Major Preview｜High-Profile AI Conference to Land in Shanghai, Offering Key Insights for Hong Kong and US Stock Investors

The 2026 World Artificial Intelligence Conference and the High-level Meeting on Global AI Governance will be held in Shanghai from July 17 to 20. President Xi Jinping will attend the opening ceremony and deliver a keynote speech, which is enough to demonstrate the extremely high strategic level of this conference and has attracted key attention from the global industry and capital markets.

The conference will focus on global AI governance, cutting-edge technological innovation, and industrial commercialization. It will centrally showcase the latest achievements in fields such as large models, intelligent agents, computing power chips, and robotics: In the large model track, attention can be paid to Zhipu (02513.HK) and MiniMax (00100.HK), two native large model manufacturers listed in Hong Kong, which are expected to release model iteration progress with the help of the conference; In the intelligent agent direction, keep an eye on SenseTime-W (00020.HK) and Meitu (01357.HK), which are respectively deploying AI agents for industry and consumer applications; In terms of computing power chips, track the cloud computing power of Pingtouge from Baidu Group-SW (09888.HK), while also paying attention to Cambricon (688256.SH) and Black Sesame Technologies (02533.HK); The robotics track can focus on Hong Kong and US-listed companies involved in embodied intelligence and industrial robots, combined with A-share Top Group (601689.SH). If companies disclose product progress at the conference, it is expected to trigger a sentiment catalyst.

From an investment perspective, this grand event is expected to clarify the policy direction of China's AI industry, promote the industry's shift from concept speculation to real-world application. Tracks such as computing power infrastructure, edge-side AI applications, and cross-border AI ecosystems are expected to see catalysts. It is also a crucial window for us to observe the development pace of AI-related companies in the Hong Kong and US stock markets.

This conference establishes an international industry collaboration platform, which holds profound significance for the long-term standardization and globalization of China's artificial intelligence industry.

Teacher Jie will also continuously follow the entire conference, interpret policy and industry hotspots in a timely manner, and share reasoning on the Hong Kong and US stock markets simultaneously. Interested friends can follow to not miss out on subsequent first-hand interpretations.