Large Model Concept Stocks Watch |AI Applications Flourish Across Multiple Fronts and WeChat Provides Access to Its AI Ecosystem; TENCENT (0700.HK) Rises Nearly 5%

NewTimeSpace (newtimespace.com) News, On June 9, 2026, TENCENT (0700.HK) surged substantially during morning trading. As of 10:30 AM, the company's share price was quoted at HK$468.00, up 4.84%, leading the gains in the Hang Seng Tech Index.

On the news front, on June 8, WeChat officially provided developers with the capability to connect to the WeChat AI ecosystem. According to the official WeChat Open Class public account, developers need to actively authorize the connection to WeChat AI in the "Mini Program Management Backend - AI Capabilities." Meanwhile, the platform offers two access options—automatic mode and development mode—to satisfy the development needs of teams of different scales. WeChat stated that this feature is currently in the closed beta testing phase, and users cannot experience it for the time being.

In addition, on the same day, media outlets reported that JD.com and Tencent will launch a deep collaboration centered around AI Agents. The two parties will jointly construct a new paradigm of cross-scenario intelligent services, driving AI Agents from single-point applications toward ecosystem synergy.

China Galaxy Securities expressed that with the continuous iteration and implementation of domestic large models, the commercialization of AI applications possesses vast development space, and related enterprises are expected to benefit from the new incremental growth brought by rising demand. The cultivation of user habits will also facilitate the development of vertical AI applications. It is recommended to focus on AI applications with deepening AI empowerment and related sub-sectors across the industrial chain.

The Hong Kong stock market currently boasts multiple AI application enterprises, which have demonstrated active performances in the capital markets since 2026.

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.

MINIMAX-W (00100.HK)

A top-tier player dedicated to omni-modal Artificial General Intelligence (AGI). The company continuously iterates its video generation model matrix and has partnered with mainstream domestic and overseas chip manufacturers and inference platforms to complete underlying adaptations. The total monthly active users (MAU) of its B2C and B2B LLM applications, along with multimodal API call volumes, maintain rapid growth, further broadening its computing power ecological layout.

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.

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