On July 30, local time in the US, Amazon announced financial results for the second quarter of 2026. Among them, the Amazon Cloud Services business, which received the most attention in the market, had revenue of 42.232 billion US dollars in the current quarter, up 36.7% year-on-year, higher than market expectations of 31%, the fastest growth rate since 2021, and has achieved accelerated growth for the fifth consecutive quarter. AWS contributed about one-fifth of the company's revenue and most of its operating profit. Amazon's stock price rose sharply, spurred by favorable performance. On Friday local time in the US, Amazon's stock price closed up 15.32%. As of the latest close, the company's total market value reached 2.93 trillion US dollars. Under the general trend of deep integration of AI technology and computing power networks, the “intelligent transformation and digital transformation” process of superimposed domestic enterprises continues to accelerate, and market demand for cloud use continues to sink and deepen. Judging from performance data, there are 11 cloud computing concept stocks whose net profit increased year-on-year in the first half of this year. Among them, Inspur Information, Jinshan Office, and Ziguang Co., Ltd. had the highest net profit scale. In terms of capital, according to Databao statistics, as of the close of trading on July 31, 18 cloud computing concept stocks had received net purchases of over 100 million yuan from institutional capital since July. Ziguang Co., Ltd., Starnet Ruijie, and Inspur Information received net purchases of 2,871 billion yuan, 2.22 billion yuan, and 2,142 billion yuan respectively from institutional capital, ranking in the top three.

On July 30, local time in the US, Amazon announced financial results for the second quarter of 2026. Among them, the Amazon Cloud Services business, which received the most attention in the market, had revenue of 42.232 billion US dollars in the current quarter, up 36.7% year-on-year, higher than market expectations of 31%, the fastest growth rate since 2021, and has achieved accelerated growth for the fifth consecutive quarter. AWS contributed about one-fifth of the company's revenue and most of its operating profit. Amazon's stock price rose sharply, spurred by favorable performance. On Friday local time in the US, Amazon's stock price closed up 15.32%. As of the latest close, the company's total market value reached 2.93 trillion US dollars. Under the general trend of deep integration of AI technology and computing power networks, the “intelligent transformation and digital transformation” process of superimposed domestic enterprises continues to accelerate, and market demand for cloud use continues to sink and deepen. Judging from performance data, there are 11 cloud computing concept stocks whose net profit increased year-on-year in the first half of this year. Among them, Inspur Information, Jinshan Office, and Ziguang Co., Ltd. had the highest net profit scale. In terms of capital, according to Databao statistics, as of the close of trading on July 31, 18 cloud computing concept stocks had received net purchases of over 100 million yuan from institutional capital since July. Ziguang Co., Ltd., Starnet Ruijie, and Inspur Information received net purchases of 2,871 billion yuan, 2.22 billion yuan, and 2,142 billion yuan respectively from institutional capital, ranking in the top three.