三倍做多半导体ETF-Direxion Daily (SOXL) 在周一夜间交易时段大幅下挫5.02%，引起了市场关注。
消息面上，尽管日间交易时段美股半导体板块表现强劲，费城半导体指数大涨并创下历史新高，但知名投资人Michael Burry发出警告，认为芯片股经历“抛物线式”飙升后估值已不可持续，面临急剧反转的风险。这一警告可能引发了市场对半导体板块过热和潜在回调的担忧，导致该杠杆ETF在夜盘遭遇抛售。
根据相关报道，英伟达、美光科技、高通等主要芯片股日间均创下股价新高，费城半导体指数涨幅超过2%。然而，Burry指出当前纳斯达克100指数市盈率远高于“合理水平”，并将市场比作“一场血腥车祸发生前的最后几分钟”。这种对高估值的警示，可能抵消了日间积极情绪，成为夜盘资金流出的导火索。
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