Market concerns over the consumer monetization potential of AI are intensifying, but HSBC Global Investment Research believed such pessimism may be misplaced. The broker estimated that AI monetization opportunities for TENCENT (00700.HK) -4.000 (-0.787%) Short selling $1.57B; Ratio 15.020% and BABA-W (09988.HK) +2.600 (+2.116%) Short selling $1.33B; Ratio 13.415% could provide approximately 8-11% upside to their 2027 revenue.The broker added that, on the enterprise side, Tencent Cloud revenue accelerated, recording RMB5 billion in adjusted operating profit in 2025. The broker maintained Buy on TENCENT, with an unchanged TP of HKD750. (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-10 16:25.)Related News M Stanley Reiterates Overweight on TENCENT (00700.HK); Partial AI Cloud Service Price Hike In Line with Industry Trend
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