NewTimeSpace (newtimespace.com) reported that on July 10, 2026, semiconductor‑related themes continued to rise, with HUA HONG GRACE (01347.HK) extending its upward momentum. As of 13:36, the stock was quoted at HKD 208.800, up 3.47%.
NewTimeSpace (newtimespace.com) reported that on July 10, 2026, the humanoid robot theme rallied sharply, with Midea Group (00300.HK) fluctuating slightly higher. As of 13:17, the stock was quoted at HKD 88.800, up 0.40%.
NewTimeSpace (newtimespace.com) News, On July 10, 2026, as of 10:27. Huaan CSI HK Equities Information Technology Integration ETF (513240) increased by 2.92%, aiming for a 3-day consecutive gain, with the latest price standing at RMB 1.16.In terms of scale, the fund size ofHuaan CSI HK Equities Information Technology Integration ETF grew by RMB 6.9285 million over the past two weeks, achieving significant growth. In terms of fund shares, the total shares ofHuaan CSI HK Equities Information Technology Integration ETF increased by 7.0000 million units over the past two weeks, also achieving significant growth.
NewTimeSpace (newtimespace.com) News, On July 10, 2026, As of 09:53, China Merchants SSE HK Equities ETF (513990) rose 1.22%, with the latest price standing at RMB 1.08.Looking at a longer timeframe, as of July 9, 2026, China Merchants SSE HK Equities ETF achieved a cumulative gain of 4.01% over the past week. In terms of capital flows, China Merchants SSE HK Equities ETF recorded a recent net capital outflow of RMB 1.0696 million. Over a longer period, it has cumulatively "absorbed" RMB 16.1702 million over the past 5 trading days.
On July 9, Hong Kong equities surged before retreating, with LLM stocks diverging while semiconductor hardware rallied against the broader market. KNOWLEDGE ATLAS successfully completed a HKD 31.41 billion discounted share placement—setting a record for the largest post-IPO equity financing in the domestic LLM sector—propelling its stock up 11.3%. Conversely, MiniMax plunged 18% as its lock-up period expired. The industry is accelerating toward edge AI and agentic capabilities: StepFun announced plans to launch the world's first native AI agent smartphone ahead of OpenAI and is preparing for a Hong Kong IPO. Meanwhile, Amazon is reportedly advancing a secret Alexa AI project, "Moonraker," though its projected GPU costs exceeding USD 100 million in 2026 have raised internal concerns.
NewTimeSpace (newtimespace.com) reported that on July 9, 2026, the chip concept theme strengthened, with ASMPT(00522.HK) fluctuating higher. As of 13:30, the stock was quoted at HKD 192.000, up 3.73%.
NewTimeSpace (newtimespace.com) reported that on July 9, 2026, the humanoid robot concept continued to decline during trading, with Xiaomi-W (01810.HK) fluctuating lower. As of 13:18, the stock was quoted at HKD 24.640, down 2.61%.
The launch of WebRetriever forms a technical matrix alongside Mano-P, Cider, and Octo. In the first half of 2026, Mininglamp Technology (2718.HK) open-sourced Mano-P, an on-device GUI model (ranking first globally on the dedicated OSWorld model leaderboard), Cider, an inference acceleration framework, and Octo, an Agent collaboration platform. The addition of WebRetriever allows the company to form a complete technical closed loop across four dimensions: "on-device model—inference acceleration—collaboration platform—evaluation standard."
NewTimeSpace (newtimespace.com) News, On July 9, 2026, As of 09:55, Hwabao CSI HK Equities Information Technology Integration ETF (159131) increased by 2.76%, with the latest price standing at RMB 1.04.in terms of scale, the fund size ofHwabao CSI HK Equities Information Technology Integration ETF grew by RMB 457 million over the past month, achieving significant growth, with the incremental scale ranking 1st out of 10 comparable funds. In terms of fund shares, the total shares ofHwabao CSI HK Equities Information Technology Integration ETF increased by 114 million units over the past two weeks, achieving significant growth, with the incremental shares ranking 1st out of 10 comparable funds.
On July 8, Hong Kong stocks rallied strongly, with the AI and LLM supply chains erupting across the board. Alibaba surged over 12% on enterprise agent consolidation, while Kuaishou advanced nearly 9% following Kling AI's financing. Among LLM pure-plays, KNOWLEDGE ATLAS and MiniMax both skyrocketed over 12%, buoyed by long-term holding commitments from key shareholders. The semiconductor and hardware sectors strengthened concurrently, driven by Hua Hong's price target upgrade and Inspur's earnings beat. In industry news, MIIT announced China's core AI industry exceeded RMB 1.2 trillion in 2025; xAI officially rebranded as SpaceXAI post-merger; and Tencent hired former OpenAI researcher Yonglong Tian to bolster VLM development.
NewTimeSpace (newtimespace.com) reported that on July 8, 2026, the chip theme strengthened, with SMIC (00981.HK) surging in volatile trading. As of 13:34, the stock was quoted at HKD 77.550, up 5.58%.
NewTimeSpace (newtimespace.com) reported that on July 8, 2026, the humanoid robot theme continued to weaken. UBTECH (09880.HK) extended its decline, with the stock quoted at HKD 89.100 as of 13:20, down 4.55%.
Recently, Mythological Accident Emergency Response Office, one of China's first batch of AI-native animated theatrical films, started filming in Wenzhou, Zhejiang. Among a crowd of film and television producers, Mininglamp Technology (2718.HK) joined the crew as the "AI Coordinator," becoming a participant in this AI movie production.
NewTimeSpace (newtimespace.com) News, On July 8, 2026, Hong Kong tech-themed stocks rose strongly in the morning session. As of 09:52, the China Universal CSI HK Equities Information Technology Integration ETF (526030) increased by 1.36%, with the latest price standing at RMB 0.9.In terms of liquidity,China Universal CSI HK Equities Information Technology Integration ETF recorded an intraday turnover rate of 4.21%, with a trading volume of RMB 6.0854 million. Looking at a longer timeframe, as of July 7, the daily average trading volume ofChina Universal CSI HK Equities Information Technology Integration ETF over the past year reached RMB 34.1912 million.
On July 7, 2026, Hong Kong stocks pared early gains to close lower. Performance across the AI and large model industry chains was mixed. Tencent Holdings rose 2.0% following the official release of its next-generation large model, Hunyuan Hy3, and a share repurchase worth HK$205 million. Meituan-W climbed 4.5% as LongCat-2.0 was officially open-sourced and successfully adapted by Moore Threads. Zhipu grew 5.2% upon completing its A-share IPO tutoring phase and recently launching the ZCode programming agent. On the other hand, Kuaishou-W plummeted 12.0%, and SenseTime-W slid 6.7%.
NewTimeSpace (newtimespace.com) reported that on July 7, 2026, the chip theme traded actively, with HUA HONG GRACE (01347.HK) surging then pulling back. As of 13:30, the stock was quoted at HKD 181.600, up 2.02%.
