Hong Kong AI Concept Stock Daily：Xiaomi's new-generation humanoid robot makes its public debut; XIAOMI-W rose nearly 5%-20260819

NewTimeSpace · 2026/08/19 17:48 · By Jiayi Sun

On August 19, 2026, the Hang Seng Index rose 0.09%, the Hang Seng TECH Index fell 1.21%, and the Hang Seng China Enterprises Index rose 0.21%.AI concept stocks weakened across the board that day, with most individual stocks falling sharply.In the large-model segment, only MEITUAN-W rose 1.75% and TENCENT rose 1.08%; among the two front-runners, Z.AI fell 2.97% and MINIMAX-W fell 8.28%; BIDU-SW, dragged down by weaker-than-expected results, tumbled more than 11%, with ALIBABA and KUAISHOU-W following lower.

I. Market Overview

On August 19, 2026, the three major Hong Kong stock indices closed mixed: the Hang Seng Index rose 0.09%, the Hang Seng TECH Index fell 1.21%, and the Hang Seng China Enterprises Index rose 0.21%. The Hong Kong market's total turnover was HK$253.2 billion, with southbound funds recording a net outflow of HK$10.621 billion. AI concept stocks weakened across the board that day, with most individual stocks falling sharply.

In the large-model segment, only MEITUAN-W rose 1.75% and TENCENT rose 1.08%; among the two front-runners, Z.AI fell 2.97% and MINIMAX-W fell 8.28%; BIDU-SW, dragged down by weaker-than-expected results, tumbled more than 11%, with ALIBABA and KUAISHOU-W following lower.

The AI chip segment plunged across the board, pressured by the overnight weakness in the US semiconductor sector: ILUVATAR COREX fell 13.41%, HUA HONG GRACE fell 11.79%, with MONTAGE TECHNOLOGY, BIREN TECH, GIGADEVICE, and SMIC following lower.

The smart-driving segment was mostly weak: HORIZONROBOT-W rose 1.27%, WERIDE-W fell nearly 7%, with ROBOSENSE, PONY-W, and BLACK SESAME following lower.

In the embodied-intelligence segment, Xiaomi's new-generation humanoid robot "Tie Da" made its public debut, XIAOMI-W rose nearly 5%, and UBTECH ROBOTICS fell nearly 10%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
01810.HK	XIAOMI-W	27.440	4.81	Embodied AI
03690.HK	MEITUAN-W	87.050	1.75	LLM
09660.HK	HORIZONROBOT-W	4.780	1.27	Autonomous Driving
00700.HK	TENCENT	447.200	1.08	LLM
09988.HK	BABA-SW	124.200	-1.97	LLM
02513.HK	Z.AI	1,012.000	-2.97	LLM
02533.HK	BLACK SESAME	11.150	-3.30	Autonomous Driving
00981.HK	SMIC	73.000	-3.76	AI Chips
03986.HK	GIGADEVICE	496.800	-4.00	AI Chips
01024.HK	KUAISHOU-W	37.800	-4.01	Autonomous Driving
02026.HK	PONY-W	58.600	-5.64	LLM
02498.HK	ROBOSENSE	20.880	-6.45	Autonomous Driving
00800.HK	WERIDE-W	15.570	-6.99	Autonomous Driving
06809.HK	MONTAGETECH	270.400	-7.02	AI Chips
00100.HK	MINIMAX-W	292.400	-8.28	LLM
06082.HK	BIRENTECH	34.120	-9.16	AI Chips
09880.HK	UBTECH ROBOTICS	85.500	-9.81	Embodied AI
09888.HK	BIDU-SW	89.950	-11.03	LLM
01347.HK	HUA HONG GRACE	113.700	-11.79	AI Chips
09903.HK	ILUVATAR COREX	368.000	-13.41	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 19, 2026.

III. AI Industry & Corporate Developments

1. Z.AI's GLM-5.3 model API officially launched

In the early hours of August 19, Z.AI officially launched the API for its new-generation foundation model GLM-5.3. The model excels at complex coding, defensive cyber-security, and long-horizon tasks, scoring 60 on the Artificial Analysis Intelligence Index and entering the global frontier-model capability range, on par with closed-source flagships such as Claude Fable 5 and GPT-5.6 Sol, and tied with Kimi K3 for first among open-source models. The model has been integrated into official products such as ZCode and GLM Coding Plan; its API pricing remains consistent with GLM-5.2, and its model weights are planned to be open-sourced next Friday.

2. Samsung Electronics, SK Hynix, and Micron have simultaneously scaled back or canceled plans to commercialize CXL controllers

On August 19, it was reported that Samsung Electronics, SK Hynix, and Micron have simultaneously scaled back or canceled plans to commercialize CXL controllers. This market gap is expected to be filled by fabless companies such as MONTAGE TECHNOLOGY, Astera Labs, and PrimeMars. Specifically, Samsung Electronics will only use its self-developed CXL controller for its internal R&D teams' research; SK Hynix recently formally notified its major partners that it will cease self-developed CXL controller development; and Micron has terminated its proprietary controller R&D project, instead adopting PrimeMars' solution.

3. Unitree, the "first humanoid robot stock," officially lists on the STAR Market

On August 19, Unitree officially debuted on the STAR Market. On its first trading day, Unitree opened at RMB 1,100 per share, which was the intraday high for the day (August 19). At close, Unitree's share price rose 460.34% to RMB 845 per share, with a turnover rate of 85.28%, trading volume of RMB 23.160 billion, and a market capitalization of RMB 341.8 billion.

4. Xiaomi's new-generation humanoid robot "Tie Da" makes its public debut

On August 19, the 2026 World Robot Conference officially opened in Yizhuang, Beijing, and Xiaomi's new-generation humanoid robot "Tie Da" made its public debut. On the evening of August 19, Xiaomi will showcase its next-generation humanoid robot for the first time. The new product stands about 1.70 meters tall, with half of its degrees of freedom concentrated in the hands. Currently, this robot is at the prototype stage, and after its domestic debut it will be exhibited in Europe.

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
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.
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.
TENCENT	00700.HK	An Internet tech giant with a national-scale application ecosystem and the platform provider with the broadest LLM implementation scenarios in China	The Hunyuan LLM ranks highly in evaluations on third-party platforms such as OpenRouter. The model continues to deepen its integration into national-level social applications, Tencent Meeting, and the cloud-based collaborative office ecosystem. Backed by a massive MAU base and the Tencent Cloud intelligent computing service system, the company is accelerating the delivery of AI solutions to B2B clients in government and finance, continuously expanding enterprise-level application scenarios.
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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