2026-01-08 10:31:16

A leading AI company had a hot debut on its first trading day, with a market capitalization reaching 52.8 billion HKD, and the entire tech sector also moved upward in tandem. What does this wave of market activity reflect? The attitude of the capital market towards the AI industry has undergone a clear shift—from speculating on concepts to focusing on practical implementation.

The gap between technological R&D and commercial application is narrowing, and investors are recalibrating their focus. More and more AI projects are beginning to demonstrate real value, rather than just remaining in the white paper stage. The success of this IPO may not be the end but rather a precursor to larger-scale capital inflows.

How far can this rally in the tech sector go? Ultimately, it depends on the progress of subsequent projects and their commercialization results. For investors looking to participate in this wave, early positioning and selecting promising sectors are often underestimated. What are your thoughts on the investment opportunities in this AI industry wave?

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NotFinancialAdvice

· 01-10 07:53

52.8 billion HKD, sounds great but I'll wait and see if this thing can really make money --- It's the same old story, from concept to implementation, I think 99% is still just a concept --- Sounds nice, but it's really just gambling on whether someone will take over later --- Early layout? How can retail investors like us do early, it's always others who finish eating before we even see it --- Technology can be impressive, but the key is whether users are willing to pay --- I missed this round of market movement, is it a bit late to get in now --- When big capital enters, it has nothing to do with retail investors; after harvesting the small investors, they push the price up --- Having a real project is definitely better than just a concept, but the problem is how to find genuine ones --- 52.8 billion, just hearing about it is enough, I'll wait for the annual report before making any decisions --- Damn, here we go again with sector selection, so how precise do I need to be?

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ColdWalletGuardian

· 01-09 04:15

52.8 billion? Really? This surge is quite intense. Implementation capability is the real deal; whitepapers can't fool for long. Everyone's rushing into the AI trend, but I'm just worried the sucker might be ourselves. Talking about early-stage deployment is easy; is it already at a high point now? How long this wave can last is really hard to say; it depends on real data. The tech sector is riding the wave and rising together, but it all feels a bit hollow. I just want to know who can truly land, everything else is just stories. The trend is here, but so are the risks; not all AI projects will survive. Starting from 52.8 billion, how many more are waiting in line to go public? Selected tracks? Easier said than done; which one isn't claiming to be an AI leader right now?

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GasFeeNightmare

· 01-08 11:00

528 billion is really shocking, but I still think the bubble won't burst that quickly There are indeed reliable projects, but most are still just storytelling Let's see how high this wave can go... it's a bit uncertain This time isn't the end, in fact, it's just the beginning of the surge The white paper has deceived too many people; we still need to see real implementation I think it's a bit late to get in now; early investors are already laughing to the bank Be cautious at the 928 HKD level, don't rush into the market Capital is highly perceptive, but is AI really worth that much? I don't quite believe the tech sector's coordinated rise is a good sign Talking about selected tracks is easy, but what about actual operation? Everyone is just gambling Wait for the subsequent financial reports before deciding; those currently experiencing FOMO have already been cut out

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ZeroRushCaptain

· 01-08 10:51

52.8 billion HKD? I bet five bucks this is the next precursor to a 50% drop. It's "shifting from hype to actual implementation" again, saying the same thing every round, and every time ends in a setback. My experience as a contrarian indicator tells me that now, when everyone's hyping the most, it's time to reduce positions.

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TokenVelocityTrauma

· 01-08 10:49

52.8 billion? Come on, it's just capital hype. The real money is still made by those who got in early.

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ChainBrain

· 01-08 10:45

Starting from HKD 52.8 billion, it's definitely just the appetizer Those who are truly optimistic about this round have already laid low; it's a bit late to jump on now Implementation capability is the key; the white paper era is really over If retail investors take the bait this time, be careful of getting chopped; precise sector selection is essential Capital is still testing the waters; there are more opportunities ahead

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