Huaan CSI HK Equities Information Technology Integration ETF (513240) Rises 1.52% in Morning Session as AI Themes such as Zhipu Perform Actively

NewTimeSpace (newtimespace.com) News, On July 7, 2026, Hong Kong tech-themed stocks continued to gain momentum. As of 09:55, the CSI Hong Kong Stock Connect Information Technology Combined Index (930967) rose 0.94%, and Huaan CSI HK Equities Information Technology Integration ETF (513240) increased by 1.52%, with the latest price standing at RMB 1.07.

Among the constituent stocks, most AI-related themes strengthened. Zhipu led the gains with an 8.24% increase, while stocks such as Hua Hong Grace and Deepexi followed suit.

In terms of news coverage, domestic demand for computing power remains robust. According to estimates based on the latest data from OpenRouter, the total global invocation volume of large AI models reached 46.7 trillion Tokens last week (June 29 to July 5), remaining basically flat compared to the previous week. Among the listed large AI models, the weekly invocation volume of Chinese large AI models reached 23.45 trillion Tokens, representing a quarter-on-quarter increase of 15.01%. This marks the sixth consecutive week of growth, and the weekly invocation volume has exceeded that of the United States for ten consecutive weeks, firmly securing the top spot globally.

Soochow Securities pointed out that the Hong Kong Stock Connect information technology sector is jointly driven by the AI computing power cycle, the semiconductor upcycle, and digital economy development, making its allocation value highly prominent. On the policy side, artificial intelligence, data factors, computing power infrastructure, integrated circuits, and the software industry continue to receive national strategic support. On the industrial side, semiconductor production, sales, and design revenues maintain relatively rapid growth; the electronics industry benefits from consumer subsidies and intelligent terminal upgrades; and the computer industry continues to benefit from the expansion of demand in digital transformation, industrial software, cloud services, and data services. Overall, the information technology industry is exhibiting characteristics of an upward business cycle, structural optimization, and the diffusion of growth momentum.

Hong Kong-listed Large Model Concept Stocks:

KNOWLEDGE ATLAS (02513.HK)

Knowledge Atlas Technology Joint Stock Company Limited (02513.HK; commercially known as Zhipu AI) is a leading player in China's independent large language model (LLM) sector (recognized for its capabilities and market position by Frost & Sullivan). The company has released its next-generation flagship model, GLM-5, achieving open-source State-of-the-Art (SOTA) performance in coding and agentic capabilities. It has also open-sourced the multimodal image generation model GLM-Image in collaboration with Huawei. Focusing on novel model architecture design, generalized reinforcement learning paradigms, and autonomous model evolution, its business layout closely aligns with the trend of enterprise-level AI productivity transformation.

MININGLAMP-W (02718.HK)

As an LLM concept stock in the Hong Kong market, Mininglamp Technology is dubbed the "First Agentic AI Stock in Hong Kong." It has released DeepMiner, a multi-agent collaborative data analysis platform for commercial data analytics, and the open-source edge GUI (Graphical User Interface) model series, Mano. Deeply engaged in the enterprise service and data intelligence tracks, the company adopts a multi-agent architecture focusing on commercial data analysis. By utilizing structured factual data to mitigate AI hallucination risks, it provides decision-making agent pipelines for the marketing and mass consumption sectors. Additionally, it has launched AI Native hardware to expand the carriers for its agents.

XUNCE (03317.HK)

A leading data infrastructure provider for financial asset management in China, recognized by the market as the "First Token Stock." The company continues to deepen the integration of LLMs into the core business workflows of financial asset management, reconstructing investment research, trading, and risk control pipelines through underlying data governance and AI technologies. Its underlying structured data cleaning capabilities closely align with the digital transformation of financial institutions and the compliant implementation trends of LLMs.

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