云需求持续井喷，CoreWeave盘前大涨超17%，Q2营收暴增112%，积压订单达1040亿美元，NEBIUS跟涨近9%，IREN涨超5%；超微电脑涨超10%，上季销售接近翻倍，指引大超预期；存储、光通信股普涨，Lumentum绩后涨超7%，Coherent、诺基亚涨超5%，SK海力士、闪迪涨超3%。
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