I’m optimistic about Tencent’s

I’m optimistic about Tencent’s $TENCENT(00700)$ upcoming earnings. With AI driving growth in gaming, advertising, and cloud, the company seems to be gaining strong momentum. The success of Delta Force: Hawk Ops and renewed engagement in classics like Honor of Kings show how AI is revitalizing its gaming business. Advertising, especially WeChat Channels, should also stay strong with AI improving ad targeting and conversion.

FinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit.

I remain bullish on Tencent. If management offers upbeat AI guidance, sentiment should stay positive. My prediction for Tencent’s closing price on November 14 is around HK$700.00, reflecting confidence in its AI-driven outlook.

@Tiger_comments @TigerStars @Tiger_Earnings

Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?

Earnings season is heating up, and investors are watching closely as AI chip giants, SaaS leaders, and China tech stocks take the stage. After months of rotation across sectors, the market is searching for the next breakout theme — will it be Nvidia-related plays riding the AI boom, semiconductors powering the hardware cycle, software-as-a-service names regaining momentum, or a surprise comeback from Chinese tech? 💬 Which sector do you think will deliver the biggest upside this earnings season? 📈 Are you betting on AI, SaaS, or a China rebound? Let’s discuss!

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Overall, I expect solid double-digit gains in both revenue and profit.\nI remain bullish on Tencent. If management offers upbeat AI guidance, sentiment should stay positive. My prediction for Tencent’s closing price on November 14 is around HK$700.00, reflecting confidence in its AI-driven outlook.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ec73f659dbdb3835f5b587d71e5e45dd\"></t-t></body></html>","htmlText":"<html><head></head><body>I’m optimistic about Tencent’s <a href=\"https://ttm.financial/S/00700\"> $TENCENT(00700)$ </a>upcoming earnings. With AI driving growth in gaming, advertising, and cloud, the company seems to be gaining strong momentum. The success of Delta Force: Hawk Ops and renewed engagement in classics like Honor of Kings show how AI is revitalizing its gaming business. Advertising, especially WeChat Channels, should also stay strong with AI improving ad targeting and conversion.\n\nFinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit.\nI remain bullish on Tencent. If management offers upbeat AI guidance, sentiment should stay positive. My prediction for Tencent’s closing price on November 14 is around HK$700.00, reflecting confidence in its AI-driven outlook.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ec73f659dbdb3835f5b587d71e5e45dd\"></t-t></body></html>","text":"I’m optimistic about Tencent’s $TENCENT(00700)$ upcoming earnings. With AI driving growth in gaming, advertising, and cloud, the company seems to be gaining strong momentum. The success of Delta Force: Hawk Ops and renewed engagement in classics like Honor of Kings show how AI is revitalizing its gaming business. Advertising, especially WeChat Channels, should also stay strong with AI improving ad targeting and conversion. FinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit. I remain bullish on Tencent. If management offers upbeat AI guidance, sentiment should stay positive. 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