招商证券：OpenClaw热度持续提升，继续推荐AI Infra

Group 1 - OpenClaw is experiencing a surge in popularity, becoming the fastest-growing open-source software project in GitHub's history [1] - Domestic large models are ranked among the top globally in terms of usage [1] - OpenAI has released GPT-5.4, and ByteDance has announced the pricing standards for Seedance 2.0 [1] Group 2 - Cloud computing services remain a highly certain direction for investment, with strong recommendations continuing [1]