Philip Sun, co-head of Asia Equity Sales at Goldman Sachs, is profoundly impressed by the rapid development of OpenClaw open-source agents within China’s tech sector. He remarked that the speed and fervor with which China has embraced AI technology are truly remarkable. Presently, China is advancing OpenClaw with remarkable pragmatism, with technical forums brimming with local deployment guides. Some employees from internet firms have even ventured onto the streets to help users with installation and configuration.

From the perspectives of the capital market and industry fundamentals, OpenClaw has exerted a significant leveraging effect on the volume of underlying API calls. It has spurred a dramatic increase in Token calls for underlying models such as MiniMax and Zhipu, consequently driving up the stock prices of related companies. OpenClaw has also redefined the consumption pattern of AI computing power by converting consumer-end (C-end) automated execution demands into essential purchases of API Tokens. This shift has fueled demand for VPS and edge computing resources, leading to a marked enhancement in the performance of IDC infrastructure and computing power scheduling platforms, and reshaping the capital market’s valuation logic for the AI sector.

However, the swift proliferation of this technology has also sparked compliance concerns. Domestic regulatory authorities have issued safety warnings, and multiple financial institutions have imposed strict bans on private deployments. Deloitte anticipates that OpenClaw will boost productivity in the software and related knowledge-intensive industries by 30% to 35%.