Hong Kong AI Concept Stock Daily：Tesla Cybercab Officially Launched for Operation, Intelligent Driving Theme Generally Rose-20260904

NewTimeSpace · 2026/09/04 17:51 · By Zeyu Wu

On September 4, 2026, the three major Hong Kong indices opened higher and rebounded, with the Hang Seng Index up 1.74%, the Hang Seng TECH Index up 2.27%, and the Hang Seng China Enterprises Index up 2.02%.On that day, the majority of AI concept stocks rose, with the large model and intelligent driving themes mostly strengthening, while AI chips broadly weakened.

I. Market Overview

On September 4, 2026, the three major Hong Kong indices opened higher and rebounded, with the Hang Seng Index up 1.74%, the Hang Seng TECH Index up 2.27%, and the Hang Seng China Enterprises Index up 2.02%. The Hang Seng Index's total market turnover was HK$276.9 billion, and southbound funds saw a net outflow of HK$10.021 billion. On that day, the majority of AI concept stocks rose, with the large model and intelligent driving themes mostly strengthening, while AI chips broadly weakened.

In the large model segment, MEITUAN-W (03690.HK) rose 5.28%, Baidu Group-W (09888.HK) rose 4.81%, and MINIMAX-W, ALIBABA-W, KUAISHOU-W, and TENCENT followed the gains. Z.AI (02513.HK) fell 2.98% against the trend.

In the AI chip segment, MONTAGE TECHNOLOGY (06809.HK) rose 1.24%, HUA HONG GRACE (01347.HK) fell 8.43%, and ILUVATAR COREX, SMIC, BIREN TECH, and GIGADEVICE followed the declines.

In the intelligent driving segment, influenced by Tesla Cybercab's official operation, PONY-W (02026.HK) rose 4.05%, and WERIDE-W, ROBOSENSE, and BLACK SESAME followed the gains, while HORIZONROBOT-W (09660.HK) dipped slightly by 0.34%.

In the embodied intelligence segment, XIAOMI-W (01810.HK) closed up 3.64%, and UBTECH ROBOTICS (09880.HK) rose 8.28%.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
09880.HK	UBTECH ROBOTICS	85.650	8.28	Embodied AI
03690.HK	MEITUAN-W	81.750	5.28	LLM
09888.HK	BIDU-SW	95.900	4.81	LLM
02026.HK	PONY-W	57.750	4.05	Autonomous Driving
00800.HK	WERIDE-W	15.980	4.04	Autonomous Driving
02498.HK	ROBOSENSE	18.280	3.92	Autonomous Driving
02533.HK	BLACK SESAME	10.640	3.91	Autonomous Driving
01810.HK	XIAOMI-W	28.440	3.64	Embodied AI
01024.HK	KUAISHOU-W	33.660	2.75	LLM
09988.HK	BABA-SW	110.100	2.42	LLM
00700.HK	TENCENT	442.800	2.26	LLM
00100.HK	MINIMAX-W	361.400	1.80	LLM
06809.HK	MONTAGETECH	261.600	1.24	AI Chips
09660.HK	HORIZONROBOT-W	4.355	-0.34	Autonomous Driving
03986.HK	GIGADEVICE	464.800	-0.43	AI Chips
06082.HK	BIRENTECH	41.600	-1.14	AI Chips
00981.HK	SMIC	67.200	-1.25	AI Chips
02513.HK	Z.AI	1,075.000	-2.98	LLM
09903.HK	ILUVATAR COREX	383.600	-4.62	AI Chips
01347.HK	HUA HONG GRACE	109.700	-8.43	AI Chips

Data Source: HKEX. For reference only, not investment advice. Data as of market close on September 4, 2026.

III. AI Industry & Corporate Developments

1. OpenAI Officially Releases GPT-6 Astra and Declares "Welcome to the AGI Era"

On September 4, OpenAI officially released GPT-6 Astra, calling it "the world's most intelligent and most aligned model to date," having achieved the current state of the art in computer operation, web browsing, software engineering, cybersecurity, scientific research, and professional work. The announcement stated that GPT-6 Astra will first be opened to some enterprises participating in the cybersecurity project Daybreak, and will subsequently be rolled out to all ChatGPT subscription users "in the coming days."

2. Tmall Launches Token Recharge Center, with First Batch Connecting Alibaba Cloud, Z.AI, Kimi, and MiniMax

On September 3, Tmall officially launched the AI Space Station (Token Recharge Center), where users can directly purchase subscription products of multiple leading large models. The page shows that the recharge center aggregates subscription services from leading domestic large model vendors such as Alibaba Cloud, Z.AI, Kimi, and MiniMax. Products on sale include periodically subscribed Token Plans and Coding Plans, as well as usage-based recharge schemes, supporting two delivery methods: card keys or direct recharge.

3. NVIDIA N1X Device to Be Listed in October

News on September 3: NVIDIA (NVDA.US) announced on Thursday that the NVIDIA RTX Spark device will begin shipping in October this year. The core selling point of this computer is precisely NVIDIA's N1X chip. To be able to run AI locally, this chip supports up to 128GB of unified memory, and the Blackwell GPU it carries can provide up to petaflops of floating-point computing power per second.

4. Z.AI GLM-5.3-Flash Launches Limited-Time Free Nighttime Use

Late on September 3, Z.AI announced that from now until September 20, the GLM Coding Plan will launch the "Flash × ZCode" Changdeng campaign. From 23:00 to 9:00 the next day each night, calling the GLM-5.3-Flash included in the plan is free to use within ZCode, and the usage quota is doubled when used in other agents supported by the plan; it takes effect automatically upon entering the designated time period.

5. Tesla Cybercab Officially Launched, Domestic High-Level Autonomous Driving Advances Rapidly

On September 3 local time, Tesla announced that the cyber driverless electric vehicle Cybercab has officially entered operation in Austin, USA. Tesla stated that the model requires no steering wheel, pedals, or rearview mirror, and will undertake more travel demand with higher usage efficiency. Notably, before this launch event, Tesla had already released signals of Cybercab's further scaled operation. It is reported that Tesla's official website has quietly launched an intention registration form, targeting enterprises or individuals interested in purchasing Cybercab fleets.

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.
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.
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.
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.

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