I-South China Morning Post ibika ukuthi i-HKEX Tech 100 izongeza i-Pony AI kanye ne-WeRide ekuhleleni kabusha okugxile ku-AI

Kwenzekeni

I-Hong Kong Exchanges and Clearing ihlela ukwengeza izinkampani eziyi-10 ku-Tech 100 Index yayo futhi isuse ezinye eziyi-14, ngokusho kweSouth China Morning Post. Izinguquko ziqala ukusebenza ngoSepthemba 14, 2026, futhi zandise ukumelwa kwebhentshimakhi yamabhizinisi ahlobene ne-AI nobunye ubuchwepheshe obusafufusa.

I-South China Morning Post ibika ukuthi i-HKEX izokwengeza izinkampani eziyi-10 ngesikhathi sokuhlelwa kabusha kwekota kwe-Tech 100 Index. Izengezo zihlanganisa amafemu ezishayelayo i-Pony AI ne-WeRide; Inkampani ye-AI yokutholwa kwezidakamizwa i-Insilico Medicine; inkampani ye-AI ye-Beijing Haizhi Technology; Umhlinzeki wedatha yedatha ye-AI Mininglamp Technology; inkampani yamarobhothi i-OneRobotics; uchwepheshe wamawele edijithali u-Beijing 51World Digital Twin Technology; inkampani semiconductor Montage Technology; umenzi webhodi eliphrintiwe le-Victory Giant Technology; kanye nenkampani yengqalasizinda yedatha iShenzhen Xunce Technology. Uhlu olubikiwe luhlanganisa izinkampani ezihlotshaniswa ngokuqondile nezicelo ze-AI kanye namafemu abekwe kwenye indawo ochungechungeni lobuchwepheshe obusekelayo.

I-South China Morning Post ithi izingxenye ezingu-14 ezikhona zizoshiya inkomba. Lezo zinkampani zihlanganisa i-Alibaba Health Information Technology, i-Ganfeng Lithium Group, i-JD Health International, i-Bilibili ne-NetEase Cloud Music. Isitolo sibika ukuthi izinguquko zilandela ukuguqulwa kwendlela ye-Tech 100 eyamenyezelwa ekuqaleni kuka-Agasti. I-HKEX ithe lokho kulungiswa kabusha kuzokwandisa ukuchayeka kwebhentshi kumathrendi wezobuchwepheshe asafufusa, okuhlanganisa namathuba kulo lonke uchungechunge lwenani le-AI.

Ngokwe-South China Morning Post, ukwakheka okubuyekeziwe kuzoqala ukusebenza ngo-September 14. Lo mbiko uveza izinguquko ezikhona esitatimendeni esikhishwe yi-HKEX ngoLwesihlanu. Umthombo onikezwe lapha awubandakanyi isitatimende esigcwele, izisindo zezinkomba zezinkampani ezintsha, izivivinyo ezithile zokufaneleka ezisetshenziswa ekwengezweni ngakunye, noma izizathu zokuthi kungani inkampani ngayinye ephumayo isusiwe. Ngakho-ke leyo mininingwane ayiqinisekiswanga ngokuzimela embhalweni oyinhloko kulokhu kuhlola.

Kubhekwa njengesenzo esisodwa esibikiwe, ukuhlela kabusha kushintsha izinhlangothi zombili zebhentshimakhi ngesikhathi esisodwa: izinkampani eziyi-10 zihlonzwa ukuze zengezwe kanye nezingxenye ezikhona eziyi-14 ezihlonzwe ukuze zisuswe. I-akhawunti etholakalayo ichaza amagama kanye nedethi yokuqala, kuyilapho ishiya izisindo, ukuhlolwa kokufaneleka kanye nezizathu zokususa ngazinye zingacacisiwe. Lokho kusho ukuthi umcimbi ungachazwa njengoshintsho lokuqamba olubikiwe ngaphandle kokulinganisa isikali noma imiphumela enembile yokutshalwa kwezimali yoshintsho.

Imininingwane yomthombo: scmp.com ↗

Kungani kubalulekile

Ukushintshashintsha kunikeza izinkampani ze-AI indawo egqame kakhudlwana emazingeni amakhulu obuchwepheshe base-Hong Kong, okungase kube nomthelela ekutheni abatshalizimali balandelela futhi baqhathanise kanjani lo mkhakha. Iphinde ibonise ukuhwebelana okujwayelanisa ukwakhiwa kwenkomba ukuze kubonise iketango lenani le-AI elandayo, nakuba ukufakwa kungabonisi ukuthi ubuchwepheshe benkampani busebenza kahle noma buyimpumelelo kwezohwebo.

Ushintsho olubikiwe lubalulekile ngoba inkomba iyindlela esetshenziswa kakhulu yokuchaza nokuqapha ingxenye yemakethe. Ngokungeza izinkampani ezimbalwa ezikhonjwe ngezinhlelo zokusebenza ze-AI, ingqalasizinda noma ubuchwepheshe obuseduze, i-HKEX yenza i-AI ibonakale kakhudlwana ngaphakathi kokumelwa okusemthethweni kwe-Tech 100 kwamabhizinisi obuchwepheshe asohlwini lwase-Hong Kong. Lokho kungaba nomthelela endleleni abahlaziyi abayichaza ngayo imakethe nokuthi abatshalizimali bahlola kanjani izinkampani, nakuba ukubuyekezwa kwenkomba ngokwakho kungawashintshi amabhizinisi ayisisekelo noma kuqinisekise imikhiqizo yabo.

Ukushintsha kabusha kuphinde kubonise umbuzo obanzi mayelana nendlela amabhentshimakhi ezezimali ahlukanisa ngayo i-AI. I-AI ayikhawulelwe kumamodeli onjiniyela: izimoto ezizimele, ukutholwa kwezidakamizwa, ingqalasizinda yedatha, amarobhothi, ama-semiconductors kanye nesoftware yebhizinisi konke kungaba yingxenye yochungechunge lwenani. Ukufaka izinkampani ezinjalo kungase kunikeze abatshalizimali umbono obanzi we-ecosystem, kodwa futhi kungenza ilebula ethi “AI exposure” inganembi kangako. Umthombo awusho ukuthi i-HKEX iwuhlukanisa kanjani umsebenzi we-AI onenjongo nomsebenzi wobuchwepheshe obujwayelekile.

Kungase kube nemiphumela engokoqobo yezimali noma amaphothifoliyo alandelela i-Tech 100, kodwa umbiko awuhlinzeki ngolwazi olumayelana nezimpahla ezimakwe kunkomba, ukuthengwa noma ukuthengiswa okulindelekile, ukunyakaza kwamanani, noma izinguquko zemali engenayo. Futhi ayibonisi ukuthi izengezo zizokwandisa yini ukuchayeka kwezinombolo kwenkomba ku-AI. Isiphetho esivikelekayo sincane: I-HKEX ibuyekeza ibhentshimakhi ukuze inikeze i-AI nobuchwepheshe obusafufusa obuhlobene indima enkulu eshiwo, njengoba kubikwe yi-SCMP.

Ngakho-ke ukubaluleka kwesimemezelo kulele ekumeleleni nasekuhlukaniseni ngezigaba. Ibhentshimakhi ingalolonga isinqamuleli esisetshenziselwa iqembu lezinkampani, futhi lokhu kushintsha kabusha kubeka izengezo ezibikiwe ngaphakathi kwaleyo nkulumo efushane. Ngesikhathi esifanayo, ulwazi olutholakalayo aluqinisekisi ukuthi konke okungeziwe kunohlobo olufanayo lwebhizinisi le-AI, ukuthi i-AI inikela ngokulinganayo kulo lonke uhlu, noma lokho kufakwa kushintsha amathemba anoma iyiphi inkampani. Leyo mikhawulo ibalulekile ekuchazeni ukubaluleka koshintsho lwendlela yokwenza okubikiwe.

Ongakubuka ngokulandelayo

Imibuzo ebalulekile iwukuthi indlela yokusebenza ebuyekeziwe ishintsha kanjani izisindo ezikhona, noma ngabe izimali ezixhunywe kwinkomba zilungisa kanjani ukubamba kwazo, nokuthi izinkampani ezisanda kufakwa zisebenza kanjani ngemva kokufakwa. Umbiko awukusunguli ngokuzimele ukuchayeka kwenkomba ku-AI, usayizi wanoma yikuphi ukugeleza kwezimali okuwumphumela, noma ukusebenza kwenkampani ngayinye.

Indawo yokuqala yokuhlola eseduze ukuqaliswa ukusebenza ngoSepthemba 14. Abatshalizimali nabacwaningi kufanele babheke uhlu lokugcina, izisindo zenkampani, izigaba zomkhakha kanye nanoma yimiphi imininingwane ehambisana nayo yendlela yokwenza. Lezo zibalo zizobonisa ukuthi ingabe ushintsho lungokomfanekiso ngokuyinhloko noma ukuthi lushintsha ngokwezinto ezibonakalayo ukuchayeka kwebhentshimakhi ezinkampanini ezihlobene ne-AI.

Umbuzo wesibili ukuthi ingabe izimali zokulandelela inkomba kanye nabanye abasebenzisi bebhentshimakhi bayazenza yini izinguquko ezihambisanayo zephothifoliyo. Umthombo awukhombi noma yiziphi izimali ezilandelela i-Tech 100 noma ezibika ukugeleza okulindelekile, ngakho izimangalo mayelana nokutshalwa kwezimali okusha okungena kwi-Pony AI, i-WeRide noma okunye okungeziwe kuzodlula ubufakazi. Ukusabela kwemakethe, uma kukhona, kufanele kuhlukaniswe neqiniso lokuphatha lokufakwa kwenkomba.

Isikhathi eside, izibukeli zingahlola ukuthi ingabe ibhentshimakhi ebuyekeziwe ihlala iyisilinganiso esiwusizo sezinkampani zobuchwepheshe zaseHong Kong njengoba imingcele ye-AI iqhubeka nokukhula. Ubufakazi obufanelekile buzobandakanya ukubuyekezwa kwekota okuzayo, okungeziwe noma ukususwa, ukudalulwa kwemali engenayo evela emisebenzini ehlobene ne-AI, kanye nokubika okuzimele ngemikhiqizo nezimali zezinkampani. Ukufakwa akufanele kuthathwe njengobufakazi bokusebenza kwezobuchwepheshe, ukuphepha, inzuzo noma ubuholi bemakethe; umbiko awunikezi nokukodwa kwalezo zivivinyo.

Ukulandelela kufanele kugcine uhlelo lwezikhathi lokuphatha luhlukile kunoma iyiphi imakethe yakamuva noma incazelo yebhizinisi. Idethi yokuqala yangoSepthemba 14 ikhomba ukuthi ukwakheka okubikiwe kufanele kuqale nini ukusebenza, kodwa yona ngokwayo ayibonisi ukuthi abatshalizimali bazokwenzani noma ukuthi izinkampani zizokwenza kanjani. Ukubuyekeza ngokucophelela kuzoqhathanisa ukwakheka kokugcina okushicilelwe nombiko, bese kucatshangelwa izisindo, izimpendulo zesikhwama kanye nokudalulwa kwenkampani kuphela uma leyo mininingwane isitholakala.

Imihlahlandlela ehlobene nemibuzo