Hong Kong stock concept tracking | Google Developer Conference in 2026 is about to be held, AI edge is expected to receive short-term attention (with concept stocks)

The 2026 Google I/O Developer Conference will be held in California, USA from May 19th to 20th, focusing on artificial intelligence and the mobile ecosystem. Core content includes the display of the Gemini3 model, deep integration of AI with Android 17, and the release of intelligent AI glasses. This industry benchmark event is expected to bring significant short-term attention and long-term development expectations to AI on the edge. It is widely speculated within the industry that this year's I/O conference is unlikely to see a breakthrough iteration like Gemini 4.0, with a higher possibility of minor updates like 3.2/3.5. The update to the Gemini series is expected to focus on practical optimization and follow a steady iteration path. There is a high probability of slight improvement in contextual processing capabilities, better adaptation to long texts and videos, along with emphasis on speeding up, reducing power consumption, strengthening edge-side lightweight performance, enabling smoother operation of local AI functions on more mid-range and low-end Android models, reducing cloud dependence, and balancing response speed with privacy security. Overall, it seems more like an experience enhancement rather than a fundamental overhaul. As for the deep integration of AI with Android 17: firstly, the deep binding of Android with Gemini. According to various leaks, Gemini may no longer be just an independent app, but rather embedded as a native capability in the underlying Android system. Users can activate it through system shortcuts, handle transactions across applications, automatically organize schedules, and aggregate information, turning AI into a basic assistant for everyday phone usage rather than an additional tool. Secondly, the native AI assistant for Chrome browsers is expected to be officially unveiled. As the world's largest browser in terms of user base, if Chrome integrates AI, it will directly change user browsing habits, simplifying long texts with a single click, breaking down complex content, intelligently managing tasks, and automating browsing operations, seamlessly integrating into daily scenarios, transforming the browser from a "tool" to an "active assistant". In addition, all-line devices such as smartwatches, XR hardware, and new smart laptops are expected to be integrated into the same AI system, attempting to achieve cross-device collaboration between phones, wearables, and PCs, creating a unified experience. On the intelligent AI glasses front: during the news conference at the Android Show on May 12th, Google announced that Android XR Glasses will debut at the annual I/O developer conference opening on May 19th. Through collaborations with Samsung, XREAL, Warby Parker, and Gentle Monster, Google has paved the way for the future development of its new XR glasses. These companies are expected to launch wearable devices incorporating Android XR technology into the market. Since the initial appearance of Android XR at Google I/O 2025, it is widely believed that Google is focusing on developing a new logic for "AI+XR" devices. Currently, the main operating window for AI is on phones or computers, but with advancements in XR technology and the popularity of smart glasses, intelligent glasses are emerging as a new entry point for AI. According to reports, Samsung will likely showcase its Android XR smart glasses product at Google I/O 2026 for the first time. Based on recent leaks, this device, codenamed "Jinju", will feature a lightweight design similar to Meta Ray-Ban and will be equipped with Qualcomm Snapdragon AR1 chip, 12MP camera, and directional speaker system, with an overall weight of about 50g. Compared to traditional headsets, these products emphasize everyday wearability. Guosen pointed out that the development of AIAgent is rapid, with Agentic capability of large AI models increasing, OpenClaw breaking barriers continuously, accelerating the improvement of AI capabilities and penetration rate, and continuing to see opportunities in AI applications on the edge; attention is also focused on marketing opportunities in the face of competition for traffic entry, where intermediaries in marketing to high-quality corpora, large model platforms are expected to continue to benefit. BOC International stated that the continuous investment of leading companies in model lightweighting and edge computing power is gradually lowering the threshold for terminal deployment, providing clearer technical paths and cooperation foundations for chips, modules, terminals, and applications, therefore, the AI edge industry chain is expected to continue to benefit. Related concept stocks: MINIMAX-W(00100): On April 12th, MiniMax M2.7 was officially open-sourced globally, with collaborations from Huawei Ascend, Moore Threads, Muxi, Kunlun Chip, NVIDIA, as well as chip manufacturers and inference platforms such as TogetherAI, Fireworks, and Ollama, completing model integration and inference adaptation on the first day of open-source. KNOWLEDGE ATLAS(02513): Based on 2024 revenue, KNOWLEDGE ATLAS is the largest independent language model manufacturer in China and the second-largest globally, with a market share of 6.6%. The daily token consumption for the company in 2022, 2023, 2024, and the first half of 2025 were 5 billion, 21 billion, 0.2 trillion, and 4.6 trillion respectively. AAC TECH(02018): AAC TECH has previously collaborated deeply with various large model and intelligent terminal companies overseas to explore innovative paths for "AI + terminals". In addition to the company's traditional advantages in acoustic and tactile devices, it has also been outputting sensing solutions and core products such as optical waveguides and high-end heat dissipation systems for AI smartphones, XR wearables, and new forms of intelligent hardware, continuously expanding its business boundaries. CONANT OPTICAL(02276): The company is the exclusive lens supplier for Quark AI glasses. Orient stated that the retail price of Quark lenses includes a 13% tax and their own profits, suggesting that Alibaba may not have a significant markup in the lens business, especially in 1.74 refractive index, hence, spectacle companies have good profit potential.