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<Research>CICC: OpenClaw Drives Large Model Commercialization & Industry Business Model Overhaul
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OpenClaw is accelerating the practical implementation of AI and driving growth in computing power demand, which have resulted in comprehensive price hikes across the industry, CICC wrote in its research report. The cloud computing sector is among the first to benefit from a resonance between earnings growth and improving industry sentiment. Over the medium to long term, CICC believes investors should continue to track enterprises real demand and user retention conversion, cloud vendors strategic positioning capabilities within the industry chain, and whether profit margins and ROI can continue to improve, as these are the key determinants of the sector's long-term value. Regarding OpenClaw, its popularity marks the transition of large models from general dialogue toward a practical stage capable of real-world deployment and task execution. Through natural language, it can perform system operations, automate office tasks, and execute complex assignments, pushing forward the transformation of models into productivity tools. Consequently, Chinese cloud vendors' monetization models have upgraded from traditional GPU leasing to a MaaS model. During the 2026 Spring Festival period, Chinese technology powerhouses, including ByteDance, Alibaba, Tencent, and Baidu, launched costly AI red packet promotion campaigns to attract new users to their AI applications. While these campaigns indeed drove a short-term user surge, user retention and usage frequency generally declined after they came to an end. Among them, ByteDance's Doubao remained relatively resilient, leading in user base. CICC believes establishing a sustainable business model and achieving ecosystem breakthroughs will still take time. Auto-translated by AI AASTOCKS Financial News |
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