美股开盘，道指跌0.45%，标普500指数跌0.5%，纳指跌1.35%。Alphabet(GOOG.O)大跌11.7%拖累AI软件股走低，其Q3营收不及预期，现金消耗加剧。微软(MSFT.O)涨0.5%，公司公布现金流表现远优于预期，并预估云端业务强劲增长。受三星电子业绩影响，存储概念股集体走低，美光科技(MU.O)跌1.8%。(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion. Consensus expectations: Consensus for 2026Q3 expects EPS of 3.003 and revenue of USD 127.833 billion.)