A statement from NVIDIA's CEO ignited the market's enthusiasm for &#34;lobster.&#34;
On Wednesday (March 18), Hong Kong's &#34;lobster&#34; concept stock MiniMax saw an intraday increase of up to 23%, Zhipu rose by as much as 16%, and A-share cloud service provider UCloud Technology also increased by over 10%.
<img src="https://pub.pbkrs.com/uploads/2026/e223ff595532fb20aeadfa687e7588fe?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2026/e223ff595532fb20aeadfa687e7588fe"/><img src="https://pub.pbkrs.com/uploads/2026/6352eeb407a43c40503cc6624fd9c86b?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2026/6352eeb407a43c40503cc6624fd9c86b"/><img src="https://pub.pbkrs.com/uploads/2026/ddf282b3ec4ee3caf63cf68127615085?x-oss-process=style/lg" alt="" original-src="https://pub.pbkrs.com/uploads/2026/ddf282b3ec4ee3caf63cf68127615085"/>
On Tuesday (March 17), NVIDIA CEO Jensen Huang publicly stated at the GTC conference that &#34;OpenClaw is definitely the next ChatGPT,&#34; characterizing it as a fundamental transformation that fundamentally expands the boundaries of what individuals can accomplish with AI technology.
This statement quickly ignited market sentiment, leading to a collective strengthening of Chinese concept stocks related to the OpenClaw ecosystem. Steven Leung, Executive Director of UOB's Daiwa Capital Markets in Hong Kong, stated:
<blockquote>
&#34;Jensen Huang's bullish outlook on OpenClaw is driving market optimism towards AI entities, and NVIDIA's plan to launch related products means the 'lobster' craze is just beginning.&#34;
</blockquote>
OpenClaw officially launched in November last year and is an open-source autonomous AI entity platform based on a large language model. Unlike traditional chatbots, OpenClaw goes beyond answering questions; it can autonomously complete tasks, make decisions, and take actions with minimal human intervention, executing daily functions.
The tool has amassed an almost fanatical user base in China, becoming another important catalyst after DeepSeek ignited the local AI craze over a year ago. Major Chinese cloud computing companies such as Tencent, Alibaba, and Baidu have successively incorporated OpenClaw into their service systems, providing deployment support to enterprise clients; MiniMax, Zhipu, and other large language model providers offer computational support for the operation of AI entities.
Notably, on March 18, MiniMax released the next-generation Agent flagship model M2.7, showcasing the &#34;self-evolution&#34; path of the model for the first time. This model constructs an Agent Harness system, deeply participating in its own training and optimization processes, and can undertake 30%-50% of the workload in certain R&amp;D scenarios, achieving approximately 30% improvement on internal evaluation sets
At the same time, Alibaba Cloud's official website announced that due to the explosive global demand for AI and rising supply chain costs, Alibaba Cloud's AI computing power, storage, and other products will increase by up to 34%.
<h2>Jensen Huang: Every Company Needs a &#34;Lobster Strategy&#34;</h2>
According to an article from Wall Street Watch, Jensen Huang made a clear call to global enterprises at the NVIDIA GTC conference: &#34;Every company in the world today needs to develop an OpenClaw strategy, which is an agent system strategy. This is the new computing.&#34;
He gave high praise to OpenClaw, believing that the project &#34;provides the most needed thing for the industry at the most appropriate time,&#34; and emphasized that &#34;OpenClaw enables us to create personal intelligent agents, and the impact is incredible.&#34;
The article pointed out that to clarify OpenClaw's position in the industry, Huang compared it to foundational infrastructures in the history of technology—OpenClaw's significance to AI is equivalent to that of Windows to personal computers, and its industrial impact can even be compared to that of the Linux operating system, Kubernetes cloud projects, and HTML.
Huang emphasized, &#34;It allows the entire industry to seize this open-source stack and develop applications based on it to create value.&#34;
Risk Warning and Disclaimer
The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial conditions, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk

GTC 大会引爆 AI 叙事，算力、推理、智能体成焦点，产业链预期升温，资金聚焦硬件与应用落地主线。

GTC 大会引爆 AI 叙事，算力、推理、智能体成焦点，产业链预期升温，资金聚焦硬件与应用落地主线。

Did the GTC conference fuel the rise of AI narratives

 the GTC conference fuel the rise of AI narratives

02513

NVDX

512720

NVDA

00100

159998

NVDU

NVDL

688158

NVIDIA CEO Jensen Huang stated at the GTC conference that OpenClaw will be the next ChatGPT, igniting market enthusiasm for related concept stocks. On March 18th, Hong Kong stock "lobster" concept stock MiniMax rose by 23%, KNOWLEDGE ATLAS increased by 16%, and A-share UCloud rose by over 10%. OpenClaw is an open-source AI intelligent agent platform based on a large language model, capable of autonomously completing tasks and making decisions, and has accumulated a large user base in China. MiniMax also released the next-generation Agent flagship model M2.7, showcasing the ability of "model self-evolution."

- NVIDIA CEO Jensen Huang's comments on "OpenClaw" sparked significant market interest, with related stocks like MiniMax and Zhipu seeing substantial gains on March 18.  
- Huang described OpenClaw as essential for AI's future, analogous to Windows in personal computing, suggesting that every company should adopt an "OpenClaw strategy."  
- The tool has garnered a large user base in China, and major cloud providers have integrated it into their services, coinciding with rising AI demand and increased costs for AI resources.

Wallstreetcn

KNOWLEDGE ATLAS

T-Rex 2X Long NVIDIA Daily Target ETF

Guotai CSI Computer Theme ETF

NVIDIA

MINIMAX-W

Tianhong CSI Computer Theme ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

UCloud

The "Little Lobster" concept surges! Jensen Huang: OpenClaw will be the next ChatGPT!