The“AI + and Industrial Development Strategy Committee” announced in the budget has been successfully formed and will hold its first meeting in June, said Chen Maobo, Financial Secretary of the Hong Kong SAR government. As the scope of AI empowerment is very broad, in addition to focusing on life and health and embodied intelligence, the committee will initially look at strategies for AI applications in a number of different areas, such as transportation, cultural and creative industries, and sustainable development.
The research report released by Open Source Securities believes that the positive cycle of“Large amount of financing + model performance transition + Token/ARR high growth + valuation jump” by head model manufacturers is still continuing, and the revenue of model manufacturers themselves is expected to continue to increase, and continue to increase investment in computing power infrastructure, as well as to enable the vertical AI application track to accelerate commercialization, it is recommended to firmly grasp the main line of AI.
Bocom International also believes that AI assets will fluctuate in the first half of 2026, but driven by the rise of Agentic AI and the continuous upward revision of capital expenditure of major cloud service providers, ai-related hardware and semiconductor stocks significantly outperformed the market after the second quarter of 2026.
Taking into account the continued high demand in AI-driven related industries and the spillover effect on the overall industry chain, BOCOM International said it continues to be optimistic about storage and computing, communications and upstream semiconductor manufacturing, equipment, devices, packaging and testing in the second half of 2026 to maintain high prosperity.