Tencent Has Ample Room for AI Monetization -- Market Talk

Dow Jones

2025/07/24

0331 GMT - Tencent Holdings has ample room for AI monetization, CGS International analysts say in a research note. Chinese AI and cloud players, like Tencent, will be able to expand their capex plans with Nvidia resuming sales of H20 chips in China. Given WeChat's 1.4 billion users, "we believe Tencent has the most effective ecosystem for AI monetization," they say. The gap between profit and revenue growth will likely narrow in the coming quarters as Tencent ramps up AI spending. CGS International maintains a buy call on Tencent and keeps its target price at HK$654.00 on its growth potential across all business units empowered by AI technology over the next 3-5 years. Shares are last at HK$555.50. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

July 23, 2025 23:31 ET (03:31 GMT)

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Chinese AI and cloud players, like Tencent, will be able to expand their capex plans with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> resuming sales of H20 chips in China. Given WeChat's 1.4 billion users, \"we believe Tencent has the most effective ecosystem for AI monetization,\" they say. The gap between profit and revenue growth will likely narrow in the coming quarters as Tencent ramps up AI spending. CGS International maintains a buy call on Tencent and keeps its target price at HK$654.00 on its growth potential across all business units empowered by AI technology over the next 3-5 years. Shares are last at HK$555.50. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2025 23:31 ET (03:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent Has Ample Room for AI Monetization -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent Has Ample Room for AI Monetization -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-24 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0331 GMT - <a href=\"https://laohu8.com/S/TCEHY\">Tencent</a> Holdings has ample room for AI monetization, <a href=\"https://laohu8.com/S/06881\">CGS</a> International analysts say in a research note. Chinese AI and cloud players, like Tencent, will be able to expand their capex plans with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> resuming sales of H20 chips in China. Given WeChat's 1.4 billion users, \"we believe Tencent has the most effective ecosystem for AI monetization,\" they say. The gap between profit and revenue growth will likely narrow in the coming quarters as Tencent ramps up AI spending. CGS International maintains a buy call on Tencent and keeps its target price at HK$654.00 on its growth potential across all business units empowered by AI technology over the next 3-5 years. Shares are last at HK$555.50. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 23, 2025 23:31 ET (03:31 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0499858438.USD","symbol_name":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2553220026","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553220026","pubTimestamp":1753327860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0331 GMT - Tencent Holdings has ample room for AI monetization, CGS International analysts say in a research note. Chinese AI and cloud players, like Tencent, will be able to expand their capex plans with Nvidia resuming sales of H20 chips in China. Given WeChat's 1.4 billion users, \"we believe Tencent has the most effective ecosystem for AI monetization,\" they say. The gap between profit and revenue growth will likely narrow in the coming quarters as Tencent ramps up AI spending. CGS International maintains a buy call on Tencent and keeps its target price at HK$654.00 on its growth potential across all business units empowered by AI technology over the next 3-5 years. Shares are last at HK$555.50. 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Chinese AI and cloud players, like Tencent, will be able to expand their capex plans with Nvidia resuming sales of H20 chips in China. Given WeChat's 1.4 billion users, \"we believe Tencent has the most effective ecosystem for AI monetization,\" they say. The gap between profit and revenue growth will likely narrow in the coming quarters as Tencent ramps up AI spending. CGS International maintains a buy call on Tencent and keeps its target price at HK$654.00 on its growth potential across all business units empowered by AI technology over the next 3-5 years. Shares are last at HK$555.50. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 23, 2025 23:31 ET (03:31 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}