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Chinese AI stocks rally after Nvidia’s Huang talks up OpenClaw

March 18, 2026 6:03 AM

Investing.com-- Chinese artificial intelligence stocks, especially those with exposure to OpenClaw and AI agents, rose sharply on Wednesday after market major NVIDIA (NASDAQ: NVDA) lauded the technology.

AI startups MiniMax Group Inc and Zhipu rallied 16% and 10%, respectively. Both companies, which are regarded among China’s leading AI developers, had launched agentic offerings similar to OpenClaw over the past two weeks.

Cloud and AI computing firms UCloud Technology Co Ltd, QingCloud Technologies Corp, and Hangzhou Shunwang Tech surged between 12% and 14%.

Among larger AI names, Baidu Inc rose 0.6%, Alibaba Group added 2.8%, while Tencent lagged after unit Tencent Music Entertainment Group logged underwhelming quarterly earnings.

Alibaba was also aided by the company hiking its AI service prices on strong demand.

Chinese AI stocks took a strong lead-in from Wall Street after Nvidia CEO Jensen Huang touted OpenClaw and AI agents in an overnight interview with CNBC.

“This is definitely the next ChatGPT,” Huang told CNBC.

Nvidia also launched its own tools for OpenClaw and autonomous AI agents this week.

Chinese AI majors were seen piling heavily into OpenClaw and similar services over the past month, amid growing bets that AI agents will represent the next major growth driver for the industry.

OpenClaw is an open-source AI tool that can perform independent, automated tasks directly on a user’s personal computer. The software achieved viral fame on its capability to perform tasks such as sorting files, checking emails, and responding to messages.

The software was seen being rapidly adopted by Chinese AI companies in the past month, with startups such as Moonshot and Minimax introducing similar tools to capitalize on hype over AI agents.

But Chinese regulators adopted a more cautious approach. China’s Ministry of Industry and Information Technology warned that some OpenClaw deployments posed significant security risks.

Beijing was also seen blocking the use of the agent on official government devices.

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