BITENCT@EC2611B.C (29108) News

Sensor Tower: Tencent Retains Top Spot as Highest-Grossing Global Mobile Game Publisher in July

Data from Sensor Tower’s app intelligence platform shows that 38 Chinese publishers made it into the top 100 global mobile game publishers by revenue in July, generating a combined $2.3 billion, which accounted for 42.6% of the total revenue of the top 100 global mobile game publishers for the period. In July, the top five Chinese mobile game publishers each recorded revenues exceeding $100 million. Tencent (00700.HK), NetEase (09999.HK), and miHoYo achieved double-digit growth, with miHoYo’s revenue surging 71% month-on-month. Tencent retained its position as the top-grossing global mobile game publisher in July. Revenue from Honor of Kings rose 35% month-on-month in July.

AASTOCKS13:01

China Merchants Securities International: Tencent (00700.HK)’s AI strategy is becoming increasingly clear, supporting the expansion of capital expenditure; maintains "Overweight" rating

China Merchants Securities International issued a research report stating that Tencent’s (00700.HK) second-quarter results slightly exceeded expectations, with domestic gaming and advertising businesses growing faster than anticipated. Excluding investments in new AI products, operating profit rose 19% year-on-year, indicating continued improvement in the profitability quality of its core businesses. On another front, Tencent has outlined four major AI strategies to support more aggressive capital expenditure. The firm noted that profit release from AI-enabled core businesses provides support for AI investments, expressing optimism about Tencent’s AI products and ecosystem moat. It maintained an “Overweight” rating but lowered the target price from HK$632 to HK$620. The firm also raised its capital expenditure forecasts for Tencent in 2026 and 2027.

AASTOCKS1minutes ago

Qimai Data: In July, Tencent (00700) dominated the top three spots on the game download chart, while NetEase's (09999) "Sea of Oblivion" showed strong performance.

Recently, Qimai Data released the rankings of popular games for July 2026, which include the Top 30 most downloaded games and the Top 30 highest-grossing games.

Zhitong Finance27minutes ago

Express News | Tencent's Q2 capital expenditure significantly exceeded expectations, with robust demand for AI computing power. Consider investment opportunities in the E Fund Artificial Intelligence ETF (159819).

At the midday close, the CSI STAR-ChiNext Artificial Intelligence Index rose by 0.4%, the CSI Artificial Intelligence Theme Index fell by 0.01%, and the SSE STAR Market Artificial Intelligence Index declined by 0.5%. Recently, Tencent released its second-quarter earnings report, revealing that capital expenditure for the quarter reached RMB 52.8 billion, representing a 65% quarter-on-quarter increase and a 176% year-on-year surge. The spending was primarily directed toward IT infrastructure (including AI computing procurement) and data centers, underscoring sustained strong demand for computing power.

Breakings13:41

WeChat: The Moments feature will not support post-editing functionality in the present, past, or future.

Today, the official WeChat account "WeChat Pai" published an article titled "Why Is There No Edit Function for Moments?" The article explicitly stated: "Moments will not have a secondary editing feature now, in the past, or in the future."

cls.cn11:14

Unitree Robotics' Shanghai IPO Draws DeepSeek, CNPC, More

Strategic placements in Unitree Robotics' (SHA:688836) initial public offering have drawn a lineup of tech and state-backed institutional particiapnts including AI startup DeepSeek and China

MT Newswires10:25

Tencent (700.HK): Dual-engine acceleration in gaming and advertising, with AI-native products poised for explosive growth and value realization.

Event: Tencent's Q2 2026 revenue reached RMB 204.8 billion (+11% year over year), with growth returning to double digits from Q1's +9.1%; the total slightly exceeded consensus estimates by about 1%, driven primarily by domestic games and marketing services.

China Securities International07:31

Jinshi Data Global Financial Breakfast | August 14, 2026

Federal Reserve officials have signaled a hawkish stance; the United States will impose tariffs on imported drones and components; the USS George Washington heads to the Middle East for a rotation of forces; Ukraine proposes a ceasefire for civilian targets in the Black Sea to Russia... What major global events occurred overnight and early this morning?

Golden10 Data07:00

Express News | The Total Price Tag for Manus Share Acquisition Is Expected to Be Roughly on Par With What Meta Paid - Nikkei

BreakingsAug 13 23:39

HK Stock Market Barometer | Changxin’s Market Cap Surpasses Tencent; Strong Opportunities in AI Hardware Sector Highlighted in Interim Results

1. The Hang Seng Index has fallen for three consecutive sessions in the short term; which trading signals warrant attention? 2. Interim results present compelling opportunities in the AI hardware sector; how will this impact market dynamics?

cls.cnAug 13 21:34

Xinhua Huifu Financial (00188.HK) sold over 20,000 shares of Tencent (00700.HK), realizing a gain of HK$1 million.

Xinhua Huifu Financial (00188.HK) announced that between August 19 last year and the 13th of this month, it conducted a series of on-exchange transactions on the Stock Exchange of Hong Kong to sell a total of 21,220 shares of Tencent (00700.HK), for a total consideration of HK$12.61 million, with the daily average price per share ranging from HK$465 to HK$655. The realized gain amounted to approximately HK$1 million.

AASTOCKSAug 13 20:58

Zhitong HK Stock Market Analysis | Tech Sector Experiences Volatility with Surge and Pullback, While AI Terminal Devices Stand Out

Against the backdrop of U.S. July CPI data meeting expectations and moderate inflation, market performance diverged due to hawkish rhetoric from the Federal Reserve hinting at a potential rate hike in September, concerns over unwinding carry trades triggered by the yen's appreciation, and capital expenditure pressures on tech stocks such as Tencent. In the Hong Kong stock market, shares related to AI computing power and those with earnings surpassing expectations performed strongly, while the technology sector overall remained under pressure.

Zhitong FinanceAug 13 20:25

Global Equities Roundup: Market Talk

The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day. 1104 GMT - Chip maker CXMT dethroned tech giant Tencent as China's most valuable company,

WSJAug 13 19:09

Tencent (00700.HK) Q2 2026 Earnings Review: Solid Fundamental Growth with Increased AI Investment

Tencent reported Q2 2026 revenue of RMB 204.8 billion (up 11% year over year and 4% quarter over quarter, versus an expected RMB 202.8 billion); operating profit reached RMB 67.3 billion (up 12% year over year, unchanged quarter over quarter); Non-IFRS net profit attributable to owners…

Changjiang SecuritiesAug 13 19:02

Zhitong Stock Connect Active Trades | August 13

Stock Connect Active Trades | August 13, 2026

Zhitong FinanceAug 13 19:00

Tencent (0700.HK): Revenue and profit growth remained steady, in line with expectations; WORKBUDDY delivered strong results, but the company remains in a period of high capital expenditure.

Event: The company released its 2026 interim report, reporting Q2 2026 revenue of RMB 204.8 billion (up 11% year over year) and adjusted net profit of RMB 68.4 billion (up 9% year over year), broadly in line with market expectations. Commentary: Overall performance:

Everbright SecuritiesAug 13 18:52

Tencent (0700.HK): 2Q26 earnings in line with expectations; AI-related investments are accelerating further.

2Q26 earnings were in line with expectations, with both the market acceptance of new AI products and capital expenditures accelerating. Tencent's 2Q26 results met market forecasts, with non-IFRS profit rising 8% year over year to RMB 68.1 billion (the same currency unit applies hereafter), compared with Vi

BOCOM InternationalAug 13 18:42

Industrial Securities: What new AI narratives emerged from recent earnings calls by tech giants?

Capital expenditure by major domestic internet companies continues to accelerate, and AI-to-B solutions have achieved monetization capability.

Zhitong FinanceAug 13 18:40

Southbound Capital Flow | Net Southbound Buying Reaches HK$3.667 Billion; Tencent (00700) Capex Exceeds Expectations as Southbound Investors Accumulate Over HK$5.6 Billion in Shares on Dip

On August 13, southbound capital recorded net purchases of HKD 3.667 billion in the Hong Kong stock market. Specifically, the Shanghai-Hong Kong Stock Connect saw net purchases of HKD 3.771 billion, while the Shenzhen-Hong Kong Stock Connect recorded net sales of HKD 104 million.

Zhitong FinanceAug 13 17:53

Express News | Southbound funds recorded net purchases exceeding HK$3.6 billion today, with Tencent leading the inflows.

Southbound funds recorded net purchases of HK$3.667 billion today. Among them, Tencent and SMIC saw net inflows of approximately HK$5.616 billion and HK$834 million, respectively; Zhipu experienced net outflows of HK$1.038 billion.

BreakingsAug 13 17:42