Hong Kong AI Concept Stock Daily：2026 China International Optoelectronic Exposition (CIOE) Held in Shenzhen; AI Chip Theme Under Overall Pressure -20260909

NewTimeSpace · 2026/09/09 18:06 · By Xuran Lin

On September 9, 2026, the three major Hong Kong indices continued to weaken, with the Hang Seng Index down 0.17%, the Hang Seng TECH Index down 0.76%, and the Hang Seng China Enterprises Index down 0.34%. The large model sector showed divergent performance, the AI chip theme was under overall pressure, and intelligent driving saw mixed gains and losses.

I. Market Overview

On September 9, 2026, the three major Hong Kong indices continued to weaken, with the Hang Seng Index down 0.17%, the Hang Seng TECH Index down 0.76%, and the Hang Seng China Enterprises Index down 0.34%. The Hang Seng Index's total market turnover was 204.9 billion HKD, edging slightly lower from the previous trading day. Southbound funds saw a net inflow of 3.720 billion HKD. The large model sector showed divergent performance, the AI chip theme was under overall pressure, and intelligent driving saw mixed gains and losses.

In the large model segment, Baidu Group-W (09888.HK) rose 2.96%, strengthening against the market on the dual positive catalysts of its inclusion in Hong Kong Stock Connect and the HKEX Tech 100 Index; ALIBABA-W (09988.HK) rose 0.27%, MEITUAN-W (03690.HK) fell 3.47%, and TENCENT (00700.HK), MINIMAX-W (00100.HK), KUAISHOU-W (01024.HK), and Z.AI (02513.HK) followed the declines.

In the AI chip segment, ILUVATAR COREX (09903.HK) fell 1.95%, MONTAGE TECHNOLOGY (06809.HK) and SMIC (00981.HK) fell 0.54%, and GIGADEVICE (03986.HK) followed the declines. HUA HONG GRACE (01347.HK) rose 0.54%, and BIREN TECH (06082.HK) rose 0.05%. The overnight strengthening of Wall Street chip stocks against the market provided limited support to the Hong Kong chip sector.

In the intelligent driving segment, WERIDE-W (00800.HK) rose 2.22%, and ROBOSENSE (02498.HK) rose 1.94%. BLACK SESAME (02533.HK) fell 3.48%, and PONY-W (02026.HK) and HORIZONROBOT-W (09660.HK) followed the declines.

In the embodied intelligence segment, XIAOMI-W (01810.HK) fell 2.01%; UBTECH ROBOTICS (09880.HK) rose 1.12%, with Daiwa reiterating a "Buy" rating, saying that the momentum of its humanoid robot commercialization is strengthening.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
09888.HK	Baidu Group-W	92.200	2.96	LLM
00800.HK	WERIDE-W	16.100	2.22	Autonomous Driving
02498.HK	ROBOSENSE	17.910	1.94	Autonomous Driving
09880.HK	UBTECH ROBOTICS	85.550	1.12	Embodied AI
01347.HK	HUA HONG GRACE	111.600	0.54	AI Chips
09988.HK	ALIBABA-W	109.800	0.27	LLM
06082.HK	BIREN TECH	38.220	0.05	AI Chips
02513.HK	Z.AI	913.500	-0.27	LLM
00700.HK	TENCENT	434.000	-0.32	LLM
00981.HK	SMIC	65.000	-0.54	AI Chips
02026.HK	PONY-W	55.050	-0.99	Autonomous Driving
03986.HK	GIGADEVICE	480.400	-1.07	AI Chips
09660.HK	HORIZONROBOT-W	4.370	-1.13	Autonomous Driving
06809.HK	MONTAGE TECH	271.400	-1.67	AI Chips
09903.HK	ILUVATAR COREX	332.600	-1.95	AI Chips
01810.HK	XIAOMI-W	26.380	-2.01	Embodied AI
01024.HK	KUAISHOU-W	32.320	-2.18	LLM
00100.HK	MINIMAX-W	320.800	-3.14	LLM
03690.HK	MEITUAN-W	77.800	-3.47	LLM
02533.HK	BLACK SESAME	9.855	-3.48	Autonomous Driving

Data Source: HKEX. For reference only, not investment advice. Data as of market close on September 9, 2026.

III. AI Industry & Corporate Developments

1. Intel to Raise PC CPU Prices by Another 10% in October

News on September 8: Intel plans to raise PC CPU prices by about another 10% in early October. Since the end of 2025, Intel has adjusted prices several times, with the prices of some consumer-grade and server-grade CPUs rising in the first quarter and in July of 2026. The company is also reportedly re-examining its CPU product portfolio, and may gradually exit Small Core products if their gross margins are too low.

2. 2026 China International Optoelectronic Exposition (CIOE) Held in Shenzhen

News on September 9: the 2026 China International Optoelectronic Exposition (CIOE) will be held from September 9 to 11 at the Shenzhen World Exhibition & Convention Center. The exhibition brings together a number of leading companies across the industry chain, and will present frontier products and solutions including 1.6T high-speed pluggable optical modules, CPO/NPO co-packaged optics, and MPO high-speed fiber optic connectors.

3. DeepSeek V4.1 Flash Opens Internal Testing

News on September 8: DeepSeek announced in its official group that it has begun internal testing of an intermediate version of V4.1 Flash. V4.1 Flash adopts a new model architecture with native multimodal support, delivering stronger capabilities, faster speed, and lower cost. According to feedback from the first batch of developers, the most intuitive change in V4.1 Flash is that it is faster; end-to-end on the same task, the new V4.1 Flash model under internal testing comprehensively outperforms V4 Flash Vision-Exp.

4. Meta Officially Launches Personal AI Agent Muse

On September 8, Meta officially launched Muse, the company's largest AI product bet to date — a personal AI agent — formally putting into practice the "personal superintelligence" vision proposed more than a year ago. Equipped with an independent virtual computer, the product can perform tasks on behalf of users around the clock, and starts with large-scale free computing power, launching an aggressive price offensive on the personal AI agent market

IV. Profiles of Representative AI Concept Stocks

Company Name	Stock Code	Industry Position	Main Product Lines & Business Overview
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.
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 proprietary WeRide 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.
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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.

Tags：

NewTimeSpace Baidu Group-W WERIDE-W