A report from Guolian Minsheng Securities indicates that the continued confirmation of high growth momentum in the AI upstream sector, encompassing computing power and storage, remains the initial wave of the current AI boom. Market attention remains focused on the downstream segment of the AI industry chain, specifically the deployment and successful implementation of end-user applications. While the recent cloud service price increases undoubtedly benefit traditional cloud and computing infrastructure providers, they do not yet directly demonstrate a closed-loop cycle from foundational AI capabilities to practical application. Edge AI, exemplified by products like Clawdbot, directly addresses market expectations regarding the potential for widespread diffusion of AI applications and the unlocking of broad demand.
From an industry trend perspective, the popularity of such products may validate the promising prospects for edge AI solutions like Clawdbot and could potentially accelerate the proliferation of AI applications. Key viewpoints from Guolian Minsheng Securities are as follows:
AI Growth Momentum Accelerates from Multiple Perspectives Since the beginning of the year, the AI industry has experienced a continuous stream of positive catalysts. Recent earnings reports from U.S. tech companies show major firms like Meta and Tesla raising their capital expenditure guidance for 2026. Concurrently, the evident boost AI provides to advertising revenue for companies like Meta suggests an acceleration in the monetization of AI technologies. Furthermore, recent signs of price increases from cloud providers reflect persistently strong demand for computing power and cloud resources under AI workloads, coupled with ongoing supply constraints.
'Tech Inflation' Just the Beginning; Edge AI May Be Key to Mainstream Adoption The securities firm posits that while the strong upstream performance is significant, the market is still keenly interested in the downstream realization of AI. The recent cloud price hikes, while beneficial to infrastructure players, do not fully validate the transition from base technology to application. Edge AI, represented by Clawdbot, answers the call for application diffusion. The combination of Clawdbot's open-source nature and pay-as-you-go model with the inherent advantages of edge AI—such as enhanced data privacy and adaptability to cost and power constraints—empowers smaller companies and individual users with "personalized AI" capabilities. This could transform AI from a high-end tool for the few into a basic function for many devices, truly unlocking the next phase of AI application development.
Victory for the Masses: The True Significance of Clawdbot's Popularity Guolian Minsheng Securities places particular importance on the impact of the viral Clawdbot product. Its influence may extend far beyond the success of a single hot agent. From a purely product standpoint, there are market concerns that Clawdbot is not yet fully mature, with potential security vulnerabilities that could expose API keys and private chats. However, judging by industry trends, its popularity likely signals the vast potential of edge AI and could genuinely hasten the spread of AI applications. This perspective is supported by the continuous rise in AWS and H100 rental prices since January 2026, hinting that numerous small and medium-sized enterprises are building their own internal agent ecosystems. From an industry anchoring standpoint, confirming the broader trend is arguably more critical than observing a single popular product.
Investment Considerations: 1) Reaffirmation of the long-term logic supporting computing power and token consumption. Recommended stocks include cloud demand plays: Alibaba-W (09988), Baidu Group-SW (09888), Tencent Holdings (00700), Kingsoft Cloud (03896), and MiniMax-WP (00100), the official API provider for Clawdbot. U.S. stocks include Intel (INTC), Advanced Micro Devices (AMD), Oracle (ORCL), CoreWeave (CRWV), and NEBIUS (NBIS). 2) Focus on the AI workflow direction: Alphabet (GOOGL), Microsoft (MSFT), Salesforce (CRM), Snowflake (SNOW), Elastic (ESTC), and MongoDB (MDB). 3) Heightened attention to security demands driven by agents like Clawdbot, suggesting focus on Cloudflare (NET) and CrowdStrike (CRWD).
Risk warnings include slower-than-expected development of AI model technology, delays in the commercialization of AI applications, and a worsening competitive landscape in the AI industry.
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