Group 1 - The core viewpoint of the article highlights the strong performance of AI applications, with Xunce (03317) experiencing a nearly 17% intraday increase, currently up 12.85% at HKD 59.7, with a trading volume of HKD 15.99 million [1] - Xunce is a leading provider of real-time data infrastructure and analytical solutions, focusing on end-to-end data empowerment [1] - The company's strategic value lies in its high-moat AI underlying data operating system, which builds a millisecond-level AI data agent platform to drive real-time data analysis and efficient decision-making across various industries, including finance, urban operations, energy, high-end manufacturing, healthcare, satellites, robotics, telecommunications, and consumer markets [1] Group 2 - The Hang Seng Composite Index's semi-annual review period ended on December 31, 2025, with a new round of adjustments to the Hong Kong Stock Connect list expected to be announced after the market closes on February 20, 2026, and to be implemented after the market closes on March 6, 2026, with adjustments officially taking effect on March 9, 2026 [1] - Multiple institutions have indicated that Xunce is likely to be included in the Hong Kong Stock Connect list [1]

Core Viewpoint - The Hong Kong stock market saw a collective surge in AI application stocks, with XunCe (3317.HK) rising nearly 17% to HKD 61.8, indicating growing market recognition and investment value in AI infrastructure companies [1] Company Summary - XunCe is a real-time data infrastructure and analytics solutions provider, offering real-time IT solutions that encompass data infrastructure and data analysis for enterprises across various industries [1] - The company focuses on building a full-stack capability of "data computing platform + intelligent agents," positioning itself as a key enabler for enterprise-level AI implementation, facilitating real-time intelligent decision-making across sectors [1] - XunCe's strategic value lies in its high-moat AI underlying data operating system, which constructs a millisecond-level AI data agent platform, driving real-time data analysis and efficient decision-making in diverse industries such as finance, urban operations, energy, high-end manufacturing, healthcare, satellites, robotics, telecommunications, and consumer markets [1] - The trend of AI is reshaping all industries, with analysts noting that XunCe's AI infrastructure is gradually being recognized by the market, leading to an accelerated release of its investment value and valuation [1]