BP#TENCTRC2608A

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Recently, the open-source AI software OpenClaw has sparked a craze in mainland China, with related concept stocks like MiniMax experiencing significant increases. Despite its broad prospects, experts warn that its application threshold is high, facing cost and security risks. OpenClaw can automate the execution of multiple tasks and has quickly become a popular foundational software. Companies such as Alibaba Cloud and Baidu Intelligent Cloud have launched related services, and Tencent is also actively promoting its cloud services. MiniMax's AI assistant MaxClaw is showing strong commercialization momentum, with rapidly growing annual recurring revenue

- The open-source AI software "OpenClaw" has gained significant popularity in mainland China, prompting notable increases in related stocks, such as MiniMax, which surged nearly 24%.  
- Chinese AI experts highlight that while the technology has great potential, its high operational costs and applicable requirements pose challenges, making it less suitable for average users.  
- There are also serious security concerns, as OpenClaw requires extensive user permissions, risking sensitive data loss if compromised, emphasizing the need for cautious adoption in businesses.

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MINIMAX-WP

Tencent

TENCENT

Alibaba

Tencent Holdings Limited

BIDU-SW

BABA-W

Baidu

Global X Data Center & Dgtl Infrs ETF

SPDR S&P Software

iShares MSCI China

Krne Csi China Internet

Global X Cloud Computing ETF

iShares Expanded Tech Software Sector ETF

BABA 2x Long Daily ETF - GraniteShares

ISHRS S&P Glb It

KraneShares 2x Long BABA Daily ETF

OpenClaw Lobster Tide heralds the era of digital employees, and the stock market is also stirring up speculation. However, experts warn of risks: "Excessive authorization can lead to arbitrary carding."

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The NASDAQ Golden Dragon China Index preliminarily closed up 1.8%. Among popular Chinese concept stocks, XPeng rose 6.4%, BYD rose 6%, Meituan rose 5.7%, Li Auto and Nio rose over 3.8%, Baidu rose 2.9%, Tencent rose 2.4%, Alibaba rose 1.4%, NetEase fell 0.1%, and WeRide fell 1.4%

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NASDAQ Golden Dragon China Index

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Meituan

BYD COMPANY

BYD Company

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Roundhill China Dragons ETF

Direxion FTSE China Bull 3X

Invesco Golden Dragon China

NetEase

NetEase LobsterAI released version 0.2.2 on March 8, officially integrating with WeChat Work and QQ bots, supporting DingTalk and Feishu, achieving full coverage of mainstream IM. Users can directly issue commands to the Agent via mobile, conduct complex data analysis, generate PPTs, and monitor financial activities in real-time, remotely driving the Agent to complete tasks anytime and anywhere

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NetEase "Lobster" LobsterAI releases a new version, integrating with WeChat Work, QQ, Feishu, and DingTalk

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Tencent's version of Lobster has arrived

- Tencent is rapidly integrating AI Agent technology, particularly with recent developments like the OpenClaw and QClaw products aimed at enhancing local AI deployment.  
- The QClaw application enables users to easily deploy OpenClaw on their computers, supporting Mac and Windows, with features prioritizing local data security.  
- Tencent’s strategic approach encompasses a broad ecosystem, combining foundational technology, cloud platforms, and a focus on the WeChat environment, aiming to establish competitive AI capabilities as the market evolves.

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Fully embracing Agent, Tencent is quietly initiating a round of horse racing-level "shrimp farming"

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Tencent Cloud's OpenClaw free installation event held last Friday sparked a frenzy, with participants ranging in age from 2 to 60 years old, and the queue on-site lasting for several hours. Ma Huateng stated that he did not expect the event to be so popular. OpenClaw, as an AI agent, can convert natural language commands into actual operations, quickly attracting cloud computing giants like Alibaba Cloud and JD Cloud to launch corresponding deployment solutions, simplifying the user installation process

- Tencent Cloud recently hosted a free installation event for OpenClaw in Shenzhen, attracting a diverse crowd aged 2 to 60.  
- Hundreds of OpenClaw instances were deployed within hours, demonstrating the growing appeal of AI technology to the general public.  
- The success prompted major cloud computing companies like Alibaba Cloud and JD Cloud to launch simplified deployment solutions for OpenClaw.

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Tencent Cloud offers free installation of OpenClaw, attracting attention like a New Year red envelope. Ma Huateng: I didn't expect it to be so popular

Tencent has launched the powerful AI tool QClaw, which features the groundbreaking "WeChat Direct Connect" killer feature. With just a WeChat message, AI can remotely control your computer to automatically generate reports, write code, and post tweets. It requires zero threshold for deployment and all data is fully localized. This is not only a revolutionary office tool but also signifies that WeChat is evolving into an all-powerful "super interface."

- Tencent has launched QClaw, a local AI assistant based on OpenClaw, allowing users to interact directly via WeChat.  
- QClaw offers over 5000 skills, supports Mac and Windows, and can operate user computers through WeChat commands.  
- As the competition for AI integration in messaging platforms heats up, concerns around security and data privacy remain significant challenges for widespread adoption.

Can WeChat raise lobsters now? Tencent released three lobsters in one day, and this final move is a bit ruthless

An open-source "little lobster" is reshaping the way everyone collaborates with AI. The simultaneous appearances of Tencent, ByteDance, and Alibaba are just the starting point of this accelerated transformation. Whoever is closest to the user has the most valuable entry point. When AI truly resides in your chat list, the act of "using AI" will have genuinely entered the daily lives of ordinary people. From "struggling for three hours without installation" to "download and use immediately, just send a message to get to work"—the speed of AI entities' popularization is exceeding everyone's expectations. And this battle for entry points has just begun

- The emergence of AI tools like OpenClaw is reshaping how ordinary people collaborate with AI, highlighted by long queues for installation assistance.  
- Major tech companies, including Tencent and ByteDance, have launched competing products to simplify access and usage, indicating a shift in focus from technical superiority to user accessibility.  
- The ongoing competition also raises security concerns regarding AI's capabilities to control local systems and safeguard user privacy, emphasizing the need for robust solutions in the industry.

Guotai MSCI China A ESG General ETF

Yinhua MSCI China A ETF

iShares China Large Cap

The giants are collectively entering the market. After Alibaba and ByteDance, Tencent has also launched its own "Little Lobster"!

Tencent recently launched a new feature that allows individual users to create QQ robots linked to the AI tool OpenClaw through official channels. Users can register a developer account by scanning a QR code with the mobile QQ app, and after simple operations, they can create robots and configure them in the OpenClaw environment. Each QQ number can create up to 5 robots, supporting multimedia messages, and is applicable for both mobile and desktop QQ

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TENCENT allows the creation of QQ robots linked with OpenClaw

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0309 | Dolphin Research Focus: 🐬 Macro/Industry 1) Middle East tensions escalated, sending Brent intraday close to $120/bbl. Nasdaq futures fell 2.32%, while VIX futures rose 7.28%.G7 finance ministers were set to hold an emergency meeting at 20:30 BJT on Mon, aiming to coordinate with the IEA to release oil reserves to steady prices. After the headlines, crude pulled back quickly.The move can cap prices in the short run and help stabilize risk sentiment. However, drawdowns are only a stopgap. If the conflict drags on, supply risks persist and energy and tech could see choppy swings...

Global Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap

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On March 9, 2026, the three major indices of the Hong Kong stock market collectively closed lower, with the Hang Seng Index down 1.35%, hindered by previous high resistance. On the market, the internet content and retail sectors showed weakness due to declining consumer demand, while the oil and gas exploration sector strengthened against the trend, with CNOOC rising 3.31% and Shandong Molong surging 25.06%. Market trading was active, with Tencent, Alibaba, and leading oil and gas companies topping the trading volume, but short-term sentiment leaned towards caution

- On March 9, 2026, Hong Kong's major indices declined, with the Hang Seng Index falling 1.35% to 25,408.46 points, unable to break the peak from March 6.  
- The oil and gas exploration sector outperformed, driven by rising international oil prices, while the retail sector faced declines due to concerns over consumer demand.  
- Investor focus remains on economic recovery indicators, with macro policy developments and improvement in economic data being key variables for market momentum.

Market Heartbeat

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CHK OIL

SHANDONG MOLONG

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CHINA COAL

MENGNIU DAIRY

LI AUTO-W

GANFENGLITHIUM

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Yinhua CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

Shandong Molong

Hong Kong Stock Market Closing | The Hang Seng Index fell 1.35%, the oil and gas sector rose against the trend, Shandong Molong increased by 25%

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The OpenClaw craze in mainland China has triggered a rise in related stock prices, with the Shenzhen municipal government planning to provide subsidies of up to 2 million RMB to support the deployment of the software. A-share listed companies such as UCloud, QingCloud, and Shunwang Technology saw their stock prices rise by about 20%, while MiniMax's stock price also increased by over 18%. Cloud giants like Tencent and Alibaba have launched convenient access services for OpenClaw. Although OpenClaw is regarded as a successful application of AI, experts remind us to pay attention to actual usage data to assess its impact

- According to Bloomberg, the popularity of the open-source AI agent software OpenClaw has surged in mainland China, spurred by support from the Shenzhen government, leading to a collective rise in related stocks.  
- The district of Longgang in Shenzhen announced plans to solicit public opinion on a draft policy aiming to subsidize up to 2 million yuan for projects related to OpenClaw deployment.  
- While OpenClaw is praised for its potential to enhance productivity and alter the labor market, concerns over security risks associated with its deployment configurations have been raised.

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The mainland is experiencing a surge in OpenClaw, supported by Shenzhen's initiatives, with related stocks soaring, MiniMax rising nearly 20%

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Hong Kong stocks are under pressure during the trading session, with all three major indices retreating collectively. The Hang Seng Index fell by 1.59%, while the Hang Seng Tech Index showed resilience with a slight pullback. The oil and gas exploration sector strengthened against the trend, driven by rising energy prices, with SHANDONG MOLONG and CNOOC being active. TENCENT's trading volume exceeded HKD 12.5 billion, as overall market risk aversion increased, focusing on macro and external risks

- Hong Kong stocks are under pressure, with major indices retreating; the Hang Seng Index is at 25,347.42, down 1.59%.  
- The oil and gas exploration sector is gaining, driven by rising energy prices, while retail stocks are declining due to weak consumer demand.  
- Key stocks include Shandong Molong up 23.73% and CNOOC up 2.93%, whereas Tencent is down 0.77%, indicating mixed investor sentiment amid cautious market conditions.

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Hang Seng TECH Index

Hang Seng Index

Hong Kong Stock Market Update | Hang Seng Index down 1.59%, oil and gas stocks strengthen, Tencent's trading volume exceeds 12.5 billion

As of noon on March 9, 2026, all three major indices of the Hong Kong stock market fell, with the Hang Seng Index down 2.55% and the Technology Index down 2.34%. The oil and gas exploration sector strengthened against the trend due to rising oil prices, with CNOOC rising 6.99% leading the trading volume. The internet and retail sectors were generally under pressure, with market risk appetite clearly declining and overall market sentiment being cautious

- As of March 9, 2026, Hong Kong's major stock indices faced pressure, with the Hang Seng Index falling 2.55% to 25,101.16, and other indices similarly declined.  
- The oil and gas exploration sector gained, with CNOOC up 6.99%, while tech stocks like Tencent and Baidu experienced losses due to high valuation pressures.  
- Investor sentiment remains cautious, heavily influenced by external economic changes, as trading activity focuses on defensive sectors despite overall weak market conditions.

UNITEDENERGY GP

KINGSOFT CLOUD

CHINA OILFIELD

YANCOAL AUS

Hong Kong Stock Market Mid-Review | Hang Seng Index down 2.55%, CNOOC up 6.99%

Today’s Key News Recap

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CATL HK SDR 30to1

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Tencent HK SDR 10to1

NIO Inc. USD OV

NIO Inc

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Alibaba HK SDR 5to1

The market is plunging as the fighting escalates in the war and oil supply is affected. I really hope the situation will improve soon.

A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:

Oracle

Broadcom

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ESTUN AUTOMATION

ZHAOWEI

ALSCO POOLING

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iShares Silver Tr

SPDR Gold Shares

GLD SG

Pro Ultr Silver

CNMC Goldmine

ZTE Corporation

🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!

gold will survive. bcos of oil shortage, gold gets dumped temporarily. but once inflation comes, gold will surge.

Dragon

Current rate of return reached top 30% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

Darrengohi

Total asset size ranks among the top 2% of account holders
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Total Assets

World War is about to begin. The truth is no asset is the safest. Even cash can go extinct!

I think as the war prolong, the higher risk of oil prices remaining high which will cause inflation to go nuts. It really depends if Trump TACO!

The war will be just another passing storm, just like the many wars that happened since covid19. Ignore the noise and stay focused!

BP#TENCTRC2608A(68871.HK)

OpenClaw Lobster Tide heralds the era of digital employees, and the stock market is also stirring up speculation. However, experts warn of risks: "Excessive authorization can lead to arbitrary carding."

The NASDAQ Golden Dragon China Index preliminarily closed up 1.8%. Among popular Chinese concept stocks, XPeng rose 6.4%, BYD rose 6%, Meituan rose 5.7%, Li Auto and Nio rose over 3.8%, Baidu rose 2.9%, Tencent rose 2.4%, Alibaba rose 1.4%, NetEase fell 0.1%, and WeRide fell 1.4%

NetEase "Lobster" LobsterAI releases a new version, integrating with WeChat Work, QQ, Feishu, and DingTalk

Fully embracing Agent, Tencent is quietly initiating a round of horse racing-level "shrimp farming"

Tencent Cloud offers free installation of OpenClaw, attracting attention like a New Year red envelope. Ma Huateng: I didn't expect it to be so popular