AI Industry Brings Trillion-Dollar Incremental Market; Wanjia Hang Seng Internet Technology Industry ETF (159202) Rises 1.22% in Morning Trading, Led by Equities Such as Mininglamp Technology

NewTimeSpace (newtimespace.com) News, As of 09:40 AM on June 12, 2026, the Hang Seng Internet Tech Industry Index (HSIII) rose by 0.92%. Among its constituent stocks, Mininglamp Technology-W (2718.HK) rose by 11.47%, Hesai-W (2525.HK) rose by 4.64%, while stocks such as Pony.ai-W and Deepexi Tech followed the upward trend.Wanjia Hang Seng Internet Technology Industry ETF (159202) rose by 1.22%, with its latest price quoting at RMB 0.83. (The stocks listed above are merely index constituents and do not represent specific investment recommendations.)

According to Wind data, leveraged capital continues to position itself in the market. The latest margin buying amount ofWanjia Hang Seng Internet Technology Industry ETF reached RMB 4.1380 million, bringing its latest margin balance to RMB 31.7168 million.

TheWanjia Hang Seng Internet Technology Industry ETF closely tracks the Hang Seng Internet Tech Industry Index. The Hang Seng Internet Tech Industry Index provides a market reference benchmark reflecting the overall performance of securities listed in Hong Kong that primarily operate information technology businesses.

On the news front, on June 11, the Hong Kong Exchanges and Clearing Corporation (HKEX) Future Technology Summit was held in Shenzhen. Mark J. Fiteny, Managing Director at JPMorgan Chase, stated at the summit that an absolute AI leader has not yet emerged globally, and large tech giants and AI startups continue to compete and alternately take the lead. He predicted that AI hardware, software, and related services will bring a trillion-dollar incremental market, and AI is expected to add USD 16 trillion to global GDP by 2030. AI is evolving from a single auxiliary tool into an all-domain integrated intelligent underlying capability, which is expected to lower the threshold of innovation, conquer numerous challenges in healthcare, energy, and aerospace, reshape employment and working models, and unleash human potential.

Guosen Securities stated that the current artificial intelligence technology cycle has entered its second half, namely the centralized monetization stage of large model development and intelligent agent (AI Agent) application implementation. Drawing on the historical experience of the Nasdaq, this stage often corresponds to the peak period of technological monetization, where capital market returns are significantly higher than in other stages. The Hong Kong stock market gathers China's top tech leaders, covering core AI tracks such as the internet, semiconductors, consumer electronics, and software, making it a critical arena for investors to participate in this round of industrial dividends. The internet industry is expected to leverage AI to unlock traffic value and shape new growth engines.

Since the beginning of 2026, multiple AI large model concept stocks in the Hong Kong stock market have demonstrated active performances:

MININGLAMP-W (02718.HK)

As an LLM concept stock, the company fully underpins its Agentic AI positioning with its self-developed edge models—Mano, Cito, and Mano-P—alongside the Cider inference framework. Its business architecture utilizes the DeepMiner LLM as the underlying engine and Octo as the collaborative hub, uniformly delivering various AI products and industry solutions in the form of Agentic Services. Mininglamp pursues a differentiated technological route, bypassing the parameter expansion of general models in favor of a "Scaling Out" approach that coordinates multiple specialized small models. Its core moats do not rely on parameter scale, but rather on granular scenario data, specialized models, and continuous learning. This enables it to achieve a level of precision in vertical scenarios that general models cannot match, as it remains committed to building an open-source, privately deployable, and white-box auditable Private AI infrastructure.

BABA-W (09988.HK)

The company has released several new models, including Qwen3.6-Plus, with the Qwen LLM surpassing 1.4 trillion Tokens in daily API calls, setting a new global record for daily calls on third-party platforms. The Qwen consumer-facing application has exceeded 300 million MAU and has been integrated into the smart cabins of multiple automakers. It consistently ranks at the forefront in international benchmark evaluations for coding and agentic capabilities. Its business layout seamlessly matches the trend of scaled procurement of computing power and model APIs by government and enterprise clients.

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.

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