Daily Report on Hong Kong-Listed LLM Concept Stocks (July 14, 2026)
I. Industry Observations
On July 14, 2026, Hong Kong stocks fluctuated but managed to close in positive territory. The Hang Seng Index (HSI) closed up 0.52% at 24,340.73 points, the Hang Seng TECH Index edged up 0.06% to 4,679.46 points, and the Hang Seng China Enterprises Index (HSCEI) advanced 0.46% to 8,103.08 points. Total daily turnover reached HKD 312.916 billion, with Southbound trading recording a net inflow of HKD 10.997 billion.
The AI and semiconductor supply chains exhibited divergence. Compute hardware stocks staged a strong rebound: Kingboard Laminates surged 14.2%, Guanghe Technology jumped 11.2%, Yangtze Optical Fibre and Cable (YOFC) advanced 10.2%, and GigaDevice rose 9.5%. Several core PCB manufacturers intensively released their H1 earnings previews, universally reporting substantial year-on-year and quarter-on-quarter growth, thereby validating a comprehensive recovery in the prosperity of the AI hardware supply chain.
Among specific stocks, XUNCE gained nearly 8%, and MINIMAX-W rose 3.3%. Conversely, BIDU-SW plunged 7.2%. ZHIPU AI fell 2.7% following the completion of its placement of 19.78 million new H shares, generating net proceeds of approximately HKD 31.375 billion.
II. Market Performance of LLM Concept Stocks
|
Stock Code |
Stock Short Name |
Closing Price (HKD) |
Change |
|
03317.HK |
XUNCE |
90.55 |
7.86% |
|
00100.HK |
MINIMAX-W |
230 |
3.32% |
|
03690.HK |
MEITUAN-W |
79.2 |
1.60% |
|
01024.HK |
KUAISHOU-W |
43.8 |
0.46% |
|
09988.HK |
BABA-W |
110.8 |
0.09% |
|
00700.HK |
TENCENT |
456.2 |
-0.31% |
|
00020.HK |
SENSETIME-W |
1.32 |
-0.75% |
|
02513.HK |
KNOWLEDGE ATLAS |
1,600.00 |
-2.74% |
|
02718.HK |
MININGLAMP-W |
131.8 |
-4.01% |
|
09888.HK |
BIDU-SW |
106 |
-7.26% |
Data Source: HKEX. For reference only, not investment advice. Data as of market close onJuly 14, 2026.
III. Industry and Corporate Dynamics
1. StepFun: Officially Launches AI Terminal Brand STEPX; Debuts First Native LLM Agentic Smartphone, STEP Neo
On July 13, StepFun officially launched its AI terminal brand, STEPX, and unveiled its first native LLM agentic smartphone (Agentic Phone), STEP Neo. The device is powered by the native agent operating system Step AOS and features the built-in StepFun agent, Amoo. It aims to create a new AI species that integrates "model, software, and hardware" into a unified trinity. The initial batch of ecosystem partners includes Ctrip, Alipay, Didi, Meituan, WPS, and Jianying (CapCut), covering scenarios such as travel, public services, local lifestyle, office productivity, and content creation. The company previously announced the launch of its "next-generation agent terminal" on July 9, and the Agent OS is slated for its global debut at WAIC 2026 on July 17.
2. AWS: GPT-5.6 Series Models (Sol, Terra, and Luna) Now Generally Available on Amazon Bedrock
On July 13, Amazon Web Services (AWS) announced that OpenAI's latest GPT-5.6 series models—Sol, Terra, and Luna—are now generally available on the Amazon Bedrock platform. The series features three capability tiers: the flagship Sol excels in deep reasoning and coding; Terra offers balanced, GPT-5.5-level performance at half the cost; and Luna focuses on highly cost-effective, rapid inference. Leveraging Bedrock's fully managed service, enterprises can seamlessly invoke these model capabilities for applications such as intelligent dialogue, content generation, and complex task reasoning. Pricing is consistent with OpenAI's direct channels, and usage counts toward AWS spending commitments. Sol is currently available in the US East region, while Terra and Luna cover both the US East and US West regions.
3. XUNCE (03317.HK): Signs Strategic MoU with European Digital and AI Service Provider Lutech to Drive TokenOS Deployment in Europe
Recently, XUNCE (03317.HK) announced the official signing of a strategic Memorandum of Understanding (MoU) with Lutech S.p.A., a leading European digital and artificial intelligence service provider. The two parties will jointly develop a Token Factory tailored for the European market and promote the local deployment of XUNCE's core product, TokenOS, in Europe. This marks the official entry of the company's data tokenization capabilities into overseas markets.
IV. Introduction to LLM Concept Stocks
|
Stock Name |
Stock Code |
Market Position |
LLM Products & Business Profile |
|
KNOWLEDGE ATLAS |
02513.HK |
A leading player in China's independent LLM sector |
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-5.2, 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 |
LLM concept stock, 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. |
|
XUNCE |
03317.HK |
A leading data infrastructure provider for financial asset management in China |
Recognized by the market as the "First Token Stock." The company continues to deepen the integration of LLMs into the core business workflows of financial asset management, reconstructing investment research, trading, and risk control pipelines through underlying data governance and AI technologies. Its underlying structured data cleaning capabilities closely align with the digital transformation of financial institutions and the compliant implementation trends of LLMs. |
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- Daily Report on Hong Kong-Listed LLM Concept Stocks (July 13, 2026)
- Weekly Report on Hong Kong-Listed LLM Concept Stocks (July 6–July 10, 2026)
- Daily Report on Hong Kong-Listed LLM Concept Stocks (July 10, 2026)
- Daily Report on Hong Kong-Listed LLM Concept Stocks (July 9, 2026)
- Daily Report on Hong Kong-Listed LLM Concept Stocks (July 8, 2026)
