周观点：OpenClaw高热度持续，继续重视AIInfra投资机会-20260308

Investment Rating - The investment rating for the industry is "Positive" (首次) [8] Core Insights - The OpenClaw application continues to generate high demand for computing power, with significant interest from major cloud service providers in China [4][11] - The Seedance 2.0 model, launched by ByteDance, has entered the commercialization phase, which is expected to further drive the demand for computing power [5][12] - Domestic and international cloud service providers have raised prices, indicating strong downstream demand for computing resources [6][13] Summary by Sections Investment Opportunities - OpenClaw's popularity has led to a surge in computing power demand, with various cloud providers announcing support for the application [4][11] - Seedance 2.0's pricing structure has been established, with costs set at 28 RMB per million tokens for video input and 46 RMB per million tokens without video input, indicating a move towards commercialization [5][12] - Price increases from major cloud providers like AWS and Google Cloud reflect robust downstream demand [6][13] Market Review - The market review for the week of March 2 to March 6, 2026, shows a decline in the CSI 300 index by 1.07% and a drop in the computer index by 5.29% [15] Investment Recommendations - The report suggests focusing on the AI infrastructure supply chain, recommending companies such as Deepin Technology and Haiguang Information, with beneficiaries including Borui Data, Dongfang Guoxin, and others [7][14]