Tencent's 15% QoQ Revenue Jump Boosts Chinese Tech Stocks, UnitedHealth Approves $2.21 Dividend

Tencent's 15% QoQ revenue jump boosts Chinese tech stocks, including Alibaba, Baidu, and JD.com. UnitedHealth's board approves a $2.21/share quarterly dividend, sending its stock higher despite facing rising costs and policy headwinds.

In a significant boost for the Chinese tech sector, Tencent Holdings Ltd. reported a 15% year-on-year (YoY) revenue increase in Q2, reaching 184.5 billion yuan ($25.7 billion), which exceeded analysts’ estimates by 3% [1]. The company's strong performance was driven by AI advertising and increased gaming revenues. Tencent's net income also rose by 17%, primarily due to improved margins across its advertising and gaming divisions. The company plans to roll out Valorant mobile and other gaming titles to maintain growth momentum [1].

Tencent's stock surged by more than 30% in 2025, adding $170 billion to its market value, but it remains 26% below its all-time high [1]. The company's forward earnings multiple stands at 17.6 times, compared to its five-year average of 20 times, and lower than its global rivals like Meta and Sony Group [1].

The positive performance of Tencent has spilled over to other Chinese tech stocks. Alibaba (BABA), Baidu (BIDU), and JD.com (JD) stocks are also rising on Tencent's results, US rate cut optimism, and reports of Chinese scrutiny on Nvidia (NVDA) chips [3]. Meanwhile, UnitedHealth Group (UNH) stock gained after the company's board approved a $2.21 per share quarterly dividend [2]. Despite facing rising costs and policy headwinds, UnitedHealth's dividend approval sent its stock higher [2].

Tencent's strategic focus on AI technology and gaming is expected to continue driving its growth. The company's proprietary Hunyuan model and DeepSeek’s R1 power its gaming and social media applications. Its cloud platform provides computing resources for clients developing AI systems [1]. Tencent's gaming franchise and WeChat super-app supported the growth in Q2 revenue amid regulatory oversight and pandemic-related disruptions [1]. The company's upcoming gaming releases and AI-driven advertising initiatives are expected to boost Q3 and Q4 results [1].

UnitedHealth Group's board authorized a quarterly cash dividend of $2.21 per share, payable on September 23, 2025, to shareholders of record as of the close of business on September 15, 2025 [2]. The company's dividend adjustments are typically announced in February, June, August, and November, aligning with this update [2].

References:

[1] https://www.cryptopolitan.com/tencent-surpasses-quarterly-revenue/
[2] https://paginasiete.bo/unitedhealth-unh-group-declares-2-21-quarterly-dividend-unh-stock/
[3] https://finance.yahoo.com/video/tencent-pops-chinese-tech-stocks-162129076.html