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Posted by
Two Blokes May 17 -
Filed in
Stock
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2 views
Tencent beat Q1 revenue expectations, but growth is unsustainable due to lack of gaming innovation and overreliance on existing IP. E-commerce expansion is intriguing but risky, given fierce competition and Tencent's previous failures in the sector. AI and advertising upgrades offer some promise, but macroeconomic weakness and unclear AI leadership limit upside potential.