Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a method, device, medium, and electronic equipment related to "adjusting versions and reading content" [1] - The patent was granted with the announcement number CN114185901B and the application date was September 2020 [1] - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services [1] Group 2 - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] - The company has invested in 15 enterprises and participated in 264 bidding projects [1] - Tencent holds 5,000 trademark records and 5,000 patent records, along with 538 administrative licenses [1]

Group 1 - Citigroup gives a "Buy" rating to China Biologic Products with a target price raised to HKD 10.5, expecting over 19 new products to be approved in the next three years, many with sales potential exceeding HKD 20 billion [1] - CMB International maintains a "Buy" rating for Sea Group, raising the target price to HKD 28, citing significant profit growth and improved profitability due to strong volume and price increases in the first half of the year [4] - CITIC Securities maintains a "Buy" rating for JD Health, highlighting strong sales growth in pharmaceuticals and health products, and the efficiency improvements from AI medical applications [2] Group 2 - CITIC Securities maintains a "Buy" rating for Netease-S, raising the target price to HKD 240, driven by steady growth in gaming revenue and expectations of new game launches boosting future income [3] - CITIC Securities maintains a "Buy" rating for Leap Motor, raising the target price to HKD 89.2, with expectations of accelerated new car cycles leading to sustained sales and profit growth [5] - CITIC Securities maintains a "Buy" rating for Xtep International, noting robust growth driven by e-commerce and double-digit growth in same-store sales for its subsidiary [6] Group 3 - CICC maintains an "Outperform" rating for Standard Chartered Group, with second-quarter results exceeding expectations, particularly in non-interest income and wealth management [7] - Huaxing Securities maintains a "Buy" rating for Tencent Holdings, raising the target price to HKD 685, citing strong performance across all business segments, particularly in AI-driven advertising revenue [8]

金融界2025年8月19日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"一种 数据处理方法以及相关设备"的专利，授权公告号CN114077598B，申请日期为2020年08月。 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目264次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可538个。 本文源自：金融界 作者：情报员 ...

Core Viewpoint - Haitong International's report indicates that Tencent Holdings (00700) achieved a 15% year-on-year revenue increase to 184.5 billion RMB, exceeding expectations by 3% [1] - Operating profit rose by 18% year-on-year to 69.2 billion RMB, also surpassing expectations by 3% [1] - The adjusted operating profit margin increased by 1.3 percentage points to 37.5%, aligning with expectations, while the adjusted operating profit margin excluding other profits and losses was 2 percentage points higher than anticipated [1] Revenue and Profit Forecasts - Haitong International raised its target price for Tencent from 620 HKD to 700 HKD, maintaining an outperform rating based on improved fundamentals [1] - Revenue forecasts for Q3 in gaming, advertising, fintech, and enterprise services were increased by 5%, 1%, and 3% respectively, with expected year-on-year growth of 19%, 21%, and 8% [1] - Full-year revenue forecasts were adjusted upward by 3%, 1%, and 3%, with anticipated year-on-year growth of 20%, 20%, and 8% [1] - Q3 and full-year operating profit forecasts were raised by 10% and 6% respectively, with expected year-on-year growth of 22% and 21% [1]

Core Insights - Tencent Holdings (00700) reported a 15% year-on-year increase in revenue for Q2, reaching 184.5 billion RMB, exceeding expectations by 3% [1] - Operating profit rose by 18% year-on-year to 69.2 billion RMB, also surpassing expectations by 3% [1] - Adjusted operating profit margin increased by 1.3 percentage points year-on-year to 37.5%, aligning with expectations, while the adjusted operating profit margin excluding other profits and losses was 2 percentage points higher than anticipated [1] Revenue Forecast Adjustments - Haidong International raised its revenue forecasts for Tencent based on improved fundamentals, with Q3 revenue predictions for gaming, advertising, and fintech & enterprise services increased by 5%, 1%, and 3% respectively, expected to grow year-on-year by 19%, 21%, and 8% [1] - Full-year revenue forecasts were also raised by 3%, 1%, and 3% for the same segments, with expected year-on-year growth of 20%, 20%, and 8% [1] Operating Profit Forecast Adjustments - Q3 and full-year operating profit forecasts were increased by 10% and 6% respectively, with expected year-on-year growth of 22% and 21% [1] - Haidong International adjusted its target price for Tencent from 620 HKD to 700 HKD, maintaining an outperform rating [1]

Core Viewpoint - Haidong International reported that Tencent's Q2 revenue increased by 15% year-on-year to 184.5 billion yuan, exceeding expectations by 3% [1] - Operating profit rose by 18% year-on-year to 69.2 billion yuan, also surpassing expectations by 3% [1] - Adjusted operating profit margin increased by 1.3 percentage points to 37.5%, aligning with expectations, while the adjusted operating profit margin excluding other profits and losses was 2 percentage points higher than anticipated [1] Revenue Forecast Adjustments - Based on fundamental improvements, the firm raised its revenue forecasts for Tencent's Q3 in gaming, advertising, fintech, and enterprise services by 5%, 1%, and 3% respectively, expecting year-on-year growth of 19%, 21%, and 8% [1] - For the full year, revenue forecasts were increased by 3%, 1%, and 3%, with expected year-on-year growth of 20%, 20%, and 8% respectively [1] Operating Profit Forecast Adjustments - The firm raised its operating profit forecasts for Q3 and the full year by 10% and 6% respectively, anticipating year-on-year growth of 22% and 21% [1] Target Price and Rating - The target price for Tencent was raised from 620 HKD to 700 HKD, with a rating of "outperform" [1]

Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a method and device for account synchronization, indicating ongoing innovation in technology [1] - The patent was granted with the announcement number CN115809451B, and the application date was September 2021 [1] - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services [1] Group 2 - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] - The company has invested in 15 enterprises and participated in 264 bidding projects [1] - Tencent holds 5,000 trademark records and 5,000 patent records, along with 538 administrative licenses [1]

平安证券指出，当前港股市场仍具有：较低估值以及"赚钱效应"下的交易渐趋活跃等优势，中长期走势 仍可保持较为乐观展望。8月初港股股指继续震荡上扬，南下资金仍保持规模净流入，已累计净流入735 亿港元。以中国资产为核心的港股配置价值仍然凸显，建议继续关注：1、人工智能、机器人、工业软 件等新质生产力等科技板块；2政策加力支持的婴幼消费、体育服饰及IP影视动漫等新消费板块；3、仍 属较低估值和较高股息的各细分行业的央国企龙头公司板块；4）受益于"人工智能+"赋能的科网板块及 各行业龙头公司。 南向资金年内净流入超9400亿港元，主要流向人工智能和新消费等核心资产。AI、新消费这两大赛道 体现出新兴产业的发展趋势和一定的稀缺性，有望进一步吸引资金加码，助推港股行情持续向好。公开 信息显示，恒生科技指数ETF（513180）标的指数囊括30家港股科技龙头，软硬科技兼备，成分股深度 聚焦AI产业链的上中下游，其中阿里、腾讯、美团、中芯国际、比亚迪等有望成为中国科技股"七巨 头"。没有港股通账户的投资者或可通过恒生科技指数ETF（513180）一键布局中国AI核心资产。（场 外联接A/C：013402/013403）。 8 ...

截至2025年8月19日 13:05，港股通科技ETF嘉实(520670)上涨0.99%，成分股东方甄选涨超11%，迈富时涨超8%，心动公司、中国软件国际等跟涨。 流动性方面，港股通科技ETF嘉实盘中换手23.04%，成交5796.79万元，市场交投活跃。 港股通科技ETF嘉实紧密跟踪恒生港股通科技主题指数，恒生港股通科技主题指数（「HSSCITI」）旨在反映能通过港股通买卖，业务与科技主题相关的香 港上市公司之表现。 消息面上，8月13日盘后，腾讯控股发布2025年中期及第二季度业绩报告，腾讯控股第二季度收入同比增长15%至1845亿元，超出市场预估的1789.4亿元； 净利润556.3亿元，同比增长17%。 国泰海通指出，展望下半年，港股牛途继续向上。尽管6月末以来港股表现偏弱，但美联储降息或临近，港币汇率持续承压现状或有望扭转，汇率对港股的 压制作用也将弱化。借鉴历史上港股占优行情，本轮港股强劲源于港股资产更具稀缺性，吸引增量资金不断流入。港股科技、消费类资产与当前AI应用、 新消费等产业趋势相关度更高，且基本面更优，相较A股而言仍具有稀缺性，有望吸引南向资金继续流入。AI应用加速落地中，充分受益AI周 ...

腾讯云板块领跌，下跌1.64%，其中英维克下跌7.09%，宝信软件下跌2.41%，浪潮信息下跌2.08%。 （第一财经AI快讯） ...