Investment tycoon Duan Yongping takes action! Publicly announces increased holdings in Tencent and Moutai, attracting market attention

Today, well-known investor Duan Yongping revealed on social media that he increased his holdings in Tencent Holdings (00700.HK) and Moutai (600519.SH) stocks, sparking market discussions.

From today's market performance, Moutai halted its recent decline, closing up 0.1%. Tencent Holdings' stock price rebounded slightly, closing up 1.14%.

Multiple messages intertwine, market focuses on Tencent dynamics

According to foreign media reports, the U.S. Trade Representative's Office released the latest "2024 Notorious Markets List" on January 8. Notably, Tencent's WeChat, which was previously listed, has successfully been removed from the list, drawing significant attention from the outside world regarding Chinese internet giants.

The so-called "Notorious Markets List" primarily targets markets accused of large-scale piracy and counterfeiting. However, this list has long been viewed as a "suppression tool" used by the U.S. against well-known Chinese enterprises.

At the same time, Tencent has recently been included in the U.S. Department of Defense's "military-related enterprises list," raising speculation about its business adjustments. In response, Tencent quickly issued a statement clarifying that the company is neither a Chinese military enterprise nor involved in military-civilian integration-related businesses. Tencent emphasized that its inclusion in the list only pertains to U.S. defense procurement and is unrelated to sanctions or export controls, and will not have a substantial impact on its business operations.

Behind the stock price fluctuations, Tencent takes action to stabilize

To respond to market volatility, Tencent has increased its repurchase efforts over the past two days, spending HKD 1.5 billion daily on stock buybacks, significantly higher than the previous regular buyback scale of HKD 700 million. This strong stabilization measure has also become a major highlight in the market.

Deutsche Bank's latest report pointed out that although being included in the military-related enterprises list may cause short-term stock price fluctuations, it does not have a substantial impact on Tencent's core business operations. Analysts further stated that Tencent's recent buyback plan undoubtedly provides strong support for the stock price and maintains a "buy" rating for Tencent with a target price of HKD 540.

In a complex market environment, Tencent's multiple response measures are gradually demonstrating its long-term resilience, while Duan Yongping's increased holdings have also injected some confidence into the market