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AI Buildout Won't be Perpetual Cash Burn","url":"https://stock-news.laohu8.com/highlight/detail?id=2664384622","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664384622?lang=en_us&edition=fundamental","pubTime":"2026-09-04 14:48","pubTimestamp":1788504480,"startTime":"0","endTime":"0","summary":"0647 GMT - Tencent's AI buildout won't be a perpetual cash burn, Morningstar analyst Ivan Su says in a research note. Tencent's Hy large language model should improve rapidly after procuring large amount of computing power to train it, the analyst notes. If Hy disappoints, the hardware could be rented out to third parties to quickly recoup the steep investment, he says. Still, Su thinks the largest long-term AI potential from Tencent's different applications in advertising, games and WeChat AI agent rather than renting out compute. The analyst thinks Tencent's free cash flow should turn positive in 2027, opening room for larger shares buybacks from that point. Shares are last 2.5% higher at 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Adds Tencent and Innovent Bio to Buy List While Maintaining Positive Outlook on Tech and Hardware Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=1141408111","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1141408111?lang=en_us&edition=fundamental","pubTime":"2026-09-04 13:34","pubTimestamp":1788500064,"startTime":"0","endTime":"0","summary":"UOB Kay Hian's latest research report indicates that mainland Chinese equities underwent a consolidation phase during August, with the Hang Seng Index and MSCI China Index retreating 1.2% and 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China and Hong Kong Stock Markets Open Strongly on Wednesday Morning","url":"https://stock-news.laohu8.com/highlight/detail?id=1149329787","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149329787?lang=en_us&edition=fundamental","pubTime":"2026-09-04 10:36","pubTimestamp":1788489391,"startTime":"0","endTime":"0","summary":"Mainland China's A-share market opened higher and extended gains on Wednesday morning, with all three major indices rallying in early trading. 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