Harfor CSI Artificial Industry ETF Feeder Fund-A (008020) Surges Nearly 40% in the Past Three Months; Large Model Concept Stocks Such as Mininglamp Technology (2718.HK) Active Recently

NewTimeSpace (newtimespace.com) News, On June 23, 2026, the Hang Seng Tech Index opened lower and fluctuated, dropping 0.83% as of 10:00 AM. Artificial intelligence-related themes have delivered stellar performances recently, with individual stocks such as Mininglamp Technology (2718.HK), Zhipu (2513.HK), and MiniMax (0100.HK) all surging over 10% this Monday.

Among artificial intelligence-themed funds, related AI-themed funds such as Harfor CSI Artificial Industry ETF Feeder Fund-A (008020) and Harfor CSI Artificial Industry ETF Feeder Fund-C (008021) have demonstrated strong performances recently.

Choice data shows that as of June 22, 2026, Harfor CSI Artificial Industry ETF Feeder Fund-A (008020) and Harfor CSI Artificial Industry ETF Feeder Fund-C (008021) recorded gains of 1.73% respectively. Over the past three months, the two artificial intelligence-themed funds have jumped by 39.70% and 39.60% respectively.

On the news front, according to the latest data from OpenRouter, the total global invocation volume of AI large models reached 46.7 trillion tokens last week (June 15 to June 21), representing a week-on-week increase of 4.7% and marking the ninth consecutive week of growth. Among this, the weekly invocation volume of Chinese AI large models reached 18.81 trillion tokens, a slight week-on-week increase of 2.12%, surpassing the United States for the eighth consecutive week to firmly rank first globally. Within the top five global invocation volumes, the top four models were all from China.

In addition, WeChat AI has recently launched a small-scale gray-scale testing. A "small eye" style icon has appeared in the top left corner of the main WeChat interface for some users, which serves as the entry point for the beta version of the AI assistant "XiaoWei." According to Tencent Customer Service, WeChat XiaoWei is a native AI assistant being internally tested by the WeChat team on a small scale. XiaoWei supports executing native WeChat functions and invoking mini-programs through text or voice dialogues.

Kaiyuan Securities stated that the performance of domestic models is further advancing toward, or even surpassing, the world's top level, while also making continuous breakthroughs in world models and Physical AI. The positive cycle of "large-scale financing + model performance leaps + high token/ARR growth + valuation surges" among leading model vendors will continue. While generating high revenue growth for themselves, these vendors are poised to drive continuous high demand for upstream and downstream computing power, 3D data, and vertical applications. It is recommended to continue positioning investments around core AI directions.

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 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.

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.

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