KNOWLEDGE ATLAS to Launch 'Computing Power Partner' Recruitment Initiative in Response to Increased Demand
Recruitment Program Launch: KNOWLEDGE ATLAS plans to initiate a "Computing Power Partner" recruitment program to enhance collaboration on GLM-5 optimizations by opening its core technology interfaces.
Increased Demand Challenges: The surge in global demand for GLM-5 has led to queuing and response delays, negatively impacting user experience despite the company's efforts to expand chip clusters and limit GLM Coding Plan package sales.
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China's Restrictions on AI Applications: China is limiting state-owned enterprises and government agencies from using OpenClaw AI applications on office computers to mitigate security risks, according to Bloomberg.
Impact on OpenClaw Stocks: Stocks related to OpenClaw experienced significant declines, with MINIMAX-WP dropping 5.74% and KNOWLEDGE ATLAS down 4.01% on March 11.
Short Selling Activity: There was notable short selling activity in the market, with MINIMAX-WP and KNOWLEDGE ATLAS seeing substantial short selling ratios of 5.84% and 9.71%, respectively.
Market Performance of Major Companies: Other major companies like Meituan and Tencent also saw fluctuations in their stock prices, with Meituan down 2.28% and Tencent slightly up by 0.27% amidst high trading volumes.
China's Restrictions on OpenClaw: China is prohibiting state-owned enterprises and government agencies from using the OpenClaw AI application on office computers due to security concerns.
Notifications Issued: Large banks and other government entities have received warnings against installing OpenClaw on their office equipment.
Market Reaction: Following the news, stocks related to OpenClaw experienced pressure, with notable fluctuations in companies like Tencent and Meituan.
Stock Performance Details: Specific stock movements included Tencent opening higher but closing with minimal gains, while other companies like Minimax and Meituan saw declines.
Market Performance: The HSI opened 0.6% higher at 26,112, with notable gains in tech stocks like TENCENT and BIDU-SW, while some stocks like KNOWLEDGE ATLAS and MINIMAX-WP experienced declines.
Export Growth: China's exports for January-February increased by 21.8%, significantly surpassing the previous value of 6.6% and the forecast of 7.1%.
Tech Stock Movements: Various tech stocks, including BABA-W and KUAISHOU-W, saw increases of 1.3-1.5%, while others like MEITUAN-W and NTES-S faced declines.
Automotive Sector Highlights: NIO-SW surged 15% after reporting a profit, while other automotive stocks like BYD COMPANY and LI AUTO-W showed minor increases.
Market Performance: The HSI rose by 2.2% to close at 25,959, with significant gains in tech stocks, including MINIMAX-WP and KNOWLEDGE ATLAS, which surged 22.4% and 12.9% respectively.
Short Selling Trends: Notable short selling activity was observed in various stocks, with TENCENT and BABA-W experiencing high short selling ratios of 15.2% and 20.2%, respectively.
Chip and Battery Stocks: Chip stocks like ILUVATAR COREX and BIREN TECH saw substantial increases of 30.2% and 9.3%, while battery stock CATL rallied 9.3% following a strong profit forecast.
Carmakers' Performance: Carmakers BYD and XIAOMI experienced slight declines of 1.1% and 0.2%, contrasting with the overall positive market trend.

Rapid Growth of the Lobster AI Agent: The AI agent "Lobster" has quickly gained popularity, achieving over 248,000 GitHub stars in just four months, surpassing Linux to become the most popular open-source project on GitHub. Major cloud vendors in China have integrated it into their services.
Expansion of Services and Features: Various companies have launched services based on the Lobster agent, including UCLOUD's deployment options and MINIMAX-WP's MaxClaw, which allows users to run OpenClaw in the cloud without needing their own server.
Industry Transition and Investment Opportunities: The AI agent industry is evolving from a thematic focus to a structured layout, supported by policy and increased participation. Investment opportunities are emerging in the AI agent industry chain, particularly in large model vendors and cloud services.
Record Revenue Growth: Kimi's Claw Beta has achieved significant revenue growth, surpassing projections for 2025 within just 20 days, driven by its integration with the Kimi K2.5 model and access to a large community of plugins.

Stock Performance: KNOWLEDGE ATLAS (02513.HK) opened 12.7% higher, reaching an intraday peak of HKD666, and last traded at HKD625, up 8.7% with a turnover of HKD941 million.
Product Launch: The company launched AutoClaw, a one-click installation local OpenClaw application in China, preloaded with over 50 popular Skills and supporting integration with messaging tools like Lark.
Market Position: Amid the "lobster fever" trend, competitors like Kimi and MINIMAX-WP have gained popularity, while KNOWLEDGE ATLAS has remained relatively low-key until the recent product launch.
User Benefits: AutoClaw offers users a free quota and is fully open for model integration, allowing support for any model's Coding Plan or API, distinguishing it from major cloud providers' solutions.








