Tencent Holdings Ltd. Aktie News

Tencent Cloud said on Wednesday it has partnered with U.S. automaker Tesla to offer in-car features such as instant transfer of WeChat location data and smart services suggestions based on destination.

SHANGHAI, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Fangzhou Inc. (“Fangzhou” or the “Company”) (HKEX: 06086), a leader in AI-driven Internet healthcare solutions, has won the “AI-Powered Future Award” at a high-level industry forum hosted by Tencent Health, underscoring its pioneering efforts in the field of “AI + Chronic Disease Services” and its strong leadership in the digital transformation of the...

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.

Tencent Holdings is well-positioned to benefit from China's pivot toward services and the knowledge economy. Despite a touch-high valuation, TCEHY offers robust growth, strong margins, and potential AI upside, justifying a buy rating. Government support via the upcoming five-year plan and increased domestic consumption should provide significant tailwinds for TCEHY.

Tencent plans to expand its data center footprint in the Middle East, the CEO of its cloud computing group told CNBC. The Middle East has drawn huge investments from tech giants to build AI data centers and other computing infrastructure.

Tencent: A Flagship Chinese Tech Giant Still Trading Below Intrinsic Value

In Q4 2025, Polen Capital initiated a new position in Tencent Holdings and Spotify and sold its positions in Sage Group, Willis Towers Watson, ICON Plc, and Workday. Eli Lilly was the top performing relative contributor in Q4. The primary drag for the quarter was Oracle, accounting for almost all of the Portfolio's relative underperformance in Q4.

BYD verlor nach Preisschlachten und Margendruck an Glanz. Analysten sehen dennoch großes Potenzial – vor allem durch das oft übersehene Batteriegeschäft.