每经AI快讯，有投资者在投资者互动平台提问：随着AI产业快速发展，英伟达等算力厂商推动企业级 大模型应用加速落地，越来越多企业开始建设AI驱动的数字化系统。请问公司在企业AI应用（如AI驱 动的ERP、智能供应链、智能财务等）方面是否已与英伟达生态或相关算力平台展开合作？公司如何把 握AI算力基础设施升级带来的企业数字化新机会？ （记者 张明双） 汉得信息（300170.SZ）3月11日在投资者互动平台表示，公司始终秉持开放合作的理念，与多方生态合 作伙伴共同携手推进企业端AI智能化升级进程。公司已经和英伟达AI Factory完成测试及适配工作并形 成联合解决方案，在AI智能化升级领域共同开拓全球市场。同时，公司和英伟达基于AI Factory共同构 建企业智能化大脑，赋能全球客户企业级应用的智能化升级，积极把握AI算力基础设施升级的机遇。 ...

Core Viewpoint - The company has completed testing and adaptation work with NVIDIA AI Factory, resulting in a joint solution aimed at advancing AI intelligence upgrades for enterprises [1] Group 1: Company Developments - The company adheres to an open cooperation philosophy, collaborating with various ecosystem partners to promote AI intelligence upgrades in enterprises [1] - A joint solution has been formed with NVIDIA AI Factory to explore global markets in the field of AI intelligence upgrades [1] Group 2: Strategic Initiatives - The company and NVIDIA are jointly building an enterprise intelligent brain based on AI Factory, empowering global clients with intelligent upgrades for enterprise applications [1] - The company is actively seizing opportunities related to the upgrade of AI computing infrastructure [1]

[Table_Page] 跟踪研究|计算机 证券研究报告 [Table_Title] 汉得信息（300170.SZ） 火山引擎发布 ArkClaw,商业生态推进利好汉得信息 [Table_Summary] 核心观点： [联系人： Table_Contacts]王钰翔 021-38003529 wangyuxiang@gf.com.cn 风险提示。AI Agent 商业化落地进展存在波折反复；下游客户审慎投 入；项目交付节奏的不确定性。 盈利预测： | [Table_ 单位 Finance] :人民币百万元 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入 | 2,980 | 3,235 | 3,406 | 3,670 | 4,047 | | 增长率（ ） % | -0.9% | 8.6% | 5.3% | 7.8% | 10.3% | | EBITDA | 119 | 358 | 418 | 474 | 572 | | 归母净利润 | -25 | 188 | 250 | 304 | 37 ...

以下文章来源于科创板日报 ，作者陈俊清 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 OpenClaw持续引爆科技圈与资本市场。 近日，OpenClaw发布了其核心版本2026.3.7。不仅引入了"上下文引擎插件接口"，实现了"记 忆热插拔"等功能，还实现了对GPT-5.4原生支持。数据显示，OpenClaw目前在GitHub上的星 标数量已超过28万个，成为全球开发者社区最受关注的开源项目。 与此同时，在资本市场方面，AI"养龙虾"相关概念股逆势走强，成为市场一大亮点。《科创板 日报》记者采访多家布局相关业务的上市公司获悉， 尽管全产业链布局动作密集，但截至目 前，多数上市公司表示"相关业务尚未观察到明显增量"。 OpenClaw五大核心突破 "龙虾"概念逆势走强 科创板日报 . 所谓"养龙虾"，是用户对开源AI智能体框架OpenClaw个性化训练与部署过程的形象称呼—— 该项目由海外开源团队ClawAI于2025年12月发布测试版，2026年1月推出正式版，因项目官方 图标为一只红色波士顿龙虾，且用户需要通过数据投喂、环境配置、指令训练、场景适配来完 成智能体的个性化定制，整个过程与"养殖 ...

本文首发于公众号"私募排排网"。 （点击↑↑ 上图查看详情 ） 3月9日，A股早盘集体低开，但OpenClaw概念则逆势上涨，优刻得触及20cm涨停，宁波建工走出2连板，汉得信息、青云科技等纷纷冲高。 （ 点此领取概念股全名单 ） 消息面上，这款图标形似小龙虾、被网友昵称为"龙虾"的开源AI智能体OpenClaw，正掀起一场科技狂欢。其在代码托管平台GitHub上的星标数 （用户收藏量）已超过24万，短短4个月便超越了Linux、React等经典项目，成为该平台最受欢迎的开源软件之一。 图片来源：OpenClaw官网 OpenClaw被视为AI从"对话问答"迈向"系统级执行"的关键一跃，这只"龙虾"正悄然撬动一场关于算力、应用与安全的产业链价值重分配。 0 1 OpenClaw，从"对话式建议"到"自动化执行"的跨越 OpenClaw的本质，是一个让AI长出"双手"的开源框架。它由软件工程师彼得·斯坦伯格(Peter Steinberger)开发，最初于2025年末以Clawdbot的 名字在GitHub上发布，后更名为Moltbot，最终定为现名。 不同于ChatGPT等传统大模型仅停留于文本建议，Open ...

2026.03. 09 本文字数：2176，阅读时长大约4分钟 作者 | 第一财经 魏中原 "一键养虾"热度发酵多日后，3月9日，相关概念股迎来资金抢筹，云计算、算力租赁、AI应用等赛道 全天大幅上涨。 日前，AI智能体框架OpenClaw强势登顶开源项目榜首，成为历史下载量最大的开源软件。 作为首个实现"认知、执行、记忆"闭环的开源AI框架，OpenClaw正加速重构多个AI应用场景， 其"接管电脑、解放双手"的核心功能，成为AI Agent赛道的里程碑事件，引发市场热议。 这一技术特性迅速映射至A股市场，3月9日早盘，科技股集体下跌之际，OpenClaw概念逆势活跃， 优刻得触及20cm涨停，汉得信息、龙芯中科、北信源（300352.SZ）等股冲高。 午后OpenClaw概念再度拉升，云计算、服务器、AI应用等细分赛道，获得资金大幅抢筹，截至收 盘 ， 青 云 科 技 、 顺 网 科 技 （ 300113.SZ ） 、 宏 景 科 技 （ 301396.SZ ） 20cm 涨 停 ， 拓 维 信 息 （002261.SZ）、鸿博股份（002229.SZ）、网宿科技（300017.SZ）等股跟涨。 拆解来看 ...

| 股票名称 | 涨跌幅(%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 比亚迪 | 2.89 | 9.08亿元 | 汽车 | | 阳光电源 | 2.56 | 6.85亿元 | 电力设备 | | 云赛智联 | 9.98 | 6.18亿元 | 计算机 | | 宝丰能源 | 9.99 | 5.77亿元 | 基础化』 | | 优刻得-W | 19.99 | 4.95亿元 | 计算机 | | 长江电力 | 1.44 | 4.21亿元 | 必用事』 | | 中国神华 | 6.63 | 4.13亿元 | 煤炭 | | 江波龙 | 4.75 | 3.91亿元 | 电子 | | 汉得信息 | 8.49 | 3.56亿元 | 计算机 | | 北斗星通 | 6.91 | 2.79亿元 | 国 防军_ | | 中国汽中 | 1 U | つ 58/7 元 | 7日日 | | 工四四十 | IU | 4. JOTO JU | الاطالات | | --- | --- | --- | --- | | 广汇能源 | 8.38 | 2.43亿元 | 石油石径 | | 网宿科技 | 3.2 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The report emphasizes three main themes: Coding, Agent, and AIGC multimodal, which are expected to thrive despite market volatility [2] - Long-term investment opportunities are identified in companies like Alibaba, Tencent, Kuaishou, and Bilibili, which are expected to rebound after the current market fluctuations [2] - Short-term fluctuations in stock prices are noted, particularly influenced by external factors and market sentiment regarding AI applications [2] - The report highlights the competitive landscape in the Agent sector and the potential for growth in the AIGC multimodal space, particularly with the introduction of new models and applications [2] Summary by Sections Market Performance - The Shenwan Media Index experienced a weekly decline of 5.10%, while the Shanghai Composite Index rose by 1.98% during the same period [2] - The report notes significant volatility in the market, influenced by external factors and the "AI consumption theory" in the US stock market [2] Key Companies and Opportunities - Companies such as Kunlun Wanwei, Perfect World, and Kayi Network are highlighted as key stocks for March, with expectations of strong performance based on their upcoming projects and market positioning [2] - Kunlun Wanwei is noted for its comprehensive AI application strategy and significant revenue potential from short video content [2] - Perfect World is expected to exceed pre-launch reservation numbers for its new game, indicating strong market interest [2] - Kayi Network is anticipated to launch an AI-native social application, which could enhance its market presence [2] Industry Trends - The report discusses the robust performance of domestic AI models and their revenue elasticity, indicating a positive outlook for the sector [2] - The introduction of new multimodal models, such as Google's NanoBanana2, is expected to further advance the industry [2] - The report suggests that the competition among major domestic companies in the Agent sector is intensifying, creating new market opportunities [2]

Investment Rating - The industry investment rating is "Buy" [4] Core Insights - The report highlights a significant increase in the weekly token usage of Chinese AI large models, surpassing that of the US for the first time, indicating a shift from "technology catch-up" to "application landing" [16][17] - The performance of domestic AI large models has improved significantly, with models like GLM-5 and MiniMax M2.5 closing the gap with international leaders, showcasing strong cost-performance advantages [30][35] - The rapid adoption of AI-assisted programming tools is driving token consumption, with companies like Anthropic experiencing substantial revenue growth due to high demand in software development scenarios [45][50] Summary by Sections Section 1: Token Usage Growth - From February 16 to February 22, 2026, the weekly token usage of Chinese AI large models reached 5.16 trillion, a 127% increase over three weeks, while US models dropped to 2.7 trillion [16][17] - The market for enterprise-level large models in China is showing a clear trend towards concentration, with the top three models accounting for 71.8% of daily usage by the second half of 2025 [17] Section 2: Performance and Cost-Effectiveness of Domestic Models - Domestic models like GLM-5, Qwen-3.5, and MiniMax M2.5 have entered the global top tier, with GLM-5 recognized as a benchmark in the open-source category [30][34] - The cost of API calls for domestic models is significantly lower than that of international counterparts, enhancing their attractiveness to developers and enterprises [24][35] Section 3: Coding and Agent Development - The report emphasizes that AI models like Claude from Anthropic dominate the coding space, with a 54% market share in AI coding tools, leading to a surge in revenue from $1 billion at the beginning of 2025 to $14 billion by February 2026 [45][49] - Domestic AI coding tools are rapidly evolving, with companies like ByteDance and Alibaba developing products that automate the entire software development process [50][52] Section 4: Investment Opportunities - The report suggests focusing on three investment dimensions: computing power (e.g., Cambrian, Inspur), tool software (e.g., Eazy Information, Star Ring Technology), and model and vertical applications (e.g., Zhiyuan, MiniMax, and others) [8][9]

Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.39% closing at 4162 points, while the Shenzhen Component Index fell by 0.06% and the ChiNext Index dropped by 1.04% [1] - Rare metal stocks experienced a surge, with several stocks hitting the daily limit up, including Hunan Gold, Zhangyuan Tungsten, and Xianglu Tungsten, among others [1] - Tungsten prices have skyrocketed, prompting downstream hard alloy manufacturers to raise prices, with companies like Xinrui Co. and Huarui Precision announcing price adjustments [1] Group 2 - The computing power leasing sector continued its strong performance, with stocks like Yuntian Lifa and Tuowei Information hitting the daily limit up [2] - Hetzner, a major European data center operator, announced a price increase for all products and services effective April 1, marking the second price hike within the month [2] Group 3 - YN Energy Holdings saw a significant increase of 115%, ranking first in monthly gains [3] - Limin Co., a leading pesticide manufacturer, announced a long-term supply contract with Bayer, with an estimated contract value of 800 million yuan over three years [3] - The glass fiber sector faced declines, with companies like International Composites dropping nearly 10% [3] Group 4 - Hong Kong's innovative drug sector rebounded, with companies like WuXi AppTec and CanSino Biologics seeing gains of nearly 8% and over 6% respectively [4] - The recent adjustment in the innovative drug and CRO sectors is viewed as a short-term correction, not affecting the long-term growth prospects of the industry [4]