Internet Services and Infrastructure

UCloud

UCloud released FY2026 Q1 earnings on April 20 After-Market (BJT), actual revenue CNY 438.75 M, actual EPS CNY 0.01

UCloud FY2026 Q1 Earnings Release Scheduled for April 21 After-Market BJT

UCloud to Release FY2025 Earnings Report on April 10 During-Market (BJT), Forecast Revenue CNY 1.474 B

UCloud released FY2025 annual earnings during market hours on February 27 (BJT), with actual revenue of CNY 1.7 B (forecast CNY 1.474 B) and actual EPS of CNY -0.17

UCloud released FY2025 Q4 earnings on February 27 During-Market (BJT), actual revenue CNY 472.2 M, actual EPS CNY 0.022

UCloud released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 1.227 B, actual EPS CNY -0.1872

UCloud released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 436.08 M, actual EPS CNY -0.0074

UCloud to Release FY2025 Q3 Earnings on October 31 After-Market (BJT)

UCloud released FY2025 Semi-Annual earnings on August 15 After-Market (BJT), actual revenue CNY 791.07 M, actual EPS CNY -0.18

UCloud released FY2025 Q2 earnings on August 15 After-Market (BJT), actual revenue CNY 415.33 M, actual EPS CNY -0.0797

UCloud and Zhishu Initiate Comprehensive Collaboration

UCloud FY2025 Semi-Annual Earnings Release on August 16, 2025 (BJT)

UCloud Adds AIGC Concept and Announces Performance

UCloud Signs Partnership Agreement with Multiple Entities for Computing Power Ecosystem

UCloud Completes DeepSeek Model Integration and Provides Services for Global Developers

Cloud Computing 概念股 Bounce Back Collectively

UCloud Deploys GPU Bare Metal Clusters in North America

UCloud Reports 2024 Annual Financials, Shows Narrowed Losses

UCloud's AI Business Grows, Collaborates with DeepSeek on Large Model Appliance

UCloud Reports Net Loss of 241 Million Yuan in 2024

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Install queues. Side hustles. Stock bets. This is the rise of China's AI agent economy.

Baidu

How OpenClaw turned into China's next big thing

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Computing power hardware stocks exploded, with sectors like CPO and optical communications surging across the board. TACLINK hit a 20CM limit-up, while Everbright and AFR rose over 10%. The computing power leasing concept saw localized activity, led by the computing power scheduling direction, where SI-TECH and ZZNode hit limit-up, and BONCloud, sinnet, BESTER, and UCloud followed. The fiber optic concept remained strong. Huiyuan Communication hit limit-up at the opening bell, recording a second consecutive limit-up board; HTGD rose over 9%, and YOFC once rose over 6% to hit a new historical high, with OPTOWIDE, Everbright, and Accelink following the gains

Wallstreetcn

Everbright

BESTER

BONCloud

TACLINK

ZZNode

Accelink

YOFC

OPTOWIDE

HTGD

SI-TECH

sinnet

Three major A-share indices turn down across the board, Shanghai Composite loses 3900 points again; computing power hardware explodes, CPO surges, oil & gas and coal sectors adjust collectively

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36Kr learned that the three major A-share indices collectively fell at the midday break, with the Shanghai Composite Index down 0.53%, the Shenzhen Component Index down 1.15%, and the ChiNext Index down 1.78%; the internet, computer hardware, and cultural media sectors led the decline, with Jinyi Media hitting the limit down, UCloud falling over 7%, and Xiechuang Data dropping over 4%; the energy equipment, shipping, and agriculture sectors saw the largest gains, with Jereh Group hitting the limit up, CMES rising over 8%, and Dayu Biological increasing over 7%

36Kr

Jinyi Media

Jereh Group

CMES

The three major A-share indices collectively fell at midday, and Jereh Group hit the daily limit up

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The computing power leasing concept became active again, with AURORA hitting its daily limit six times in 11 days, NB CONSTRUCTION surging to the daily limit, Hongjing Technology rising over 10%, and UCloud, Capitalonline, Shunwang Technology, and Canatal following suit. Hong Kong chip stocks surged collectively, with ILUVATAR COREX jumping nearly 12%, HUA HONG SEMI and BIREN TECH rising nearly 6%, and SMIC and SHANGHAI FUDAN increasing by over 3%

- On April 1, both A-shares and Hong Kong stocks opened significantly higher as geopolitical tensions in the Middle East eased, with signals from Iran and the U.S. indicating a willingness to end conflicts.  
- The A-share market saw all three major indices rise over 1%, driven by a surge in computing hardware and chip sectors, while in Hong Kong, the Heng Seng Index opened 2% higher and experienced a slight pullback.  
- In the bond market, government bond futures fluctuated, with mixed movements observed across commodity futures, including gains in precious metals but declines in crude oil and coal.

SMIC

Canatal

ILUVATAR COREX

HUA HONG SEMI

BIREN TECH

Hua Hong

AURORA

Capitalonline

Shunwang Technology

SSE Index

Hang Seng Index

SHANGHAI FUDAN

FMSH

NB CONSTRUCTION

AH Shares Rise Collectively: SSE Index Up 1%, Computing Power Hardware Explodes, Hang Seng Index Up 2%, Internet Tech Stocks Generally Rebound

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TCTZF

Ye Kai, Founding Partner of Huaxia Digital Capital, discussed the transformative role of AI in an interview at the "OpenClaw Creator Workshop" in Beijing. He emphasized that AI is not merely a tool but a new cognitive system, likening it to an external brain for humans. Ye identified four key application areas for OpenClaw: digital finance, personal content creation, cross-border e-commerce, and short films. He also noted the existence of a bubble in the AI industry, suggesting that emerging sectors attract significant interest and investment, which can lead to inflated valuations.

CoinLive

QingCloud

Tencent Holdings Limited

INESA-it

Thundersoft

Invesco AI and Next Gen Software ETF

CAM HKUS AI-U

CAM HKUS AI-R

CAM HKUS AI ETF

ChinaAMC SZSE ChiNext Artificial Intelligence ETF

NVIDIA

TENCENT

Ye Kai of Huaxia Digital Capital: Opportunities and Bubbles in the Era of AI Agents

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NVDX

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NVDA

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NVIDIA CEO Jensen Huang stated at the GTC conference that OpenClaw will be the next ChatGPT, igniting market enthusiasm for related concept stocks. On March 18th, Hong Kong stock "lobster" concept stock MiniMax rose by 23%, KNOWLEDGE ATLAS increased by 16%, and A-share UCloud rose by over 10%. OpenClaw is an open-source AI intelligent agent platform based on a large language model, capable of autonomously completing tasks and making decisions, and has accumulated a large user base in China. MiniMax also released the next-generation Agent flagship model M2.7, showcasing the ability of "model self-evolution."

- NVIDIA CEO Jensen Huang's comments on "OpenClaw" sparked significant market interest, with related stocks like MiniMax and Zhipu seeing substantial gains on March 18.  
- Huang described OpenClaw as essential for AI's future, analogous to Windows in personal computing, suggesting that every company should adopt an "OpenClaw strategy."  
- The tool has garnered a large user base in China, and major cloud providers have integrated it into their services, coinciding with rising AI demand and increased costs for AI resources.

KNOWLEDGE ATLAS

T-Rex 2X Long NVIDIA Daily Target ETF

Guotai CSI Computer Theme ETF

MINIMAX-W

Tianhong CSI Computer Theme ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

The "Little Lobster" concept surges! Jensen Huang: OpenClaw will be the next ChatGPT!

OpenAI

Recently, the open-source AI entity OpenClaw (commonly known as "Lobster") has attracted attention, and unloading services have emerged in the market. A certain vendor in Shanghai offers on-site unloading services for 299 yuan and remote unloading services for 199 yuan, claiming "safe and thorough, no residue." This move has sparked controversy over the potential security risks of OpenClaw and the high costs, with many netizens expressing their intention to uninstall the software

AASTOCKS

It is reported that some mainland merchants are offering a service to remotely uninstall "Lobster" for 199 yuan

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Experts from the China Academy of Information and Communications Technology have raised concerns about ongoing security risks associated with the open-source AI agent OpenClaw, also known as "Lobster." According to NS3.AI, despite a recent update aimed at addressing known vulnerabilities, the AI agent continues to face security challenges. The Ministry of Industry and Information Technology's cybersecurity threat and vulnerability information sharing platform had previously issued alerts regarding these security risks.

Yinhua MSCI China A ETF

Guotai MSCI China A ESG General ETF

Experts Warn of Persistent Security Risks in OpenClaw AI Agent

UCloud(688158.SH)