2026年8月12日，美股夜盘时段，存储及光通信板块表现强劲，闪迪、SK海力士、美光科技等公司涨幅均超6%。多家机构上调目标价，AI驱动数据存储需求强劲，服务器及存储设备采购加速，推动相关公司股价反弹。
媒体娱乐公司 CuriosityStream Inc.股价上涨37.50%，公司公布的第二季度财报显示，营收达2324.5万美元，超过市场预期的2130万美元，净利润为888.2万美元，显示出强劲的财务表现。
FGI Industries Ltd.股价上涨31.08%，公司第二季度财报显示调整后每股收益为0.6美元，营收为3190万美元，调整后净利润为120万美元，毛利率为33.4%，财务表现优异。
思科股价下跌4.20%，尽管公司第四财季业绩超预期，AI订单达40亿美元，但股价盘后大幅波动。
Cerebras Systems股价盘后大跌逾15%，尽管营收同比增长74%，但硬件收入下降导致净亏损扩大。
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