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<Research>BOCI China: Brisk Progress in AI 'Lobster' Industry; Large Model Targets among HK Stocks Include Alibaba, Minimax, Zhipu
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Since January, the AI “Lobster” (OpenClaw, an AI agent known for its lobster mascot and its ability to “help you get things done”) industry has progressed briskly, BOCI China’s report stated. Cloud vendors and large model vendors have integrated or connected with the “Lobster” agent, while some vendors have developed specific reusable functional modules at the application front. With accelerated industry layout, the “Lobster” ecosystem is becoming increasingly complete. The “Lobster” agent, having launched just over four months ago, has created a record for the fastest ascent to the top of the GitHub star ranking in history - surpassing Linux with over 248,000 GitHub stars, becoming the most popular open-source project on the GitHub platform. Since the launch of the agent, domestic cloud vendors such as Tencent Cloud, Alibaba Cloud, State Cloud, JD Cloud, Volcengine, and Baidu AI Cloud have tapped into it. UCLOUD (688158.SH) launched related mirror for deploying OpenClaw (Clawdbot) in late January, with related services now online at multiple overseas nodes including the US, Singapore, and Japan. Some large model vendors have also integrated the “Lobster” agent with their own large models. On February 26, MINIMAX-WP (00100.HK) launched MaxClaw, a cloud-based AI assistant built on OpenClaw, directly integrated into the MiniMax Agent web page, allowing users to deploy and run OpenClaw in the cloud without needing their own server or API Key. Recently, Kimi Claw Beta went live on the Kimi website, supporting one-click cloud deployment or linking to pre-configured OpenClaw, enabling one-click access to ClawHub's 5000+ community plugins. Driven by the Kimi K2.5 model and Kimi Claw, Kimi has set a record since late January for revenue growth exceeding the entire year of 2025 within 20 days. On the OpenRouter's OpenClaw model call list, K2.5 continued to hold the top position. BOCI China stated that the AI agent direction, represented by the “Lobster” agent, is transitioning from a thematic hotspot to industry layout. Policy support and increased industry participation provide the foundational conditions for the continuous development of AI agents. Although the AI agent industry chain is still in its early stages, with technology paths and business models still being explored, its potential strategic significance and application prospects are gradually emerging. The broker recommended focus on investment opportunities in the AI agent industry chain, including large model vendors, cloud services/ AIDC vendors, and AI agent vendors. The broker listed key investment targets in the AI agent industry chain, with Hong Kong stock targets for AI large models including BABA-W (09988.HK), Minimax, and KNOWLEDGE ATLAS (02513.HK). AASTOCKS Financial News Website: www.aastocks.com |
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