HK Stock Market Move | DIAGENS-B (02526) rose by over 10%, with explosive growth in model services and industry-leading performance realization.

DIAGENS-B (02526) rose over 10% during trading, and as of the time of writing, it has increased by 8.85%, priced at HKD 472.4, with a trading volume of HKD 11.76 million. In terms of news, since September, more than a dozen global flagship large models, including GPT-6 Astra and Claude Fable 5.1, have been intensively released, bringing the AI sector back to the main line of market trading. Regarding the allocation logic of AI applications in the Hong Kong stock market, Huatai has made a clear statement, indicating that before the new demand narrative is fully confirmed, the chip structure of the AI application track is significantly better than that of hardware, with relative superiority in the short term; meanwhile, the attributes of Hong Kong software stocks are stronger than those of A-shares. The core anchor point for stock selection remains the accelerated year-on-year revenue growth, where performance is key. The mid-year report for 2026 shows that achieved revenue of 108.7 million yuan in the first half of the year, representing a year-on-year increase of 21.0%; among this, revenue from model services reached 94.541 million yuan, a substantial year-on-year growth of 101.1%, accounting for 86.9% of total revenue. While most Hong Kong AI application targets are still in the concept validation, minimal revenue stage, has validated the feasibility of its business model with nearly 90% of its revenue share, with performance realization leading within the sector, aligning with the core stock selection framework of accelerated year-on-year revenue growth.