Huaan CSI HK Equities Information Technology Integration ETF (513240) Rises Nearly 3% as Tencent Cloud Agent Bucket is Officially Released; Agent Development and Commercialization Accelerate at the Application Layer

NewTimeSpace (newtimespace.com) News, On July 10, 2026, the CSI Hong Kong Stock Connect Information Technology Combined Index (930967) continued its strong momentum in the morning session, rising 3.63% as of 10:27. Huaan CSI HK Equities Information Technology Integration ETF (513240) increased by 2.92%, aiming for a 3-day consecutive gain, with the latest price standing at RMB 1.16.

Among the constituent stocks, AI-related themes performed strongly. Kingsoft Cloud led the gains with an 8.62% increase, while stocks such as Q Technology, Hua Hong Grace, and SenseTime-W followed suit.

Looking at a longer timeframe, as of July 9, 2026,Huaan CSI HK Equities Information Technology Integration ETF achieved a cumulative gain of 3.20% over the past week.

In terms of scale, the fund size ofHuaan CSI HK Equities Information Technology Integration ETF grew by RMB 6.9285 million over the past two weeks, achieving significant growth. In terms of fund shares, the total shares ofHuaan CSI HK Equities Information Technology Integration ETF increased by 7.0000 million units over the past two weeks, also achieving significant growth.

In terms of news coverage, Tencent Cloud Agent Bucket was officially released on July 9. This "Bucket" can provide independent cloud space for hundreds of millions of Agents, uniformly storing user-uploaded materials as well as files and work products generated by Agents, such as reports, images, and code.

Guosen Securities stated that the AI industry chain is shifting from capability expansion to implementation validation, with Agent development and commercial layering accelerating at the application layer. The model layer continues to advance rapidly, highlighted by the releases of Meituan's LongCat-2.0 and Claude Sonnet 5, alongside Google Research introducing TabFM. At the application layer, the AI version of Alipay has opened for public testing, and claude-real-video enables LLMs to watch videos. Industry capitalization has taken a step further, with OpenAI proposing to provide the US government with a 5% stake in the company, and Samsung and SK Hynix planning to invest US$590 billion to expand chip production. Commercial layering is also accelerating, with Anthropic embedding steganography into Claude Code to identify Chinese users. Investors are advised to focus on bottom-fishing opportunities across three main lines: AI applications, gaming, and trendy IP toys.

Hong Kong-listed Large Model Concept Stocks:

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.

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.

SENSETIME-W (00020.HK)

Accelerating its transition towards Model-as-a-Service (MaaS) and generative AI services. The company has released and open-sourced the SenseNova U1 series, a native unified understanding and generation model, and the lightweight multimodal model SenseNova 6.7 Flash-Lite. Leveraging the computing reserves of its AI infrastructure (AIDC), it translates foundational computing power into omni-modal generation pipelines tailored for vertical industries such as automotive and healthcare.

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