TENCENT(HK:00700) Mei Ri Jing Ji Xin Wen·2025-08-18 06:12Group 1 - The gaming media sector is experiencing active performance, with the Entertainment Media ETF (516190) rising over 2.5% and the Gaming ETF (159869) increasing nearly 1% as of August 18 [1] - According to customs data, the initial export value of gaming consoles and accessories reached $1.365 billion in July 2025, a month-on-month increase of 4.75%. The cumulative export value from January to July reached $7.857 billion, a year-on-year increase of 45.8% [1] - The initial export volume in July was 20,907 tons, up 4.65% month-on-month, while the cumulative export volume from January to July was 118,325 tons, reflecting a year-on-year increase of 20.1% [1] Group 2 - Tencent launched a new open-source game video generation framework called Hunyuan-GameCraft on August 14, allowing users to generate high-definition dynamic game videos in real-time with minimal input [1] - Tencent's Q2 2025 results showed that revenue from its online gaming business reached 59.2 billion yuan, with domestic market revenue at 40.4 billion yuan (up 17% year-on-year) and international market revenue at 18.8 billion yuan (up 35% year-on-year), marking a historical high for four consecutive quarters [1] - Huaxin Securities noted that the performance of Hong Kong stocks is closely tied to profitability and market capitalization, while AI is seen as a key driver for valuation in the media sector, with expectations for domestic AI applications in gaming media [2]