HONG KONG ALPHA PORTFOLIO: (August 2026)
HK Alpha portfolio gained 3.45% in August, outperforming its benchmark by 2.67%. Since inception, the portfolio has outperformed HK indexes by 60%...
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MiniMax-WP: Path Way to HSI Inclusion
A US$33bn AI company sitting outside the HSI, but perhaps not for long. We examine the pathway, the precedents, and the timeline ahead.
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This Week in AI (Aug 23-29): Ox Alpha and Jalapeno; Nvidia Eyes Hugging Face
This week in AI: Ox Alpha is Zhipu's GLM-5.3-Flash; OpenAI tests Jalapeno against GB300; Nvidia eyes Hugging Face as Moonshot talks with US cloud...
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MiniMax (100 HK): Gross Margin Matters More in B2C AI
MiniMax’s gross margin improved significantly in 9M2025. We believe gross margin is more important for B2C than for B2B. It is not easy for an...
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This Week in AI (Aug 16-22): Mysterious Ox Alpha Model; Stripe Buys OpenRouter; YMTC's IPO
This week in AI: Ox Alpha appears on OpenRouter; Stripe buys OpenRouter for over USD 7bn; OpenAI pauses Astra RL; YMTC files Shanghai IPO.
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