Digital Sector Updates – March 11, 2026

Cryptocurrency and Virtual Currency: The trend of “lobster farming” is cooling down, as the first group of participants starts hiring others to help “unload” their catch. This marks a shift from a phase of blind following to a more rational adjustment. The National Internet Emergency Center has issued a risk alert regarding the OpenClaw security application, recommending enhanced network control and permission restrictions. Local governments in multiple regions have introduced measures to facilitate “lobster farming.” WeChat employees have debunked rumors that OpenClaw can automatically send red envelopes.

360’s Entry: 360’s founder, Zhou Hongyi, has announced the launch of “360 Safe Lobster,” focusing on a safe and controllable local AI smart agent.

Corporate Updates

NVIDIA: The company plans to launch an open-source AI agent platform called NemoClaw, allowing businesses to deploy AI agents to perform various tasks for employees. NVIDIA is seeking partnerships with several software giants and intends to include security and privacy tools in the platform. Additionally, NVIDIA will make a significant investment in the U.S. AI startup Thinking Machines and provide a 1-gigawatt computing power Vera Rubin chip for training large models.

Meta: Meta has announced its acquisition of Moltbook, a social network designed for AI agents, integrating its founder into the Meta Superintelligence Labs.

Tencent: The company is secretly developing an AI agent for WeChat, with plans to start gray box testing mid-year and launch it to all users in the third quarter. This smart agent will connect to millions of mini-programs to assist users with tasks like ride-hailing and food delivery.

OpenAI: The organization plans to launch Sora audio and video AI features in ChatGPT through strategic adjustments, integrating multimedia generation capabilities directly into the chat interface.

Amazon: The company has initiated its largest bond issuance in history, aiming to raise approximately $37 billion to $42 billion to support investments in AI infrastructure.

Chip and Computing Developments

SK Hynix: The company is the first to develop sixth-generation 10nm DRAM, achieving a 33% speed increase and a 20% reduction in power consumption, with plans to supply it in the second half of the year.

Samsung Electronics and SK Hynix: These companies have canceled over $14 billion in stock buybacks, marking one of the largest stock cancellations in South Korea’s history.

Tesla: The company has delayed multiple wafer tests for its AI6 chip at Samsung’s 2nm node, resulting in a six-month postponement of related testing services.

Huawei: The company is set to release new data storage products on March 20.

Industrial Fulian: In 2025, the company reported a net profit of 35.286 billion yuan, marking a year-on-year growth of 51.99%, with substantial revenue increases in cloud computing and other sectors.

TSMC: In the first two months of this year, the company achieved sales of 718.9 billion new Taiwan dollars, reflecting a 30% year-on-year growth.

Oracle: The company reported adjusted revenue of $17.19 billion for the third fiscal quarter, exceeding expectations and raising its revenue guidance for 2027 to $90 billion.

International Developments

Government Applications: OpenAI’s ChatGPT, Google’s Gemini, and Microsoft’s Copilot have been approved for use in the U.S. Senate, marking a significant step forward for AI applications in government settings.

Industry Standards: Mastercard and Google have jointly released an open standard framework called Verifiable Intent, designed for AI agents to autonomously complete shopping transactions. This framework will integrate with the Agent Pay API in the coming months.

Technical Agreements: The Ethereum Foundation, in collaboration with Virtuals Protocol, has launched ERC-8183 to address commercial trust issues among AI agents.

Mergers and Acquisitions: Airbus, Leonardo, and Thales are moving forward with a €6.5 billion merger plan, aiming to create a European aerospace giant that can compete with SpaceX.

Market Performance

On March 11, the A-share market opened with mixed results. The Shanghai Composite Index was up 0.01% and remained in a state of consolidation, while the ChiNext Index opened 0.37% higher, showcasing relatively strong performance. Sectors like industrial machinery and cybersecurity saw collective gains, whereas traditional energy sectors such as oil and coal weakened, and cloud computing stocks experienced a pullback.

Corporate Concepts

On March 11, Haohan Depth introduced the concept of “AI Smart Agents,” which are driving high-value implementations in the financial sector, enhancing customer service systems in finance and banking through a model that combines “industry giant models + dedicated smart agents.”

Talent Recruitment

The spring recruitment season has sparked a fierce competition for AI talent. Companies like ByteDance and Tencent have unveiled their spring campus recruitment plans, offering nearly 30,000 positions, with a record high percentage of AI-related roles.

Digital Sector Achievements

In terms of technological innovation, during the 14th Five-Year Plan period, products equipped with the open-source Harmony operating system exceeded 1.19 billion units. Various products like Tongyi Qianwen and DeepSeek have ranked among the world’s top performers, with over 700 generative AI models registered. Research and standard development for 6G technology have progressed robustly, completing the first phase of technical testing with over 300 key technologies reserved. In 2024, 45,000 new generative AI patents were published globally, with China accounting for 61.5%.

Regarding industrial transformation, the 14th Five-Year Plan period saw significant improvements in traditional industries driven by digitization. The digital R&D tool adoption rate among key industrial enterprises rose from 73% to 85.4%, while the CNC rate for critical processes increased from 52.1% to 68.5%. The national online retail sales surged from 11.76 trillion yuan to 15.23 trillion yuan, solidifying China as the largest online retail market globally. The collaborative transformation towards digitization and greening accelerated, with the steel industry achieving digital carbon management covering approximately 40% of national capacity. Over 30,000 foundational smart factories, more than 1,200 advanced smart factories, and over 230 excellent smart factories have been established, covering more than 80% of manufacturing sectors, with average product R&D cycles shortened by 28.4% and production efficiency improved by 22.3% in excellent smart factories.

In terms of infrastructure, China has built the largest and most advanced optical fiber broadband and mobile communication network globally, achieving “gigabit access in every county, 5G coverage in every township, and broadband in every village.” The 5G user adoption rate rose from 15% to 83.9%, while gigabit broadband users increased from 6.4 million to 239 million. The number of mobile IoT users grew from 1.136 billion to 2.9 billion, transitioning from “Internet of Everything” to “Intelligent Connectivity.” Active IPv6 users increased from 462 million to 869 million. The number of internet users in China rose from 989 million to 1.123 billion, with internet penetration reaching 79.7%, narrowing the urban-rural internet gap by 8.2 percentage points since the end of the 13th Five-Year Plan, and the agricultural informatization rate increased from 22.5% to over 30%.

In e-government, a national government service “single network” has been established, with 92.5% of provincial administrative approvals being processed online and requiring “at most one visit.” This has facilitated the efficient completion of more transactions. Since 2024, 51 million transactions have been processed under the “Efficient Completion of One Matter” initiative. A nationwide smart education public service platform has been upgraded, and over 3,300 online hospitals have been established, providing remote healthcare services across all cities and counties.

In terms of data resources, China’s annual data production has increased from 26.83 ZB in 2022 to 41.06 ZB in 2024, accounting for 26.67% of the global total. Over 20 provinces and cities have initiated public data licensing operations, and the national government has made a proactive system layout for trustworthy data spaces, promoting innovative development in data resource utilization.

Disclaimer: The author is solely responsible for the content of this article. Before investing in cryptocurrency, it is essential to conduct thorough research, understand the associated risks, and carefully assess your risk tolerance. Do not overlook potential significant losses in pursuit of short-term high returns.