Stocks related to the computing power concept have witnessed a partial surge, with UCloud reaching its daily limit and several other stocks following closely behind. Last Friday, Tencent Cloud engineers offered users a comprehensive, one-stop installation tutorial for OpenClaw (affectionately dubbed “Lobster Farming”), which swiftly became a hot topic within the AI community. OpenClaw is an open-source, locally-focused AI Agent framework that can assume control over users' keyboard and mouse operations to accomplish intricate tasks. The Longgang District of Shenzhen has rolled out special policies to offer subsidies and incentives to relevant developers. Guosheng Securities highlighted that OpenClaw will spur a robust demand for computing power and foster the advancement of the computing power industry chain, with domestic computing power anticipated to emerge as a dominant force. Huaxi Securities posits that OpenClaw is set to usher the AI industry into the Agent era, instigating transformations across multiple facets, and recommends keeping a close watch on the sectors of large-scale models and applications, as well as computing power infrastructure.
