The nationwide crayfish farming boom is fueling a surge in A-share technology stocks, with OpenClaw's opportunities concentrated in this field.

After the A-shares oil market, a “Lobster” rally follows. On March 10, the A-share market experienced a broad rally. By the close, the ChiNext Index surged 3.04%, while the Shanghai Composite and Shenzhen Component indexes rose 0.65% and 2.04%, respectively.

On March 10, leading sectors in the A-share market.

Looking at market hotspots, sectors related to “Lobster” OpenClaw—such as computing power, electronic components, and semiconductors—all strengthened collectively, becoming the core drivers of market sentiment. In the AI computing power sector, YunSaiZhiLian, the only state-controlled platform in Shanghai with both data center and cloud service licenses, continued to rise for four consecutive trading days. UCloud, Tianfu Communications, and others also gained over 10%. Cloud computing stocks like 263 and Kehua Data also followed the trend with limit-ups.

Semiconductor stocks Shengbang Co., Juguang Technology gained over 10%. PCB (printed circuit board) companies Jinan Guoji and Guanghe Technology hit the daily limit, and even multilayer ceramic capacitor maker Guoci Materials rose 11%.

Hong Kong stocks with “Lobster” concepts are also hot. The so-called “Lobster Three Brothers” led the surge—AI data infrastructure leader XunCe rose nearly 33%, large model manufacturer MiniMax jumped over 22%, surpassing Baidu Group in market value, and Zhipu rose nearly 13%. On the 10th, MiniMax announced a new “Lobster” skill, launching Voice Maker speech model and Music Maker music model. On the same day, Zhipu officially launched AutoClaw (Chinese name: AoLong), which users can install and deploy on local computers with one click to activate “Lobster.”

Why is the “Lobster” so popular? Simply put, “Lobster” OpenClaw is a tool that enables AI to “do work.” It can open software, write weekly reports, book restaurants, handle Excel sheets, acting like a digital butler. Just tell it what to do, and it will help get the job done. Currently, OpenClaw has over 250,000 stars on GitHub, surpassing the Linux kernel, making it one of the fastest-growing open-source projects in history.

Alibaba Cloud, ByteDance, Baidu Cloud, Tencent Cloud, and others have recently announced integration with OpenClaw. Tencent launched WorkBuddy AI agent, fully compatible with OpenClaw skills. Xiaomi announced a limited closed beta test for “Lobster Phone.” Baidu Cloud, Alibaba Cloud, and others have also introduced corresponding cloud deployment options.

As OpenClaw advances various commercialization efforts, its impact on the capital markets is becoming a focus for institutions. Many brokerages believe that computing infrastructure will become a key beneficiary.

Market data shows that daily token consumption of major Chinese large models has skyrocketed from 100 billion at the start of 2024 to 180 trillion tokens by February 2026. Facing the surging demand for inference computing power, mainstream vendors like Moonlit Shadow and Zhipu have experienced shortages and restrictions, with unprecedented supply-demand mismatches. It’s understandable that the AI Agent mode represented by “Lobster” consumes more computing power, and short-term explosive growth in computing power leasing and token consumption is inevitable. Additionally, “Lobster” requires higher compatibility with large models, intensifying model competition and possibly leading to a winner-takes-all scenario.

A recent research report from Kaiyuan Securities notes that technically, OpenClaw can decompose tasks, perform online searches, call local software, self-correct and retry, and send requests to cloud large models. Its multi-round self-correction and extensive context mean token consumption could grow exponentially. Its rapid popularity may drive continuous growth in AI cloud computing power. Therefore, the development of OpenClaw could significantly boost demand for AI cloud IaaS, with core sectors like AIDC, computing power leasing, and CDN expected to benefit.

However, the risks associated with “Lobster” are also being recognized. Wanlian Securities warns that because OpenClaw’s deployment involves “blurred trust boundaries” and it has features like autonomous operation, decision-making, and system/resource calls, without effective permission controls, it could be vulnerable to command manipulation, configuration flaws, or malicious takeover, leading to risks such as information leaks and system control.