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Changes in Hong Kong stocks | Big model concept stocks boosted in the afternoon, the market is overly pessimistic about domestic AI models and remains optimistic about the sector

Zhitongcaijing·11/04/2026 06:25:15
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The Zhitong Finance App learned that big model concept stocks rose in the afternoon. As of press release, Zhi Spectrum (02513) rose 6.33% to HK$470; MINIMAX-W (00100) rose 5.20% to HK$163.8.

According to the news, the Hong Kong Stock Exchange announced the expansion of the derivatives product line and will launch 12 new stock futures contracts on January 18, 2027 to increase investors' choices and allow market participants to meet their trading and risk management needs more flexibly. Involves 12 stocks including Minimax and Smart Spectrum.

Komo released a research report saying that demand for AI models in China is between the two stages of demand for programming and more extensive white-collar work. Demand for AI other than programming appeared later than the bank's original expectations, but the bank believes that the market is too pessimistic, remains optimistic about the sector, and uses intelligent spectrum AI as the first choice.