TENCENT(HK:00700) Mei Ri Jing Ji Xin Wen·2025-08-14 06:31Group 1 - Tencent Holdings reported Q2 revenue of 184.5 billion yuan, a year-on-year increase of 15%, and operating profit of 69.25 billion yuan, up 18% year-on-year [1] - The AI-driven growth significantly boosted Tencent's core business, with the gaming segment revenue increasing by 22% year-on-year, and marketing services revenue growing by 20% to 35.76 billion yuan [1] - Financial technology and enterprise services revenue rose by 10% year-on-year to 55.54 billion yuan [1] Group 2 - The earnings report from Tencent exceeded market expectations, drawing attention to the investment value of related products [1] - The Hang Seng Tech Index, which includes major tech companies like Tencent, Xiaomi, Meituan, and Alibaba, is currently trading below the 25th percentile of its rolling P/E ratio since its inception in 2020 [1] - According to Caixin Securities, the Hang Seng Tech Index has achieved significant excess returns over the past two years, and the focus during the mid-year reporting season will shift to guidance for the next fiscal year [1] Group 3 - The Hang Seng Tech ETF (513010) has seen over 1.5 billion yuan in net inflows in the past month, with its latest scale surpassing 14 billion yuan, facilitating convenient investment in Hong Kong tech leaders [1]