点击图片▲立即查看 " 一个事实上并未达到全民级别的 AI 应用能爆红至此，背后深层原因是全社会的 'FOMO' （错失恐惧）情绪。 " 文 /巴九灵（微信公众号：吴晓波频道） 上门安装小龙虾的人还没赚够，第一批上门卸载小龙虾的人已经出现了。 这多少与主流报道有些格格不入。 毕竟，过去三天，人们被"小龙虾"刷屏，不是在养虾，就是围观别人养虾。 所谓养虾，就是在自己电脑上安装一个名叫OpenClaw、图标是一只红色小龙虾的智能体，并通过不断的对话，把它训练成专属助手。 相较于诸如Manus这样常见的、只能在云端对话的智能体，OpenClaw能托管电脑直接自己干活，包括但不限于回消息、发邮件、拉表 格、做 PPT，等等。 开源AI智能体OpenClaw 小龙虾并不是这两天突然走红的。去年年底，一个奥地利程序员把它发布在GitHub开发者社区，在 科技圈内爆火。但直到今年3月，小龙虾忽然 从"科技新闻"变成了"社会新闻"。 第一根导火索来自腾讯。3月6日，腾讯派出几十名程序员，在深圳总部门口支起长桌，给人们免费安装小龙虾，吸引了上千人排队。次日，深圳 龙岗区发布一份《深圳市龙岗区支持OpenClaw&OPC发展的若 ...

记者丨 陶力 编辑丨包芳鸣 近日，一款被称作"龙虾"的开源AI智能体OpenClaw，在全球掀起热潮，开发者们亲切地把调 教它的过程称为"养虾"。GitHub星标数4个月突破25万，先后超越Linux和React，这无疑又是 一个现象级科技产品。 这股旋风也刮到了上海。3月8日，上海静安区一个"养虾"活动现场，300多人排起长龙只为领 取一只属于自己的"小龙虾"。由于本地部署环境配置较为复杂，国内社交平台上，一些对AI 商机敏感的爱好者，也迅速挂出了"代装OpenClaw"服务，收费从几十元到几百元不等。这场 技术狂欢背后，是AI从"对话工具"向"执行助手"的进化，甚至是生产力的革命。 但是，想用好它并不容易。一边是国内用户对跨平台高效工具的迫切需求，一边是超级App生 态封锁、合规政策限制与技术适配难题构成的三重壁垒，OpenClaw入华之路并不轻松。 多位行业人士向21世纪经济报道记者透露，尽管阿里云、腾讯云等巨头推出了相关部署方 案，但截至目前，OpenClaw在华企业级规模化落地案例并不多，个人用户的实际使用率也不 到下载量的一半。 究其背后，它不同于传统聊天式AI，定位是"具备自主执行能力的分布式A ...

以下文章来源于字母AI ，作者彦飞 字母AI . 聚焦前沿科技，抢先看到未来。 豆包还没做成的AI手机助手，小米、三星和苹果三大手机厂商正试图捷足先登，而 关键催化剂正是风靡全球的开源多智能体框架OpenClaw。 上周，小米启动移动端AI Agent产品miclaw的小规模封闭测试。根据官方介绍，这是一款基于小米自研MiMo大模型构建的AI交互测试产品，旨在探 索模型从"对话能力"向"系统级执行能力"的落地路径。雷军难掩兴奋之情， 连发三条微博，将miclaw称为"手机龙虾"。 2月底，三星发布新款手机Galaxy S26。新品的最大亮点之一，是搭载了谷歌Gemini手机智能体，能够实现一键点外卖、叫车等跨应用操作。 三星手机+谷歌Gemini的手机端组合，技术路径与PC端OpenClaw迥然不同，且前者需要用户主动发出需求，而后者可以主动找活儿、自动完成任 务。但 两者的终极目的非常一致，都是想让AI变得更"有用"、能办事。 倘若"手机龙虾"做成了，对谁的威胁最大？很可能是AI常年拉胯、Siri完全扶不起来的苹果。 或许正是因为看清了这一点，苹果在2026年初终于放下了与生俱来的孤傲，向谷歌伸出橄榄枝，宣 ...

Group 1 - The service Beyond the Wall Investing offers significant savings on equity research reports, potentially saving thousands of dollars annually for subscribers [1] - Oakoff Investments provides personal portfolio management and quantitative research, focusing on balancing growth and value through proprietary Wall Street information [2] - The investing group features a fundamentals-based portfolio, weekly insights from institutional investors, and alerts for short-term trade ideas based on technical signals [2]

Core Insights - Elevated Chinese exports have positively impacted the stock prices of major companies such as Alibaba, Temu, and Baidu, indicating a potential recovery in the Chinese economy and increased demand for their products and services [1] Company Analysis - Alibaba's shares have seen a significant increase due to the rise in exports, reflecting investor confidence in the company's ability to capitalize on the growing market [1] - Temu, a rising e-commerce platform, has benefited from the export surge, suggesting its expanding role in the international market [1] - Baidu's stock performance has also improved, highlighting its resilience and adaptability in a changing economic landscape [1] Industry Trends - The overall increase in Chinese exports signals a potential rebound in the manufacturing sector, which could lead to further growth opportunities for technology and e-commerce companies [1] - The positive export data may encourage more foreign investment in Chinese companies, enhancing their market positions and competitive advantages [1]

编辑｜杨文 这段时间，国内最流行的一阵风就是「养龙虾」，即安装并训练 OpenClaw。 连马化腾都没想到会这么火。 各个大厂争相入局 。 继上周的线下免费安装活动后，腾讯又连出三招：企业微信接入 OpenClaw；推出类 OpenClaw 产品 WorkBuddy；同时打造 QClaw 支持一键安装和本地部署。 甚至 由于 WorkBuddy 国内公开测试上线后，用户访问量远超预期， 一度出现 服务不稳定的情况。 此外，字节跳动的扣子平台上线了类 OpenClaw 社区 InStreet 论坛，火山引擎推出云上 SaaS 版产品 ArkClaw； 阿里开源了团队版产品 HiClaw； 支付宝通过 Tbox 平台向公众开放免费体验 OpenClaw 入口； 小米的「手机龙虾」Xiaomi Miclaw 也开启小范围封测。 放眼望去，腾讯、百度、阿里巴巴、字节跳动、美团、京东、小米、华为、荣耀等科技厂商 纷纷发布接入或一键部署 OpenClaw 的相关动向，甚至连英伟达 都计 划推出一个名为 NemoClaw 的 AI 智能体开源平台。 这一幕是不是有点眼熟？去年各家接入 DeepSeek 时也曾出现过如此盛况 ...

几乎是在2022年底OpenAI发布ChatGPT的同一时间，LangChain以开源项目的形式在Github上发布，LangChain可以将大模型同其他工具连接，当时GPT3 的能力还不足以覆盖很多特定行业，LangChain最常用的做法就是通过其连接本地的文本知识库，从而解决大模型无法覆盖特定行业知识的弊端。数月 后，OpenAI官方发布了ChatGPT插件（Plugins）支持，其中最主要的两个插件是浏览和代码解释器，浏览可以使模型具备联网能力，从而获得最新的实时 信息，而代码解释器主要让模型具备数据分析和代码生成能力，解决模型数据和代码能力不足的弊病。同时，OpenAI还开放了插件商店，意图吸引其他 应用或是个人开发者在基于ChatGPT构建各类插件，打造属于自己的"苹果应用商店"。其中阅读PDF文档、获取实时票务信息的插件在社区中使用较多。 在2023年11月，OpenAI又发布了插件的升级版——GPTs，允许个人用户创建特定用途的定制版本GPT，用户可以通过简单的提示词预输入和创建个人知 识库打造自己的"专属智能体"。随着中国的大模型在这一阶段开始逐渐进入市场，中国的模型厂商也开始跟进智能体开发， ...

产业观察 [table_Header] 2026.03.10 华为超节点算力集群首次面向海外市场亮相 英伟达、AMD 力挺，硅光子公司 Ayar Labs 获 5 亿美元融资 英伟达拟向两家光学公司各投 20 亿美元 加码 AI 算力生态 广东两大 AI 算力底座获批，数智新基建加速 神州鲲泰新品发布，助力人工智能产业化提速 OpenAI 完成 1100 亿美元融资，亚马逊、英伟达、软银领投 AI 大模型资讯 全球首个气溶胶预报人工智慧模型发布 新型神经网络研发成功 澳门理工大学人工智能研究成果入选顶级学术会议 风险提示 AI capex 投资计划变动，AI 产品及大模型研发不及预期，AI 软件销售不 及预期 产业研究中心 | [Table_Authors] | 张艺晟(分析师) | | --- | --- | | | 021-38038664 | | | zhangyisheng@gtht.com | | 登记编号 | S0880525030001 | | | 刘峰(研究助理) | | | 0755-23976068 | | | liufeng6@gtht.com | | 登记编号 | S088012406 ...

Core Viewpoint - The article emphasizes the significant growth and transformation of the mobile internet landscape in China by 2025, driven by advancements in AI technology and changing user demographics, leading to new competitive dynamics among major internet companies. Group 1: Mobile Internet Growth - By December 2025, the monthly active user (MAU) count for mobile internet reached 1.276 billion, with average daily usage time increasing to 7.96 hours, reflecting a year-on-year growth of 6% [4][18] - The user engagement metrics, including daily usage frequency of 112.9 times, also saw a year-on-year increase of 2.1% [4][18] - The growth is attributed to improved user quality, with 73.3% of users coming from tier-three cities and above, and significant increases in specific sectors like AIGC and audiobooks, which saw usage time growth of 176.7% and 64.4% respectively [4][5] Group 2: User Demographics and Spending Power - The user base is segmented into three age groups: 21.2% under 24 years, 51% between 25 to 50 years, and 27.8% over 51 years, indicating a strong consumer potential among the 25 to 50 age group [5] - The proportion of users with a spending capacity of over 1,000 yuan reached 72.4%, while those in the mid-to-high price segment (over 2,000 yuan) accounted for 70.2% [5] - The aging population trend is leading to an increase in the "silver economy," with older users becoming a significant consumer group [5] Group 3: Competitive Landscape - The competition among major internet companies has intensified, with Tencent, Douyin, and Alibaba leading the user base, each exceeding 1.2 billion MAUs [7][27] - Tencent remains the largest player with 1.275 billion users, while Douyin and Alibaba are rapidly closing the gap with growth rates of 11.9% and 3.7% respectively [7] - The competition has shifted from merely acquiring users to leveraging AI technologies for deeper user engagement and ecosystem development [27][30] Group 4: AI Integration and Application - By December 2025, the overall scale of AI on mobile platforms reached 722 million, with AI-native apps showing a significant increase in user engagement, averaging 143.2 minutes per user [6][30] - AI applications are increasingly replacing traditional apps, with user time on AI-native apps growing by 22.3% from January to December 2025 [6] - Major companies are investing heavily in AI-native applications, with the top 50 AI apps dominated by Alibaba, Baidu, Douyin, and Tencent, which collectively account for 64% of the user base [6][30] Group 5: Marketing and Advertising Trends - The internet advertising market in China reached 793.08 billion yuan in 2025, growing by 4.6% year-on-year, driven by AI marketing and emotional marketing strategies [50] - The advertising strategies are evolving, with a focus on emotional and experiential marketing, particularly in sectors like tourism and lifestyle [50][61] - The integration of online and offline marketing channels is becoming increasingly important, with brands leveraging local consumption scenarios to enhance engagement [75][79]

// 热点头条 // 1. 宁德时代：2025年净利润722.01亿元，同比增长42.28%；营收4237.02亿元，同比增长17.04%；拟每 10股派发现金分红69.57元（含税）。报告期内，公司实现锂离子电池销量661GWh，同比增长39.16%； 动力电池销量541GWh，同比增长41.85%，全球市占率突破历史新高。同时，公司拟注册发行不超过人 民币400亿元的债券，以满足生产经营和业务发展需求，优化债务结构，降低融资成本。 2. 腾讯：开源AI智能体OpenClaw在全球掀起热潮，国内已有多家互联网大厂跟进。腾讯宣布，旗下全 场景AI智能体WorkBuddy正式上线。该产品兼容"小龙虾"OpenClaw的功能，用户只需下载安装后连接 企业微信，即可迅速通过手机实现远程操作，无需进行云端部署。目前腾讯"AI养虾"全家桶已经有五 只"龙虾"，分别为：腾讯版"龙虾"WorkBuddy、接入企微的OpenClaw、QQ接入的OpenClaw、腾讯云轻 量云部署的OpenClaw以及正在内测的QClaw。 3. 苹果公司：下半年将发布首款折叠机iPhone Fold。供应链消息称，苹果内部对新机销售量非常有 ...