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On December 17, 2025, Tencent restructured its AI group and secured access to Nvidia's H200 chips, a move that analysts believe could provide a 23% upside to its stock price despite regulatory risks.
Tencent appointed former OpenAI scientist Yao Shunyu as its Chief AI Scientist, launching a major restructuring of its AI division to enhance its large model capabilities.
Wealthy investors in Asia are fueling an unprecedented surge in structured financial products, with issuance of equity-linked notes skyrocketing 80% this year to over $200 billion. These complex instruments, primarily tied to volatile Chinese tech stocks, offer potentially high returns but also introduce significant risk amid a weakening Chinese economy.
HUYA Inc. (NYSE: HUYA) saw its market capitalization increase by US$123 million last week, directly benefiting its majority shareholder, Tencent Holdings. The gain underscores positive investor sentiment for the live-streaming platform.
The global AI landscape is being reshaped by the rapid rise of Chinese open-source models, which have captured nearly 30% of the market. This surge is fueling a hardware and software infrastructure race, while prompting industry leaders to warn of a potential investment bubble.