Tencent's Strategy to Use AI Chips Internally Should Drive Concrete Returns -- Market Talk

Dow Jones

2025/12/12

0923 GMT - Tencent's strategy to use AI chips for core business enhancements could drive more concrete returns, Daiwa analysts say in a research note. Tencent is prioritizing its AI chip resources for internal model training and core business enhancements, which could yield returns with higher certainty, the analysts say. Daiwa says Tencent's model strengths lie in 3-D and image generation. Ecosystem integration could be an advantage for Tencent's AI adoption as its everything app WeChat has significant potential in AI use scenarios, Daiwa says. Meanwhile, it thinks gaming could be the defining content class of the AI era by lowering costs and increasing content supply. "Tencent is in the sweet spot," Daiwa adds. Shares closed at HK$616.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

December 12, 2025 04:23 ET (09:23 GMT)

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Tencent is prioritizing its AI chip resources for internal model training and core business enhancements, which could yield returns with higher certainty, the analysts say. Daiwa says Tencent's model strengths lie in 3-D and image generation. Ecosystem integration could be an advantage for Tencent's AI adoption as its everything app WeChat has significant potential in AI use scenarios, Daiwa says. Meanwhile, it thinks gaming could be the defining content class of the AI era by lowering costs and increasing content supply. \"Tencent is in the sweet spot,\" Daiwa adds. Shares closed at HK$616.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 12, 2025 04:23 ET (09:23 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's Strategy to Use AI Chips Internally Should Drive Concrete Returns -- 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's Strategy to Use AI Chips Internally Should Drive Concrete Returns -- 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\">2025-12-12 17:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0923 GMT - Tencent's strategy to use AI chips for core business enhancements could drive more concrete returns, Daiwa analysts say in a research note. Tencent is prioritizing its AI chip resources for internal model training and core business enhancements, which could yield returns with higher certainty, the analysts say. Daiwa says Tencent's model strengths lie in 3-D and image generation. Ecosystem integration could be an advantage for Tencent's AI adoption as its everything app WeChat has significant potential in AI use scenarios, Daiwa says. Meanwhile, it thinks gaming could be the defining content class of the AI era by lowering costs and increasing content supply. \"Tencent is in the sweet spot,\" Daiwa adds. Shares closed at HK$616.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 12, 2025 04:23 ET (09:23 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":"SG9999001093.SGD","symbol_name":"United Greater China Fund A Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590747675","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590747675","pubTimestamp":1765531380,"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":"0923 GMT - Tencent's strategy to use AI chips for core business enhancements could drive more concrete returns, Daiwa analysts say in a research note. Tencent is prioritizing its AI chip resources for internal model training and core business enhancements, which could yield returns with higher certainty, the analysts say. Daiwa says Tencent's model strengths lie in 3-D and image generation. Ecosystem integration could be an advantage for Tencent's AI adoption as its everything app WeChat has significant potential in AI use scenarios, Daiwa says. Meanwhile, it thinks gaming could be the defining content class of the AI era by lowering costs and increasing content supply. \"Tencent is in the sweet spot,\" Daiwa adds. Shares closed at HK$616.00. 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Tencent is prioritizing its AI chip resources for internal model training and core business enhancements, which could yield returns with higher certainty, the analysts say. Daiwa says Tencent's model strengths lie in 3-D and image generation. Ecosystem integration could be an advantage for Tencent's AI adoption as its everything app WeChat has significant potential in AI use scenarios, Daiwa says. Meanwhile, it thinks gaming could be the defining content class of the AI era by lowering costs and increasing content supply. \"Tencent is in the sweet spot,\" Daiwa adds. Shares closed at HK$616.00. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 12, 2025 04:23 ET (09:23 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"}}}