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Chinese AI stocks jumped sharply after Jensen Huang praised OpenClaw, an open-source autonomous AI agent platform, calling it “definitely the next ChatGPT.” His comments sparked investor optimism, driving shares of companies involved in AI agent development higher in Hong Kong and Shanghai markets.
MiniMax Group Inc., which launched its own AI agent, rose as much as 14% in Hong Kong, while Zhipu (Knowledge Atlas Technology JSC Ltd.) gained 11%. Cloud services provider UCloud Technology Co. also recorded notable increases in Shanghai. Analysts say Huang’s endorsement reinforces expectations for growth in China’s AI sector.
OpenClaw Expands Beyond Traditional Chatbots
Launched in November, OpenClaw uses large language models to perform autonomous tasks rather than just answering queries. The platform can make decisions, take actions, and execute functions with minimal user input, marking a shift from traditional chatbot functionality. Major Chinese cloud providers, including Tencent Holdings, Alibaba Group, and Baidu, have integrated OpenClaw into their services, while token-based LLM providers such as MiniMax and Zhipu supply the computational resources that power the agents.
The platform has developed a devoted user community in China, often referring to their AI agents as “raising lobsters,” reflecting the idea that the agents improve through iterative feedback and training. Analysts note that OpenClaw’s adoption could accelerate the local AI agent market, offering new capabilities beyond conventional automation.
Investor Confidence Boosted by Nvidia Support
Financial experts see Nvidia’s support and plan to launch related products as a catalyst for ongoing growth in AI-related equities. “Jensen Huang’s bullish comments about the future of OpenClaw are fueling optimism over AI agents,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.
OpenClaw’s combination of autonomous functionality and rapid adoption has positioned it as a leading platform in the growing AI agent space, providing a fresh impetus to China’s tech stock rally and demonstrating the increasing global influence of next-generation AI solutions.
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