NewTimeSpace (newtimespace.com) reported that on July 2, 2026, the robotics theme strengthened with volatile trading, and Midea Group (00300.HK) rose sharply. As of 13:29, the stock was quoted at HKD 86.750, up 5.02%.
Hailed as the "First Agentic AI Stock in Hong Kong Equities," Mininglamp Technology-W (2718.HK) has attracted significant market attention. In June, the company executed a series of intensive business actions, achieving another systematic leap from technology to commerce, and from product to ecosystem.
NewTimeSpace (newtimespace.com) News, On July 2, 2026, Xunce (3317.HK) delivered an outstanding performance. As of 10:00, the company was quoted at HK$140.100, representing an increase of 15.02%.In terms of news coverage, Xunce (3317.HK) recently entered into a strategic cooperation framework agreement with the Beijing International Big Data Exchange. This cooperation marks a further deepening of the company's strategic layout in the data factor market and national-level data exchange platforms, aiming to advance the implementation of data tokenization capabilities within vertical industries.
On July 1, 2026, Shanghai-Shenzhen Stock Connect ETF in the livestock breeding and securities sectors experienced significant gains. China Merchants CSI Animal Husbandry ETF(516670.SH) rose 6.19%, while Guotai CSI Animal Husbandry ETF(159865.SZ) increased by 5.94%; on the other hand,E Fund CNI New Energy Batteries ETF(159566.SZ) fell 4.63%, and communications and sci-tech innovation chip ETFs generally dropped by over 3%. NewTimeSpace monitoring shows a clear rotation pattern with breeding and securities strengthening while energy storage and communications correct.
On July 1, Hong Kong markets were closed for a public holiday. Reviewing H1 2026, the broader market hit periodic lows while LLM concept stocks demonstrated an extreme "K-shaped" divergence, with KNOWLEDGE ATLAS, MiniMax, and XUNCE delivering multi-fold returns against a 16%+ general decline among traditional internet giants. Major industry inflections emerged: the US Department of Commerce lifted export bans on Anthropic's flagship Claude 5 models, resuming global access; Moonshot AI (Kimi) kicked off a new funding round targeting a USD 31.5 billion valuation, with its ARR crossing USD 300 million; and Huawei officially open-sourced its 92B sparse MoE model, openPangu-2.0-Flash.
NewTimeSpace (newtimespace.com) News,On July 1, 2026, the artificial intelligence theme continued its strong performance in the morning session. As of 09:57,ChinaAMC CSI Artificial Intelligence ETF (515070) rose 1.17%, aiming for a 3-day consecutive gain. The latest price stood at RMB 2.85. Looking at a longer timeframe, as of June 30, 2026,ChinaAMC CSI Artificial Intelligence ETF has achieved a cumulative gain of 8.48% over the past week.
On June 30, Hong Kong stock indices diverged, with the Hang Seng TECH Index bucking the broader trend to rise 1.8%, though both HSI and TECH indices hit periodic lows for the first half of the year. The AI and semiconductor sectors led the rebound: KNOWLEDGE ATLAS surged over 7%, Tencent gained 2.3% on gray-box testing of WeChat Agent, and semiconductor equities including SMIC and ASMPT rallied following South Korea's massive AI investment plan. In corporate developments, DeepSeek introduced a peak-and-valley API pricing mechanism ahead of its V4 mid-July launch; XUNCE partnered with BIDE to advance vertical data tokenization; and Meituan open-sourced LongCat-2.0, an industry-first trillion-parameter model trained entirely on a domestic 50,000-GPU cluster.
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%.
