On August 4th (local time), the three primary US stock indices concluded the trading day with collective gains. Both the Dow Jones Industrial Average and the S&P 500 Index reached all-time highs, while the Nasdaq Index surged by 2.59%. Semiconductor, memory, and optical communication concept stocks generally experienced an upswing. Notably, the Philadelphia Semiconductor Index soared by over 6%, Applied Optoelectronics jumped by more than 19%, and both Intel and SanDisk saw increases exceeding 10%. The majority of major tech stocks also witnessed growth, with Nvidia, Google, Apple, Tesla, and Microsoft all climbing more than 1%. However, after the market closed on August 5th, SpaceX released its second-quarter financial report, triggering a sharp decline in its stock price, which at one point plummeted over 11%. This drop was attributed to concerns regarding a significant surge in capital expenditures within the AI computing power sector.