NewTimeSpace News:Recently, the launch of OpenClaw has rapidly ignited market enthusiasm, marking AI's leap from mere "conversational interaction" to "autonomous execution agents." As agents handle increasingly complex tasks, their reasoning depth and invocation chains continue to extend, directly driving exponential growth in underlying token consumption.

On the afternoon of March 10, the A-share software sector bucked the market trend and surged! Individual stocks such as Kunlun Tech, Shunwang Technology, and Richinfo led the gains. CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF (03193.HK) climbed higher in afternoon trading, jumping over 5%.

According to HKEX data, 03193.HK full name CSOP YINHUA CSI 5G COMMUNICATIONS THEME ETF is an exchange-traded fund listed on the Hong Kong Stock Exchange, designed to track the performance of the CSI 5G Communications Theme Index. The index takes A-shares listed in Shanghai and Shenzhen as its sample pool, selecting leading companies across three major segments: 5G network construction, terminal equipment, and application scenarios, covering sub-tracks including communication equipment, optical modules/optical components, RF antennas, PCBs, cloud computing, and IoT.

The CSI 5G Communications Theme Index selects 50 securities closely related to 5G infrastructure construction, terminal equipment manufacturing, or application scenario development from listed companies in Shanghai and Shenzhen, serving as samples to reflect the overall performance of the 5G industry.

In terms of news, on March 9, according to informed sources, NVIDIA has begun promoting the product to enterprise software companies, internally named "NemoClaw." NVIDIA plans to officially unveil this product around its annual developer conference scheduled for next week in San Jose. The platform aims to allow enterprises to deploy AI agents within their own workflows to execute specific tasks on behalf of employees.

According to IDC forecasts, the number of active agents will surge from approximately 28.6 million in 2025 to 2.216 billion by 2030; meanwhile, annual token consumption will skyrocket from 0.0005 PetaTokens to 152,667 PetaTokens, with a compound annual growth rate (CAGR) as high as 3,418%. This trend indicates that the AI industry is entering a period of explosive growth in computing power and data consumption.

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