---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41853525.md"
description: "The U.S. government begins regulating leading large models - Claude's latest large model is banned.The entire AI industry chain adds a new valuation variable: regulatory discount.The market previously only traded on model capability, computing power demand, and commercialization speed.Now it also has to trade regulatory risk.Regulation is negative for the AI industry chain, but positive for software and domestic large models.Pakistan's Prime Minister said today that the U.S.-Iran agreement may be finalized within the next 24 hours, positive news fully priced in.Watch for cheap opportunities next week after selling positions that were raised this week."
datetime: "2026-06-13T11:44:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41853525.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41853525.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41853525.md)
author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)"
---

# The U.S. government begins regulating leading larg…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md)
- [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md)

## Comments (17)

- **打不死的小强～ · 2026-06-13T14:16:15.000Z**: It means it's going to fall again
- **耐心等待Gz · 2026-06-13T13:50:53.000Z**: What's your view on Amazon, Discipline Bro?
- **XingY · 2026-06-13T13:18:28.000Z**: The previous message cannot be seen.
  - **钢铁纪律** (2026-06-13T13:27:19.000Z): Still here?
- **edent · 2026-06-13T12:56:41.000Z**: Should the stock price reflect the positive news first before falling?
- **股神经 · 2026-06-13T12:50:20.000Z**: May I ask how the Bullish software interprets this?
  - **钢铁纪律** (2026-06-13T13:02:14.000Z): Software stocks fell for two months before because Claude released a bunch of advanced large model plugins
  - **股神经** (2026-06-13T13:07:51.000Z): Then Microsoft is going to have a tough time next week.
  - **钢铁纪律** (2026-06-13T13:27:53.000Z): MSFT has strong 200-week moving average support at 365, which is very difficult to break below. I'm optimistic about a volatile upward recovery.
- **左侧+耐心 · 2026-06-13T12:36:13.000Z**: Another piece of good news, but will it just cause a brief rise on Monday before the positive news is fully priced in? 😢
- **agoodboydc · 2026-06-13T12:12:54.000Z**: Alibaba, Zhipu, and Minimax? Haha
  - **钢铁纪律** (2026-06-13T12:15:39.000Z): What does Alibaba have to do with it?