valuation - The Information

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Morgan Stanley's latest report reveals that generative AI could slash AAA game development costs by 44%, unlocking $22 billion in incremental profits—but the benefits will not be evenly distributed. Tencent, Roblox, and AppLovin are highlighted as the top beneficiaries, while manufacturers of homogenized content face pressure to exit. IP accumulation, core gameplay design, and real-time operations remain three barriers difficult for AI to replicate in the short term

- Generative AI is poised to reshape a $275 billion industry, with Morgan Stanley predicting that AI tools could nearly halve AAA game development costs, creating a profit pool of around $22 billion.  
- The report outlines scenarios where game publishers could see significant profit increases or face competition that undermines their earnings, highlighting major beneficiaries like Tencent and Roblox.  
- It warns that while AI can enhance content supply, the core elements of IP, gameplay design, and live operations remain difficult to replicate, creating lasting barriers in the industry.

AppLovin

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AI's Next Big Opportunity: Game Creation!

KSPI

Kaspi.kz AO (KSPI) shares rose by 11.81% on April 20, driven by a significant corporate announcement. Tencent and key management acquired 6 million American Depositary Shares, signaling strong support for Kaspi.kz's "Super App" model. This move, along with investments from long-term institutional investors, enhances market confidence. The company reported annual revenue of $4.55B and net profit of $2.15B. Analysts rate KSPI as a Buy, with a price target averaging $105.67. However, rising short interest and insider sales raise concerns about investor sentiment.

- Kaspi.kz AO (KSPI) shares rose by 11.81% today, fueled by a corporate announcement of Tencent and key stakeholders acquiring 6.0 million American Depositary Shares.  
- This transaction is perceived as a strong endorsement of Kaspi.kz's "Super App" model and is expected to enhance its market position in Kazakhstan and expansion into Türkiye.  
- The company shows a solid financial standing, with recent analyst ratings indicating a Buy recommendation and average price target of $105.67, although rising short interest highlights some investor concerns.

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Kaspi.kz AO Stock (KSPI) Moved Up by 11.81% on Apr 20: A Full Analysis

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$Alibaba(BABA.US) and $TENCENT(00700.HK) are in advanced discussions to back Chinese AI company DeepSeek in its first external funding round, at a valuation above $20 billion.This underscores Alibaba’s aggressive AI expansion strategy, adding to momentum from recent product launches and positioning the company deeper in generative AI, cloud, and related hardware/robotics ambitions.@Bridge Buzz SG

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Alibaba HK SDR 5to1

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Today’s Key News Recap

0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

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CATL HK SDR 30to1

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Baidu HK SDR 10to1

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XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

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personally I will DCA on this stock... haha

antytank

$TENCENT(00700.HK)HKD 700 -&gt; HKD 499 : Is Tencent Finally Cheap Enough? 🤔Tencent Holdings is testing critical support after a prolonged correction. Currently trading at HKD 499.0 (+1.18%), the tech giant is at a pivotal juncture for Q2 2026.🔷Technical Analysis (HTF)The higher timeframe trend remains bearish, correcting significantly from the HKD 700 highs seen in late 2025. On the daily chart, price action is compressing near the lower Bollinger Band (464.6).♥️Resistance:The 20-day SMA (blue line) at 507.1 acts as the immediate ceiling. A close above this is required to signal a short-term reversal.♥️Support:The lower band at 464.6 is the critical safety net.♥️Momentum: RSI sits at 40.23—neutral territory. It is recovering from March oversold levels but lacks strong bullish divergence yet.🔷Fundamentals &amp; ValuationIn 2026, Tencent remains a cash-flow fortress in gaming and fintech. With the stock down ~30% from its peaks, valuation multiples have compressed. While explosive growth has normalised, the company continues aggressive share buybacks. Around HKD 500 , the stock is transitioning from a “momentum” play to a “value” play, offering a more attractive entry point for long-term holders compared to a year ago.🔷The VerdictNEUTRAL.The stock is attempting to stabilise but the trend is not yet. Bulls need to reclaim HKD 507 to confirm a bounce. Expected choppy sideways action between 465 and 510. Watch the lower band closely; a break below could trigger further selling.Not financial advice. Always do your own DD! Risk management.

In 2026, AI agents are no longer a buzzword. Claude Code, Cursor, Gemini CLI — developers and investors are now using natural language to pull market data, place orders, and parse earnings reports. A broker's API is no longer just a tool for quant teams; it's become the last-mile nerve ending connecting every AI tool to the financial world. Both Longbridge and Futu have stepped up with their own Skills offerings — but their architectural philosophies diverge from the very first line of code...

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Alphabet - C

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Longbridge Skills vs. Futu Skills: The Battle for Broker Infrastructure in the AI Era — One Is Moving with the Times, the Other Still Ships an Installer

Patty

Current rate of return reached top 50% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

China tech should be well supported by the government. It is in the country’s interest that the local tech sector be vibrant and strong enough to stand up to the behemoths from US.

Heroic Lifesaver

Total asset size ranks among the top 2% of account holders
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Total Assets

Current rate of return reached top 3% of users
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$ISHARESHSTECH(03067.HK)I keep investing regularly (DCA) into this ETF because I believe:❤️China’s tech sector will grow over the long term.❤️Prices are still relatively cheap after the past downturn.❤️It is an easy way to invest in the whole tech sector and not just one company.The ETF includes major companies like Tencent, Alibaba, Meituan, Xiaomi, BYD, and NetEase.I see this as one of the cheapest ways to invest in an entire sector, while also lowering risk compared to buying just one stock.

ISHARESHSTECH

NTES ADR US

智谱

Conference Minutes

Below is Dolphin Research's Trans of Zhipu's FY2025 earnings call. I. Core financial highlights.1) Rapid revenue growth: FY2025 revenue reached RMB 724 mn (+132% YoY). The cloud open platform and API businesses accounted for 26.3% of total revenue.2) API ARR inflection: As of Mar 2026, API ARR reached $250 mn, up 60x over the past 12 months. Pricing per API call rose 83% vs. Dec 2025, with demand increasing after the price hike...

KNOWLEDGE ATLAS

Zhipu (Trans): Tech-Driven, Focus on Advancing the Model Frontier

0331 | Dolphin Focus: 🐬 Macro/Industry 1) NBS reported Mar Mfg PMI at 50.4%, up 140bps MoM and back in expansion. The non-manufacturing business activity index was 50.1%, up 60bps MoM, marking a second straight month of recovery.Production and new orders both stayed in expansion, while SME sentiment improved notably. This points to a rapid post-CNY rebound in manufacturing.2) Trump told aides he would be willing to halt military ops against Iran even if the Strait of Hormuz is not fully reopened. He would prioritize the goal of 'degrading Iran's naval and missile capabilities'...

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Tencent ramps up AI agents; BABA unveils Qwen3.5-Omni | Daily News Recap

$BIDU-SW(09888.HK)Baidu Oversold or Just Getting Started? The charts are telling a heavy story for Baidu right now. Looking at the 1H or the 4H timeframe, the bears are firmly in the driver’s seat. Here’s the breakdown:The Technical Snapshot ❤️Bollinger Bands: Price is currently “riding” the lower band. On the 4H chart, Baidu is struggling to even sniff the 20 SMA (middle blue line), which is acting as a heavy ceiling.❤️RSI Levels: The RSI is hovering in the 32–38 range. While technically “oversold” but are not at their most extreme lows seen in the very recent past (within the last 14 trading days). There is no sign of buying conviction yet at the $108 HKD level.❤️Price Action: It has broken through key support at $112. That level has now flipped to resistance, suggesting further technical room for further downside momentum today.The Fundamentals Behind these red candles, three core pillars are keeping investors cautious:• AI Monetization Lag: Baidu leads the “Ernie Bot” race, but the market is waiting for AI to move the needle on the bottom line. High R&amp;D costs are currently overshadowing the hype.• Ad Spending Slowdown: Baidu, a search centric business, is a proxy for the Chinese economy. A sluggish consumer recovery means tighter marketing budgets and hit revenues.• Cloud Competition: Brutal price wars with giants like Alibaba and Tencent are squeezing margins, making it harder to pivot away from search ads.My Verdict Baidu is fundamentally “cheap” on paper with a low P/E but the chart shows a “falling knife” scenario. I am staying cautious until we see a break above the 4H 20 SMA and a stabilization of the Chinese macro outlook.📍 Support to watch: ~$103.5 – $105 HKD📍 Resistance to clear: ~$115 HKDTrade safety and stay vigilant.

BIDU ADR US

Every new discussion zone marks a new step in the growth of our community. Here, you’ll find the latest unlocked stock discussion zones and connect with fellow investors. Thank you for being part of this journey — let’s grow together! 🚀

Every new discussion zone marks a new step in the growth of our community. Here, you’ll find the latest unlocked stock discussion zones and connect with fellow investors. Thank you for being part of this journey — let’s grow together! 🚀

NewDiscussionZones

$TENCENT(00700.HK)Anyone else watching Tencent right now? I have been tracking the price movement and looking for a solid entry after their latest earnings result.What I like most is the management’s long-term vision. They are choosing to lead in AI rather than just chasing quarterly margin targets, even their core cash cow remain robust. The shift to an “AI-driven” powerhouse is a transition I don’t want to miss.Thoughts on a good entry price, below hkd480?l

newdiscussionzones

$Tencent(TCEHY.US)Tencent’s pattern looks like a multi year huge 5 waves. And this looks like the final fifth wave of that huge fifth wave. Price might extend towards the 76-108 levels. There is a possibility of a double top at the 98 levels as well which will complete the huge 5 wave pattern. What follows might be a multi month huge wave 2. @Bridge Buzz SG

HS#TENCTRP2811F(57575.HK)

HS#TENCTRP2811F Stock Performance Chart

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

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

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

Gaming industry could unlock $22 billion in profits on AI-driven cost cuts - Morgan Stanley

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