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Response on AI Investment Returns Appears 'Vague' to Morningstar","url":"https://stock-news.laohu8.com/highlight/detail?id=2659918719","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659918719?lang=en_us&edition=fundamental","pubTime":"2026-08-13 11:02","pubTimestamp":1786590120,"startTime":"0","endTime":"0","summary":"0302 GMT - Tencent management's response to questions from analysts on expected returns on AI investments appears \"vague\" to Morningstar analyst Ivan Su. \"Responses were consistently vague and often defaulted to the argument that compute could be rented to third parties through Tencent Cloud if AI applications underperform,\" Su says after the company's earnings call. The analyst suggests that this implies that the current AI roadmap has yet to demonstrate standalone economics. Tencent's stance echoes Meta's early messaging on AI investment returns, which were expected to come indirectly through ad-targeting improvements before shifting toward external compute services. A similar path seems plausible for Tencent over the next few years, Su adds. Tencent's shares are last down 2.9% at 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Kong Stock Moves: Baidu's Smart Cloud Unit Unveils Major OPC Support Initiative, Shares Climb Nearly 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175027367","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175027367?lang=en_us&edition=fundamental","pubTime":"2026-08-13 10:55","pubTimestamp":1786589732,"startTime":"0","endTime":"0","summary":"Shares of Baidu Group-SW (09888) rose nearly 3% in Hong Kong trading, last up 2.45% at HK$104.50, with turnover reaching HK$197 million.According to an official Baidu Smart Cloud post on August 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Seems Confident in Monetization of AI Investments","url":"https://stock-news.laohu8.com/highlight/detail?id=2659187540","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659187540?lang=en_us&edition=fundamental","pubTime":"2026-08-13 10:50","pubTimestamp":1786589400,"startTime":"0","endTime":"0","summary":"0250 GMT - Tencent management seems confident that stronger artificial-intelligence models and applications will pave the way for monetization across businesses, Citi analysts say in a research note. Tencent has further accelerated ramping up its compute infrastructure to support the anticipated release of the Hy4 model later this year and Weixin AI agent. Management sees the investment in compute procurement as a front-loaded-lump-sum commitment over this year and next year, rather than an annually escalating structural cost, they note. Meanwhile, management notes the capital location is dynamic and responsive to observed returns of its AI initiatives, they add. Citi raises Tencent's target price to 765.00 Hong Kong dollars from HK$758.00, citing clear signs of fruition of its AI initiatives and resilient core businesses. Shares are last at 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Kong Investment Highlights: Tencent's Q2 Adjusted Net Profit Up 9% to 68.4 Billion Yuan, Capital Expenditure Surges to 52.8 Billion Yuan, Free Cash Flow Turns Negative","url":"https://stock-news.laohu8.com/highlight/detail?id=1135458463","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135458463?lang=en_us&edition=fundamental","pubTime":"2026-08-13 09:12","pubTimestamp":1786583535,"startTime":"0","endTime":"0","summary":"Financial Results SnapshotTENCENT (00700) released its second-quarter results, with adjusted profit attributable to shareholders reaching 68.415 billion yuan, a year-on-year increase of 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Joins $400 Million Fundraising For Swedish AI Coding Startup Lovable","url":"https://stock-news.laohu8.com/highlight/detail?id=2659818914","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659818914?lang=en_us&edition=fundamental","pubTime":"2026-08-13 08:07","pubTimestamp":1786579670,"startTime":"0","endTime":"0","summary":"Tencent  has participated in the $400 million Series C fundraising for Swedish AI coding startup Lovable, according to a press release from the latter on Wednesday.The Chinese tech company joined other multinational investors including Balderton Capital, Kaszek Ventures, and Salesforce Ventures in the round.The Series C funding valued Lovable at $13.3 billion and was led by Menlo Ventures and co-led by the Scaleup Europe Fund, managed by EQT.The platform has recorded 60 million projects created since its November 2024 launch and currently hosts over 900 million monthly active visits to applications 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