Tencent has unveiled an upgraded full-stack embodied intelligence solution, with the international version of ADP 4.0 now live.
At the 2026 World Artificial Intelligence Conference (WAIC), Tencent (00700.HK) announced multiple product and technology upgrades in the fields of embodied intelligence and intelligent agents. In embodied intelligence, Tencent unveiled an upgraded full-stack embodied intelligence solution spanning cloud infrastructure, model layer, platform layer, and application layer, comprehensively empowering robot hardware manufacturers and system developers to enhance quality and efficiency. In the intelligent agent domain, Tencent introduced a differentiated, full-matrix suite of solutions tailored to the productivity needs of individuals and enterprises. Among these, Tencent Cloud’s enterprise-grade intelligent agent development platform ADP 4.0 international version has officially launched, alongside the release of the “Top 10 Industries, 100 Key Scenarios” initiative.
Express News | Tencent is reportedly in talks to acquire SuperPlay, an Israeli mobile game development company, valuing it at up to USD 1.5 billion.
On-site Coverage of the World Artificial Intelligence Conference: Fund Managers Survey Three Key Areas
The strongest signal emerging from this year’s exhibition is that AI is rapidly moving beyond 'concept demonstrations' and into the physical world—many of the new products showcased are no longer lab prototypes but mature, mass-producible, and deployable solutions.
Have China-based internet giants hit bottom? Bernstein: AI costs are being overly pessimistically interpreted; focus on Tencent.
Bernstein believes the most pessimistic phase for Chinese internet stocks may have passed, and market concerns over AI inference costs have been significantly overstated. With Tencent's HY3 launch and Alibaba Cloud accelerating its growth, conditions are accumulating for a valuation recovery in the sector. Among them, Tencent remains the top pick, with a target price of HK$780, implying approximately 69% upside from current levels.
Fund Flows | Southbound capital sold HK$6 billion worth of Hong Kong-listed stocks and has increased its position in GigaDevice for 11 consecutive days.
Track the latest developments of southbound capital flows.
JPMorgan Analysis: AI CapEx Nears $870 Billion, with Power Supply and Returns Emerging as the Next Key Challenges
TrendForce has revised its forecast upward, with power supply and costs becoming the primary constraints.