The Science and Technology Innovation Board focuses on hard technology and cutting-edge innovation. Currently, the OpenClaw (&#34;Lobster&#34;) AI agent ecosystem is accelerating its expansion, pushing AI from dialogue interaction to autonomous execution. Financial Street Securities points out that this ecosystem has triggered a dual resonance from both the industry and policy sides: cloud providers like Tencent and Alibaba have launched one-click deployment services, UCloud is accelerating its overseas node layout, large model companies like Minimax and Kimi are deeply integrating, and local governments, led by Longgang in Shenzhen and the Wuxi High-tech Zone, have taken the lead in issuing special subsidies, with cities like Hangzhou, Nanjing, and Hefei following up intensively within 24 hours, rapidly forming a regional competitive landscape. This trend marks that the AI Agent industry chain is on the eve of large-scale implementation, expected to continuously drive the demand release for computing power infrastructure, large models, and vertical application segments.
Guotai Junan Securities emphasizes that OpenClaw is reshaping the architecture, channels, and operational systems of software applications, with technological competitiveness increasingly becoming a key variable in the ecological changes. Currently, domestic cloud and internet companies (such as Volcano Engine, Tencent, Alibaba, Huawei), independent large model companies (Minimax, Zhipu, Kimi), and terminal manufacturers are all launching their self-developed &#34;little lobsters,&#34; shifting the competitive focus from front-end product forms to system-level underlying comprehensive capabilities—including large model performance and cost control, underlying IT infrastructure support, and network security assurance capabilities. Among them, domestic large models generally adopt the MoE architecture, significantly reducing computing power costs while ensuring performance, which is the core reason for API call prices being lower than overseas competitors; in terms of security, various manufacturers are simultaneously launching AI agent security control platforms, trusted toolchains, operational traceability, and confidential reasoning model solutions, promoting the ecosystem to evolve towards &#34;parallel expansion of security boundaries and functionality.&#34;
Guotai Haitong Securities observes that the OpenClaw ecosystem exhibits three characteristics: &#34;lower deployment thresholds, intensified entry competition, and simultaneous strengthening of security governance.&#34; As of March 13, OpenRouter data shows that its call volume in the past 30 days reached 10.2 trillion tokens, covering 344 models; Zhipu AutoClaw supports one-click installation and Feishu access, while Jumps Star StepClaw offers 50,000 free quotas and 50 million tokens, with Baidu, Alibaba, Tencent, and JD.com intensively laying out around zero deployment, mobile terminals, and cloud desktops; NVIDIA will also hold a &#34;Building Lobster&#34; developer event at GTC. On the regulatory front, the Ministry of Industry and Information Technology's cybersecurity platform has proposed &#34;six do's and six don'ts&#34; guidelines, and the National Internet Emergency Center has issued warnings about risks such as prompt injection and plugin poisoning, indicating that the industry is transitioning from the &#34;out of the circle&#34; stage to a new stage of &#34;ecological expansion and collaborative reshaping of security boundaries.&#34;
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The technology sector rebounds, and the STAR 50 ETF boosts investment opportunities. The OpenClaw AI ecosystem accelerates its expansion, driving the transition of AI from conversational interaction to autonomous execution. Cloud providers like Tencent and Alibaba launch one-click deployment services, while local governments introduce subsidies, intensifying regional competition. The AI Agent industry chain is on the eve of large-scale implementation, with demand being released. GF Securities points out that technological competitiveness has become a key variable, as domestic large models reduce computing power costs and security governance is simultaneously strengthened. OpenRouter data shows that the call volume has reached 10.2 trillion tokens, with significant ecological characteristics

- The OpenClaw AI ecosystem is rapidly expanding, enabling a transition from dialogue interaction to autonomous execution within the AI sector.  
- Major cloud providers like Tencent and Alibaba are enhancing deployment services while local governments are initiating subsidies, indicating fierce regional competition.  
- This shift positions the AI Agent industry for significant scaling and demand for computational infrastructure, as companies focus on comprehensive system-level capabilities, including performance and security measures.

腾讯新闻 - 财经

C3.AI

Tencent Holdings Limited

STAR 50

Verses AI

KraneShares 2x Long BABA Daily ETF

Guotai CSI Computer Theme ETF

E Fund China Science and Technology Innovation Board 50 Component ETF

GTJA Allianz China Science and Technology Innovation Board 50 Component ETF

Eastmoney Fund SSE Science and Technology Innovation Board 50 ETF

Krne Csi China Internet

Invesco Semiconductors ETF

BABA 2x Long Daily ETF - GraniteShares

ICBCCS SSE Science and Technology Innovation Board 50 ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

SPDR S&P Semicon

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

Global X Cloud Computing ETF

GF Fund SSE Science and Technology Innovation Board 50 ETF

Global X Data Center & Dgtl Infrs ETF

ChinaAMC Guozheng Semiconductor Chip ETF

iShares Expanded Tech Software Sector ETF

Tianhong CSI Computer Theme ETF

SPDR S&P Software

China Southern CSI Semiconductor Industry Custom ETF

Alibaba

BABA-W

TENCENT

The technology sector has clearly rebounded, and the STAR 50 ETF from Ping An helps to easily position investment opportunities in the technology sector