7月31日，美股夜盘时段，微软涨逾8%，云力挺上季营收加速增长18%，Azure全财年收入增34%，AI支出新高。
Meta涨超11%，二季度业绩超预期、本季度指引强劲，上调全年资本支出下限。
高通跌超5%，上季度业绩略超市场预期，手机业务收入增长意外疲软。
Arm跌超8%，第一财季业绩逊于预期，或将转型完整芯片制造商。
美国雅保涨超7%，锂需求强劲，第二季度意外盈利。
eBay涨超10%，第二季度盈利和销售额均超预期，业绩展望亦高于预期。
Carvana涨超16%，第二季度销售额和利润远超华尔街预期。
Aurora Innovation涨超10%，第二季度营收100万美元，显著超过预期。
亚马逊涨超3%，将于今日盘后发布最新季度财报。
部分半导体股走高，英伟达、AMD涨超3%，超微电脑涨超2%，迈威尔科技涨近2%。
英伟达持仓概念股Applied Digital涨超17%，CoreWeave涨近10%，消息面上，Applied Digital Q4盈利超预期，与CoreWeave签署两份15年租赁协议。
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