Huaan Hang Seng Internet Technology Industry ETF(159688) Records Latest Margin Buying Exceeding RMB 10 Million; Institutions: Sustain Attention on AI Industry Dynamics and AI Application Opportunities

NewTimeSpace (newtimespace.com) News, On June 8, 2026, affected by regional conflicts, the three major Hong Kong stock indices collectively opened lower. As of 10:00 AM, the Hang Seng Tech Index fell 2.49%, and theHuaan Hang Seng Internet Technology Industry ETF(159688) pulled back by 2.81%. Among its constituent stocks, equities such as UBTECH (9880.HK), East Buy, and NetEase-S bucked the trend and strengthened, while stocks like Mininglamp Technology -W(2718.HK) and BIDU-SW rebounded after bottoming out.

According to Wind data, leveraged capital continues to position itself in the market. The latest margin buying amount of the Huaan Hang Seng Internet Technology Industry ET reached RMB 12.4451 million, bringing its latest margin balance to RMB 71.0676 million.

On the news front, media reports indicate that JD.com and Tencent will launch a deep collaboration centered around AI Agents. Leveraging JD.com's product supply chain and fulfillment service capabilities, alongside Tencent's ecosystem entry points, both parties will jointly construct a new paradigm of cross-scenario intelligent services, driving AI Agents from single-point applications toward ecosystem synergy.

At the Tencent AI Industry Application Conference, Yao Shunyu, Chief AI Scientist at Tencent, stated that AI is a long-term race rather than a short-term game. The second half of the AI era has just begun. In the future, there will not only be a few super applications like ChatGPT and Claude; instead, just like the PCs in the 1970s, a continuous stream of new opportunities will emerge. Meanwhile, the development of AI will become more diverse, with new directions such as multimodality and embodied AI filled with immense potential space.

TF Securities stated that the volatile conflict situation has impacted market risk appetite and liquidity, which also created expected perturbations in the AI technology industry. Overall, we are actively optimistic that the demand for domestic AI infrastructure will maintain high prosperity in 2026, while applications are expected to continuously bear fruit. Both Chinese and US AI fields are making continuous progress, and the inference side is steadily advancing. It is recommended to sustain attention on AI industry dynamics and investment opportunities within AI applications.

The constituent stocks of the Hang Seng Internet ETF HuaAn encompass a crowd of AI and related large model concepts, including tech enterprises such as Tencent, Baidu, and Mininglamp Technology.

MININGLAMP-W (02718.HK)

As an LLM concept stock, Mininglamp Technology is recognized by the market as the "First Agentic AI Stock in Hong Kong." Its self-developed model cluster includes the DeepMiner LLM product line (underlying engine), models such as Mano/Cito, and the Cider inference acceleration framework. These are all interconnected by the Octo platform layer to serve as a human-Agent collaboration hub, ultimately delivered in the form of Agentic Services to empower the implementation of decision-making agents in industries like marketing and mass consumption. The company bypasses the "Scaling Up" route of monolithic LLMs, opting instead for a "Scaling Out" approach through the collaboration of multiple specialized small models, achieving precision that surpasses general models in vertical scenarios. Its core moats lie in granular scenario data, specialized models, and continuous learning, culminating in an open-source, privately deployable, and white-box auditable Private AI infrastructure.

BIDU-SW (09888.HK)

Financial reports indicate that AI revenue now accounts for over half (52%) of its general business. Core products ERNIE Bot and the Qianfan LLM platform serve as critical entry points for enterprise-level model fine-tuning. The Apollo Go fully driverless robotaxi service completed millions of rides in a single quarter, with cumulative autonomous driving mileage exceeding 330 million kilometers. Its LLM capabilities are continuously penetrating the real economy and asset-heavy sectors like autonomous driving.

TENCENT (00700.HK)

The Hunyuan LLM ranks highly in evaluations on third-party platforms such as OpenRouter. The model continues to deepen its integration into national-level social applications, Tencent Meeting, and the cloud-based collaborative office ecosystem. Backed by a massive MAU base and the Tencent Cloud intelligent computing service system, the company is accelerating the delivery/provision of AI solutions to B2B clients in government and finance, continuously expanding enterprise-level application scenarios.

Risk Warning: The above content is a compilation of recent public research reports and market information and does not constitute any investment advice. The industrial implementation of large models and AI is affected by multiple factors such as technological evolution, market competition, and policy changes, and contains uncertainties. Investment involves risks, and caution should be exercised when entering the market.

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