AASTOCKS Financial News' latest compilation of investment ratings, TPs and views on TENCENT (00700.HK) +1.500 (+0.330%) Short selling $1.56B; Ratio 12.851% from eight brokers is as follows:BNP Paribas | Outperform | HKD800 | Core business momentum remained solid in 1Q, with game revenue pressured by timing of recognition. Ongoing discussions on AI remain a key focus.Related NewsCMSI Cuts TENCENT (00700.HK) TP to HKD632; 1Q Results In Line; Rating OverweightBofA Securities | Buy | HKD780 | 1Q profit slightly beat expectations, with strong advertising performance. Proliferation in capex reflects its commitment to AI investment, while game gross receipts growth remained solid.UBS | Buy | HKD780 | 1Q revenue slightly missed expectations. Management is satisfied with the performance of the Hunyuan 3.0 model and plans to launch Hunyuan 4.0. Core businesses remain strong, supporting valuation. The future investment story will be driven more by valuation re-rating than by EPS growth.CMBI | Buy | HKD750 | Despite heightened AI investment, 1Q earnings growth remained resilient; AI progress is encouraging.Related News G Sachs Expects Mixed 1Q Results for Major China Internet Stocks; Maintains Cloud Computing & Data Centers as Top PickCLSA | High-Conviction Outperform | HKD740 | 1Q results met expectations, with game gross receipts maintaining double-digit growth. The LLM team is set to release a model with more parameters. Profit remains resilient amid AI investment.Goldman Sachs | Buy | HKD700 | 1Q results were broadly in line. Advertising and cloud businesses accelerated under AI momentum, with increased forward-looking R&D and capex investment to enter the AI agent era.BOCI | Buy | HKD700 | 1Q revenue was affected by deferred domestic game revenue; continued patient yet accelerated AI investment and execution.Related NewsCICC: TENCENT (00700.HK) 1Q Non-IFRS Net Profit In Line; Active and Controllable AI InvestmentJP Morgan | Overweight | HKD690 | 1Q results formally disclosed non-IFRS operating profit separately for the first time (excluding new AI products, up 17% YoY), indicating healthier organic business than expected. AI monetization risks can be quantified and audited.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-15 16:25.)
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