Hong Kong Exchanges and Clearing Limited (HKEX) announced the launch of the HKEX Artificial Intelligence Index — the first AI-themed index of the Hong Kong stock exchange.
SenseTime (00020.HK) has become one of the first constituent stocks, ranking 4th by weight with a weight of 6.46%, the highest among AI model category constituents.
According to information on the HKEX official website, the HKEX Artificial Intelligence Index tracks the performance of 40 Hong Kong-listed companies highly related to the AI industry chain, covering companies in five layers of the AI ecosystem, including chip design, data centers, AI infrastructure, AI models, and software and physical applications.
The index selects constituents and allocates weights based on fundamental factors, focusing on companies actively investing in AI R&D and capital expenditure, providing investors with a representative benchmark to capture the development trends of the AI sector listed in Hong Kong.
In terms of constituent stock selection criteria, the index sets quantitative thresholds and multi-dimensional evaluation criteria. Selected companies must have AI-related revenue accounting for no less than 30%, while also meeting basic conditions such as listing duration and trading liquidity; in addition, indicators such as R&D investment, capital expenditure, revenue growth rate, and market capitalization are also core measures for evaluating the true AI business substance and long-term growth potential of companies.
This screening framework, distinct from simple thematic classification, places greater emphasis on the substantive contribution of AI business to company revenue and sustained innovation capability.
The establishment of the HKEX Artificial Intelligence Index aims to provide investors with more ways to seize opportunities brought by new trends and participate in the growth of the regional technology ecosystem. SenseTime's inclusion in the index reflects HKEX's original intention to depict the true picture of the AI industry chain for investors: the AI index does not chase short-term concepts but selects companies with actual AI business revenue and sustained R&D investment as samples.
Relying on the 'three ones' system — 'one model, one token factory, one agent control system' — SenseTime continues to promote the large-scale commercialization of AI capabilities, achieving end-to-end task closure and transforming them into large-scale commercial value; the AI business brings substantial revenue contributions to the company, while long-term sustained investment in AI underlying R&D and infrastructure aligns precisely with the high-quality AI enterprise profile that this index aims to track.
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