"Lobster Fever" Activates the Entire AI Industry Chain, Large Model Companies Are Expected to Reach an Inflection Point in Performance

MetaMuskRat · 2026-03-27T03:09:54+00:00

People's Financial News, March 27 – The explosive popularity of the "Lobster" AI intelligent agent (the open-source AI agent framework "OpenClaw," colloquially called "Lobster" in Chinese) has sparked a nationwide industry trend of "raising lobsters." Major tech companies such as Baidu, ByteDance, and Tencent have also launched various "Lobster" intelligent agents. However, as the hype gradually subsides, the commercialization prospects of the AI industry, especially large model enterprises, are becoming clearer. Hong Kong-listed companies like MiniMax, Zhipu, and Dipu Technology, which are focusing on large models, are expected to see an inflection point in their performance.

MetaMuskRat

2026-03-27 03:09:54

People’s Finance News, March 27 - The “Lobster” AI agent (the open-source AI agent framework “OpenClaw,” humorously referred to as “Lobster” in Chinese) has become a sensation, igniting a nationwide trend in “lobster farming.” Major tech companies such as Baidu, ByteDance, and Tencent have also launched various “Lobster” AI agents. However, as the hype gradually fades, the commercialization prospects for the artificial intelligence industry, particularly for large model companies, are becoming clearer. Companies like MiniMax, Zhipu, and Dipo Technology that are positioned in the large model sector in Hong Kong stocks are expected to see a performance turning point.

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