-- 周二盘前，科技股小幅走高，道富科技精选行业SPDR基金（XLK）上涨0.6%，道富SPDR标普半导体ETF（XSD）上涨1.4%。 Bloom Energy（BE）宣布，将根据扩大后的合作关系，向甲骨文（ORCL）提供高达2.8吉瓦的燃料电池系统，以支持这家软件巨头的人工智能基础设施建设。甲骨文股价盘前上涨超过5%。 Camtek（CAMT）股价上涨超过5%，此前该公司宣布已同意收购位于特拉维夫的人工智能公司Visual Layer，预计交易将在几周内完成。 据市场研究公司Omdia报告，2026年第一季度，苹果（AAPL）在中国智能手机市场排名第二，整体出货量同比下降1%至6980万部。苹果股价盘前上涨0.2%。
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