Huaxi Securities: openClaw is expected to drive the AI industry into the Agent era

West China Securities points out that openClaw, as one of the most关注 projects right now, is expected to drive the AI industry into the Agent era and bring the following impacts: (1) Agents are expected to become one of the earliest application scenarios; (2) Token consumption is accelerating, likely boosting computing power demand and maintaining inflation trends in the computing power chain; (3) Supporting the demand for domestic large models and accelerating their overseas expansion.

Full Text:

【West China Computer】openClaw Drives the AI Industry into the Agent Era

Weekly Viewpoint:

openClaw: A New Era of AI Employees

openClaw is an open-source autonomous artificial intelligence (AI) virtual assistant software project. It was developed by software engineer Peter Steinberger and initially released on GitHub at the end of 2025 under the name Clawdbot, later renamed Moltbot, and finally settled on openClaw. In early 2026, this AI project gained attention for its ability to autonomously handle complex tasks within applications and online services based on user instructions. openClaw is designed as an autonomous AI virtual assistant capable of executing tasks on behalf of users, rather than just a conversational chatbot. It stores configuration data and interaction history locally, enabling persistent memory. Driven by natural language commands, it performs tasks such as file operations, workflow automation, browser automation, and multi-IM platform interactions in local or private cloud environments, bridging from “dialogue-based suggestions” to “automated execution.” It is a self-hosted AI digital employee aimed at individuals and enterprises.

Continuous Iteration of Large Models Expected to Accelerate openClaw Commercialization

GPT-5.4 has been officially released. According to Xinhua News Agency, on March 5, OpenAI announced the latest upgrade of its AI model GPT-5, named GPT-5.4, claiming it to be one of the most powerful and efficient frontier models currently available for professional work. The company states that GPT-5.4 offers two models: Thinking and Pro. The Pro model is mainly aimed at users requiring maximum performance for complex tasks. The Thinking model can provide a reasoning plan before generating answers, allowing users to adjust task directions during the process, reducing multi-turn dialogues and better matching results to needs. The Thinking model also enhances deep network research capabilities, providing higher quality, faster responses, and more task-specific answers. We believe one of the most significant updates in GPT-5.4 is the strengthening of Agent capabilities. In API and Codex, GPT-5.4 has achieved native “computer operation” functions, supporting agents to execute complex workflows across software. As a leading product in the global large model field, the technological trend indicates that large models as foundational technology will focus on enhancing Agent capabilities, continuously strengthening core technologies, and helping openClaw accelerate commercialization.

openClaw Promotes the AI Industry into the Agent Era

We believe that openClaw, as one of the most关注 projects currently, is expected to push the AI industry into the Agent era, bringing the following impacts: (1) Agents are likely to become one of the earliest application scenarios; (2) Token consumption will accelerate, likely boosting demand for computing power and maintaining inflation trends in the computing power chain; (3) Supporting the demand for domestic large models and speeding up their overseas expansion.

Investment Recommendations

Beneficiary targets:

Large models and applications: Zhipu, MiniMax, iFlytek, Kunlun Wanwei, Zhuoyi Information, Kingsoft Office, Sangfor, Huitian Ruisheng;

Computing infrastructure: Cambrian, Higuang Information, Huafeng Technology, Huasheng Tiancheng, Yuntian Lifei, Tuowei Information, FiberHome, Industrial Fuxian, Inspur, Digital China, Inspur, UCloud, Capital Online, Zhiwei Intelligence;

Risk Warning: Market systemic risks, delays in technological innovation policy implementation, increased market competition.

(Source: First Financial)