Hong Kong AI Concept Stock Daily ：First Nationally Produced 100,000-Card AI Supercluster Put into Operation, Most Autonomous Driving Stocks Strengthen-20260810

NewTimeSpace · 2026/08/10 17:42 · By Jiayi Sun

On August 10, 2026, the three major indices collectively strengthened, with the Hang Seng Index rising 1.05%, the Hang Seng Tech Index gaining 1.26%, and the Hang Seng China Enterprises Index advancing 1.06%.The autonomous driving sector performed actively. WERIDE-W (00800.HK) rose 5.45%, PONY-W (02026.HK) gained 3.67%, while HORIZONROBOT-W and ROBOSENSE followed higher. BLACK SESAME (02533.HK) fell 2.02%.

I. Market Overview

On August 10, 2026, the three major indices collectively strengthened, with the Hang Seng Index rising 1.05%, the Hang Seng Tech Index gaining 1.26%, and the Hang Seng China Enterprises Index advancing 1.06%. Total turnover on the Hang Seng Index reached HKD 240.3 billion, while Southbound capital recorded a net inflow of HKD 2.021 billion.

Most AI concept stocks advanced. BABA-SW (09988.HK) rose 2.34%, MEITUAN-W gained 1.84%, with TENCENT and BIDU-SW also following suit. MINIMAX-W (00100.HK) declined 1.23%.

The AI chip and hardware segment came under notable pressure. ILUVATAR COREX (09903.HK) closed down 8.24%, GIGADEVICE (03986.HK) fell 5.11%, with MONTAGETECH, BIRENTECH, SMIC, and HUA HONG GRACE all declining.

The autonomous driving sector performed actively. WERIDE-W (00800.HK) rose 5.45%, PONY-W (02026.HK) gained 3.67%, while HORIZONROBOT-W and ROBOSENSE followed higher. BLACK SESAME (02533.HK) fell 2.02%.

In the embodied intelligence space, UBTECH ROBOTICS (09880.HK) declined 1.56%, while XIAOMI-W rose 2.07%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
00800.HK	WERIDE-W	16.450	5.45	Autonomous Driving
02026.HK	PONY-W	63.500	3.67	Autonomous Driving
09988.HK	BABA-SW	126.700	2.34	LLM
01810.HK	XIAOMI-W	27.620	2.07	Embodied AI
09660.HK	HORIZONROBOT-W	5.095	1.90	Autonomous Driving
03690.HK	MEITUAN-W	93.900	1.84	LLM
00700.HK	TENCENT	481.400	0.54	LLM
02513.HK	Z.AI	1,252.000	0.48	LLM
09888.HK	BIDU-SW	107.300	0.47	LLM
02498.HK	ROBOSENSE	23.800	0.42	Autonomous Driving
01024.HK	KUAISHOU-W	44.320	0.32	LLM
00981.HK	SMIC	66.200	-1.05	AI Chips
00100.HK	MINIMAX-W	322.400	-1.23	LLM
09880.HK	UBTECH ROBOTICS	88.600	-1.56	Embodied AI
02533.HK	BLACK SESAME	11.650	-2.02	Autonomous Driving
01347.HK	HUA HONG GRACE	137.500	-2.62	AI Chips
06809.HK	MONTAGETECH	257.600	-4.31	AI Chips
06082.HK	BIRENTECH	38.060	-4.90	AI Chips
03986.HK	GIGADEVICE	501.000	-5.11	AI Chips
09903.HK	ILUVATAR COREX	439.000	-8.24	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close onAugust 10, 2026.

III. AI Industry & Corporate Developments

1. NVIDIA plans to invest up to USD 3 billion in Lancium to support AI data centre power infrastructure

On August 8, it was reported that NVIDIA has agreed to invest USD 2 billion in power infrastructure developer Lancium, with a commitment to invest an additional USD 1 billion after the company secures more planned power resources. The transaction values Lancium and its land and power connection assets at an enterprise value of approximately USD 10 billion, including investment amounts and debt. Lancium, a power infrastructure company backed by Blackstone, is responsible for developing power infrastructure projects in Texas that serve the OpenAI and Oracle AI campuses.

2. Apple tests CXMT memory chips for use in iPhones and MacBooks

On August 9, it was reported that Apple is testing memory chips from Changxin Memory Technologies (CXMT) across its product lines including iPhones and MacBooks, in an effort to alleviate memory shortages driven by the AI boom. According to sources familiar with the matter, Apple has held preliminary discussions with CXMT, China's largest chipmaker, regarding component supply, with the goal of using these chips in some devices sold in China.

3. Altman says OpenAI is advancing the release of Astra, but deployment is delayed due to cybersecurity risks

As of August 7 local time, OpenAI CEO Sam Altman stated that the company is advancing the public release of its next‑generation model Astra, but that the model's strong cybersecurity capabilities require "a bit more time" to ensure safe deployment. He said OpenAI does not believe that restricting powerful models to a small group of users is the right strategy and hopes that Astra will eventually become widely accessible. Altman described Astra as a "powerful model" and said the company wants to make it available to more users as soon as possible while ensuring safety.

4. First nationally produced 100,000‑card AI supercluster put into operation

On August 9, it was reported by the National Development and Reform Commission that China's computing power foundation has been further consolidated this year, with the first nationally produced 100,000‑card AI supercluster officially put into operation recently. This marks a new phase in China's computing infrastructure development, reaching the 100,000‑card deployment level. Multiple computing hubs across the country are undergoing a new round of capacity expansion.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
PONY-W	02026.HK	Global commercialization leader in L4 autonomous mobility and logistics	The first autonomous driving company in China to secure fully driverless Robotaxi commercial operation permits across all four top-tier cities (Beijing, Shanghai, Guangzhou, Shenzhen). Core operations span autonomous ride-hailing (Robotaxi) and freight services (Robotruck), with Robotaxi deployments across 9 countries and public operations in overseas markets including Croatia, Qatar, Singapore, and South Korea. Targeting a global fleet exceeding 3,000 vehicles across 20+ cities by 2026, the company has achieved positive unit economics per vehicle.
MEITUAN-W	03690.HK	AI technology pioneer in local life services	Its AI-native community application "Miyu" has demonstrated operational value in physical retail and dining environments, boosting merchant efficiency. The company continuously enhances search, recommendation, and dispatch algorithms across its local commerce ecosystem using proprietary foundation models. By deploying AI Agent technologies in customer service, merchant marketing assistants, and instant delivery route planning, the company improves dual-sided operational efficiency and management precision.
BIDU-SW	09888.HK	Dual-engine leader in China's AI infrastructure and autonomous driving	Financial results show AI revenue accounting for 52% of core business revenue, replacing traditional advertising as the primary growth driver. Ernie Model 5.1 is officially live, ranking 1st nationally and 4th globally on LMArena benchmarks. The Qianfan model platform aggregates mainstream foundation models for commercial API consumption, driving a 79% YoY surge in AI Cloud revenue. Apollo Go leads in fully driverless commercial operations, accumulating over 330 million operational kilometers and achieving breakeven per vehicle in select cities. Foundation model capabilities continue to penetrate AI Cloud, autonomous driving, and AI-native applications.
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.
PONY-W	02026.HK	Global commercialization leader in L4 autonomous mobility and logistics	The first autonomous driving company in China to secure fully driverless Robotaxi commercial operation permits across all four top-tier cities (Beijing, Shanghai, Guangzhou, Shenzhen). Core operations span autonomous ride-hailing (Robotaxi) and freight services (Robotruck), with Robotaxi deployments across 9 countries and public operations in overseas markets including Croatia, Qatar, Singapore, and South Korea. Targeting a global fleet exceeding 3,000 vehicles across 20+ cities by 2026, the company has achieved positive unit economics per vehicle.

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