AI evolves from 'chatting' to 'getting things done'! OpenClaw gains popularity, how to seize this investment opportunity?

First, OpenClaw 'Lobster' goes viral, what exactly is it?

Recently, the open-source AI execution frameworkOpenClaw(homophonic with 'lobster') has become an industry focal point. It is no longer just an AI that chats with you but rather a toolkit that enables AI to 'accomplish tasks'.

Major companies such as Tencent and Zhipu have quickly followed suit: Tencent launched WorkBuddy, which is compatible with OpenClaw, along with QClaw that supports one-click deployment, integrating into WeChat and QQ platforms to drive AI upgrades for national-level applications; Zhipu introduced tools to lower deployment barriers. Meanwhile, cities like Shenzhen and Wuxi have issued supportive policies to encourage startups and ecosystem development based on OpenClaw.

Second, the underlying investment logic: Dual catalysts of computing power and ecosystem

What does this wave of popularity mean for investors? There are two core aspects:

1. Computing power demand: Opening new growth space

The amount of Tokens consumed by AI 'task execution' (such as automatic document processing and cross-software operations) shows exponential growth compared to regular conversations. A single task can consume hundreds of thousands or even millions of Tokens. This will create a completely new incremental market for computing power, potentially extending the high prosperity cycle of the computing power industry.

2. Ecological Landscape: The application ecosystem is poised for a critical leap

As AI integrates into national-level applications like WeChat and QQ, 'executive AI' will transition from being a tool to becoming an essential service accessible to Q&M Dental. The widespread adoption at the application level will drive demand for computing power, fostering a positive feedback loop between 'applications and computing power,' accelerating the implementation and expansion of the entire AI ecosystem.

Three, how to efficiently position? Choosing the right tools is key

E Fund Artificial Intelligence ETF (3489) $E Fund (HK) FTSE AI Select Index ETF (03489.HK)$ ，One-click deployment in core AI computing power and application assets, an efficient tool for investors to seize global AI opportunities:

1. Full-chain coverage: Closely tracking the FTSE Custom Global Artificial Intelligence Select Index,one-click inclusion of leading computing power and application companies in both China and the US, capturing Broadcom $Broadcom (AVGO.US)$ and NVIDIA $NVIDIA (NVDA.US)$ , SMIC $SMIC (00981.HK)$ such as core computing power, also covering Tencent $TENCENT (00700.HK)$ Alibaba, $BABA-W (09988.HK)$ and other application targets.

2. Low-barrier allocation: Investors can deploy in leading AI companies across both the US and China without cross-border operations, while effectively diversifying individual stock volatility risks.

[Important Information] The issuer of this content is E Fund Management (Hong Kong) Co., Limited. This content does not constitute an invitation or recommendation to invest in fund units. Investment involves risks, and fund prices can go up as well as down. Before investing, investors should carefully read the fund’s prospectus (including the “Risk Factors” section) for information on investment risks associated with the fund. This content has not been reviewed by the Securities and Futures Commission of Hong Kong. For detailed important notices and disclaimers regarding the above funds, please visit the E Fund (Hong Kong) website:https://www.efunds.com.hk/sc/products/48/important/

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