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Hong Kong stocks AI concept stocks collectively opened higher, Zhipu opened up 12%
Hong Kong stocks related to artificial intelligence concepts opened collectively higher, with Zhipu opening 12% higher, Kingsoft Cloud rising over 5%, MINIMAX-WP, Meitu, and Tencent Holdings all opening higher. Recently, a popular open-source AI assistant called OpenClaw has sparked a nationwide craze. According to market statistics, the daily token consumption of China’s mainstream large models has surged from 100 billion at the beginning of 2024 to 180 trillion by February 2026, and the number of intelligent agents is expected to exceed 350 million by 2031. In response to the rapidly increasing demand for inference computing power, major companies like Moonlit Shadow and Zhipu have experienced shortages and restrictions on card sales, leading to an unprecedented mismatch between supply and demand for computing power.