Hong Kong AI Concept Stock Daily (July 30, 2026)

NewTimeSpace · 2026/07/30 17:36 · By Zeyu Wu

On July 30, 2026, Hong Kong's tech-themed stocks broadly weakened. The Hang Seng Index edged up 0.20%, while the Hang Seng Tech Index fell 1.25% and the Hang Seng China Enterprises Index gained 0.25%.The large-model sector showed mixed performance. Tencent Holdings (00700.HK) bucked the trend and rose 1.16%, with Meituan-W and Kuaishou-W also gaining. Among the two major large-model players, Zhipu (02513.HK) plunged over 15%, while MINIMAX-W fell more than 4%.

I. Market Overview

On July 30, 2026, Hong Kong's tech-themed stocks broadly weakened. The Hang Seng Index edged up 0.20%, while the Hang Seng Tech Index fell 1.25% and the Hang Seng China Enterprises Index gained 0.25%. Turnover on the Hang Seng Index reached HKD 304.9 billion today, down from the previous trading day. Southbound capital recorded a net outflow of HKD 8.571 billion.

The large-model sector showed mixed performance. Tencent Holdings (00700.HK) bucked the trend and rose 1.16%, with Meituan-W and Kuaishou-W also gaining. Among the two major large-model players, Zhipu (02513.HK) plunged over 15%, while MINIMAX-W fell more than 4%.

The AI chip and hardware segment continued its heavy decline, pressured by multiple negative factors including Microsoft's fiscal 2027 capital expenditure guidance falling short of expectations and earnings concerns at overseas optical fibre leaders. SMIC (00981.HK) dropped over 7%, and Hua Hong Semiconductor (01347.HK) slid more than 8%.

The autonomous driving and automotive sector was relatively active. Horizon Robotics-W (09660.HK) and Xiaomi-W (01810.HK) opened higher but later turned lower.

In embodied intelligence, Xiaomi founder Lei Jun released a short video on robotics, drawing market attention. Meanwhile, the U.S. FCC recently announced the inclusion of foreign‑produced advanced robotics equipment in its import control list. UBTECH (09880.HK) fell over 4%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
00700.HK	TENCENT	471.800	1.16	LLM
03690.HK	MEITUAN-W	92.650	0.38	LLM
01024.HK	KUAISHOU-W	42.940	0.33	LLM
09660.HK	HORIZONROBOT-W	5.220	-0.57	Autonomous Driving
09888.HK	BIDU-SW	102.100	-0.87	LLM
02026.HK	PONY-W	59.550	-1.24	Autonomous Driving
02533.HK	BLACK SESAME	11.210	-1.58	Autonomous Driving
09988.HK	BABA-SW	111.800	-1.58	LLM
03986.HK	GIGADEVICE	428.200	-1.92	Embodied AI
02498.HK	ROBOSENSE	22.060	-2.04	Autonomous Driving
00800.HK	WERIDE-W	14.970	-2.48	Autonomous Driving
01810.HK	XIAOMI-W	31.040	-2.63	Embodied AI
00100.HK	MINIMAX-W	203.800	-4.23	LLM
09880.HK	UBTECH ROBOTICS	77.700	-4.66	Embodied AI
06082.HK	BIRENTECH	28.040	-5.27	AI Chips
06809.HK	MONTAGETECH	251.400	-6.75	AI Chips
00981.HK	SMIC	62.000	-7.74	AI Chips
01347.HK	HUA HONG GRACE	125.500	-8.26	AI Chips
09903.HK	ILUVATAR COREX	377.000	-14.71	AI Chips
02513.HK	Z.AI	862.000	-16.55	LLM

Data Source: HKEX. For reference only, not investment advice. Data as of market close onJuly 30, 2026.

III. AI Industry & Corporate Developments

1. Xiaomi to unveil Kunlun technology architecture today, with two Pengcheng extended‑range SUVs set to debut

At 7:00 PM on July 30, Xiaomi will hold the "Xiaomi Pengcheng Series Technology Launch" to officially unveil its self‑developed Kunlun technology architecture and two Pengcheng‑series extended‑range SUVs – the Pengcheng N90 Max and Pengcheng N70 Max – though final pricing will not be announced. This marks Xiaomi's second major technology release for its automotive business, following the Modena technology architecture unveiled in December 2023, and signals Xiaomi's official entry into the extended‑range hybrid market from its pure‑electric vehicle segment.

2. Microsoft Azure cloud business grows 43% year‑on‑year, but fiscal 2027 capex outlook falls short of expectations

On Wednesday after U.S. market close, Microsoft reported its fiscal 2026 fourth‑quarter (ending June) results. The company's cloud revenue growth for the quarter beat Wall Street estimates, suggesting that its massive investments in AI infrastructure are gradually paying off as compute bottlenecks ease and more enterprises adopt AI technologies. More encouragingly, during the earnings call, the company guided fiscal 2027 capital expenditure to approximately USD 175 billion, down from the previously estimated USD 190 billion.

3. Artium AI becomes OpenAI Premium Partner, helping enterprises develop customised agentic AI solutions

On July 29, U.S.‑based agentic AI software consultancy Artium AI announced it has joined the OpenAI partner network as an OpenAI Premium Partner. The company stated that it will collaborate with OpenAI to help enterprises build, deploy, and scale customised agentic AI solutions across financial services, healthcare, technology, telecommunications, media, and entertainment.

4. Moonshot AI's Kimi completes Series F financing of over USD 3.5 billion

As of July 29, Moonshot AI's Kimi has completed a Series F financing round exceeding USD 3.5 billion, with post‑money valuation rising to USD 35 billion. As the amount raised was more than three times the target, the round was closed early. The Series G round, originally scheduled to begin in August, has already been initiated ahead of schedule, with a pre‑money valuation of USD 50 billion.

5. Tencent begins internal testing of AIGC content creation platform WorkSolo

On July 30, it was reported that Tencent Video's Intelligent Creation Platform Department is internally testing WorkSolo, an AIGC content creation platform featuring three core creation modes: AI short dramas, interactive films and TV series, and a free‑form canvas.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
SMIC	00981.HK	Mainland China's premier pure-play foundry with complete process coverage	The leading foundry in Mainland China, steadily ramping advanced modified N+1/N+2 nodes to absorb domestic AI compute chip orders. Mature nodes (28nm and above) provide stable cash flow backed by automotive power semiconductor demand. Positioned at the intersection of domestic AI substitution and mature-node revaluation, Q1 2026 revenue reached $2.505 billion (+11.5% YoY) with capacity utilization at 93.1%.
XIAOMI-W	01810.HK	Full-stack AI technology giant anchored by the "Human x Car x Home" ecosystem	Its foundational model family MiMo has entered the top tier of global open-source models; MiMo-V2-Pro features over 1 trillion parameters, while MiMo-V2.5-Pro tied for 1st globally among open-source models with a score of 54 on the Artificial Analysis composite index. AI capabilities fully power the "Human x Car x Home" ecosystem, driving iterative upgrades in the CyberOne humanoid and CyberDog bionic quadrupeds. Multimodal computer vision, force-control algorithms, and automated dispatch logics are deeply integrated into dark-factory production and flexible manufacturing.
TENCENT	00700.HK	An Internet tech giant with a national-scale application ecosystem and the platform provider with the broadest LLM implementation scenarios in China	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 of AI solutions to B2B clients in government and finance, continuously expanding enterprise-level application scenarios.
HORIZONROBOT-W	09660.HK	China's leading intelligent driving computing solution provider and full‑stack vehicle intelligence enabler	Founded in 2015, it offers ADAS and high‑level autonomous driving solutions. Core products include the Journey-series in-car AI chips (cumulative shipments exceeding 10 million units), the HSD full‑scenario urban driving solution, and the "Starry 6P" cockpit‑driving integrated vehicle intelligence chip. In 2025, it held a 47.7% market share in domestic ADAS for independent brands, with full‑year revenue of RMB 3.758 billion, up 57.7% YoY.
UBTECH ROBOTICS	09880.HK	The purest humanoid robot stock in Hong Kong	The company focuses on humanoid robot R&D, full‑stack motion control algorithms, and commercial deployment across industrial and logistics scenarios. Its flagship Walker S series has been integrated into assembly lines of leading new energy vehicle manufacturers for parts handling, precision assembly, and intelligent quality inspection, pioneering the transition from lab prototypes to industrial automation at scale.

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