7月29日，道指期货涨0.04%，标普500期货涨0.41%，纳指期货涨0.80%，整体情绪偏多。
半导体板块反弹，英特尔、迈威尔科技涨超3%，AMD、ARM涨超2%，高通、阿斯麦、博通、台积电涨超1%；
存储概念股走强，希捷科技涨近8%，SK海力士、西部数据涨超5%，闪迪涨超4%，美光科技涨超3%；
光通信概念股普涨，Credo涨近4%，Astera Labs、Lumentum Holdings、Applied Optoelectronics涨超3%；
泰瑞达涨超13%，Q2业绩超市场预期，Q3业绩展望乐观；
Bloom Energy涨超13%，Q2营收创历史新高，并上调全年业绩预期；
福特汽车涨超4%，Q2盈利超市场预期，并上调全年业绩指引；
科磊跌超8%，Q4营收创历史新高，但因利润率组合问题股价下跌；
恩智浦跌超1%，Q2业绩超市场预期，但市场担忧大规模投资回报不确定性。
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