Hong Kong AI Concept Stock Daily：OpenAI Announces Key Test Results of Its Self-Developed Inference Chip, HUA HONG GRACE (01347.HK) Rises 6.43% -20260826

NewTimeSpace · 2026/08/26 17:48 · By Boyuan Chen

On August 26, 2026, the three major indices rebounded in tandem, with AI concept stocks mostly rising more than falling that day. The Hang Seng Index (HSI) rose 0.56%, the Hang Seng TECH Index rose 0.82%, and the Hang Seng China Enterprises Index rose 1.05%.The AI chip segment diverged. HUA HONG GRACE (01347.HK) rose 6.43%, with BIREN TECH, SMIC, and MONTAGE TECHNOLOGY following the gains, while GIGADEVICE fell 2.47% and ILUVATAR COREX followed the losses.

I. Market Overview

On August 26, 2026, the three major indices rebounded in tandem, with AI concept stocks mostly rising more than falling that day. The Hang Seng Index (HSI) rose 0.56%, the Hang Seng TECH Index rose 0.82%, and the Hang Seng China Enterprises Index rose 1.05%. The HSI's full-day total market turnover was HKD 254.8 billion, with southbound capital recording a net inflow of HKD 453 million.

The large-model segment strengthened mostly. The "two leaders," MINIMAX-W (00100.HK) closed up 1.13%, while Z.AI (02513.HK) fell 2.74%. ALIBABA-W, BIDU-SW, TENCENT, MEITUAN-W, and KUAISHOU-W rose.

The AI chip segment diverged. HUA HONG GRACE (01347.HK) rose 6.43%, with BIREN TECH, SMIC, and MONTAGE TECHNOLOGY following the gains, while GIGADEVICE fell 2.47% and ILUVATAR COREX followed the losses.

The intelligent driving segment mostly weakened. ROBOSENSE (02498.HK) rose 1.29%, while PONY-W (02026.HK) fell 1.29%, and HORIZONROBOT-W, BLACK SESAME, and WERIDE-W followed the losses.

In the embodied intelligence segment, UBTECH ROBOTICS (09880.HK) rose 0.37%; XIAOMI-W (01810.HK) rose 2.52%, having unveiled self-developed chips spanning robotics and other full-ecosystem categories.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
01347.HK	HUA HONG GRACE	117.500	6.43	AI Chips
06082.HK	BIRENTECH	36.660	2.75	AI Chips
00981.HK	SMIC	69.700	2.73	AI Chips
01810.HK	XIAOMI-W	28.460	2.52	Embodied AI
06809.HK	MONTAGETECH	268.200	2.21	AI Chips
09988.HK	BABA-SW	116.600	2.10	LLM
02498.HK	ROBOSENSE	18.830	1.29	Autonomous Driving
09888.HK	BIDU-SW	90.900	1.28	LLM
00100.HK	MINIMAX-W	303.000	1.13	LLM
03690.HK	MEITUAN-W	78.050	1.10	LLM
01024.HK	KUAISHOU-W	33.620	1.08	LLM
00700.HK	TENCENT	445.400	0.77	LLM
09880.HK	UBTECH ROBOTICS	81.700	0.37	Embodied AI
02533.HK	BLACK SESAME	10.540	-0.57	Autonomous Driving
00800.HK	WERIDE-W	15.690	-0.70	Autonomous Driving
09660.HK	HORIZONROBOT-W	4.735	-0.73	Autonomous Driving
09903.HK	ILUVATAR COREX	366.200	-1.03	AI Chips
02026.HK	PONY-W	57.200	-1.29	Autonomous Driving
03986.HK	GIGADEVICE	482.000	-2.47	AI Chips
02513.HK	Z.AI	1,030.000	-2.74	LLM

Data Source: HKEX. For reference only, not investment advice. Data as of market close on August 26, 2026.

III. AI Industry & Corporate Developments

1. UBTECH ROBOTICS Signs MOU with Singapore Telecommunications

On August 25, UBTECH ROBOTICS stated that at the 2026 World Robot Conference recently held in Beijing, the company formally signed a Memorandum of Understanding (MOU) with Singapore Telecommunications (Singtel). The two parties will integrate their respective core strengths, explore the deep integration of embodied-intelligence robotics technology with telecommunications service capabilities, and jointly promote the efficient deployment and scaled implementation of robotics solutions in enterprise operations scenarios, injecting new momentum into the intelligent upgrading of industries across the Asia-Pacific region.

2. OpenAI Announces Key Test Results of Its Self-Developed Inference Chip Jalapeno

On August 25, OpenAI announced key test results of its self-developed inference chip Jalapeno, jointly developed with Broadcom, targeting AI inference scenarios. Compared to NVIDIA GB300 testing, Jalapeno gained advantages in two metrics: AI processing workload per unit power consumption and response speed. Its 700-watt power consumption balances high throughput and low latency, reducing data center power costs. The tests covered multiple large models including GPT‑OSS, DeepSeek, and Kimi; the performance advantage further amplified in complex large-model environments, with deployment planned for later this year.

3. Apple Officially Launches New Mac mini Powered by All-New M6 and M5 Pro Chips

On August 25, Apple officially launched the new Mac mini powered by the all-new M6 and M5 Pro chips. This update focuses on performance upgrades, especially a substantial boost in AI computing capability. Apple stated that the M6-powered Mac mini delivers up to 4x higher AI performance, up to 2x higher graphics performance and storage speed, and a 40% CPU performance improvement. The M5 Pro version, meanwhile, further targets professional users and enterprise AI workflows.

4. Road Traffic Safety Law Revision Draft Sets a Dedicated Chapter on "Special Provisions for Autonomous Vehicles"

On August 25, the revision draft of the Road Traffic Safety Law, submitted for initial review at a session of the Standing Committee of the 14th National People's Congress, sets a dedicated chapter on "Special Provisions for Autonomous Vehicles," clarifying the concepts of autonomous vehicles and assisted-driving functions. It also stipulates that where a road traffic safety violation occurs while an autonomous vehicle's autonomous-driving function is activated, the autonomous vehicle's manufacturer or importer shall accept handling. Autonomous vehicles with the autonomous-driving function not activated, and vehicles equipped only with assisted-driving functions, shall be managed on roads in accordance with the rules applicable to non-autonomous vehicles.

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).
ROBOSENSE	02498.HK	Leader in mass‑production and delivery of automotive LiDAR and core perception solutions for autonomous driving	The company has secured platform orders from numerous global mainstream automakers and EV startups. Quarterly automotive LiDAR shipments continue to outpace industry growth, while process optimization and economies of scale have driven per‑unit costs consistently downward, reinforcing its market position as the core perception foundation for intelligent driving.
HUA HONG GRACE	01347.HK	Global leader in specialty process wafer foundry	A world‑leading specialty process wafer foundry, the company operates 8‑inch and 12‑inch production lines serving new energy vehicles, industrial control, and data center power management. It provides customized manufacturing in power devices, embedded non‑volatile memory, analog ICs, and power management chips, with multiple automotive‑grade certifications and sustained high capacity utilization.

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