---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42596650.md"
description: "The game between models and cloud computing companies has begun. $Amazon(AMZN.US)"
datetime: "2026-07-11T14:33:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42596650.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42596650.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42596650.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# The game between models and cloud computing compan…


### Related Stocks

- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)

## Comments (6)

- **菩提无相我有象 · 2026-07-14T10:34:33.000Z**: It's definitely B
- **暂时停止 · 2026-07-13T13:55:04.000Z**: Brother Feng, what's your view on the second half of the year? Any plans?
- **加零的过程 · 2026-07-13T09:38:15.000Z**: Brother Xiaofeng is bullish, right?
- **暂时停止 · 2026-07-12T07:37:14.000Z · 👍 1**: I just looked at Dan Bin's holdings today, and it feels like they're about to be highly consistent with Brother Feng's. 😓
- **Horns · 2026-07-12T05:59:49.000Z**: Should Agent be the mainstream? PC side
- **财财财 · 2026-07-12T04:14:18.000Z**: Bro Xiaofeng, are you betting on A or B?😂