甲骨文 夜盘大涨近10%，AI订单推动2026财年Q3业绩超预期，云基础设施收入同比大增84%。
光通信概念股夜盘续涨，Lumentum 、 Applied Optoelectronics 涨超2%。
无人机概念股AeroVironment 夜盘大跌超9%。公司预测2026财年每股收益在2.75美元至3.10美元之间，低于分析师平均预期的3.31美元；预计2026财年营收在18.5亿至19.5亿美元之间，也低于预期的19.7亿美元。此外，公司第三季度营收为4.08亿美元，同样低于市场预期的4.756亿美元。
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