恶灵骑士226
2025.10.31 13:31

If you've invested in the US stock $Alibaba(BABA.US), then there's no reason not to invest in $Amazon(AMZN.US). Both started as e-commerce companies and grew into the largest cloud computing and infrastructure service providers in China and the US due to their e-commerce needs. Now, both are full-stack AI players. Alibaba has an advantage in large language models and open-source ecosystems, while Amazon's AWS dominates globally. Amazon has higher certainty, while Alibaba is constrained by China's overall economic and political environment. Amazon can be said to have the least star power among US tech giants because its founder is relatively low-key. Some people (like Peter Lynch) prefer such non-trendy companies because they can be bought at cheap valuations. Today's market opening is the moment for short-term gains.

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