Hong Kong, 4 May 2026 – Chinese technology stocks may be heading for a fresh artificial intelligence-driven boost as Morgan Stanley expects upcoming index changes to channel new passive investment flows into Hong Kong-listed AI names, reinforcing investor interest in China’s domestic technology cycle.
The investment bank expects the inclusion of two Chinese generative AI companies, Knowledge Atlas Technology, the listed holding entity of Zhipu AI, and MiniMax, into the Hang Seng Tech Index on 8 June 2026 to trigger between US$1.25 billion and US$1.75 billion in passive inflows. The forecast suggests that China’s AI trade is moving beyond sentiment and into market structure, where index inclusion can create automatic demand from funds that track the benchmark.
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