三倍做多半导体ETF-Direxion Daily(SOXL)今日盘中大涨5%，反映出市场对半导体行业的乐观情绪。
消息面上，中国商务部部长王文涛与欧盟委员会贸易和经济安全委员谢夫乔维奇举行视频会谈，就安世半导体等经贸问题深入交换意见。双方一致同意将共同敦促安世荷兰与安世中国尽快开展建设性沟通，尽快恢复全球半导体产供链的畅通与稳定。这一进展缓解了市场对半导体供应链中断的担忧。
此外，世界半导体贸易统计组织(WSTS)数据显示，2025年第三季度全球半导体市场规模首次突破2000亿美元大关，环比增长15.8%，同比增长25.1%。人工智能(AI)继续成为推动半导体市场增长的主要动力，英伟达等公司的强劲表现也提振了行业信心。
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