ChinaAMC CSI HK Equities Information Technology Integration ETF (526000) Sees Fund Shares Increase by 21 Million Units Over Past 2 Weeks; Institutions State Global Market Share of Domestic Models May Further Increase

NewTimeSpace (newtimespace.com) News, On July 6, 2026, ChinaAMC CSI HK Equities Information Technology Integration ETF (526000) weakened with volatility. As of 10:10, the fund fell 1.88%, with the latest price standing at RMB 1.25. Looking at a longer timeframe, as of July 3, 2026, ChinaAMC CSI HK Equities Information Technology Integration ETF achieved a cumulative gain of 26.94% over the past three months.

Data shows that in terms of scale, the fund size of ChinaAMC CSI HK Equities Information Technology Integration ETF grew by RMB 18.0887 million over the past two weeks, achieving significant growth, with the incremental scale ranking 2nd out of 9 comparable funds. In terms of fund shares, the total shares of ChinaAMC CSI HK Equities Information Technology Integration ETF increased by 21.0000 million units over the past two weeks, achieving significant growth, with the incremental shares ranking 3rd out of 9 comparable funds.

In terms of news coverage, the ARR (Annual Recurring Revenue) of Kimi and Kling broke through US$300 million and neared US$500 million respectively in June. The pre-money valuation of Kimi's new financing round rose to US$31.5 billion, and ByteDance's video generation model, Seedance 2.5, is expected to go live in its experience center on July 6.

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. Overall, the information technology industry is exhibiting characteristics of an upward business cycle, structural optimization, and the diffusion of growth momentum.

Kaiyuan Securities stated that the massive wave of the AI industry continues to roll forward, and the positive cycle of "large financing + model performance leaps + high growth in Token/ARR + surging valuations" among leading model developers will persist. The global market share of domestic models may further increase, driving the sustained high prosperity of the core application and computing power chains. Combined with semi-annual report expectations, investors should firmly position themselves in core AI directions amid market divergences.

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.

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, Mininglamp Technology is recognized by the market as the "First Agentic AI Stock in Hong Kong." Its self-developed model cluster includes the DeepMiner LLM product line (underlying engine), models such as Mano/Cito, and the Cider inference acceleration framework. These are all interconnected by the Octo platform layer to serve as a human-Agent collaboration hub, ultimately delivered in the form of Agentic Services to empower the implementation of decision-making agents in industries like marketing and mass consumption. The company bypasses the "Scaling Up" route of monolithic LLMs, opting instead for a "Scaling Out" approach through the collaboration of multiple specialized small models, achieving precision that surpasses general models in vertical scenarios. Its core moats lie in granular scenario data, specialized models, and continuous learning, culminating in an open-source, privately deployable, and white-box auditable Private AI infrastructure.

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