Hong Kong AI Concept Stock Daily：Tech Themes Surged Collectively, MINIMAX-W Jumped Nearly 19% in a Single Day - 20260918

NewTimeSpace · 2026/09/18 18:20 · By Xuran Lin

Key Highlights:

AI concept themes surged collectively, with the LLM sector rebounding strongly, AI Chips rising across the board, and Autonomous Driving and Embodied AI putting in a standout performance.
In the LLM space, MINIMAX-W (00100.HK) rose 18.92% and Z.AI (02513.HK) rose 5.41%.
In the AI Chips space, this was the strongest AI sub-sector of the day. ILUVATAR COREX (09903.HK) rose 11.95% and BIREN TECH (06082.HK) rose 12.05%.

I. Market Overview

On September 18, 2026, the three major Hong Kong indices rebounded collectively, with the Hang Seng Index up 0.60%, the Hang Seng TECH Index surging 2.20%, and the Hang Seng China Enterprises Index up 0.61%. The Hang Seng Index's full-day total market turnover was 266.5 billion HKD, larger than that of the previous trading day. Southbound funds saw a net inflow of 1.193 billion HKD. AI concept themes surged collectively, with the LLM sector rebounding strongly, AI Chips rising across the board, and Autonomous Driving and Embodied AI putting in a standout performance.

In the LLM space, MINIMAX-W (00100.HK) rose 18.92% and Z.AI (02513.HK) rose 5.41%, with several MINIMAX products included in Singapore's Singtel AI subscription packages; Z.AI officially launched GLM-5.3-FlashX and released its first RSI result. ALIBABA-W (09988.HK) rose 4.00% and KUAISHOU-W (01024.HK) rose 2.67%, with MEITUAN-W (03690.HK) following higher; TENCENT (00700.HK) fell 1.64%, with BIDU-W (09888.HK) following lower.

In the AI Chips space, this was the strongest AI sub-sector of the day. ILUVATAR COREX (09903.HK) rose 11.95% and BIREN TECH (06082.HK) rose 12.05%, with BIREN TECH denying rumors of a US$1 billion share placement; GIGADEVICE (03986.HK) rose 9.73%, MONTAGE TECH (06809.HK) rose 5.75%, HUA HONG GRACE (01347.HK) rose 4.81% and SMIC (00981.HK) rose 4.41%.

In the Autonomous Driving space, ROBOSENSE (02498.HK) rose 5.41%, BLACK SESAME (02533.HK) rose 4.00%, HORIZONROBOT-W (09660.HK) rose 1.57% and PONY-W (02026.HK) rose 1.04%; WERIDE-W (00800.HK) fell 3.03%.

In the Embodied AI space, the sector rose collectively. UBTECH ROBOTICS (09880.HK) rose 1.95% and XIAOMI-W (01810.HK) rose 0.99%, with Xiaomi MiMo-V2.6's reinforcement learning training progress continuing to attract market attention.

II. Market Performance of Representative AI Stocks

Stock Code	Company Name	Closing Price (HKD)	Change(%)	Sector / Concept
00100.HK	MINIMAX-W	303.000	18.92	LLM
06082.HK	BIREN TECH	37.940	12.05	AI Chips
09903.HK	ILUVATAR COREX	140.500	11.95	AI Chips
03986.HK	GIGADEVICE	512.000	9.73	AI Chips
06809.HK	MONTAGE TECH	283.000	5.75	AI Chips
02498.HK	ROBOSENSE	17.150	5.41	Autonomous Driving
02513.HK	Z.AI	780.000	5.41	LLM
01347.HK	HUA HONG GRACE	115.500	4.81	AI Chips
00981.HK	SMIC	65.150	4.41	AI Chips
02533.HK	BLACK SESAME	10.000	4.00	Autonomous Driving
09988.HK	BABA-W	109.300	4.00	LLM
01024.HK	KUAISHOU-W	30.740	2.67	LLM
09880.HK	UBTECH ROBOTICS	80.850	1.95	Embodied AI
09660.HK	HORIZONROBOT-W	4.195	1.57	Autonomous Driving
02026.HK	PONY-W	53.300	1.04	Autonomous Driving
01810.HK	XIAOMI-W	26.400	0.99	Embodied AI
03690.HK	MEITUAN-W	73.200	0.41	LLM
09888.HK	BIDU-W	87.200	-0.17	LLM
00700.HK	TENCENT	419.000	-1.64	LLM
00800.HK	WERIDE-W	14.400	-3.03	Autonomous Driving

Data Source: HKEX. For reference only, not investment advice. Data as of market close on September 2, 2026.

III. AI Industry & Corporate Developments

1. Kimi Releases an AI Solution for the Financial Industry

On September 17, Moonshot AI released the Kimi financial industry solution. The solution provides one-stop access to more than 10 data sources, with 9 built-in financial professional skills and 5 security and compliance measures, and has institutional-grade data modeling and report delivery capabilities, fully covering core business scenarios such as holdings morning reports, earnings reviews, project screening, in-depth research and portfolio reviews, and can compress data processing work that previously took days to the hour level, allowing professionals to focus on analysis and decision-making.

2. Tesla Starts a New Round of China Supply Chain Factory Audits, Geared Toward Optimus Mass Production

On September 17, according to sources in the industry chain, the relevant Tesla team landed in Ningbo on September 16 and started a new round of mass-production factory audits targeting its robot business on September 17. This round of audits will substantively lead toward the mass production of Optimus robots, and relevant orders have already been placed with supply chain companies. According to plan, Tesla will roll out about 50,000 Optimus robots in 2026.

3. Z.AI Officially Launches GLM-5.3-FlashX, Releases First RSI Result to Achieve a Self-Cycle of Domestic Computing Power

Event description: On September 18, Z.AI (02513.HK) officially launched GLM-5.3-FlashX, supporting up to 200 tokens/s, with the API also going live at the same time. On the same day, Z.AI released its first recursive self-improvement (RSI) result, achieving the training of GLM models with 100,000 domestic computing power cards and using GLM to build GLM, marking that the self-cycle closed loop between domestic computing power and domestic models has begun to run through, with AI R&D shifting from reliance on manual tuning to models participating in their own iteration.

4. Jensen Huang: NVIDIA's Chip Sales Next Year Will Be About Twice This Year's

On September 17, NVIDIA CEO Jensen Huang said the company expects its chip sales next year to reach about twice this year's. He also said AI safety is crucial, and developers should rigorously test AI systems, and products that are not safe enough should be held back from launch.

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.
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.
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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