Hong Kong AI Concept Stock Daily：Mandatory National Standard for High-Level Autonomous Driving Issued, AI Chip and Hardware Sector Continues to Strengthen-20260805

NewTimeSpace · 2026/08/05 17:53 · By Xuran Lin

On August 5, 2026, The Hang Seng Index rose 0.24%, the Hang Seng Tech Index gained 0.97%, and the Hang Seng China Enterprises Index advanced 0.34%. Total turnover on the Hang Seng Index reached HKD 278.0 billion, while Southbound capital recorded a net outflow of HKD 1.398 billion.The AI chip and hardware sector led the gains strongly, catalyzed by Goldman Sachs' significant upward revision of revenue forecasts for domestic large models and a sharp rally in U.S. semiconductor stocks overnight. Biren Technology (06082.HK) surged over 12%, GigaDevice (03986.HK) gained more than 5%, and Hua Hong Semiconductor (01347.HK) and SMIC (00981.HK) followed suit.

I. Market Overview

On August 5, 2026, Hong Kong's three major indices traded higher in volatile sessions. The Hang Seng Index rose 0.24%, the Hang Seng Tech Index gained 0.97%, and the Hang Seng China Enterprises Index advanced 0.34%. Total turnover on the Hang Seng Index reached HKD 278.0 billion, while Southbound capital recorded a net outflow of HKD 1.398 billion.

The AI chip and hardware sector led the gains strongly, catalyzed by Goldman Sachs' significant upward revision of revenue forecasts for domestic large models and a sharp rally in U.S. semiconductor stocks overnight. Biren Technology (06082.HK) surged over 12%, GigaDevice (03986.HK) gained more than 5%, and Hua Hong Semiconductor (01347.HK) and SMIC (00981.HK) followed suit.

Most large‑model stocks strengthened, with MINIMAX‑W (00100.HK) rising over 10% and Zhipu (02513.HK) climbing more than 3%, while Alibaba‑W and Baidu Group‑SW also advanced.

The autonomous driving segment showed mixed performance. A mandatory national standard for high‑level autonomous driving was issued and will take effect on July 1, 2027. WeRide (00800.HK) rose 2.39%, with Pony.ai‑W also gaining. Horizon Robotics‑W closed lower, while Black Sesame Technologies (02533.HK) fell 2.04%.

In the embodied intelligence space, UBTECH (09880.HK) rose approximately 2.30%, while Xiaomi‑W continued to edge slightly lower.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
06082.HK	BIRENTECH	37.900	12.93	AI Chips
00100.HK	MINIMAX-W	253.800	10.25	LLM
03986.HK	GIGADEVICE	486.000	5.70	AI Chips
01347.HK	HUA HONG GRACE	141.500	4.74	AI Chips
00981.HK	SMIC	68.000	4.13	AI Chips
02513.HK	Z.AI	1,041.000	3.07	LLM
06809.HK	MONTAGETECH	270.400	2.97	AI Chips
00800.HK	WERIDE-W	15.870	2.39	Autonomous Driving
09880.HK	UBTECH ROBOTICS	88.950	2.30	Embodied AI
09988.HK	BABA-SW	128.100	1.83	LLM
09888.HK	BIDU-SW	112.000	1.63	LLM
09903.HK	ILUVATAR COREX	484.200	1.04	AI Chips
02498.HK	ROBOSENSE	23.960	1.01	Autonomous Driving
00700.HK	TENCENT	492.200	0.94	LLM
03690.HK	MEITUAN-W	93.050	0.38	LLM
02026.HK	PONY-W	61.700	0.33	Autonomous Driving
01024.HK	KUAISHOU-W	45.480	-0.09	LLM
09660.HK	HORIZONROBOT-W	5.165	-0.10	Autonomous Driving
01810.HK	XIAOMI-W	27.640	-1.14	Embodied AI
02533.HK	BLACK SESAME	12.460	-2.04	Autonomous Driving

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 5, 2026.

III. AI Industry & Corporate Developments

1. AMD expects server revenue to grow over 80% year‑on‑year in the second half of 2026

Demand growth for AMD's accelerators and CPUs has been significantly stronger than the company's previous expectations. AMD projects that server revenue in the second half of 2026 will grow more than 80% year‑on‑year, and that data centre sales will double in 2027. Chief Executive Officer Lisa Su also stated that the company will launch rack‑scale products in 2027, featuring MI500 GPUs, Verano CPUs, Pensando networking technology, and will adopt both copper and optical fibre for domain expansion.

2. Mandatory national standard for high‑level autonomous driving issued, effective July 1, 2027

On August 4, it was reported that the mandatory national standard *Safety Requirements for Automated Driving Systems of Intelligent and Connected Vehicles (GB 44721‑2026), developed and coordinated by the Ministry of Industry and Information Technology, has been approved and issued by the State Administration for Market Regulation and the Standardization Administration of China. The standard is scheduled to take effect on July 1, 2027.

3. Alibaba Cloud Container Service Agent to begin commercial billing

On August 4, Alibaba Cloud announced that its Container Service Agent will add new features including a Skill Center and IM channels, and will begin commercial billing at 10:00 AM Beijing Time on September 3. Following this adjustment, features such as conversations, autonomous intelligent operations, and scheduled tasks will become chargeable. The adjustment process will not affect existing users' current settings or historical task records. The Container Service Agent uses Credits as the billing unit, is available for free activation, and supports pay‑as‑you‑go as well as prepaid resource package offsets. Model resource consumption generated by using features such as conversations, autonomous intelligent operations, and scheduled tasks will be converted into Credits for billing.

4. Beijing Robotics Industrial Park (Changping) officially opens

On the news front, the Beijing Robotics Industrial Park (Changping) officially opened on August 5. The park focuses on the entire robotics industry chain, with a primary emphasis on embodied intelligence robots and core components. Multiple projects and public service platforms have already settled in, with an intended occupancy rate of over 60% from signed companies. A dedicated robotics industry fund with a total size of RMB 600 million has been established to support the park.

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.
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.
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.
Z.AI	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.

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