Amazon's cloud business growth exceeds expectations, institutions increase positions in 18 cloud computing concept stocks.

On July 30, U.S. time, Amazon announced its Q2 2026 financial report, in which the most market attention was on Amazon Web Services (AWS), which generated revenue of $42.232 billion in this quarter, a year-on-year increase of 36.7%, exceeding market expectations of 31%, marking the fastest growth rate since 2021 and achieving accelerated growth for the fifth consecutive quarter. AWS contributed about one-fifth of the companys total revenue and most of its operating profit. Driven by this strong performance, Amazon's stock price surged significantly. On Friday, U.S. time, Amazon's stock closed up 15.32%, bringing the company's total market capitalization to $2.93 trillion. Against the backdrop of the deep integration of AI technology and computing networks, coupled with the accelerated progress of domestic companies in "intelligent transformation and digital upgrading," market demand for cloud services continues to grow and deepen. According to performance data, there are 11 cloud computing concept stocks that have seen year-on-year net profit growth in the first half of this year, with Inspur Information, Kingsoft Office, and Unisplendour having the largest net profit figures. From the perspective of funding, according to data from Data Treasure, as of the close on July 31, 18 cloud computing concept stocks have seen net purchases from institutions exceeding 100 million yuan since July. Unisplendour, StarNet, and Inspur Information received net institutional purchases of 2.871 billion yuan, 2.22 billion yuan, and 2.142 billion yuan, respectively, ranking the top three.