HK Stock Market Move | Multiple benefits drive the strong performance of the AI concept, with the large-scale enterprise KNOWLEDGE ATLAS (02513) leading the way with a rise of over 60%.

Concept stocks in the AI sector saw their afternoon gains expand. As of the time of writing, KNOWLEDGE ATLAS (02513) rose by 61.41% to HK$256; MINIMAX (00100) rose by 29.91% to HK$448.2; MARKETINGFORCE (02556) rose by 26.08% to HK$48.92; WEIMOB INC (02013) rose by 22.89% to HK$2.47; and KINGOFT CLOUD (03896) rose by 15.2% to HK$6.67. In recent news, there are reports that DeepSeek will release a new flagship large model V4 in the coming weeks, with stronger programming capabilities. Preliminary tests within DeepSeek show that V4 excels in code generation compared to other mainstream large models like Claude and ChatGPT. China Securities Co., Ltd. believes that the current dynamics of the AI industry are intense, with overseas xAI and Anthropic securing financing, and the introduction of the domestic "artificial intelligence + manufacturing" policy. The listing of KNOWLEDGE ATLAS AI and MiniMax have surged, and the upcoming release of DeepSeek-V4 is expected to spark a new wave of AI applications. It is worth noting that the large model company KNOWLEDGE ATLAS surged over 60% in the afternoon, leading the AI sector, and its total market value successfully broke through one trillion Hong Kong dollars. The company announced a strategic partnership with Didi this morning, focusing on collaborative exploration around key technologies of Universal Artificial Intelligence (AGI) and its intelligent applications in the travel sector. Additionally, Soochow expressed optimism about KNOWLEDGE ATLAS AI's domestic large model technology strength, open source ecological layout, and the advantages in local deployment capabilities, believing that the company stands to benefit from the long-term trend of the Chinese large model industry transitioning from local deployment to cloud services.