英伟达(NVDA.O)股价上涨至盘中高点，最新涨1.26%。

JP Morgan maintained an Overweight rating on Tencent (00700.HK) and a HK$690 target price. The bank says uncertainty around the WeChat AI Agent centers on whether it can fully integrate into WeChat, secure trading permissions, and build a supplier network accessible to the agent without relying on existing e‑commerce inventory. With beta testing begun in June, JP Morgan’s confidence in its value‑creation framework has risen; the service is now visible enough to distinguish implemented elements from those still to be developed, shifting the project from an open‑ended AI option to a phased rollout with observable milestones. JP Morgan expects the initial share‑price impact will more likely stem from a lower risk premium and multiple expansion than from near‑term EPS upside.

现货白银站上63美元/盎司，日内涨1.03%。