Hong Kong AI Concept Stock Daily (August 3, 2026)

NewTimeSpace · 2026/08/03 17:43 · By Xuran Lin

On August 3, 2026, Hong Kong's three major indices rallied in volatile trading. The Hang Seng Index rose 0.48%, the Hang Seng Tech Index gained 0.96%, and the Hang Seng China Enterprises Index advanced 0.46%.AI concept stocks showed mixed performance. Alibaba-W (09988.HK) and MINIMAX-W (00100.HK) surged over 7% on the back of new model releases, while Zhipu (02513.HK) fell nearly 5%, highlighting a clear divergence within the large-model sector.

I. Market Overview

On August 3, 2026, Hong Kong's three major indices rallied in volatile trading. The Hang Seng Index rose 0.48%, the Hang Seng Tech Index gained 0.96%, and the Hang Seng China Enterprises Index advanced 0.46%. Total turnover on the Hang Seng Index reached HKD 255.2 billion, while Southbound capital recorded a net inflow of HKD 11.031 billion.

AI concept stocks showed mixed performance. Alibaba-W (09988.HK) and MINIMAX-W (00100.HK) surged over 7% on the back of new model releases, while Zhipu (02513.HK) fell nearly 5%, highlighting a clear divergence within the large-model sector.

The AI chip and hardware segment continued to face pressure, with memory‑related concept stocks tumbling. Montage Technology (06809.HK) and GigaDevice (03986.HK) both dropped over 7%, while SMIC (00981.HK) fell 1.66%.

In autonomous driving, Hong Kong‑listed smart driving concepts broadly declined. Horizon Robotics‑W (09660.HK) edged down 0.68%, while Suteng Innovation, Pony.ai‑W, and Black Sesame Technologies all traded lower in volatile sessions.

In the embodied intelligence sector, three major robotics industry events are set to be held intensively in August, boosting sentiment in the sector. UBTECH (09880.HK) rose 4.23%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
00100.HK	MINIMAX-W	247.200	7.20	LLM
09988.HK	BABA-SW	125.200	7.01	LLM
09880.HK	UBTECH ROBOTICS	85.000	4.23	Embodied AI
09888.HK	BIDU-SW	109.900	3.78	LLM
00700.HK	TENCENT	490.400	3.20	LLM
01024.HK	KUAISHOU-W	45.020	3.02	LLM
03690.HK	MEITUAN-W	93.450	1.03	LLM
09903.HK	ILUVATAR COREX	428.200	0.66	AI Chips
06082.HK	BIRENTECH	31.380	0.64	AI Chips
00800.HK	WERIDE-W	15.330	0.00	Autonomous Driving
09660.HK	HORIZONROBOT-W	5.135	-0.68	Autonomous Driving
01347.HK	HUA HONG GRACE	126.800	-1.17	AI Chips
00981.HK	SMIC	62.200	-1.66	AI Chips
02026.HK	PONY-W	61.250	-1.69	Autonomous Driving
02498.HK	ROBOSENSE	23.360	-1.93	Autonomous Driving
02533.HK	BLACK SESAME	11.560	-2.12	Autonomous Driving
01810.HK	XIAOMI-W	27.960	-2.85	Embodied AI
02513.HK	Z.AI	940.000	-4.81	LLM
03986.HK	GIGADEVICE	424.600	-7.49	AI Chips
06809.HK	MONTAGETECH	248.800	-7.51	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 3, 2026.

III. AI Industry & Corporate Developments

1. Amazon completes full USD 50 billion investment in OpenAI

On July 31, Amazon disclosed in its 10‑Q quarterly report that it had completed a total investment of USD 50 billion in OpenAI. In the first quarter of this year, Amazon invested USD 15 billion in OpenAI's Series C preferred stock and committed an additional USD 35 billion. In the second quarter, it invested USD 13.7 billion of that commitment to purchase Series C preferred shares. After the reporting period, the company invested the remaining USD 21.3 billion commitment in OpenAI's Series C preferred stock.

2. Seedance 2.5 set to officially launch soon

As of August 3, it was reported that ByteDance's video generation large model Seedance 2.5 will soon be officially launched. Users will be able to access it through domestic and international consumer‑facing channels such as Jimeng. Currently, Jimeng has launched a teaser page indicating an upcoming debut, along with membership and points discount offers.

3. DeepSeek‑V4‑Flash official API enters public beta

On July 31, the official website of domestic large model DeepSeek showed that the official API of DeepSeek‑V4‑Flash had entered public beta. This marks the first major upgrade to the V4 series since the preview release on April 24.

4. Alibaba releases Qwen 3.8‑MAX AI model

On August 3, Alibaba officially released its new‑generation foundation model Qwen3.8, with a total of 2.4 trillion parameters, featuring significant improvements in coding and professional office (Cowork) capabilities. In today's authoritative third‑party leaderboard Arena, Alibaba's Qwen model ranked second only to Anthropic's Claude series, placing its overall performance in the global first tier of large models. Currently, the Qwen3.8 API is available on the Qwen AI platform and has been integrated into Alibaba's newly launched Agent product, "Qwen Office," which was released simultaneously today. Qwen3.8‑Max is expected to be open‑sourced next week, along with Qwen3.8‑27B.

5. Three major robotics industry events to be held intensively in August

On August 3, it was reported that three major robotics industry events will be held intensively in August. These include the 2026 World Artificial Intelligence Conference from August 5 to 7; the 5th China Robot Summit and Intelligent Economy Talent Summit from August 10 to 12; and the 2026 World Robot Conference from August 19 to 23, featuring over 300 exhibitors and more than 150 new product debuts. In addition, the establishment of a Central Enterprise Robotics Innovation Consortium will be announced.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
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.
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.
ILUVATAR COREX	09903.HK	Domestic general-purpose GPU pioneer & builder of full-scenario AI compute bases	Established in 2015, it is among the earliest domestic vendors to achieve mass production of general-purpose GPUs. Product lines cover training, inference, and edge computing across the Tiangai, Zhikai, and Tongyang series. In July 2026, it launched its next-gen flagship Tiangai 300 at WAIC, matching the Nvidia Hopper architecture. As of late 2025, it served 340+ clients across 30+ industries, generating core GPGPU revenue of ~RMB 923 million (+149.6% YoY).
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.
BABA-W	09988.HK	China's cloud and AI leader	The company has released several new models, including Qwen3.6-Plus, with the Qwen LLM surpassing 1.4 trillion Tokens in daily API calls, setting a new global record for daily calls on third-party platforms. The Qwen consumer-facing application has exceeded 300 million MAU and has been integrated into the smart cabins of multiple automakers. It consistently ranks at the forefront in international benchmark evaluations for coding and agentic capabilities. Its business layout seamlessly matches the trend of scaled procurement of computing power and model APIs by government and enterprise clients.

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