以下文章来源于投资界 ，作者吴琼 投资界 . 清科控股旗下创业与投资资讯平台 本文转载自投资界 值班编辑 | 江江 视觉 | 诺言 一只红色龙虾搅动风云。 于是，港股经历一波大涨。其中"龙虾三兄弟"——迅策、MiniMax、智谱，靠着OpenClaw概念，纷纷冲 上市值高峰。 虽然跌宕起伏，但AI造富依旧惊人，今日"龙虾三兄弟"再度冲上高峰，迅策市值一度超500亿港元；智 谱、Minimax也分别重回3000亿、4000亿。 让人意外的是，他们身后竟共同出现一个熟悉身影——腾讯。 投出"龙虾三兄弟" 腾讯成大赢家 AI势不可挡。 如今，港股"龙虾三兄弟"横空出世——迅策、MiniMax、智谱。 说起来，OpenClaw本身是开源AI智能体框架，必须搭载底层大模型，再配上各种技能插件，才能实现智 能，真正为你干活。于是，卖铲人先赚钱了。 根据此前消息，OpenClaw的日榜与月榜前三甲被中国大模型Step 3.5 Flash、Kimi K2.5、MiniMax M2.5 包揽。作为这背后唯一的上市公司，Minimax股价一骑绝尘。 龙虾很神奇，但许多人被拦在第一步。相比于此前登陆网页就能用的AI产品，OpenC ...

Core Viewpoint - The article discusses the significant rise in stock prices of three Hong Kong-listed companies known as the "Lobster Brothers"—XunCe, MiniMax, and ZhiPu—driven by the OpenClaw concept, with Tencent as a major stakeholder benefiting from this trend [2][3][5]. Group 1: Stock Performance - The "Lobster Brothers" have seen remarkable stock performance, with XunCe's market value exceeding 500 billion HKD, while ZhiPu and MiniMax reached market values of over 320 billion HKD and 400 billion HKD, respectively [2][4][5]. - XunCe's stock price surged over 210% from its initial listing value of around 150 billion HKD [5]. Group 2: Tencent's Involvement - Tencent is a significant external shareholder in XunCe, holding approximately 6.99% of its shares, and has invested 200 million HKD in ZhiPu during its B4 financing round [5]. - Tencent's strategic investments in these companies have resulted in substantial paper gains, with Tencent's total holdings now valued at over 10 billion HKD [5]. Group 3: OpenClaw Concept - OpenClaw is an open-source AI framework that requires a foundational large model and various skill plugins to function effectively, creating a demand for installation services [3][4]. - ZhiPu launched a simplified installation process for OpenClaw, making it accessible to a broader audience, which contributed to its stock price increase [4]. Group 4: Market Dynamics - The article highlights a competitive landscape where multiple tech giants, including ByteDance and Xiaomi, are launching their own AI solutions, indicating a race to capitalize on the AI trend [9]. - Concerns about the potential risks associated with OpenClaw, such as installation failures and security vulnerabilities, are also noted, reflecting the dual nature of the current AI boom [10].

Core Viewpoint - The article discusses the recent decline in the "lobster" concept stocks in the Hong Kong market, highlighting the risks associated with the "lobster" software and its impact on related companies [1][5]. Group 1: Market Performance - The "lobster" concept stocks experienced significant declines, with companies like Zhizhu falling nearly 10% and MINIMAX down about 4% [1]. - MINIMAX had previously seen a remarkable rise, reaching a peak of 1320 HKD, with a 51% increase over two days, resulting in a market capitalization of 342.5 billion HKD [3]. Group 2: Regulatory Warnings - The National Internet Emergency Center issued warnings about four major risks associated with the "lobster" software, which could lead to network attacks and information leaks [5]. - Various universities, including Anhui Normal University and Jiangsu Normal University, have prohibited the installation and operation of the "lobster" software on campus networks, with strict measures for non-compliance [5].