Recently, OpenClaw has ignited fervent discussions within the tech community, triggering a notable upswing in demand for computing power. On March 10, A-share stocks related to computing hardware concepts experienced a sharp rise, with Changguang Huaxin hitting the daily upper limit and its stock price soaring to an all-time high. In the Hong Kong market, large model concept stocks also exhibited robust performance, with MINIMAX surging over 22%, Zhipu climbing nearly 13%, and Tencent Holdings gaining more than 7%. According to statistics derived from disclosed annual reports, performance express reports, and the lower bound of forecasted net profit (or the announced figure when no lower bound is available), there are 28 AI agent concept stocks that have demonstrated a year-on-year net profit growth exceeding 20% (inclusive of companies turning losses into profits) in 2025. Among these, companies anticipated to turn losses into profits encompass Jincai Interconnect, Xinan Century, Gravity Media, 360 Security Technology, Wings Tech, Dian Diagnostics, BlueFocus, and Leo Group.
