HK Stock Concept Tracker | Large models to seek more breakthroughs by 2026, institutions optimistic about commercial implementation (with concept stocks)

The Next Stop for Domestic AI: Under the High Walls of the Ecosystem, Chips and Models 'Head Toward Each Other'.

Zhitong FinanceFeb 5 08:42

Express News | The 'Top 100 List of Brand Values of Specialized and Innovative Enterprises in Shanghai 2025' was released, featuring companies such as Muxi Co., Ltd., TianShu ZhiXin, and BiReng Technology.

BreakingsFeb 4 20:34

HKEX: In the past two months, a total of 12 AI-related companies have been listed in Hong Kong, with approximately 20 more in the pipeline.

Xu Jingwei, Head of Global Listing Services at the Hong Kong Exchange, wrote that new companies across various fields of the AI value chain, including AI applications and AI infrastructure, have successively listed in Hong Kong. In December last year and January this year, a total of 12 related companies were listed in Hong Kong, collectively raising over 4.9 billion US dollars (approximately 38.22 billion Hong Kong dollars), fostering a more mature ecosystem in the Hong Kong market.

Zhitong FinanceFeb 3 20:51

Huachuang Securities: The scarcity of computing power is becoming increasingly prominent, and the AIDC industry may enter a new cycle of structural expansion.

Recently, global demand for AIDC has continued to grow at a high rate, with both domestic and international cloud vendors releasing positive signals in terms of capital expenditure, business promotion, and pricing strategies.

Zhitong FinanceFeb 3 15:39

Bank of America: Real estate takes a backseat as AI innovation becomes the new engine driving China's economy.

Wu Yi, Managing Director of Bank of America and Co-Head of Asia-Pacific Equity Strategy and China Research, believes that real estate is unlikely to remain a key pillar industry for the economy in the next five to ten years. Instead, innovation-driven growth is expected to become the new growth driver. She noted that artificial intelligence (AI) is beginning to influence broader aspects of socio-economic life. The adoption and application of AI will undoubtedly be a significant theme driving global markets this year. However, during this transition period, challenges from the old economy persist, while the new economy has yet to become the dominant force in profit growth and job creation. Companies need to focus on innovation to drive profitability.

AASTOCKSFeb 3 12:29

Global chip industry chain benefits from dual drivers! South Korean semiconductor exports surge by 102%, domestic chip price hikes spread.

In January this year, South Korea, often referred to as the 'canary in the coal mine' for the global economy, reported total semiconductor exports amounting to USD 20.5 billion (approximately RMB 142.5 billion), marking a surge of over 102% year-on-year. This indicates that, driven by the wave of artificial intelligence (AI), global demand for semiconductors remains very robust.

Securities TimesFeb 2 08:49