TENCENT(HK:00700) Mei Ri Jing Ji Xin Wen·2025-08-14 03:33Group 1 - The core viewpoint of the article highlights the strong performance of major stock indices, with the Nasdaq and S&P 500 reaching new highs, and the Chinese concept index rising by 2.08% [1] - Tencent's second-quarter financial results showed a 15% year-on-year revenue growth and a 17% increase in net profit, with domestic game revenue also growing by 17% and AI-driven marketing services revenue increasing by 20%, exceeding market expectations [1] - The upcoming earnings season for major tech companies in Hong Kong, including NetEase, JD.com, Xiaomi, Baidu, and Kuaishou, is anticipated to provide further insights into the sector's performance [1] Group 2 - Analysts at Huayuan Securities suggest that leading internet companies are likely to experience a revaluation of their value due to the accelerated penetration of AI technology [1] - The Hang Seng Internet ETF (513330), which heavily invests in internet giants like Tencent and Alibaba, is expected to benefit from the growth dividends of the AI sector [1]