三倍做多半导体ETF-Direxion Daily(SOXL)今日盘中大涨5.01%，引起了市场的广泛关注。
消息面上，金山与阿里云正式签署战略合作协议，加速推进阿里云飞天云智能华东算力中心建设。该中心将重点部署平头哥自研的“真武”算力芯片，构建从底层硬件到上层应用的全栈自主算力底座，致力于成为华东地区规模最大的智算枢纽之一。这一重大进展被视为中国在AI芯片和算力基础设施领域的重要突破，提振了市场对整个半导体行业，特别是AI芯片产业链的信心。
“真武”芯片是阿里专为人工智能训练和推理设计的加速器，其规模化落地于超大型智算中心，意味着将提供高性价比、高性能的国产算力。市场分析认为，此类基础设施的建设和核心芯片的自主化，有助于降低对单一硬件生态的依赖，并推动从互联网到传统实体经济的AI应用，为半导体行业带来新的增长预期。
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