NewTimeSpace (newtimespace.com) reported that on July 7, 2026, the humanoid robot theme weakened, with Midea Group (00300.HK) fluctuating slightly lower. As of 13:11, the stock was quoted at HKD 87.650, down 0.79%.
NewTimeSpace (newtimespace.com) News, On July 7, 2026, tech indices performed actively. As of 10:15, China Merchants CSI HK Equities Information Technology Integration ETF (526050) increased by 0.99%, with the latest price standing at RMB 1.12.Among the constituent stocks, AI-related themes performed actively. Paradigm Smart led the gains with an increase of 13.00%, while stocks such as Zhipu and Hua Hong Grace followed suit.
NewTimeSpace (newtimespace.com) News, On July 7, 2026, Hong Kong tech-themed stocks continued to gain momentum. As of 09:55, Huaan CSI HK Equities Information Technology Integration ETF (513240) increased by 1.52%, with the latest price standing at RMB 1.07.Among the constituent stocks, most AI-related themes strengthened. Zhipu led the gains with an 8.24% increase, while stocks such as Hua Hong Grace and Deepexi followed suit.
On July 6, Hong Kong stocks trended higher, though the LLM supply chain faced severe divergence. Hit by news of Nvidia's NVL144 rack deployments being delayed to 2028 due to PCB manufacturing hurdles, AI hardware stocks plummeted, while KNOWLEDGE ATLAS plunged nearly 15%. Conversely, AI application players demonstrated strength: Tencent rose 4.8% following the launch of its MoE-based Hunyuan Hy3 model, competitive API pricing, and clear WeChat Agent commercialization prospects, while Kuaishou jumped 8% as Kling AI initiated independent commercialization. On the regulatory front, five departments issued interim measures governing AI personified interactive services, prompting Doubao and Qwen to deprecate user-customized agents, signaling a compliance-driven restructuring of product matrices.
NewTimeSpace (newtimespace.com) reported that Hong Kong semiconductor stocks weakened, with ASMPT (00522.HK) fluctuating lower. As of 14:26, the stock was quoted at HKD 195.200, down 4.69%.
NewTimeSpace (newtimespace.com) reported that on July 6, 2026, the humanoid robot theme fluctuated lower, while Xiaomi Corporation-W (01810.HK) bucked the trend and moved higher. As of 14:03, the stock was quoted at HKD 23.300, up 1.48%.
NewTimeSpace (newtimespace.com) News, On July 6, 2026, as of 13:05,Huaan Hang Seng Internet Technology Industry ETF (159688) rose 0.95%, aiming for a 3-day consecutive gain. in terms of scale, the latest fund size of Huaan Hang Seng Internet Technology Industry ETF reached RMB 1.041 billion. Leveraged funds continue to position themselves in the fund. The latest margin purchase amount of Huaan Hang Seng Internet Technology Industry ETF reached RMB 2.6015 million, bringing its latest margin balance to RMB 62.8997 million.
NewTimeSpace (newtimespace.com) News, On July 6, 2026, ChinaAMC CSI HK Equities Information Technology Integration ETF (526000) weakened with volatility. As of 10:10, the fund fell 1.88%, with the latest price standing at RMB 1.25.the fund size of ChinaAMC CSI HK Equities Information Technology Integration ETF grew by RMB 18.0887 million over the past two weeks, achieving significant growth, with the incremental scale ranking 2nd out of 9 comparable funds. In terms of fund shares, the total shares of ChinaAMC CSI HK Equities Information Technology Integration ETF increased by 21.0000 million units over the past two weeks, achieving significant growth, with the incremental shares ranking 3rd out of 9 comparable funds.
Hong Kong stocks experienced a volatile week, with the LLM sector exhibiting extreme divergence. XUNCE, Baidu, and Meituan led the gains, bolstered by strategic partnerships, subsidiary IPO prospects, and flagship product launches. Conversely, MiniMax and KNOWLEDGE ATLAS suffered heavy weekly losses, dragged down by lock-up anxieties and a global tech sell-off triggered by Meta's plans to lease surplus AI compute. Landmark industry shifts emerged: globally, the AI capital cycle is pivoting toward refined operational efficiency, while OpenAI launched its GPT-5.6 series under restricted access. Domestically, Kuaishou's Kling AI secured a record-breaking USD 3 billion funding, Meituan open-sourced its trillion-parameter LongCat-2.0 model trained entirely on domestic chips, and SAMR introduced seven national AI agent standards, collectively accelerating the commercialization and compliant deployment of foundational models.
On July 3, Hong Kong equities trended higher, with the HSI advancing 1.28%. Driven by Unitree Robotics' record-breaking STAR Market IPO approval, robotics concept stocks erupted, propelling Horizon Robotics and Estun Automation significantly higher. AI applications diverged, and the semiconductor sector corrected, while KNOWLEDGE ATLAS gained 2.2%. In major capital developments, global AI is signaling a shift toward operational efficiency as Meta plans to lease surplus AI computing and Anthropic negotiates custom chips with Samsung. Domestically, Kuaishou's Kling AI raised up to USD 3 billion at a USD 18 billion valuation—setting a global financing record for video models—while XUNCE launched a concurrent convertible bond and H-share placement to raise HKD 2.35 billion.
NewTimeSpace (newtimespace.com) reported that on July 3, 2026, the chip theme rebounded in trading, while SMIC (00981.HK) fluctuated lower. As of 14:02, the stock was quoted at HKD 78.200, down 2.74%.
In July 2026, CSC Financial covered Mininglamp Technology for the first time and granted it a "Buy" rating. The firm believes that the company is at a critical period of strategic transformation from traditional data intelligence to Agentic AI, and that its new business, Agentic Services, delivered high growth immediately upon its launch in the second half of last year.
NewTimeSpace (newtimespace.com) reported that on July 3, 2026, the robotics theme continued to strengthen, with UBTECH (09880.HK) rising sharply. As of 13:37, the stock was quoted at HKD 105.400, up 13.82%.
NewTimeSpace (newtimespace.com) News, On July 3, 2026, Hong Kong tech-themed stocks continued to surge, with most large model concept stocks gaining momentum. Wanjia Hang Seng Internet Technology Industry ETF (159202) continued its upward trend in the morning session, rising 1.57% as of 10:30, aiming for a 5-day consecutive gain.
On July 2, Hong Kong stock indices diverged. Triggered by overnight plunges in US chip stocks and anxieties over Meta's surplus AI capacity sales, the semiconductor and LLM supply chains suffered heavy losses, with KNOWLEDGE ATLAS and MiniMax dropping over 14% and SMIC tumbling 10%. In macro and corporate milestones, the 2026 Global Digital Economy Conference opened in Beijing; AWS invested USD 1 billion in a dedicated AI division deploying thousands of onsite engineers for enterprise deployment; and Baidu appointed MOSS architect Sun Tianxiang as head of its Basic Model Unit to fortify its foundational AI infrastructure.
NewTimeSpace (newtimespace.com) reported that on July 2, 2026, the semiconductor theme in Hong Kong stocks continued to decline in the afternoon, with HUA HONG GRACE (01347.HK) falling sharply. As of 13:42, the stock was quoted at HKD 186.500, down 13.34%.
