如果你投了美股的$阿_老虎社区_美港股上老虎 - 老虎社区

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阿方索
10-31

如果你投了美股的$阿里巴巴(BABA)$ ，那就没有理由不投$亚马逊(AMZN)$ $AMZN 20260220 270.0 CALL$ 。这两家都是电商起家，都是因为电商业务需要发展成为中美最大的云计算、云基础设施服务商，现在这两家都是AI全栈。阿里在大语言模型和开源生态上有优势，亚马逊的AWS在全球具有统治地位。亚马逊的确定性更高，阿里会受制于中国整体经济和政治环境。亚马逊可以说是美股巨头里面星味最淡的，因为创始人比较低调，有人（比如彼特林奇）就喜欢找这种不热门的公司，好处是可以买到估值便宜的时候，今天开盘就是短期收获的时刻

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