周一盘中，三倍做多半导体ETF-Direxion Daily（SOXL）大涨8.83%，引发市场广泛关注。这一显著涨幅背后，有多重利好因素推动。
首先，AMD将于11日举办年度分析师日活动，市场预期该公司可能发布重大利好消息，包括新的技术路线图和长期发展规划。其次，中国商务部近日就安世半导体问题发表声明，表示已采取措施对合规的民用出口予以豁免，这有望缓解全球半导体供应链的紧张局势。此外，包括腾讯、京东、哔哩哔哩、中芯国际等在内的多家科技公司将在本周陆续公布财报，其中半导体相关业务表现备受关注。
业内专家对半导体行业的长期发展前景保持乐观。有基金经理表示，未来两年将是半导体行业发展的关键窗口期。在"AI创新"与"国产替代"的双轮驱动下，半导体行业有望迎来新一轮增长机遇。这些积极因素共同推动了投资者对半导体行业前景的乐观预期，从而带动了三倍做多半导体ETF的大幅上涨。
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