7月29日，美股盘前三大股指期货涨跌不一，道指期货升0.07%，标普500指数期货升0.23%，纳指期货跌0.01%。
存储概念股涨跌不一， 希捷科技涨超5%，闪迪、SK海力士跌超3%，美光科技跌近2%；
光通信概念股普跌，AXT Inc、迈威尔科技、康宁跌超1%；
半导体板块集体下跌，ARM Holdings跌超1%、美国超微公司跌近1%；
热门中概股盘前上涨，网易涨超2%，京东涨超1%，阿里巴巴涨近1%；
瑞银涨近2%，Q2利润超预期 未来3个月拟回购至少10亿美元；
SoFi Technologies Inc.涨0.06%；
微软涨超1%，Meta Platforms, Inc.涨近1%，高通跌超0.2%。三家公司将在周三盘后公布季度财报。
Bloom Energy Corp涨超10%，该公司公布了创纪录的第二季度业绩，营收首次超过10亿美元，并因人工智能数据中心和超大规模客户的强劲需求而上调了2026年全年业绩预期。
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