Hong Kong AI Concept Stock Daily：AI Chip Sector Continues Under Pressure, Autonomous Driving Direction Continues to Strengthen-20260811

NewTimeSpace · 2026/08/11 17:44 · By Xuran Lin

On August 11, 2026, Hong Kong's three major indices pulled back in volatile trading. The Hang Seng Index fell 1.10%, the Hang Seng Tech Index dropped 1.93%, and the Hang Seng China Enterprises Index declined 1.09%. Total turnover for the day reached HKD 210.9 billion, while Southbound capital recorded a net outflow of HKD 1.376 billion.Most autonomous driving stocks continued to strengthen. PONY‑W (02026.HK) rose 5.75%, leading the sector, after the fourth‑generation Robotruck from Pony.ai officially rolled off the production line. WERIDE‑W (00800.HK) gained 2.55%, with BLACK SESAME and HORIZONROBOT‑W also following higher.

I. Market Overview

AI concept stocks showed mixed performance, with the large‑model sector generally under pressure. MINIMAX‑W (00100.HK) bucked the trend and rose 1.74%, while Z.AI (02513.HK) fell nearly 5%. BABA‑SW, MEITUAN‑W, and other large‑model names weakened.

Most autonomous driving stocks continued to strengthen. PONY‑W (02026.HK) rose 5.75%, leading the sector, after the fourth‑generation Robotruck from Pony.ai officially rolled off the production line. WERIDE‑W (00800.HK) gained 2.55%, with BLACK SESAME and HORIZONROBOT‑W also following higher.

The AI chip sector remained under pressure. MONTAGETECH (06809.HK) bucked the trend with a 1.10% gain, while ILUVATAR COREX (09903.HK) continued to slide over 5%, and HUA HONG GRACE, GIGADEVICE, and other related names also declined.

The embodied intelligence sector diverged, with UBTECH ROBOTICS (09880.HK) rising 1.19%, while XIAOMI‑W fell 3.48%.

Hong Kong AI Concept Stock Daily：AI Chip Sector Continues Under Pressure, Autonomous Driving Direction Continues to Strengthen-20260811

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
02026.HK	PONY-W	67.150	5.75	Autonomous Driving
00800.HK	WERIDE-W	16.870	2.55	Autonomous Driving
02533.HK	BLACK SESAME	11.900	2.15	Autonomous Driving
06809.HK	MONTAGETECH	263.000	2.10	AI Chips
00100.HK	MINIMAX-W	328.000	1.74	LLM
09880.HK	UBTECH ROBOTICS	89.650	1.19	Embodied AI
09660.HK	HORIZONROBOT-W	5.100	0.10	Autonomous Driving
09988.HK	BABA-SW	126.400	-0.24	LLM
03690.HK	MEITUAN-W	93.050	-0.91	LLM
00981.HK	SMIC	65.300	-1.36	AI Chips
06082.HK	BIRENTECH	37.360	-1.84	AI Chips
03986.HK	GIGADEVICE	490.000	-2.20	AI Chips
00700.HK	TENCENT	470.800	-2.20	LLM
09888.HK	BIDU-SW	104.600	-2.52	LLM
01347.HK	HUA HONG GRACE	133.300	-3.05	AI Chips
02498.HK	ROBOSENSE	23.020	-3.28	Autonomous Driving
01810.HK	XIAOMI-W	26.660	-3.48	Embodied AI
01024.HK	KUAISHOU-W	42.640	-3.79	LLM
02513.HK	Z.AI	1,192.000	-4.79	LLM
09903.HK	ILUVATAR COREX	414.800	-5.51	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 11, 2026.

III. AI Industry & Corporate Developments

1. China's AI large‑model weekly call volume reaches 34.25 trillion tokens, up 21.76% week‑on‑week

On August 10, the latest weekly data from OpenRouter showed that global AI large‑model total call volume for the past week reached 69 trillion tokens, up 21.48% week‑on‑week. Among them, Chinese AI large models recorded a weekly call volume of 34.25 trillion tokens, up 21.76% week‑on‑week. China's weekly large‑model call volume has surpassed that of the United States for the fifteenth consecutive week, maintaining its global lead. DeepSeek‑V4‑Flash‑0731 ranked first with a weekly call volume of 8.83 trillion tokens, up 570% week‑on‑week.

2. Anthropic permanently locks in low pricing for Sonnet 5, cancels 50% price hike plan

On August 11, Anthropic cancelled the price increase originally scheduled for the end of August for Claude Sonnet 5. On Monday, Anthropic announced that the initial pricing for Claude Sonnet 5 would remain permanent. The model, launched in June this year, was priced at USD 2 per million input tokens and USD 10 per million output tokens. The original plan was for this pricing to last only until August 31, after which it would increase to USD 3 and USD 15, respectively.

3. OpenAI launches GPT‑5.6‑Cyber model to enhance advanced cybersecurity task capabilities

On August 11, OpenAI announced the launch of the GPT‑5.6‑Cyber model and an expansion of its Daybreak cybersecurity program, providing vetted cybersecurity defenders with AI models better suited for advanced security work. OpenAI stated that it aims to put frontier AI capabilities into the hands of trusted defenders before attackers can deploy autonomous cyberattacks at scale.

4. Microsoft's Maia 300 AI chip could debut as early as September, in talks with TSMC for over 300,000 units capacity

On August 10, it was reported that Microsoft (MSFT.US) plans to release its next‑generation self‑developed AI chip, Maia 300, this autumn, with a possible public unveiling as early as next month. The company is in talks with TSMC (TSM.US) for a capacity contract to deliver more than 300,000 chips in 2027—a massive leap from the current generation Maia 200, which had production of only tens of thousands. Microsoft ultimately hopes to secure capacity of over one million units for Maia 300, but the actual scale remains uncertain due to component supply constraints and ongoing capacity negotiations with TSMC.

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.
WERIDE-W	00800.HK	The world's only L4 cross-scenario autonomous driving platform holding permits across seven countries	Holds autonomous driving permits across China, the UAE, Singapore, France, Saudi Arabia, Belgium, and the US. Built upon the proprietaryWeRide One platform, the company covers smart mobility, logistics, and sanitation across five core product lines: Robotaxis, Robobuses, Robosweepers, Robovans, and Advanced Driving Assistance Systems (ADAS). Operations cover over 30 cities across 11 countries, supported by an L4 fleet exceeding 1,500 vehicles.
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.
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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