Chinese AI stocks surged after Nvidia CEO Jensen Huang praised OpenClaw, calling it “definitely the next ChatGPT” and highlighting its potential to transform how users interact with AI.
The comments fueled investor enthusiasm around agent-based AI systems, which are gaining traction as the next phase of AI development beyond chatbots.
MiniMax and Zhipu Lead Gains
Shares of MiniMax jumped 22%, while Zhipu (Knowledge Atlas Technology) rose 14% in Hong Kong trading. Both companies have been expanding their agentic AI offerings and recently introduced tools built on OpenClaw.
The firms are part of China’s emerging group of “AI tigers”, startups developing large language models to compete with global players like OpenAI and Anthropic.
Zhipu recently launched GLM-5, an open-source model designed for coding and agent-based workflows. The company claims performance close to Anthropic’s Claude Opus 4.5 and, in some cases, stronger results than Google’s Gemini 3 Pro, though these benchmarks have not been independently verified.
Broader Market Gains
Other AI-related stocks also advanced. SenseTime, which has shifted from facial recognition to AI platforms and integrated OpenClaw into its assistant products, rose 2.43%, while cloud provider UCloud Technology gained 13%.
The rally extended beyond China. South Korean chipmakers SK Hynix and Samsung Electronics rose sharply after Huang reiterated expectations of $1 trillion in demand for Nvidia’s AI systems by 2027.
China’s Growing Role in AI
According to Moody’s, China’s rapid adoption of AI reinforces its position as a leading global market. However, uptake remains uneven across industries, with large technology firms driving the most advanced deployments.
The surge in AI stocks underscores how quickly agentic AI platforms like OpenClaw are reshaping investor sentiment, and signaling a broader shift toward autonomous systems that can act, not just respond.
