The AI narrative hotspot is reignited! Which Hong Kong stocks are expected to benefit?

FOR THE THIRD TIME THIS YEAR, NVIDIA CEO WONG MAE TOOK THE LEAD IN A WIDE RANGE OF MEDIA OUTLETS.

This type of temperature, which detracts from NVIDIA's core position in the global AI Industry Chain, further exacerbates the Chinese market's demand for computing infrastructure facilities.

DURING THIS VISIT, WONG MAI ANNOUNCED TWO MAJOR ANNOUNCEMENTS: FIRST, THE U.S. REGULATED H20 CHIP WILL BE SOLD TO CHINA. Second, NVIDIA will launch RTXPro GPUs.

In fact, the resumption of the supply of H20 chips has been favorable to the domestic AI Concept.

Which Concepts are Beneficial?

This will connect directly to NVIDIA's core supply chain partners in the country, including Server Distribution Manufacturers, Data Center Builders, and related suite companies. More importantly, the problem of domestic management shortfalls is likely to be resolved, creating a more beneficial development environment for AI model development and application-level enterprises. Companies in sectors such as power rental service providers and AI software providers will benefit.

The Chairman of Futubull is familiar with AI-related Concept Shares, for reference by mooers:

These include:

AI Large Model: $BABA-W(09988.HK)$ 、 $TENCENT(00700.HK)$ 、 $BIDU-SW(09888.HK)$ 、 $SENSETIME-W(00020.HK)$ ;

Jefferies Financial AnalystThomas Chong Alike, Thomas Chong Alike, UK, NVidia's news favors ultra-large cloud manufacturers such as NVIDIA, Alibaba, Alibaba, and Baidu.

Semiconductors include: $SMIC(00981.HK)$ 、 $HUA HONG SEMI(01347.HK)$ 、 $ASMPT(00522.HK)$ 、 $SHANGHAI FUDAN(01385.HK)$ ;

Data, cloud computing, software includes: $KINGSOFT CLOUD(03896.HK)$ 、 $GDS-SW(09698.HK)$ 、 $SUNEVISION(01686.HK)$ 、 $KINGDEE INT'L(00268.HK)$ 、 $CHINASOFT INT'L(00354.HK)$ 、 $KINGSOFT(03888.HK)$ 、 $WEIMOB INC(02013.HK)$ ;

Zac Analyst Louis Tsang pointed out that the H20 relaunch will have a significant impact on the IDC Industry in China, re-applying to Buy WorldWide 21Vianet and 21Vianet and National Data GDSHoldings. If NVIDIA finally sells its H20 inventory to a Chinese cloud provider, it could generate more orders, driving 21Vianet and GDS Holdings to lower sales and profit and revenue upside.

TELECOMMUNICATIONS AND EQUIPMENT INCLUDE: $CHINA TELECOM(00728.HK)$ 、 $CHINA UNICOM(00762.HK)$ 、 $CHINA MOBILE(00941.HK)$ 、 $ZTE(00763.HK)$ 、 $YOFC(06869.HK)$ 、 $CHINA TOWER(00788.HK)$ ;

Market Analysis Name, After Dissolving, Large Customers With AI Models Can Scale Up AI Training Groups, Purchasing Demand For AI Servers Increase, Demand For AI Servers Increases Demand With Dynamic Modules, And Optical Modules Are Key Components Of AI Servers, Which Are Related Enterprises In Communication Blockchain Benefit.

According to Tianfan Securities, YOFC has already achieved real quality progress in the fields of optical modules and optical components, third-party semiconductors, marine engineering and industrial lasers. Among them, Fiberglass has successfully completed on-site test projects with three domestic operators, and has conducted collaborative testing with several equipment vendors and Internet manufacturers. Indicators are world-leading. The company established a Singaporean wholly-owned company with a focus on the development of optical fiber technology and product sales promotion, with the aim of opening up the overseas market space.

Smart Drives, Cars Parts Include: $BYD COMPANY(01211.HK)$ 、 $GEELY AUTO(00175.HK)$ 、 $DONGFENG GROUP(00489.HK)$ 、 $GAC GROUP(02238.HK)$ 、 $GWMOTOR(02333.HK)$ 、 $LEAPMOTOR(09863.HK)$ 、 $ROBOSENSE(02498.HK)$ 、 $BLACK SESAME(02533.HK)$ 、 $HORIZONROBOT-W(09660.HK)$ 、 $NEXTEER(01316.HK)$ 、 $MINTH GROUP(00425.HK)$ ;

Cell Phones and Electrical Appliances include: $XIAOMI-W(01810.HK)$ 、 $BYD ELECTRONIC(00285.HK)$ 、 $AAC TECH(02018.HK)$ 、 $SUNNY OPTICAL(02382.HK)$ 、 $LENOVO GROUP(00992.HK)$ 、 $Q TECH(01478.HK)$ ;

Al related applications include: $MEITU(01357.HK)$ 、 $UBTECH ROBOTICS(09880.HK)$ 、 $CHINA LIT(00772.HK)$ 、 $ALI HEALTH(00241.HK)$ 、 $PA GOODDOCTOR(01833.HK)$ 、 $YIDU TECH(02158.HK)$ 、 $JD HEALTH(06618.HK)$ 、 $KUAISHOU-W(01024.HK)$ 、 $BILIBILI-W(09626.HK)$ 、 $KINGSOFT(03888.HK)$ 、 $XD INC(02400.HK)$ 、 $FOURTH PARADIGM(06682.HK)$ etc.;

Stocks that are sensitive to AI development will benefit, according to Jefferies Financial analyst Analyst.

It is worth noting that AI Concept shares have taken off on the Hong Kong stock market this year, the best of which is the stock market, which rose by almost 3 million in the past year, and XD INC has been converted.

In which, $MEITU(01357.HK)$ The surge in share prices is driven by strong growth in financials, users and offshore, aided by AI.

According to the data, in June, Meitu Xiao overseas downloads increased 194%/109% YoY, mainly due to the introduction of new features of AI flash; Wink downloads increased by 96%/54% YoY, mainly driven by AI ultra-fresh features; and the Aspect Ratio is stable. In June, Meitu Show/Beauty Camera/Wink's combined domestic/overseas revenue grew 59% and 32% year-on-year, with the increase mainly coming from the Meitu Show.

In addition, MEITU has launched Roboneo, an AI design intelligence agency, positioned as a one-stop image design agent. Roboneo supports users with one-call instructions to complete various image retrieval needs, the product is integrated with image editing, brand design and web design, full-scale connectivity Close-up images from around the world to provide users with a one-stop image processing experience.

$XD INC(02400.HK)$ This is mainly due to the dual wheel drive of games and TapTap advertising, where AI has long empowered the Taptap platform. On the one hand, TapTap improves developers' ad delivery efficiency by analyzing data such as user discussions, gaming preferences, and paying propensities, using algorithms to accurately recommend games; on the other hand, AI technology enables ad production to significantly reduce costs and help developers generate returns quickly Material.

Overall, trust securities are expected to resume or drive supply chain performance gains, and the outlook for futures is expected to be revised. The H20 is NVIDIA's Block Orders compliant chip for the Chinese market, restoring supply or matching the fractional power demand of the FA's domestic sphere. Probable inaccuracy-led Industry Chain Order Delay and Expectation Expectations to Resolve, NVIDIA Core Vendor Orders Could Be Visible and Delivered or Reversed, Growth Prompts Continued Strengthening in the Next Half Year, Suggesting Attention to Overseas AI Industry Chains and Domestic AI Industry Chains Industry Chain.