Tencent's Move to Integrate DeepSeek Likely to Help WeChat's Long-Term Potential -- Market Talk

Dow Jones

Feb 18, 2025

0530 GMT - Tencent's move to integrate DeepSeek into its messaging app will likely help WeChat's long-term growth potential, according to Morningstar analyst Ivan Su. The move suggests that Tencent is prioritizing functionality and user experience over exclusivity, Su says in a research note. While the development won't boost earnings immediately, it strengthens WeChat's role in the daily lives of the 1.3 billion app users, building its intangible-asset moat source and positioning it for long-term monetization growth through greater usage, the analyst says. Despite the recent rally, he notes that Tencent's stock still trades at a roughly 30% discount to Morningstar's estimate of its fair value, which is maintained at HK$704.00. Shares are 3.3% higher at HK$510.00. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

February 18, 2025 00:30 ET (05:30 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2512864681"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2512864681\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2512864681?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-18 13:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2512864681","market":"sh","top_or_hot":-1,"title":"Tencent's Move to Integrate DeepSeek Likely to Help WeChat's Long-Term Potential -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0530 GMT - Tencent's move to integrate DeepSeek into its messaging app will likely help WeChat's long-term growth potential, according to Morningstar analyst Ivan Su. The move suggests that Tencent is prioritizing functionality and user experience over exclusivity, Su says in a research note. While the development won't boost earnings immediately, it strengthens WeChat's role in the daily lives of the 1.3 billion app users, building its intangible-asset moat source and positioning it for long-term monetization growth through greater usage, the analyst says. Despite the recent rally, he notes that Tencent's stock still trades at a roughly 30% discount to Morningstar's estimate of its fair value, which is maintained at HK$704.00. Shares are 3.3% higher at HK$510.00. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 00:30 ET (05:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent's Move to Integrate DeepSeek Likely to Help WeChat's Long-Term Potential -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent's Move to Integrate DeepSeek Likely to Help WeChat's Long-Term Potential -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-18 13:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0530 GMT - Tencent's move to integrate DeepSeek into its messaging app will likely help WeChat's long-term growth potential, according to Morningstar analyst Ivan Su. The move suggests that Tencent is prioritizing functionality and user experience over exclusivity, Su says in a research note. While the development won't boost earnings immediately, it strengthens WeChat's role in the daily lives of the 1.3 billion app users, building its intangible-asset moat source and positioning it for long-term monetization growth through greater usage, the analyst says. Despite the recent rally, he notes that Tencent's stock still trades at a roughly 30% discount to Morningstar's estimate of its fair value, which is maintained at HK$704.00. Shares are 3.3% higher at HK$510.00. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 00:30 ET (05:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TCEHY","symbol_name":"腾讯控股ADR","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512864681","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512864681","pubTimestamp":1739856600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0530 GMT - Tencent's move to integrate DeepSeek into its messaging app will likely help WeChat's long-term growth potential, according to Morningstar analyst Ivan Su. The move suggests that Tencent is prioritizing functionality and user experience over exclusivity, Su says in a research note. While the development won't boost earnings immediately, it strengthens WeChat's role in the daily lives of the 1.3 billion app users, building its intangible-asset moat source and positioning it for long-term monetization growth through greater usage, the analyst says. Despite the recent rally, he notes that Tencent's stock still trades at a roughly 30% discount to Morningstar's estimate of its fair value, which is maintained at HK$704.00. Shares are 3.3% higher at HK$510.00. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"translate_title":"腾讯控股整合DeepSeek的举措可能有助于微信的长期潜力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TCEHY":0.9,"00700":1},"content_text":"0530 GMT - Tencent's move to integrate DeepSeek into its messaging app will likely help WeChat's long-term growth potential, according to Morningstar analyst Ivan Su. The move suggests that Tencent is prioritizing functionality and user experience over exclusivity, Su says in a research note. While the development won't boost earnings immediately, it strengthens WeChat's role in the daily lives of the 1.3 billion app users, building its intangible-asset moat source and positioning it for long-term monetization growth through greater usage, the analyst says. Despite the recent rally, he notes that Tencent's stock still trades at a roughly 30% discount to Morningstar's estimate of its fair value, which is maintained at HK$704.00. Shares are 3.3% higher at HK$510.00. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 18, 2025 00:30 ET (05:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}