BP#TENCTRC2610G

Tencent Open Sources AgentDB to Solve AI Agent Memory Issues, Long-term Memory Accuracy Significantly Improved

Goldman Sachs Reaffirms Buy Rating on Tencent with HKD 700 Target Price

Tencent WeChat AI Team Wins ICASSP Best Industrial Paper Award, First for Chinese Enterprise

China Mobile partners with Tencent to launch an AI-native workspace platform

Tencent Cloud's Two AI Models End Free Beta on May 27, Switch to Paid Commercial Service

Tencent Cloud Two AI Models End Beta and Switch to Commercial Use

Tencent Cloud and Stream Partner to Accelerate the Development of Real-Time Multimodal AI Agents

Nomura: Tencent's Solid Core Businesses Support AI Investment, Maintains 'Buy' Rating

Tencent officially launches AI application generation platform 'Tencent Tusi' for public beta

Guotai Haitong Securities maintains 'Overweight' rating on Tencent with a target price of HK$613

JPMorgan reiterates 'Overweight' rating on Tencent, but notes three risks.

Citi maintains 'Buy' rating on Tencent, optimistic about its AI progress and H2 capital expenditure growth

Tencent Holdings spends 501 million HKD to repurchase 1.112 million shares on May 18

Tencent Repurchases 1.112 Million Shares on May 18 at Avg Price of ~450.26 HKD

Tencent Cloud Partners with ARKIE AI to Enhance Cloud Infrastructure

Tencent Music Entertainment Group Announces Completion of Ximalaya Acquisition

Tencent Music Completes Acquisition of Ximalaya, Making It a Wholly-Owned Subsidiary

Citigroup Maintains Buy Rating on Tencent, Sets Target Price at 763 HKD

Nomura Maintains Buy Rating on Tencent with HK$727 Target; Q1 Non-IFRS Operating Profit Up 9%

Market Concerns Arise Over Potential Tencent Stake Sale in Bilibili

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

NVDA

09618

89618

00700

80700

TCTZF

TCEHY

HTCD

02423

BEKE

OpenAI

DXYZ

09888

89888

HBUD

BIDU

02525

HSAI

ORCL

HJDD

ORCL-D

0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has been postponed. He said the US and Iran are in 'serious talks', while the three Gulf states fear an escalation could hit their own energy infrastructure. He also stressed that US forces remain on alert, warning that if talks collapse, a full-scale offensive would follow.This move keeps a window open for diplomacy while applying military pressure on Tehran. In the near term, it eases risks around Middle East oil prices and shipping, supporting global energy markets and risk appetite. Over the longer run, US-Iran rifts are unlikely to be resolved...

JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

SPCX

09868

XPEV

02015

SpaceX

01810

81810

HXXD

XIACY

0518 | Dolphin Research Focus: Macro/Industry. NBS data show Jan–Apr retail sales at RMB 16.49tn (+1.9% YoY).Apr alone was RMB 3.72tn, up just 0.2% YoY. Ex-auto retail rose 3.1% YoY, online retail +6.6%, and restaurant revenue +3.8%.The recovery remains weak, with Apr growth nearly stalling. Auto demand dragged and consumer confidence stayed soft, while online and services held up better, highlighting a clear divergence...

Xiaomi YU7 GT launches Thu; Li Auto L9 misses ests., shares plunge | Daily News Recap

ESPO

GuoSen analyst has reaffirmed a Buy rating for Tencent Holdings (TCTZF) with a price target of HK$610.00, while the shares closed at HK$456.40. CGS International also issued a Buy rating, contrasting with Mizuho Securities' Hold rating from May 14.

- GuoSen analyst maintained a Buy rating on Tencent Holdings, setting a price target of HK$610.00, while shares closed at HK$456.40.  
- CGS International's Lei Yang also issued a Buy rating for Tencent Holdings in a report on the same day.  
- Mizuho Securities, however, maintained a Hold rating for Tencent Holdings on May 14.

Tip Ranks

Tencent

TENCENT

Tencent Holdings Limited

VanEck Video Gaming and eSport ETF

GUOSEN SECURITIES

Mizuho Financial

Mizuho Financial Group, Inc.

TENCENT-R

Tencent HK SDR 10to1

GuoSen Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

J.P. Morgan has reaffirmed its Buy rating for Tencent Holdings, setting a price target of HK$690.00, while the shares closed at HK$460.20. Additionally, CGS International also issued a Buy rating, but Mizuho Securities maintained a Hold rating on the same day.

- J.P. Morgan analyst maintained a Buy rating on Tencent Holdings with a price target of HK$690.00 as of May 14, while shares closed at HK$460.20.  
- CGS International also issued a Buy rating for Tencent Holdings the same day.  
- Conversely, Mizuho Securities kept a Hold rating on the stock on May 14.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings  (TCTZF)

KWEB

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.

Krne Csi China Internet

UBS Group AG

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

MCHI

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.

iShares MSCI China

HSBC HOLDINGS

HSBC

AllianceBernstein

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC Keeps Their Buy Rating on Tencent Holdings  (TCTZF)

09988

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.

BABA-W

NVIDIA

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

YieldMax NVDA Option Income Strategy ETF

VanEck Semiconductor ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Alibaba

JD.com

JD-SW

Intel

NVIDIA Corporation

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

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

BP#TENCTRC2610G(58937.HK)

JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

Xiaomi YU7 GT launches Thu; Li Auto L9 misses ests., shares plunge | Daily News Recap

GuoSen Sticks to Its Buy Rating for Tencent Holdings (TCTZF)

J.P. Morgan Sticks to Its Buy Rating for Tencent Holdings (TCTZF)

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