According to the Wisdom Finance APP, Tencent (00700) rose more than 3% in the afternoon, as of press time, rose 2.92%, to HKD 388, with a turnover of HKD 5.91 billion.
According to a report by Fubon, the Mainland gaming market will be lively this summer, with companies such as Tencent, NetEase, and Perfect World launching new games. The report reaffirmed that Tencent is the industry leader. The bank recently evaluated the performance of iOS game rankings and the game pipeline situation in the second half of the year. Tencent's Dungeon & Fighter mobile game has been the top ranked since its launch on May 21st. Given that Honor of Kings has held the top spot on the iOS game chart for many years, the performance of Dungeon & Fighter has exceeded market expectations. The bank raised its revenue forecast for the game's first 12 months and expected it to exceed the market's forecast of RMB 9-10 billion.
In addition, on May 30th, Tencent's consumer-oriented APP based on the hybrid model, Tencent Yuanbao, was officially launched. Guosen Securities pointed out that Yuanbao has high depth and is essentially a high-quality content accumulation behind the public account. In the future, Tencent Yuanbao is expected to integrate more rich Tencent businesses. The bank believes that in the future AI era, it is also the era of strengthening personal IP. It can fully grasp the UGC data-not limited to a single mode, but including user behavior portraits, searches, content creation, commercialization, and other fields will hit the platforms that previously only had independent functions. Bullish on Tencent's application in the AI era.