Tencent (HKEX: 0700 | $TCEHY) surged ~6% as the AI agent rally reached Hong Kong Meta’s Muse has topped the U.S. App Store, putting consumer AI agents back in the spotlight Tencent has its own AI agent story in China: WorkBuddy is gaining traction in workplace productivity, while CodeBuddy is expanding its reach among developers From consumer assistants to workplace agents, the next phase of AI is increasingly about what these tools can actually do for users Tencent is available to trade on StableStock: → #Tencent# #AIAgents# Not investment advice. For informational purposes only.

#MINIMAX# (HKEX: 100) jumped 17%+ today — and one viral H3 demo is getting a lot of attention. @fal built an “infinite animation livestream” using MiniMax H3. The idea is simple but striking: H3 can generate video faster than the video itself plays, meaning the stream can theoretically keep generating new scenes indefinitely. It’s a neat demonstration of what happens when video generation crosses the real-time threshold — new product formats start becoming possible. With M3 Pro also expected in the coming months, MiniMax’s model pipeline is back in focus. #MINIMAX# and more Hong Kong AI stocks are available to trade on StableStock: → Not investment advice. For informational purposes only.

Kingboard Laminates (HKEX: 1888) has rebounded nearly 100% from its low as the AI infrastructure boom drives demand for high-end materials 👀 AI servers are consuming more high-performance copper-clad laminates (CCL), tightening supply and supporting higher prices Kingboard Laminates reported a 55% increase in H1 revenue and a 209% surge in net profit From GPUs and HBM to server materials, AI infrastructure demand is reaching further across the supply chain Kingboard Laminates is available to trade on StableStock: → #CCL# Not investment advice. For informational purposes only.

KINGBOARD LAMINATES (HKEX: 1888) is riding the AI-driven #PCB# boom. H1 revenue jumped 55% YoY to HK$14.9B, while net profit surged 209% to HK$2.89B, as demand for copper-clad laminates and upstream materials continued to outpace supply. Momentum accelerated into H2: July profit reached a record HK$1.1B, nearly 40% of the entire H1 profit in a single month. AI infrastructure demand is moving further upstream — from chips and servers into PCBs and electronic materials. #KBLAMINATES#, #KINGBOARD# and other related names are available to trade on StableStock. → Not investment advice. For informational purposes only.

$LNVGY — #Lenovo# (HKEX: 00992) jumped 20% in a day, and the number behind it reframes a company the market has labeled a "PC maker" for 20 years. The catalyst: $54B in AI-server order backlog as of June 2026, up 157% from $21B a quarter earlier. With its infrastructure segment (ISG) booking $8.5B in quarterly revenue, that backlog covers roughly a year and a half of server business — and orders are growing faster than revenue. The bigger shift was margins. ISG's operating margin swung from -2.0% a year ago to +9.1% this quarter — its first real proof it can turn revenue into profit, not just scale. That pulled group gross margin from 14.7% to 16.5%. The read from the desk: a year ago Lenovo was priced on PC units. After this print, the anchor moved to ISG's margin trajectory and that $54B backlog. → NFA. For informational purposes only.

Down nearly 90% from its peak 📉 HKEX: 07709, the CSOP SK hynix Daily Leveraged Product, has seen a dramatic reversal from its previous highs. Despite strong long-term demand for HBM and AI memory chips, #SKhynix# has faced renewed pressure from concerns over AI capital spending, intensifying competition, and shifting market expectations. For daily leveraged products, sharp price swings and compounding effects can magnify the impact of these market moves. A 90% decline requires a 900% gain just to return to its previous peak. Explore HKEX: 07709 on StableStock: #HBM# #Semiconductors#

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