Hong Kong AI Concept Stock Daily：DeepSeek Plans to Raise API Service Pricing Overall Soon, MINIMAX-W (00100.HK) Surges on First Day of Inclusion in Stock Connect-20260806

NewTimeSpace · 2026/08/06 17:43 · By Zeyu Wu

On August 6, 2026, Hong Kong's three major indices declined across the board. The Hang Seng Index fell 1.49%, the Hang Seng Tech Index dropped 2.28%, and the Hang Seng China Enterprises Index declined 1.22%. Total turnover on the Hang Seng Index reached HKD 255.2 billion, while Southbound capital recorded a net outflow of HKD 1.461 billion.The large‑model sector bucked the trend, with MINIMAX‑W (00100.HK) surging over 17% on its first day of inclusion in the Stock Connect, and Z.AI (02513.HK) rising more than 4%.

I. Market Overview

The large‑model sector bucked the trend, with MINIMAX‑W (00100.HK) surging over 17% on its first day of inclusion in the Stock Connect, and Z.AI (02513.HK) rising more than 4%.

The AI chip sector was mostly under pressure, dragged by a global chip stock correction. ILUVATAR COREX (09903.HK) closed down over 7%, SMIC (00981.HK) fell nearly 4%, with MONTAGETECH and HUA HONG GRACE also declining. GIGADEVICE (03986.HK) rose nearly 2% against the trend.

The autonomous driving sector weakened across the board, with BLACK SESAME (02533.HK) dropping over 6% and ROBOSENSE (02498.HK) falling nearly 4%. WERIDE‑W and PONY‑W also declined.

The embodied intelligence sector retreated, with UBTECH ROBOTICS (09880.HK) and XIAOMI‑W (01810.HK) falling over 2%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
00100.HK	MINIMAX-W	297.200	17.10	LLM
02513.HK	Z.AI	1,087.000	4.42	LLM
03986.HK	GIGADEVICE	494.400	1.73	AI Chips
09660.HK	HORIZONROBOT-W	5.150	-0.29	Autonomous Driving
06082.HK	BIRENTECH	37.780	-0.32	AI Chips
03690.HK	MEITUAN-W	92.200	-0.91	LLM
09880.HK	UBTECH ROBOTICS	86.750	-2.47	Embodied AI
00700.HK	TENCENT	479.200	-2.64	LLM
01024.HK	KUAISHOU-W	44.240	-2.73	LLM
01810.HK	XIAOMI-W	26.860	-2.82	Embodied AI
02026.HK	PONY-W	59.950	-2.84	Autonomous Driving
09988.HK	BABA-SW	124.400	-2.89	LLM
00800.HK	WERIDE-W	15.400	-2.96	Autonomous Driving
01347.HK	HUA HONG GRACE	136.700	-3.39	AI Chips
06809.HK	MONTAGETECH	261.000	-3.48	AI Chips
02498.HK	ROBOSENSE	23.040	-3.84	Autonomous Driving
00981.HK	SMIC	65.350	-3.90	AI Chips
09888.HK	BIDU-SW	107.100	-4.38	LLM
02533.HK	BLACK SESAME	11.630	-6.66	Autonomous Driving
09903.HK	ILUVATAR COREX	450.000	-7.06	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 6, 2026.

III. AI Industry & Corporate Developments

1. Meta releases its first AI coding agent, Muse Code

On August 6, it was reported that Meta released Muse Code, its first AI coding agent, positioning it as a low‑cost alternative to competitors' products. This move signals Meta's attempt to challenge Anthropic and OpenAI.

2. ByteDance launches native audio‑video full‑duplex large model Seed Realtime

On August 5, ByteDance officially launched Seed Realtime, a native audio‑video full‑duplex large model. Using a unified architecture that natively integrates audio, video, and text, Seed Realtime enables real‑time interaction over continuous multimodal streams, delivering a new "watch, listen, and speak" experience.

3. Stock Connect securities list adds MINIMAX‑W

On August 6, the Shenzhen Stock Exchange announced that MINIMAX‑W, Luxshare Precision, and Sanhuan Group were added to the list of Stock Connect eligible securities, effective August 6, 2026.

4. Anthropic is building a team to design custom chips for its Claude AI models

On August 5, it was reported that Anthropic is building a team to design its own AI chips, as demand for its models is surging. According to a job posting and a company statement, the AI startup is hiring engineers to design custom chips for its Claude AI models.

5. DeepSeek plans to raise overall pricing for DeepSeek API services soon

On August 6, DeepSeek announced that it "plans to raise the overall pricing of DeepSeek API services soon, with a significant increase expected. Please arrange your usage accordingly. The specific plan will be subject to official notice."

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.
GIGADEVICE	03986.HK	Platform semiconductor leader spanning memory, MCUs, analog ICs, and sensors	Offers complete product categories including memory (NOR Flash, DRAM), microcontrollers (GD32 MCU), analog ICs, and sensors. Focuses on deep integration between AI and end applications across embodied AI, data centers/servers, industrial energy, and automotive. In March 2026, its DRAM procurement quota with CXMT surged from RMB 1.182 billion to RMB 5.711 billion. In July, it partnered strategically with Neusoft Reach to empower the smart vehicle sector.
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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