Core Viewpoint - Tencent Holdings has shown strong performance in the Hong Kong stock market, with its stock price reaching a new high since June 2021, driven by robust financial results in Q2 [1][2]. Financial Performance - In Q2, Tencent reported revenue of 184.5 billion yuan, a year-on-year increase of 15%, and a net profit of 55.63 billion yuan, up 17% [1]. - The company's capital operations were proactive, with a total repurchase of approximately 36.5 billion HKD for 81.87 million shares, which were subsequently canceled, reflecting confidence in future growth [1]. Gaming Business - The gaming segment is a key driver of Tencent's revenue growth, with domestic game revenue reaching 40.4 billion yuan, a 17% year-on-year increase, largely attributed to the successful launch of the game "Delta Operation" [1][2]. - Classic games like "Honor of Kings," "Valorant," and "Peacekeeper Elite" continue to show stable revenue growth, providing a solid foundation for Tencent's gaming business [1][2]. User Engagement - The user base of Tencent's social platforms is expanding, with WeChat and WeChat combined monthly active accounts reaching 1.411 billion, a 0.6% quarter-on-quarter increase and a 3% year-on-year increase [1]. - QQ's smart terminal monthly active accounts were 532 million, showing a slight decline of 0.4% quarter-on-quarter and a 7% year-on-year decrease [1]. Market Outlook - The market maintains an optimistic outlook on Tencent's future development, supported by the company's continuous innovation capabilities in gaming and social sectors, laying a solid foundation for long-term growth [2]. - Investor response to Tencent's performance has been positive, contributing to the stock price reaching new highs [1][2].
腾讯控股股价创2021年6月来新高,二季度营收1845亿元同比增15%