NewTimespace (newtimespace.com) reported that on June 30, 2026, the semiconductor theme strengthened, with ASMPT (00522.HK) surging sharply in volatile trading. As of 13:55, the company's stock was quoted at HKD 243.000, up 11.98%.
NewTimespace (newtimespace.com) reported that on June 30, 2026, the humanoid robot theme fluctuated upward with strengthening momentum. Xiaomi Corporation-W (01810.HK) showed relatively weaker performance, with its share price quoted at HKD 21.540 as of 13:28, down 1.46%.
On June 29, 2026, Mininglamp Technology (2718.HK) officially open-sourced and released Octo. The company defines it as the "world's first open-source and trusted Agent collaboration network," licensed under the Apache 2.0 protocol.Mininglamp Technology believes that the core proposition for the next stage of AI Agents is not blindly expanding model parameters or constructing a single super-intelligent agent, but rather enabling different Agents to work collaboratively within the same network.
NewTimeSpace (newtimespace.com) News: As of 10:06 AM on June 30, 2026, the Hwabao WP China Science And Technology Innovation Board Artificial Intelligence ETF (589520) rose by 3.45%, with its latest price quoting at RMB 0.78.
On June 29, Hong Kong equities rebounded robustly, led by large-cap tech and semiconductor stocks. Baidu gained over 5% following reports of a USD 50 billion target valuation for its AI chip subsidiary Kunlunxin's planned HK IPO, while Horizon Robotics and XUNCE both surged over 14%. On the regulatory front, China's SAMR officially issued seven national standards for AI Agent Interconnection, accelerating the standardization and compliant deployment of agent ecosystems. Globally, foundational model competition intensified: OpenAI launched its GPT-5.6 series with restricted access governed by US directives, and xAI initiated internal beta testing for Grok 4.5, announcing a strategic shift toward monthly model iterations.
NewTimeSpace (newtimespace.com) News: On June 29, 2026, the Hang Seng Tech Index rose substantially, and Hong Kong chip-related stocks strengthened. SMIC(00981.HK) fluctuated upward. As of 13:30 PM, the company's share price was quoted at HK$81.900, up 2.38%.
NewTimeSpace (newtimespace.com) News, On June 29, 2026, the Hang Seng Tech Index in the Hong Kong stock market rose substantially, and robot-related stocks strengthened. UBTECH (09880.HK) rebounded and moved higher. As of 13:10 PM, the company's share price was quoted at HK$93.600, up 3.94%.
NewTimeSpace (newtimespace.com) News,On June 29, 2026, large model concept stocks in the Hong Kong stock market strengthened. Mininglamp Technology (2718.HK) opened lower but moved higher, with its intraday gain once approaching 8%. As of 10:50 AM, the company's share price was quoted at HK$226.000, up 3.57%.Choice data shows that since June 11, the share price of the large model concept stock Mininglamp Technology (2718.HK) has surged by over 30%, achieving an anti-trend rally against the volatile weakening of the Hang Seng Tech Index.
NewTimeSpace (newtimespace.com) News: On June 29, 2026, the Hong Kong stock AI application sector continued to strengthen. As of 10:02 AM, the Penghua CSI HK Equities Information Technology Integration ETF (159185) advanced by 1.81%, with its latest price quoting at RMB 1.24.Among its constituent stocks, ASMPT (0522.HK) surged by 10.71%, Kingdee International (0268.HK) rallied by 8.27%, and Mininglamp Technology-W (2718.HK) climbed by 7.70%.
Hong Kong stocks corrected sharply this week, with the HSI and Hang Seng TECH Index sliding 5.2% and 7.5% respectively. LLM concept stocks mirrored this high-volatility, "rally-then-fallback" trajectory, where Mininglamp showcased absolute resilience while MiniMax pulled back significantly under lock-up expiration overhang. Sector fundamentals remain exceptionally robust: Chinese models swept the top four spots as global call volumes rose for a ninth week; DeepSeek debuted on the Hurun Index at a RMB 340 billion valuation; OpenAI unveiled its custom inference chip "Jalapeño"; and tech heavyweights Alibaba, Tencent, Baidu, and Volcano Engine launched a series of milestones across Agent infrastructure, native world models, and hyper-discounted enterprise Token subscription plans.
On June 26, Hong Kong stocks tumbled unilaterally, triggering a sharp correction across the LLM and semiconductor sectors, with ZHIPU AI and Biren Technology leading the declines. Despite secondary market pressure, primary and product developments remained highly robust: DeepSeek launched a massive recruitment campaign to double its headcount and debuted 12th on the Hurun Global Unicorn Index with a RMB 340 billion valuation. Meanwhile, Tencent's OS-level AI assistant Marvis achieved full-platform coverage with its iOS launch, and SenseTime disclosed a 7-fold monthly surge in enterprise token usage alongside its Raccoon agent hitting 20 million users.
NewTimeSpace (newtimespace.com) News: On June 26, 2026, the chip sector experienced a volatile retracement. HUA HONG GRACE(01347.HK) fluctuated downward. As of 13:33 PM, the company's share price was quoted at HK$188.300, down 2.33%.
NewTimeSpace (newtimespace.com) News: On June 26, 2026, the humanoid robot sector continued to weaken. Midea Group (00300.HK) fluctuated and turned green. As of 13:15 PM, the company's share price was quoted at HK$79.400, edging up 0.25%.
Recently, Mininglamp Technology (2718.HK) officially released the Mano-CUA-2.0 version, an edge-side GUI VLA model tailored for AI PCs, and concurrently launched its "Thinking Mode." The newly upgraded Mano-CUA-4B-2.0 is already available for download and deployment on Hugging Face and ModelScope.
Choice data shows that as of June 25, 2026,E Fund CSI Artificial Intelligence Theme ETF Feeder Fund A (012733) andE Fund CSI Artificial Intelligence Theme ETF Feeder Fund C (012734) recorded single-day gains of 3.47% respectively. Over the past three months, the two artificial intelligence-themed funds have jumped by 41.33% and 41.29% respectively.
On June 25, Hong Kong tech stocks hit one-year lows, yet the LLM and domestic computing power sectors staged a counter-trend rally, led by ZHIPU AI climbing over 8% and Biren Technology reaching an all-time high via DeepSpeed integration. Crucial industry breakthroughs emerged: five Chinese ministries jointly launched an action plan to accelerate end-to-end autonomous driving and transport AI solutions; OpenAI partnered with Broadcom to debut its first custom inference ASIC, "Jalapeño," boasting a rapid 9-month tape-out; and Baidu AI Cloud rolled out its Qianfan Token Plan Enterprise Edition, pioneering access to ZHIPU's GLM-5.2.
