A trillion-dollar giant hits the daily limit in 4 minutes! China’s AI makes a major breakthrough!

China’s AI Gains Another Major Breakthrough!

This morning (March 11), A-share hardware stocks such as CPO continued their strong performance, with Rising Sun Technology hitting the limit-up for two consecutive days, and Xunjie Xing rising nearly 10%. Guangxun Technology, Bomin Electronics, and Deke Li also gained. Among them, Changfei Optical Fiber hit the limit just four minutes after opening, with a market value surpassing 100 billion yuan.

According to OpenRouter statistics, over the past 30 days, Step3.5 Flash on OpenClaw has ranked first globally in total token calls. Currently, the top three daily and monthly rankings are dominated by Chinese large models: Step3.5 Flash, Kimi K2.5, and MiniMax M2.5.

Recently, OpenClaw (the open-source AI agent) has continued to be extremely popular. Essentially, OpenClaw is an AI agent that requires continuous API calls to large models to operate, relying on token calls for its core functionality. Behind these tokens are computing power and electricity.

Huawei has also announced related news, launching Xiaoyi Claw based on HarmonyOS, currently in beta. According to the introduction, Xiaoyi Claw can assist users with document editing, PPT creation, automatic email replies, and more. It supports multi-device collaboration and pre-sets various personas. Previously, Huawei’s Xiaoyi open platform showed that OpenClaw mode has been added.

Powerful Computing Drive

The core operation of OpenClaw, which has been trending recently, depends on token calls to large models, supported by computing power and electricity. Therefore, the logic of computing power is once again surging.

In today’s morning session, the optical module (CPO) index performed actively, with most stocks in the sector rising. Guangxun Technology once rose over 7%, Changxin Bochuang over 6%. Rising Sun Technology hit the limit-up after just four minutes of trading. The demand for computing hardware remains high. Foxconn’s financial report shows that by 2025, the company’s revenue will reach 902.887 billion yuan, a year-on-year increase of 48.22%, with a net profit of 35.286 billion yuan, up 51.99%.

Meanwhile, the A-share power grid equipment sector also remained active. Zhongzhi Technology hit the 20-cent limit, Sanyou Lianzhong rose over 10%, and Liangxin Shares, Guodian Nanzi, China Electric Xinlong, and Changgao Electric New led the gains. In the power sector, energy-saving wind power, GCL Energy Technology, and Greenland Power all hit the daily limit, with Jinko Solar and Southern Power Grid Energy also showing strong gains.

Today, Huawei’s terminal business group CEO He Gang personally shared the beta interface of Xiaoyi Claw, saying after a few days of experience, “Very surprised, quite useful,” marking the official arrival of the “Dragon Lobster” era for HarmonyOS users. This AI assistant based on OpenClaw mode, with zero threshold, strong adaptability, and multiple capabilities, has become a new productivity tool for HarmonyOS users.

From the official introduction, Xiaoyi Claw is built on the OpenClaw mode, aiming to provide users with a zero-threshold, exclusive, and self-evolving AI assistant. It supports one-click wake-up, and through deep learning and memory, it becomes more familiar with users’ habits and needs over time, truly delivering a “personalized” experience. Leveraging HarmonyOS’s distributed features, Xiaoyi Claw can seamlessly interact with smartphones, tablets, and other devices, easily managing schedules, memos, and more, enabling efficient cross-device collaboration.

Multiple Sectors May Benefit

According to a research report from Kaiyuan Securities, currently, the AI Cloud IaaS industry is experiencing a surge in inference demand driven by the proliferation of AI applications and the OpenClaw framework. Coupled with Nvidia’s capacity constraints, rising hardware costs, and the gap in domestic substitution, a “seller’s market” has formed, with leading companies like UCloud and Senhua Yiteng announcing price increases of 20%–30%.

By early 2026, the rental prices for high-end GPUs like Nvidia H200 and H100 are expected to rise by 15%–30%, with delivery times extending to 2027. Data center, liquid cooling, power supply, computing rental, and CDN sectors will directly benefit.

The main drivers include: rapid development of AI technology increasing demand for computing power, the OpenClaw framework catalyzing the inference market, rising hardware costs pushing up service prices, capacity constraints at international vendors like Nvidia, and accelerated progress in domestic substitution expanding market space.

Additionally, demand for cybersecurity may also increase significantly.

Yesterday, the National Internet Emergency Center issued a security risk alert for OpenClaw. Users deploying and using OpenClaw should implement security measures such as strengthening network controls, enhancing credential management, strictly managing plugin sources, and continuously monitoring patch updates.

Today’s morning session also saw active performance in cybersecurity concepts, with Guoan Shares hitting the limit-up for two consecutive days, and Green Alliance Technology, Yaxin Security, Shengbang Security, Yongxin Zhicheng, and Anheng Information following suit.

It’s worth noting that the sustainability of this “Lobster Market” trend is something investors should closely watch. Historically, high enthusiasm often correlates with extreme sentiment. Looking at the major components of the Hang Seng Tech Index, all opened high and then declined this morning.

(Source: Securities Times)