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腾讯控股:周报

Investment Rating - The report provides a positive outlook on Tencent Holdings (700.HK) with a focus on its advancements in AI and network technology [9]. Core Insights - Tencent has upgraded its self-developed high-performance computing network, Starry Sky Network 2.0, which has improved communication efficiency by 60% and enhanced large model training efficiency by 20% [9]. - The company is set to launch 35 new mobile games in July, with 21 already scheduled, indicating a strong product pipeline [9]. - Tencent has initiated the "Exploration Plan 2024," aimed at leveraging technology to support cultural heritage, showcasing its commitment to social value investment [9]. Summary by Sections Company Overview - Tencent's market capitalization stands at 34,537 billion HKD, with a current share price of 369 HKD [9]. - The total share capital is 9.355 billion shares, with a book value per share of 89.7 HKD [9]. Product Development - The upgraded Starry Sky Network 2.0 supports over 10,000 cards and is designed to enhance AI model training efficiency [9]. - Tencent has three new game products scheduled for release in July, including "Need for Speed: Unbound" and "World Awakening" [9]. Strategic Initiatives - The "Exploration Plan 2024" focuses on six cultural heritage themes and aims to gather digital solutions to promote cultural transmission [9]. - Tencent Classroom will cease operations on October 1, 2024, as part of a strategic adjustment in response to industry trends [9].