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Tencent AI Second Half Just Beginning: Insights from Yao Shunyu

Published:2026-06-06 14:41 Updated:2026-07-06 11:41
Tencent AI Second Half Just Beginning: Insights from Yao Shunyu

At the Tencent Cloud AI Industry Application Conference, Chief AI Scientist Yao Shunyu said AI is a long-term endeavor; the second half has just started. ChatGPT and Claude Code won't be the only Super Apps, and new opportunities will continue to emerge.

The Tencent Cloud AI Industry Application Conference was held today (5th). Tencent (00700.HK) Senior Executive Vice President Dowson Tong and Tencent Chief AI Scientist Yao Shunyu had a dialogue.

Data
Updated at 2026/06/05 16:09
Tencent Holdings
Cumulative Performance
-24.34%
Year-to-date
-4.02%
1 Month
Data
Updated at 2026/06/05 16:09
E-commerce & Internet Services Sector
Peer Average Cumulative Performance
-3.61%
Year-to-date
-6.32%
1 Month

Regarding the second half of AI, Yao Shunyu believes AI is a long-term thing; in a sense, the second half has just begun. He doesn't think ChatGPT and Claude Code will be the only Super Apps; there will definitely be a continuous stream of new opportunities. (HK stock quotes delayed by at least 15 minutes.

Short selling data as of 2026-06-05 16:25.)

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