Tencent completely withdraws its investment in Meituan, making the AI ​​sector a new focus for capital.

Recently, Tencent announced its complete withdrawal from its investment in Meituan, a move that has attracted significant attention from the internet industry and investment circles.

According to reports, Tencent founder Ma Huateng stated clearly in an internal meeting that the cash-burning war in the food delivery industry is unsustainable, and Tencent will invest its core resources and funds in the artificial intelligence sector. This strategic shift not only marks the formal break in the 12-year capital ties between Tencent and Meituan, but also reflects the shift in the investment logic of internet giants from "traffic expansion" to "hard-core technology."

From entering Dianping in 2014, to divesting 90.9% of its Meituan shares through "dividend-based share reduction" in 2022, and now holding less than 2%, Tencent's exit is no accident. With the internet traffic dividend reaching its peak, the model of burning money for growth is unsustainable, and artificial intelligence, as the core of the next technological revolution, is becoming a new hot spot for capital investment.

This event also brings a new indicator to the domain name industry: the value of domain names related to AI, big data models, and hard technology is continuously rising, while the popularity of local life and traffic platform domain names may cool down. For domain name investors and holders, this event is both a signal and an opportunity. It is recommended to focus on domain name investment in sectors such as AI technology, enterprise services, and hard technology, and lock in high-potential targets in advance to cope with market fluctuations brought about by changes in capital logic.