道指期货涨0.01%，标普500期货涨0.01%，纳指期货跌0.04%，夜盘情绪分化。
Ondas Holdings Inc. (ONDS)涨2.97%。
Intuitive Machines (LUNR)涨2.18%。
NEBIUS跌2.0%。
AMCOR PLC跌2.49%。
思科跌4.23%，财报超预期后股价冲高回落，市场质疑AI基础设施订单持续性，AI业务指引偏保守且传统网络仍为主力，全年指引虽高于预期但难满足高涨预期。
存储芯片股上涨，闪迪涨1.54%，美光科技涨1.3%，Roundhill Memory ETF (DRAM)涨1.08%。
芯片股分化，迈威尔科技涨1.51%，联电涨1.19%，意法半导体涨1.13%，Cerebras Systems (CBRS)跌15.93%。其中，Cerebras Systems (CBRS)受Q2营收及每股亏损不及预期、硬件收入同比下滑，虽上调全年营收与毛利率指引，短期业绩承压引发获利了结。
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