Jo Betsy
03-13

$TENCENT(00700)$ Should we keep buying Tencent?

At the start of this year, China’s AI development was still in its early stages, but now, the momentum is undeniable. Tencent's position is becoming increasingly certain. With AI advancements accelerating, the value of its cloud business is finally being recognized. This isn't just about gaming or social platforms anymore—Tencent is shaping up to be a major force in AI-driven cloud computing. The market hasn't fully priced this in yet. The upside? Still huge.

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