Hong Kong stock concept tracking | Cybersecurity Law completed revision is related to the development of artificial intelligence. These sub-industries are receiving attention (with concept stocks).

The artificial intelligence sector is experiencing another catalyst. The 18th meeting of the 14th National People's Congress Standing Committee passed a decision to amend the Network Security Law on October 28, which will be implemented from January 1, 2026. In response to the need for AI governance and development, the amended Network Security Law stipulates that the country supports research on basic theories of artificial intelligence and key technologies such as algorithms, promotes the construction of basic infrastructure such as training data resources and computing power, improves ethical norms for artificial intelligence, strengthens risk monitoring and assessment, and promotes the application and healthy development of artificial intelligence. Hong Yanqing, a professor at the Law School of Beijing Institute of Technology, believes that this will push AI governance from local supervision to systemic regulation. A report from information technology consulting company Gartner shows that the focus of cybersecurity in China is gradually shifting towards safeguarding the security of artificial intelligence, achieving business transformation, and enhancing the resilience of enterprises and institutions. Industry experts believe that while AI technology brings new security risks, it also presents opportunities for the cybersecurity industry to improve efficiency and enhance product capabilities. Many cybersecurity listed companies are actively investing in AI technology research and development. Sangfor Technologies Inc. stated on the investor interaction platform that it will continue to integrate AI technology and capabilities into various products and services in cybersecurity and cloud computing. Up to now, it has applied large-scale model technology to cybersecurity products, forming security GPT, AI firewall with integrated AI capabilities, and other security products, and plans to further increase investment in AI technology in the future. Topsec Technologies Group Inc. stated that the company has laid out and invested in new directions such as AI+security and smart computing cloud. It has already formed a comprehensive product system of "cloud, management, edge, and end" security products and smart cloud solutions, and has implemented large-scale applications in various industries. In the future, it will focus on promoting the deep integration of network security, smart cloud products, and artificial intelligence in emerging scenarios. recently released innovative products and solutions that integrate network security and AI technologies. Among them, the intelligent eyeglasses trusted connection technology framework gPass has cooperated with smart eyewear brands such as Rokid, Xiaomi, Quark, and LeBird, leading to the first application in the "pay by sight" scenario. In terms of large-scale security, Ant Group showcased multiple solutions including AIGC misuse detection and deep fake defense. In addition, Venustech Group Inc. stated that its AnStar intelligent body has been applied to security operations, threat detection, data security, and other products or services, significantly improving the capabilities of products and the efficiency of services. Asiainfo Security Technologies reported that in the first half of the year, the company achieved significant growth in AI large-scale model applications and business delivery, and will continue to focus on AI large-scale model applications and deliveries, 5G dedicated networks and applications, and digital operation three major growth engines to accelerate signing schedules. In addition, in terms of catalyzing the AI industry, the 10th China International Conference on Artificial Intelligence and Algorithm Summit 2025 was held in Shanghai on October 28-29, with a "AI New Products/New Technologies Exhibition Area" set up on-site, showcasing various technical products related to AI, including AI infrastructure, AI technology layer, and AI application layer. Market analysts point out that as the position of the AI industry in global technological competition deepens, the next few years will see a significant increase in investment in both the upstream infrastructure of AI and the downstream applications. With the rapid advancement of AI infrastructure and the continuous landing of AI applications, attention should be paid to domestic industries such as computation power, AI chips, and AI smart bodies. Dongxing believes that the AI industry is currently in a three-dimensional resonance stage of policy, technology, demand, and the "AI+" action brings top-down policy empowerment and potential financial support. Domestic chip and cloud computing leaders are gradually verifying their performance, and the continuous high investment in CapEx of large factories is boosting industry development certainty. There is still room for upward momentum in the prosperity of the AI industry, and its leading position in the field of technology investment is difficult to shake. CITIC International pointed out that the continuous verification of the industrial chain's prosperity and the expected policy catalysis have strengthened expectations for the return of the technology masterline. AI infrastructure catalyzes the storage "super cycle", with the price of storage chips accelerating since October; domestic computation power manufacturers have successively released third-quarter reports, and the operational prosperity of the domestic computation power industrial chain is continuous. The AI industry chain, especially domestic computation power, is an important part of China's advanced manufacturing industry and is a representative of intelligent industries. Under the continuous verification of the industrial chain's prosperity and the expected strengthening of policy catalysis, the allocation can gradually return to the technology masterline, especially in the areas of domestic computation power and domestic storage chips. Artificial intelligence-related concept stocks: Baidu-SW (09888): According to public information, Baidu started the development of large-scale model technology at the end of 2018 and officially released the Wenxin large-scale model 1.0 in March 2019. In April of this year, it released the multimodal large-scale model Wenxin 4.5 Turbo and the Deep Thinking model Wenxin X1 Turbo, with X1 Turbo being upgraded to Wenxin X1.1 in September. Alibaba-SW (09988): According to reports, at the 2025 Hangzhou Yunqi Conference that opened on September 24, CEO and director of Alibaba Group Wu Yongming mentioned in his speech that they are actively advancing the 3.8 trillion AI infrastructure construction plan over three years and will continue to add larger investments. He mentioned that the speed of development in the AI industry and the demand for AI infrastructure far exceed expectations. Compared to 2022, the energy consumption scale of Alibaba Cloud's global data centers will increase tenfold by 2032 in order to welcome the era of ASI. SENSETIME-W (00020): Around the end of October, Lyon released a research report stating that SENSETIME-W (00020) is expected to benefit from the growth of revenue from generative AI and operational expenses reductions driven by business restructuring. The target price was raised from 1.85 Hong Kong dollars to 3 Hong Kong dollars, maintaining an "Outperform the Market" rating. The report pointed out that SenseTime has established a strategic partnership with Cambricon (688256.SH), believing that this will help expand its AI computing capabilities through domestic chips. SenseTime has also made progress in commercializing its AI models in the areas of AI eyewear and AI film generation tools. UBTECH ROBOTICS (09880): On October 16th, UBTECH ROBOTICS won the bid for the "Guangxi Embodied Intelligence Data Collection and Testing Center Equipment Procurement and Installation" project, amounting to 126 million yuan. On October 15th, UBTECH ROBOTICS announced the official signing of a procurement contract with a well-known listed automotive technology company for the Siasun Robot & Automation humanoid, with an order amount of over 32 million yuan. This does not include the UBTECH ROBOTICS marathon champion humanoid Siasun Robot & Automation Sky Worker, co-developed with Beijing Guodi Information, the Walker series of humanoid Siasun Robot & Automation has already received orders worth over 630 million yuan so far.