金吾财讯 | OpenClaw概念股整体回调，截至发稿，阿里巴巴-W（09988）跌9.67%，MINIMAX-W（00100）跌8.58%，智谱（02513）跌7.62%，迅策（03317）跌5.32%，金山云（03896）跌5.19%，网易（09999）跌4.85%，百度集团-SW（09888）跌3.97%，小米集团-W（01810）跌4.00%，腾讯控股（00700）跌3.76%，美团-W（03690）跌2.76%，京东集团-SW（09618）跌1.91%。消息面上，据外媒引述知情人士消息报道，英伟达（NVDA）与AI初创公司Poolside达成许可协议，建立开放权重AI模型，将与DeepSeek及KimiK3等中国模型展开竞争，并且预计将对OpenAI及Anthropic等美国主要AI公司构成直接挑战。
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