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CITIC SEC: Maintain TENCENT's "Buy" rating. WeChat integrates DeepSeek-R1.
CITIC SEC released a Research Report stating that it maintains a "Buy" rating for TENCENT (00700), being Bullish on the company's potential for sustained profit release. It is reported that on February 15, 2025, WeChat will integrate the AI search feature DeepSeekR1 in a gray test. The firm stated that the leading reasoning capability of DeepSeekR1, combined with WeChat's massive traffic entrance, is expected to support WeChat's evolution into a super AI Agent. In the future, the "AI content" of other TENCENT products will also further increase, releasing performance and valuation space. TENCENT's high gross margin businesses such as gaming, video accounts, WeChat AI search, and WeChat mini-stores are experiencing strong growth.
Bernstein Maintains TENCENT HOLDINGS LIMITED(TCTZF.US) With Buy Rating, Raises Target Price to $69.37
Ubisoft Posts Sharp Drop in Q3 Net Bookings; Assassin's Creed Shadows Release on Track
Daihua Jixian: Maintain weight on mainland Internet stocks and recommend "Buy" BABA-SW, TENCENT, KINGSOFT.
Daiwa Capital Markets released a research report maintaining equity weights for mainland Internet stocks, urging to "Buy" BABA-SW (09988), TENCENT (00700), and KINGSOFT (03888). Furthermore, the firm maintains a "Buy" rating on KINGSOFT and raises the Target Price to HKD 55, owing to the commercialization of Beijing Kingsoft Office Software, Inc and the opening of ecosystems for multiple LLMs, which enhances the company's efficiency and reduces costs. The firm stated that the emergence of the DeepSeek model has triggered significant changes in the AI industry, attracting investor attention and widespread interest from developers in China's AI industry, due to the lower deployment costs of large language models.
UBS Group has assigned TENCENT a "Buy" rating, with the Target Price raised to 593 Hong Kong dollars.
UBS Group released a research report stating that there is optimism about TENCENT (00700) having more new games being launched, which is believed to help alleviate market concerns about a potential slowdown in growth following strong growth in 2024. The Target Price has been raised from 588 Hong Kong dollars to 593 Hong Kong dollars, maintaining a rating of 'Buy', and earnings per share forecasts for the next two years have been increased by 1%. The report mentions that TENCENT's gaming Business has shown solid performance, providing a certain level of visibility for profitability, and data indicates that TENCENT's total domestic game revenue during the Lunar New Year period exceeded expectations, with an estimated year-on-year increase reaching double digits percentage, in addition to contributions from the flagship title 'Dungeon & Fighter: Origin'.
On February 11, the top 20 transactions on the US stock market: Apple collaborates with Alibaba to develop AI features aimed at China.
On Tuesday, Tesla's trading volume led the US stock market, closing down 6.34%, marking the largest single-day drop since December 18, with a trading volume of 392.18 million dollars. On Tuesday (February 11, 2025), Tesla's Shanghai Energy Super Factory officially began production in the Shanghai Free Trade Zone, Lingang New Area. The commercial energy Batteries produced by this factory will be shipped to the Global market, contributing to a "green future" worldwide. It was reported that the construction of Tesla's Shanghai Energy Super Factory officially started in May 2024, and by the end of that year, the project successfully passed the completion inspection and started trial production, taking only 7 months in total. Additionally, reports indicate USA President Trump.
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