14 August 2025 | 2:33AM HKT Tencent's strong 2Q results with the fastest top-line growth in four years and record gross margins (our first take) reinforce our view that Tencent is one of the best positioned companies within China internet to benefit from the ongoing applications of AI, in empowering its entire business lines (games, advertising, fintech, cloud, eCommerce) given its unique WeChat ecosystem and global gaming assets. Amongst which, its two high-quality revenue streams (games and marketing serv ...