UB#SENTMRC2607B

SenseTime Launches the First 'National AI Spring Festival Gala Co-creation Plan'

SenseTime Launches SenseNova-SI1.3 Model

SenseTime CEO Xu Li Proposes AI Tool Professional Training and Super Individual Development at Two Sessions

SenseNova-MARS Multi-modal Inference Model Open-sourced by SenseTime

Sensetime Open Sources Multimodal Autonomous Reasoning Model SenseNova-MARS

Goldman Sachs Maintains Buy Rating on SenseTime

Sensetime Group Fully Subsidiary Found Xiamen Sensetime Smart Development Co., Ltd.

SenseTime's Stock Price Soars, Multiple AI Products Drive Business Growth

SenseTime completes placement

SenseTime Completes Private Placement of Class B Shares

HKEX Discloses Holding Records: SenseTime-W Most Increased, E-Haul Most Decreased

HKEX Reveals Largest Increase in Shares Held for SenseTime-W and ASX Hang Seng Tech

Sensetime Announces the Launch of New Generation of AI Products

Sensetime Experiences a High Light Moment in Singapore Business

DAYUO releases ACE Embodied Research Paradigm and Embodied Super Brain Module A1

SenseTime and Two Other Companies Reach Strategic Cooperation in AI

HKEX Disclosure Easy Shows Maximum Increase in Shares Held of SenseTime-W

SenseTime Sells 1.75 Billion Shares to Raise HK$3.15 Billion

SenseTime Discloses New B Share Placement on HKEX

ELIFE HLDGS

CHERISH SUN

MOBI DEV

ADD NEW ENERGY

DAISHOMICROLINE

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NANFANG COMM

JIADING INTL GP

KINGWELL GROUP

PUTIAN COMM

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Zhipu AI has introduced its advanced GLM-5 large-language model, leading to a substantial increase in Chinese AI stocks. According to NS3.AI, Zhipu AI shares surged by 30%, while MiniMax and SenseTime also experienced significant stock gains following updates to their AI models. This reflects growing investor enthusiasm in the sector. Despite the positive momentum, there is some caution regarding a potential market correction due to broader macroeconomic uncertainties.

CoinLive

MINIMAX-WP

KNOWLEDGE ATLAS

SENSETIME-W

Tianhong CSI Computer Theme ETF

Zhipu AI's GLM-5 Launch Spurs Rally in Chinese AI Stocks

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KNOWLEDGE ATLAS(02513) rose 28.68%, with a trading turnover 2.6 Billion HKD, and a year-to-date rose 246%. GIGADEVICE(03986) rose 20.95%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 121%. BUD APAC(01876) fell 5.21%, with a trading turnover 245.6 Million HKD, and a year-to-date rose 3.2%. LENOVO GROUP(00992) fell 4.56%, with a trading turnover 2.3 Billion HKD, and a year-to-date fell 2.8%.

Top Gainers & Losers

GIGADEVICE

DONGFANG ELEC

BUD APAC

LENOVO GROUP

MEITUAN

NTES-S

TRIP.COM-S

Top 5 HK Stock Gainers/Losers (>100B) (2.12)

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After rising for three consecutive trading days, Hong Kong stocks fell, with the Hang Seng Index down 233 points, closing at 27,032 points. Budweiser APAC's stock price fell by 5.2%, Lenovo Group's stock price dropped by 4.6%, and NetEase fell by 4.1%. Technology stocks such as Alibaba and Tencent also experienced declines. Premier Li Qiang mentioned promoting AI technology innovation, and SenseTime's stock price rose against the trend by 6.8%

AASTOCKS

Penghua CSI Alcoholic Drink ETF

FL2 CSOP HSI

Hang Seng Index

FI CSOP HSI

FI2 CSOP HSI

"Hong Kong Stocks" The Hang Seng Index fell 233 points throughout the day, Budweiser APAC dropped over 5%, and KNOWLEDGE ATLAS surged nearly 30%

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Hong Kong's artificial intelligence stocks exhibited varied performance during afternoon trading. According to Jin10, Zhihusurged over 37%, while MINIMAX-WPincreased by more than 17%. Additionally, Fubo Grouprose over 11%, and both Kingsoft Cloudand SenseTimeclimbed over 6%. Conversely, Cloud Musicfell by more than 10.5%, Lenovo Groupdropped over 5%, and both Kingdee Internationaland Meituandeclined by over 4.5%, with Meitunearing a 4% decrease.

CSOP HS TECH

Tianhong Hang Seng TECH ETF(QDII)

Kingsoft Cloud

NETEASE MUSIC

Zhihu

ZHIHU-W

Meituan

Hong Kong AI Stocks Show Divergent Trends in Afternoon Trading

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The Hong Kong stock market was under pressure in the morning session, with the Hang Seng Index down 242 points, closing at 27,023 points. The National Index fell by 89 points, and the Hang Seng Tech Index dropped by 92 points. Technology stocks generally declined, with Trip.com, Meituan, and NetEase experiencing significant losses. SenseTime rose 5.2% against the trend. Market expectations for a Federal Reserve rate cut have cooled, leading to a slight decline of 66 points in the Dow Jones Industrial Average

WUXI APPTEC

WuXi AppTec

WUXI BIO

NetEase

"Hong Kong Stocks" Hang Seng Index fell 242 points in the half-day, with technology investment stocks leading the decline, while domestic property and WuXi AppTec stocks performed well

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The Hang Seng Index rose 82 points (0.3%) to close at 27,266, marking its third consecutive gain, driven by broad sector advances and positive sentiment from China's central bank's commitment to boost domestic demand. However, concerns over industrial overcapacity and weak consumption led to a trimming of morning gains. Notable stock movements included Hesai Group (+6.4%), SenseTime (+2.9%), and WuXi Biologics (+3.6%), while SMIC fell 2.7% amid industry concerns.

- The Hang Seng Index rose 82 points, or 0.3%, to close at 27,266, continuing its upward trend amid broad sector gains.  
- The market was buoyed by China's central bank's commitment to support domestic demand, although concerns about industrial overcapacity and weak consumption dampened morning gains.  
- Hesai Group and SenseTime saw significant increases after being added to the MSCI China Index, while SMIC experienced a decline following fears of an AI-driven memory chip shortage.

Trading Economics

Bosera Hang Seng SCHK Innovative Drug Select ETF

Hesai

E Fund CSI Biotechnology Theme ETF

Fullgoal Hang Seng SCHK Innovative Drug & Healthcare ETF

Huaan Hang Seng Biotech ETF

ChinaAMC Hang Seng Biotechnology Technology ETF(QDII)

China Southern Hang Seng Biotech ETF(QDII)

Guotai CSI Bio-medicine ETF

China Merchants CSI Biotechnology Theme ETF

E Fund Hang Seng SCHK Innovative Drug ETF

Hang Seng Trims Gains at Close

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CICC released a report stating that the MSCI China Index will adjust its constituent stocks on February 27, adding 37 stocks and removing 16, bringing the total number of constituent stocks to 581. The newly added stocks include SENSETIME-W and YOFC, while those removed include QFIN-S and CHINACOMSERVICE. The adjustments will affect the weight of the constituent stocks, with weights for SENSETIME and YOFC increasing, while Tencent and Alibaba will see a decrease in their weights. It is expected that SENSETIME and others will attract an inflow of $422 million

Yinhua MSCI China A ETF

QFIN-S

Guotai MSCI China A ESG General ETF

YOFC

CHINACOMSERVICE

In "Major Banks," China International Capital Corporation lists the predicted changes in fund flows for stocks with significant increases and decreases in weight due to the quarterly review of the MSCI China Index (Table)

PONX

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Shares of Hesai Group, Pony AI, and SenseTime rose after their addition to the MSCI China Index. The index's February review added 37 companies, primarily A-shares, effective February 27, while removing 16, including Great Wall Motor and China Vanke. Hesai's shares increased by 7.1% to 214.40 HKD, Pony AI by 2.5%, and SenseTime by 2.5%. The added companies are mainly in advanced technology sectors, such as semiconductors and AI, which are strategically important to Beijing.

- Hesai Group, Pony AI, and SenseTime saw share price increases after their inclusion in the MSCI China Index as part of the February review.  
- The MSCI China All Shares Index will add 37 companies, primarily A-shares, effective February 27, while removing 16 firms from traditional sectors.  
- The newly added companies focus on advanced technologies such as semiconductors, AI, and renewable energy, highlighting Beijing's strategic emphasis on these industries.

MorningStar

Tradr 2X Long PONY Daily ETF

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

iShares MSCI China

SPDR S&P Semicon

VanEck Semiconductor ETF

PONY-W

Pony AI

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Hesai, Pony AI's Shares Rise After Being Added to MSCI China Index

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China-based AI company SenseTime announced that its robotics startup ACE Robotics has completed an angel funding round led by Ant Group, with participation from Qiming Venture Partners, GVC, Hony Capital, Lenovo Capital, and Lotus Capital. Existing investor Sense Capital also increased its stake. ACE Robotics, founded by SenseTime co-founder Wang Xiaogang, aims to use the funds for model development and commercial deployments in various sectors, including energy and transport.

- SenseTime announced that ACE Robotics has completed an undisclosed angel round funding led by Ant Group, with several investors participating.  
- The startup, co-founded by SenseTime's Wang Xiaogang, aims to develop embodied robotics and plans to utilize the funding for model development and commercial deployment in various sectors.  
- ACE Robotics launched its ACE embody R&D framework and Kairos 3.0 model in December 2025, focusing on advancements in energy, transport, and tourism.

动点科技英文源

Nautics Robotics

AMC Robotics

Arbe Robotics

Lenovo Group

ANT GROUP

SenseTime-backed robotics startup ACE Robotics closes angel round led by Ant Group

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SenseTime Chairman and CEO Xu Li stated at the municipal CPPCC meeting that breakthroughs in model capabilities provide momentum for the rise of "super individuals," emphasizing the advantages of "individual + AI" collaboration. He pointed out that model innovation in the United States is dominated by a few teams, while China should build its own super individual ecosystem. He proposed two suggestions: to promote the establishment of a public vocational training system for AI tool applications, and to leverage Shanghai's diverse application scenarios to drive the development of super individuals

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CSI Computer Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

Xu Li from SenseTime: Breakthroughs in model capabilities continue to provide momentum for the rise of "super individuals"

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The Hang Seng Index opened down 0.34%, and the Hang Seng TECH Index fell 0.70%. Bilibili dropped 2.9%, SenseTime fell 2.1%, and XPeng, Kuaishou, NetEase, and others declined over 1%

Wallstreetcn

ISHARESHSTECH

Hang Seng TECH Index

CAM HS TECH

XPENG-W

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

XPeng

Harvest Hang Seng SCHK Technology ETF

BILIBILI-W

KUAISHOU-W

Bilibili

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Chinese Chip Companies Dominate Top 10 AI Firms in 2025

marketscreener

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Ping An CSI Artificial Intelligence ETF

BIREN TECH

E Fund Artificial Intelligence ETF

Redwall

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Hwabao WP SSE STAR Artificial Intelligence ETF

Cambricon

China Merchants CSI Semiconductor Industry ETF

Harvest SSE STAR Chip ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Chinese Chip Companies Dominate Top 10 AI Firms in 2025

🚀 Who do you think is foreign capital’s top choice for investing in China‘s AI?With the Chinese AI sector heating up, all eyes are on where foreign capital is flowing. Is the smart money on computing infrastructure, full-stack technology, or hardware independence?Alibaba $Alibaba(BABA.US)has drawn renewed interest from Cathie Wood’s Ark Invest, betting on its massive AI infrastructure plan (exceeding 380 billion yuan) and its new collaboration with NVIDIA $NVIDIA(NVDA.US)on “Physical AI.” Baidu $Baidu(BIDU.US)is favored for its integrated capabilities from chips to models. Meanwhile, Tencent’s industrial AI, SMIC’s role in chip sovereignty, and SenseTime’s vision expertise present compelling alternative bets.$SMIC(00981.HK)$TENCENT(00700.HK)$Tencent(TCEHY.US)$SENSETIME-W(00020.HK)

Alibaba

BABA-WR

UB#SENTMRC2607B(65106.HK)

Zhipu AI's GLM-5 Launch Spurs Rally in Chinese AI Stocks

Top 5 HK Stock Gainers/Losers (>100B) (2.12)

"Hong Kong Stocks" The Hang Seng Index fell 233 points throughout the day, Budweiser APAC dropped over 5%, and KNOWLEDGE ATLAS surged nearly 30%

Hong Kong AI Stocks Show Divergent Trends in Afternoon Trading

"Hong Kong Stocks" Hang Seng Index fell 242 points in the half-day, with technology investment stocks leading the decline, while domestic property and WuXi AppTec stocks performed well