Black Sesame Intelligence (02533.HK) Hong Kong Stock Hot Stock Analysis

Black Sesame Intelligence (02533.HK), a hot stock in the Hong Kong market, has gained attention due to multiple business and market event drivers. According to Hong Kong Exchange data, the company closed at HK$19.400 the previous day, opened at HK$19.410, and currently has a market capitalization of approximately HK$12.62B, belonging to the technology/chip sector [0]. Core catalysts for its popularity include: 1) The December 2 announcement of a proposed acquisition of Ezhiy Electronics to fill gaps in low-power edge chips [1][3]; 2) The November launch of the SesameX multi-dimensional embodied intelligence computing platform, marking entry into the robotics track [1][3]; 3) China Post Securities maintaining a ‘Buy’ rating on December 24, highlighting deep collaboration with Zhichi Zhiyuan in assisted driving and embodied intelligence [4]. From a market performance perspective, on December 19, the stock hit a high of HK$20.500, low of HK$19.300, with a transaction amount of HK$237.95M and volume of 11.94M shares—its trend is highly correlated with these catalysts [0].

As the ‘first intelligent driving chip stock’, Black Sesame Intelligence has expanded from automotive intelligent chips to the embodied intelligence (robotics) track via acquisitions and tech releases, capturing a hot trend in tech. Institutional optimism further strengthens market confidence in its expansion potential [4]. The overall popularity of the tech/chip sector and rapid growth of the embodied intelligence track have jointly boosted market attention.

: Entry into emerging tracks like embodied intelligence positions it to benefit from growth dividends; the Ezhiy Electronics acquisition will enhance competitiveness in low-power edge chips [1][3]. : Monitor if valuation aligns with current business stage, and whether acquisition integration and new business progress meet market expectations [0].

Black Sesame Intelligence (02533.HK) became a hot Hong Kong stock due to business expansion and institutional ratings—its embodied intelligence layout and proposed Ezhiy Electronics acquisition are core drivers. With a market cap of ~HK$1.262B, recent price/volume performance is significantly influenced by catalysts. Investors should track business progress and valuation rationality to objectively assess its market performance.