China's OpenClaw Craze Surpasses U.S. Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
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Should l Buy BIDU?
Source: Newsfilter
- Rapid User Growth: According to SecurityScorecard, usage of OpenClaw in China has surpassed that in the U.S., indicating a strong demand for large language models in the Chinese market, which is driving rapid development among domestic tech companies and increasing user willingness to pay.
- Simplified Technology Promotion: Tencent's launch of the 'lobster special forces' AI products, compatible with its super app WeChat, simplifies the installation process for OpenClaw, enabling ordinary consumers to easily access the tool, thereby accelerating its adoption.
- Government Support Policies: Local governments in Shenzhen and Hefei are offering equity financing support of up to 10 million yuan to companies utilizing OpenClaw, aiming to encourage more businesses to develop applications based on this AI tool and stimulate local economic growth.
- Intensifying Market Competition: With the rise of domestic AI models, startups like Violoop are planning to launch new devices in China; despite warnings about security risks, the strong demand for efficient AI assistants suggests significant growth potential in the future.
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Analyst Views on BIDU
Wall Street analysts forecast BIDU stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 109.910
Low
140.00
Averages
170.39
High
215.00
Current: 109.910
Low
140.00
Averages
170.39
High
215.00
About BIDU
Baidu Inc is a Chinese language Internet search provider. The Company operates its businesses through two segments, Baidu Core segment and iQIYI segment. Baidu Core segment mainly provides search-based, feed-based, and other online marketing services, as well as products and services from the Company’s new artificial intelligence (AI) initiatives, such as display advertisement and based on performance criteria other than cost-per-click, cloud services, smart devices and services, non-marketing consumer-facing services such as membership, and intelligent driving. iQIYI segment produces, aggregates and distributes a wide variety of professionally produced content, as well as a broad spectrum of other video content, in a variety of formats, including a variety of products and services encompassing online video, online games, online literature, comics and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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