CITIC Securities says Tencent’s Q2 2026 Capex ran well above
文 / 小金
2026-08-20 08:30:02
来源:亚金网
CITIC Securities says Tencent’s Q2 2026 Capex ran well above expectations and the company will continue to ramp AI infrastructure and procure domestic compute. Into H2 2026, order visibility for China’s domestic compute is expected to strengthen and supply‑chain stocking to accelerate. Firm recommends monitoring leading domestic compute supply‑chain vendors.
