GF CSI HK Equities Information Technology Integration ETF (520710) Rises Nearly 1% in Morning Session as Institutions Remain Bullish on AI Application Internet and Ecosystem Enterprises

NewTimeSpace (newtimespace.com) News, On July 15, 2026, Hong Kong's Hang Seng Tech-themed stocks fluctuated upward. As of 09:58, GF CSI HK Equities Information Technology Integration ETF (520710) rose 0.86%, with the latest price standing at RMB 0.94.

Wind data shows that in terms of scale, the fund size ofGF CSI HK Equities Information Technology Integration ETF grew by RMB 14.3504 million over the past week, achieving significant growth. In terms of fund shares, its total shares increased by 17.0000 million units over the past week, also representing significant growth.

From the perspective of net capital inflows,GF CSI HK Equities Information Technology Integration ETF achieved net capital inflows for three consecutive days, capturing a maximum single-day net inflow of RMB 8.2895 million, cumulatively "absorbing" RMB 15.9819 million with an average daily net inflow of RMB 5.3273 million.

In terms of news coverage, large model concept stocks are accelerating their commercial implementation. Media outlets reported that OpenAI is developing a smart home speaker as its first proprietary hardware product, which is planned for release next year. The product will integrate OpenAI's large language model capabilities, aiming to enter the consumer-grade smart home market.

In addition, from July 17 to 20, the 2026 World Artificial Intelligence Conference (WAIC) & High-Level Conference on Global AI Governance will be convened in Shanghai. Latest data indicates that in 2025, the industrial scale of the city's 394 designated industrial enterprises above designated size in the artificial intelligence sector exceeded RMB 637 billion, representing a year-on-year increase of 39.5%. A cumulative total of 169 large models have passed registration filings, with several foundation models reaching internationally leading levels, providing a super brain for the implementation of "AI+" across industries such as finance, healthcare, and manufacturing. In the first quarter of 2026 alone, Shanghai's AI manufacturing output value grew by 19.2%, outstripping the average growth rate of the city's three major pioneer industries.

Guoyuan International Holdings stated that the internet sector is undergoing a structural rotation from hardware computing power to platform applications, and the development of the AI industry is far from over. We remain continuously bullish on platform-based internet companies and AI ecosystem enterprises that possess collaborative advantages in application scenarios. From a medium-to-long-term perspective, the valuation of the internet sector is already at a historically low level, offering a relatively high safety margin, while the continuous development and commercial implementation process of AI remain the core engine driving the revaluation of the sector. We expect the overall profitability of the internet sector to continue improving in the mid-term results, and the sector is poised to welcome strategic investment opportunities driven by the combined effects of earnings growth recovery and valuation repair.

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.

BIDU-SW (09888.HK)

A dual-engine leader in China's AI infrastructure and autonomous driving sectors. According to its latest financial report, AI business revenue accounted for 52% of general business revenue, overtaking traditional advertising as the core growth engine. Wenxin 5.1, its latest large language model, has been launched and ranks first domestically and fourth globally on the LMArena leaderboard. The Qianfan large-model platform aggregates mainstream models for commercial API access, while intelligent cloud revenue grew 79% year-over-year. Apollo Go, its fully driverless ride-hailing service, leads in commercialization with cumulative autonomous driving mileage exceeding 330 million kilometers, and has achieved per-vehicle breakeven in some cities. Large model capabilities are steadily penetrating intelligent cloud, autonomous driving, and AI-native applications.

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