Nvidia's version of OpenClaw debuts to "ignite" AI agents; Zhuolang Intelligent hits two consecutive daily gains.

MaticHoleFiller · 2026-03-21T02:36:43+00:00

On March 17, the AI agent concept was active, with multiple stocks surging significantly. Huang Jen-Hsun introduced OpenClaw and NemoClaw at the GTC conference, emphasizing the importance of AI technology. Policy support will drive the development of domestic AI, accelerating entry into the earnings verification period, which is expected to trigger a new round of AI infrastructure expansion.

MaticHoleFiller

2026-03-21 02:36:43

Abstract generation in progress

Investing in stocks? Rely on Golden Kylin Analyst Reports—authoritative, professional, timely, comprehensive—helping you uncover potential thematic opportunities!

（Source: Caixin News）

On March 17, the AI intelligent agent concept became active again. As of the time of writing, Zhaolang Intelligent (rights protection) (600545.SH) hit the limit up for two consecutive days. Dongfang Guoxin (rights protection) (300166.SZ), Kute Intelligent (300840.SZ), and Tonghuashun (300033.SZ) rose over 5%. Zhonglai Co., Ltd. (300393.SZ), Huashengchang (002980.SZ), and Guoyuan Technology (920184.BJ) also followed the gains.

In terms of news, Jensen Huang praised OpenClaw at the GTC conference as the fastest-growing open-source software in history, and announced the launch of NemoClaw, a deployment toolchain optimized specifically for OpenClaw, which can be installed with just two commands. Huang said this is not accidental simplicity, but deliberate design. NVIDIA aims to enable every GPU server to seamlessly access the OpenClaw ecosystem, binding computing power with the agent framework.

Bank of China Securities stated that the “14th Five-Year Plan” outlines the blueprint for Digital China: deepening “AI+” to empower productivity improvement. The draft of the outline submitted to the Fourth Session of the 14th National People’s Congress on the 5th proposes accelerating breakthroughs in fundamental AI theories and core technologies, promoting improvements in AI model architecture and algorithm optimization, and strengthening collaborative innovation in “model-core-cloud-application.” The draft emphasizes advancing Digital China construction and enhancing digital intelligence development. It calls for efficient supply of computing power, algorithms, and data. The draft also encourages technological innovations such as multimodal, intelligent agents, embodied intelligence, and swarm intelligence, exploring pathways for general artificial intelligence development.

Hualong Securities believes that policy support will strongly aid the development of domestically produced AI, which is expected to accelerate into a performance verification phase. Meanwhile, OpenClaw continues to be highly popular, becoming a phenomenon-level AI product by 2026, potentially driving a new wave of AI infrastructure expansion.

Massive information, precise analysis, all on Sina Finance APP.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.