Hong Kong AI Concept Stock Daily：DeepSeek V4 Pro Official API Goes Live; MSCI China Index Adds Z.AI (02513.HK), Up Over 9% -20260813

NewTimeSpace · 2026/08/13 17:44 · By Zeyu Wu

On August 13, 2026, the three major Hong Kong stock indices were mixed, with the technology theme strengthening. The Hang Seng Index edged down 0.17%, the Hang Seng TECH Index rose 0.33%, and the Hang Seng China Enterprises Index edged down 0.23%.In the large-model segment, performance diverged; the two leaders continued to strengthen. The MSCI China Index newly added Z.AI (02513.HK), which rose 9.02%; MINIMAX-W (00100.HK) rose 5.43%; Baidu Group-SW edged up; while Alibaba-W, Kuaishou-W and others weakened.

I. Market Overview

On August 13, 2026, the three major Hong Kong stock indices were mixed, with the technology theme strengthening. The Hang Seng Index edged down 0.17%, the Hang Seng TECH Index rose 0.33%, and the Hang Seng China Enterprises Index edged down 0.23%. Total market turnover of the Hang Seng Index reached HKD 263.7 billion, with net southbound (Stock Connect) inflows of HKD 3.667 billion.

In the large-model segment, performance diverged; the two leaders continued to strengthen. The MSCI China Index newly added Z.AI (02513.HK), which rose 9.02%; MINIMAX-W (00100.HK) rose 5.43%; Baidu Group-SW edged up; while Alibaba-W, Kuaishou-W and others weakened.

In the AI chip & hardware segment, prices rose then pulled back. Hua Hong Grace (01347.HK) rose 3.08%, with Montage Technology, Iluvatar CoreX, and SMIC following the gains. Biren Tech and GigaDevice weakened, falling over 2%.

In the smart-driving segment, most names weakened. WeRide-W (00800.HK), whose latest results showed no narrowing of losses, fell over 8%; Horizon Robotics-W (09660.HK) fell 3.26%; Pony AI-W, Black Sesame and others followed the decline.

In the embodied-intelligence segment, UBTECH Robotics (09880.HK) edged up 0.11%, while XIAOMI-W (01810.HK) continued to fall nearly 2%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change	Sector / Concept
02513.HK	Z.AI	1,317.000	9.02	LLM
00100.HK	MINIMAX-W	376.800	5.43	LLM
01347.HK	HUA HONG GRACE	147.200	3.08	AI Chips
06809.HK	MONTAGETECH	286.800	1.34	AI Chips
09888.HK	BIDU-SW	103.000	0.98	LLM
09903.HK	ILUVATAR COREX	418.000	0.34	AI Chips
00981.HK	SMIC	67.550	0.22	AI Chips
09880.HK	UBTECH ROBOTICS	90.900	0.11	Embodied AI
03690.HK	MEITUAN-W	91.250	-0.44	LLM
09988.HK	BABA-SW	121.900	-0.57	LLM
01024.HK	KUAISHOU-W	40.820	-1.73	AI Chips
01810.HK	XIAOMI-W	25.880	-1.82	Embodied AI
02498.HK	ROBOSENSE	22.600	-1.99	Autonomous Driving
06082.HK	BIRENTECH	38.200	-2.05	AI Chips
03986.HK	GIGADEVICE	501.000	-2.72	AI Chips
02533.HK	BLACK SESAME	11.660	-2.75	Autonomous Driving
09660.HK	HORIZONROBOT-W	5.050	-3.26	Autonomous Driving
02026.HK	PONY-W	63.950	-3.76	Autonomous Driving
00700.HK	TENCENT	441.000	-4.46	LLM
00800.HK	WERIDE-W	15.300	-8.38	Autonomous Driving

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 13, 2026.

III. AI Industry & Corporate Developments

1. MSCI China Index quarterly rebalancing: Z.AI included

On August 13, MSCI, the international index compiler, announced the results of its August 2026 quarterly index review; the MSCI China Index newly added Z.AI (02513.HK), with the adjustment to take effect after the close on August 31.

2. DeepSeek V4 Pro official API goes live, composite performance up ~60% vs. preview

On August 13, the DeepSeek V4 Pro official version was updated to the API, with the model call name unchanged. The new version significantly enhances Agent capabilities, with composite performance jumping about 60% over the preview, and supports Responses API and Codex integration. API documentation shows the V4 Pro official version is priced at RMB 3 per million input tokens and RMB 6 per million output tokens, with cached-hit input at RMB 0.025 per million tokens.

3. Tencent Holdings' quarterly capex reaches RMB 52.8 billion, scaling up computing-power investment

On August 12, Tencent Holdings announced Q2 revenue of RMB 204.79 billion, up 11% YoY (vs. an estimate of RMB 202.84 billion); Q2 non-IFRS net profit was RMB 68.4 billion, up 9% YoY. Q2 capital expenditure reached as high as RMB 52.8 billion, far above the market expectation of RMB 32.1 billion, nearly tripling from RMB 19.1 billion a year earlier and up 65% QoQ. Company executives revealed they are making large-scale investments in computing power.

4. 2nd World Humanoid Robot Games to open soon, attracting 666 teams

On August 13, the 2nd World Humanoid Robot Games will open on August 22 at the National Speed Skating Oval "Ice Ribbon". This edition attracted a total of 666 teams and 2,056 robots from 16 countries across six continents to compete; the total number of teams rose 138% YoY, and the number of robots quadrupled.

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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