道指期货涨0.00%，标普500期货涨0.09%，纳指期货涨0.17%，整体情绪偏多。
TeraWulf Inc.涨2.62%。
Strategy涨2.11%。
特斯拉涨1.00%，宣布9月3日举行Cybercab发布会，聚焦无人驾驶电动车与FSD商业化路线，市场关注供应链配套、交付节奏及成本策略。
Tempus AI跌2.05%。
阿里巴巴跌2.20%，宣布配售7.1亿股募资约800亿港元投入全栈AI基础设施，获长线资金超额认购，同时Michael Burry公开看空，稀释与ROIC压力受关注。
AXT Inc跌4.55%。
Applied Optoelectronics Inc.跌10.61%，此前披露将通过ATM发行至多6亿美元普通股，稀释担忧持续发酵，叠加光通信板块剧烈波动，反弹后的抛压再起，情绪承压。
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