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cloudgrowth
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$TCEHY AI CAPEX SURGE TO 181B YUAN – NEAR-TERM PAIN FOR LONG-TERM GAIN 🚀
Target: 670 HKD 🚀
Volume of the argument here is Daiwa raising Tencent’s 2026 AI capex forecast by over 67% to 181 billion yuan. That’s a massive commitment and it’ll hit near-term margins — EPS estimates cut 1-6% through 2028. But the flip side is chip supply improving and cloud expansion accelerating, with monetization potential starting H2 2026.
The stock is already pricing in a lower target at 670 HKD, down from 700, yet the Buy rating remains intact. That tells me the sell-side sees a structural growth shift rather than a deterioration.
Are you buying the dip on this AI build-out or waiting for the earnings dust to settle first?
Not financial advice. Always manage your risk.
#TCEHY #Tencent #AICapex #BuyRating #CloudGrowth
💎
Target: 670 HKD 🚀
Volume of the argument here is Daiwa raising Tencent’s 2026 AI capex forecast by over 67% to 181 billion yuan. That’s a massive commitment and it’ll hit near-term margins — EPS estimates cut 1-6% through 2028. But the flip side is chip supply improving and cloud expansion accelerating, with monetization potential starting H2 2026.
The stock is already pricing in a lower target at 670 HKD, down from 700, yet the Buy rating remains intact. That tells me the sell-side sees a structural growth shift rather than a deterioration.
Are you buying the dip on this AI build-out or waiting for the earnings dust to settle first?
Not financial advice. Always manage your risk.
#TCEHY #Tencent #AICapex #BuyRating #CloudGrowth
💎
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