【AI+100】MiniMax stock price hits a new high of 1148 yuan, benefiting from the OpenClaw mainland trend. Analysis: The industry remains optimistic. Reminder: Don't buy the wrong stocks.

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OpenClaw, an open-source AI agent, is very popular in mainland China. Bloomberg recently reported that the Longgang District in Shenzhen may provide a 2 million RMB subsidy to support professional platforms integrating OpenClaw. Hong Kong AI large model stocks Minimax (00100) and Zhipu (02513) rose sharply for two consecutive days, with Minimax approaching 1,200 HKD at its peak, reaching a new high of 1,148 HKD after listing. CICC Securities pointed out that both stocks can benefit from the mainland’s AI agent boom, making them more attractive.

CICC Asset Management investment strategist Liu Weiqiang said in our video program “ET Market Opening Live” that both stocks can benefit from AI agents receiving tasks and being assigned work. “Minimax helps users with multimedia tasks, including voice-overs and short video generation. I have friends in advertising who are already using it… They don’t charge a monthly fee but instead accept payment in tokens, which effectively attracts customer payments. The business outlook is promising.” However, he noted that yesterday (Monday), trading volume reached 3.3 billion HKD, triple the previous trading day, but it did not break the previous peak of 3.5 billion HKD on February 20, so further observation is needed before deciding to buy. Additionally, he warned that some cloud-related stocks were driven up by the OpenClaw boom yesterday (Monday), but they did not benefit directly, so investors should pay attention.

Because of its trademark resembling a lobster, OpenClaw’s name and logo are associated with lobsters. Its function involves assisting users in conveying commands across different apps after voice input, effectively giving users an extra pair of hands. In mainland China, users are called “Lobster Growers.”

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