周观点：OpenClaw高热度持续，继续重视AIInfra投资机会

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, which is expected to increase computing demand [5][12] - Price increases from major cloud providers like AWS and Google Cloud validate the robust demand from downstream users [6][13] Market Review - The Shanghai and Shenzhen 300 Index fell by 1.07%, while the computer index dropped by 5.29% during the week of March 2 to March 6, 2026 [15] Investment Recommendations - The report suggests focusing on the AI infrastructure industry chain, recommending companies such as Deepin Technology and Haiguang Information, with beneficiaries including Borui Data, Dongfang Guoxin, and others [7][14]