Core Insights - The mobile gaming industry is experiencing intensified competition as the summer season begins, with notable rankings in both downloads and revenue for July 2025 [1] Download Rankings - Tencent's "Delta Action" continues its strong performance from June, maintaining the top position in the downloads chart, followed by Giant Network's "Supernatural Action Group" at second and the classic "Honor of Kings" at third [1] - Eight new games entered the downloads Top 30 in July, with "Douluo Continent: Soul Hunting World," "Paper Marriage 8: Thousand Sons Tree," and "Star Marks Resonance" being the highlights, all launched in July [1] - "Douluo Continent: Soul Hunting World," developed by 37 Interactive Entertainment, debuted at seventh in the downloads chart, showcasing strong IP appeal with over 10 million pre-registrations prior to its July 11 launch [1][3] Game Categories and Developers - Action and adventure games dominated the downloads chart, with six entries each, while role-playing games had four [3] - Tencent led the downloads chart with 11 titles, followed by NetEase with four [3] - "Star Marks Resonance," a Tencent-developed MMORPG based on Bandai Namco's "Blue Protocol," achieved significant pre-launch interest with over 9 million pre-registrations and topped the iOS free chart on its launch day [3] Revenue Rankings - "Honor of Kings" and "Peace Elite" remain the top two revenue-generating games, with Tencent's "Delta Action" entering the top three [4] - Six new titles made it to the revenue chart in July, including "Honkai: Star Rail," "Supernatural Action Group," and "QQ Speed" [4] - The action game category led the revenue chart with seven entries, followed by five role-playing games [4] - Tencent had 12 titles in the revenue rankings, while NetEase had five [4]

Core Viewpoint - Tencent's market capitalization has increased by over $150 billion this year, but it still has a 26% gap to its historical peak, indicating that the stock is trading at a significant discount compared to global tech peers like Meta and Sony [1][2] Group 1: Financial Performance and Expectations - Analysts expect Tencent's revenue for the second quarter to grow by 11%, marking the third consecutive quarter of double-digit growth [1][3] - The average forecast for Tencent's 12-month forward earnings per share has reached a historical high, reflecting strong market confidence [3] - Tencent's stock is currently trading at a forward P/E ratio of 17.6, below its five-year average of 20, highlighting its valuation attractiveness compared to peers [3] Group 2: Gaming Business Outlook - The upcoming launch of the highly anticipated game "Valorant Mobile" is expected to drive revenue growth for Tencent from the second half of this year through mid-2026 [4] - The gaming sector remains a strong cash-generating industry, especially as other internet platforms in China face profitability pressures [6] Group 3: Investor Sentiment and Market Position - Investor sentiment towards Tencent is improving, with the cost of hedging its stock declining from peaks in April, and analysts generally maintaining a bullish outlook [6] - Tencent's diversified business model is seen as more defensive, allowing it to better navigate adverse factors such as tariffs and macroeconomic uncertainties [3]

金融界2025年8月13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"信息 推荐方法、装置、电子设备及存储介质"的专利，授权公告号CN113761357B，申请日期为2021年05月。 作者：情报员 本文源自：金融界 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533个。 ...

Core Points - Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent titled "Resource Distribution Method, Device, Computer Equipment, and Storage Medium" with authorization announcement number CN113516330B, applied for on October 2020 [1] Company Overview - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The company has a registered capital of 2 million USD [1] Investment and Intellectual Property - Tencent Technology has invested in 15 companies and participated in 264 bidding projects [1] - The company holds 5,000 trademark records and 5,000 patent records, along with 533 administrative licenses [1]

Core Viewpoint - The article discusses the evolution and features of WeChat Input Method, emphasizing its integration of AI and user-friendly functionalities, which aim to enhance user experience while protecting user data privacy. Group 1: WeChat Input Method Features - WeChat Input Method has adopted a layout similar to the iOS native keyboard but includes additional functionality such as a dedicated period key and the ability to input numbers and symbols more easily [4][8][10] - The input method retains and extends features from the iOS keyboard, such as customizable pinyin display and enhanced cursor control, allowing users to move the cursor more efficiently [12][14] - It includes a multi-functional delete key that improves deletion efficiency, allowing users to delete entire sections of text or restore deleted content easily [15][16] Group 2: AI Integration and User Experience - The integration of AI in WeChat Input Method allows for features like AI search and intelligent recommendations, enhancing the overall user experience within the WeChat ecosystem [34][37] - The AI search function provides users with organized content and the ability to generate images directly from the input method, streamlining the search process [37][40] - WeChat Input Method supports cross-device clipboard functionality, enabling users to copy and paste content across different devices, which strengthens user reliance on the WeChat ecosystem [25][27] Group 3: Data Privacy and Strategic Importance - WeChat Input Method serves as a protective measure for user data, preventing third-party input methods from accessing sensitive user information [30][32] - The development of WeChat Input Method aligns with Tencent's strategy to maintain user privacy and control over personal data, as highlighted by the company's focus on user feedback regarding data security [33][34] - The input method is positioned as a key tool for user interaction with devices, facilitating communication and information transfer while ensuring data remains within the WeChat ecosystem [34][41]

Core Viewpoint - The article highlights the significant impact of ten outstanding figures in China's internet industry, showcasing their contributions to innovation, market shaping, and the evolution of technology in the sector. Group 1: Overview of the Internet Industry in China - China officially accessed the internet in 1994, marking the beginning of its internet era [1] - The country has become the largest internet market globally, with the highest number of internet and mobile internet users [1] - The rapid development of the internet has transformed lifestyles and driven social progress [1] Group 2: Notable Internet Entrepreneurs - **Ma Huateng**: Founder of Tencent, known for QQ and WeChat, which revolutionized communication and became a leading comprehensive internet service provider [3] - **Jack Ma**: Founder of Alibaba, which transformed e-commerce and mobile payments in China, achieving the largest IPO globally in 2014 [5] - **Li Yanhong**: Founder of Baidu, which established itself as the second-largest independent search engine globally and a leader in AI technology [7] - **Zhang Yiming**: Founder of ByteDance, known for Douyin and TikTok, which led the global short video trend and became a world-class application [9] - **Wang Xing**: Founder of Meituan, which became a major player in the comprehensive lifestyle service platform in China [11] - **Ding Lei**: Founder of NetEase, known for pioneering free email services and online gaming in China [13] - **Zhang Chaoyang**: Founder of Sohu, recognized for creating the first Chinese search engine and being a significant player in the internet portal era [15] - **Huang Zheng**: Founder of Pinduoduo, which disrupted the e-commerce market with a social shopping model and surpassed Alibaba in market value [17] - **Cheng Wei**: Founder of Didi Chuxing, which transformed transportation through ride-hailing services and became a leader in the sharing economy [19] - **Zhou Hongyi**: Founder of Qihoo 360, known for creating a free security model and becoming a major internet security service provider [21]

Group 1 - The technology stocks in Hong Kong showed strong performance, with Tencent Music rising by 15.52% to HKD 102, Bilibili increasing by 5.68% to HKD 186, Alibaba up by 4.46% to HKD 121.8, Baidu gaining 3.43% to HKD 87.55, and Tencent rising by 3.49% to HKD 579 [1] - The U.S. July CPI remained flat year-on-year at 2.7%, below the expected 2.8%, while the core CPI rose by 3.1%, exceeding the expected 3%, marking the highest since February [1] - Following the CPI data release, the market anticipates a greater than 90% probability of the Federal Reserve lowering interest rates in September [1] - Longcheng Securities indicated that the relative weakness of the Hang Seng Tech Index is not a long-term trend, as the strong dollar situation may not persist and the significant downward revision of U.S. non-farm payrolls has ignited expectations for a rate cut [1] - The current dynamic PE of the Hang Seng Tech Index is 21.87 times, highlighting its value proposition, and the acceleration of AI commercialization along with mid-year performance verification is expected to attract funds back into the growth sector [1] Group 2 - Tencent is set to release its Q2 2025 financial report, with Citigroup expecting a stable performance, estimating a 4.9% year-on-year increase in non-GAAP net profit to CNY 60.1 billion [2] - Citigroup anticipates that Tencent's revenue and profit will meet or exceed market consensus, with potential upside in the gaming business due to new game contributions and deferred revenue [2] - For Q3 2025, Tencent's gaming business is expected to maintain stable revenue supported by strong seasonal factors, new game releases, and content upgrades, with a focus on updates regarding AI models and new features [2]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 腾讯港股盘中涨幅扩大至逾3%，成交额逾60亿港元，股价创2021年6月以来新高，年内累涨约 40%，今日盘后将公布最新季度业绩。 (责任编辑：宋政 HN002) | 00700 腾讯控股 | | | | --- | --- | --- | | 576.500↑+17.000 +3.04% | | 交易中 08/13 10:42 | | SALES BEEFE | | ● 快捷交易 | | 最高价 579.500 | 开盘价 568.000 | 成交量 1062.08万 | | 最低价 566.000 | 昨收价 559.500 | 成交额 60.8亿 | | 平均价 572.495 | 市盈率TTM 24.35 | 总市值 5.28万亿 ·· | | 振 幅 2.41% | 市盈率(静) 25.18 | 总股本 91.54亿 | | 换手率 0.12% | ...

Group 1 - The technology stocks showed strong performance in early trading, with Tencent Music rising by 15.52% to HKD 102, Bilibili up by 5.68% to HKD 186, Alibaba increasing by 4.46% to HKD 121.8, Baidu up by 3.43% to HKD 87.55, and Tencent rising by 3.49% to HKD 579 [1] - The US July CPI remained flat year-on-year at 2.7%, below the expected 2.8%, while the core CPI rose by 3.1%, exceeding the expected 3%, marking the highest level since February [1] - Following the CPI data release, the market anticipates a greater than 90% probability of the Federal Reserve lowering interest rates in September [1] - Longcheng Securities indicated that the relative weakness of the Hang Seng Technology Index is not a long-term trend, as the strong dollar situation may not persist and the significant downward revision of US non-farm payrolls has ignited expectations for a rate cut [1] - The current dynamic PE of the Hang Seng Technology Index is only 21.87 times, highlighting its value proposition, and the acceleration of AI commercialization along with mid-year performance verification is expected to attract funds back into the growth sector [1] Group 2 - Tencent is set to release its Q2 2025 financial report today, with Citigroup expecting stable performance, estimating a 4.9% year-on-year increase in non-GAAP net profit to CNY 60.1 billion [2] - Revenue and profit are anticipated to meet or exceed both Citigroup's and market consensus expectations, with potential upside in the gaming business due to new game contributions and deferred revenue [2] - Citigroup forecasts that Tencent's gaming business will show robust revenue supported by strong seasonal factors, new game releases, and content upgrades entering Q3 2025, along with updates on AI models and new features [2]

Group 1 - The core viewpoint highlights a strong performance of tech stocks in Hong Kong, with notable increases in share prices for Tencent Music, Bilibili, Alibaba, Baidu, and Tencent [1] - The U.S. July CPI remained flat at 2.7% year-on-year, below the expected 2.8%, while the core CPI rose 3.1%, exceeding expectations and marking a new high since February [1] - Market expectations for a Federal Reserve rate cut in September have surged to over 90% following the CPI data release, indicating a potential shift in monetary policy [1] Group 2 - Tencent is set to release its Q2 2025 financial report, with Citigroup anticipating a steady performance, projecting a 4.9% year-on-year increase in non-GAAP net profit to 60.1 billion yuan [2] - Citigroup expects Tencent's revenue and profit to meet or exceed market consensus, driven by new game contributions and deferred revenue in its gaming business [2] - The report is expected to highlight advancements in AI models and new features, alongside updates on new game pipelines and macro outlook [2]