TENCENT HLDGS LTD Aktie

Tencent reported Q2 revenue of 204.78 billion yuan, topping estimates, while net profit of 56 billion yuan missed expectations. Domestic games revenue rose 17% year‑on‑year, driven by titles such as Delta Force and Valorant, and AI‑driven advertising contributed to the revenue beat. The company flagged higher capital expenditure and faces intensifying AI competition, while its stock is down about 26% year‑to‑date. » Más en cnbc.com

According to the report, Tencent is holding talks to become the largest shareholder in AI firm Manus after Beijing ordered the unwind of Meta’s acquisition. Negotiations involve a deal with ZHenFund, HSG and Manus management at an unchanged valuation of $2 billion; earlier backers such as Benchmark are likely to exit. Tencent is expected to take the largest stake but remain a minority shareholder, and additional investors could participate. The move comes amid Beijing’s push to tighten control over leading domestic AI firms. » Más en de.investing.com

Tencent brings the AI agent Dayuan to its business app WeCom, based on the DeepSeeks V4 model, and for the first time systematically leverages data from the WeChat ecosystem. Dayuan analyzes company group chats, emails and calendar data to support workflows and create value for corporate clients. Market observers see this as a strategic shift that could turn Tencent’s unique data assets into real AI competitive advantages. » Más en finanzen.net