金十数据|Mar 13, 2026 02:13
[Goldman Sachs: Tencent More Likely to Win Consumer Traffic in This Round of OpenClaw Deployment Competition]
Jin10 News, March 13 – Goldman Sachs stated that Tencent, Baidu, Alibaba, and ByteDance have all launched lightweight cloud deployment packages under OpenClaw. Given Tencent's extensive touchpoints with users through products like WeChat, QQ, and WeCom, the firm believes Tencent is more likely to win consumer traffic in this round of competition.
Analysts Ronald Keung and others noted in the report that at the AI model level, MiniMax, with its comprehensive multimodal products, strong commercialization capabilities, cost advantages with token-based billing, and high organizational efficiency, is the Chinese company most likely to benefit from the massive growth potential in the global market for text/code, multimodal, and agent/digital workforce fields.
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