三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.14%，延续了半导体板块近期的反弹势头。
消息面上，费城半导体指数在7月重挫21%，创下2008年10月全球金融危机以来最差单月表现，市值蒸发约2.2万亿美元。然而，在经历了大幅回调后，芯片股在7月末连续两个交易日反弹8.3%，部分投资者认为本轮抛售已过度，反而创造了短线逢低买入的机会。
值得注意的是，芯片股的剧烈波动引发了散户投资者历史性的交易活跃度。据统计，仅7月最后一周，个人投资者向半导体相关ETF净流入就达创纪录的120亿美元，其中三倍杠杆半导体基金尤其受到追捧。机构分析指出，近期AI半导体相关个股大幅下跌并非企业基本面遭到破坏，而是由持仓头寸集中平仓所导致，AI基础设施需求逻辑依然成立，多重因素叠加推动了半导体板块的短线反弹。
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