异动解读 | 三倍做多半导体ETF盘中大涨12.03%,亚洲半导体股强劲表现推动

异动解读
Oct 06, 2025

周一盘中,三倍做多半导体ETF-Direxion Daily(SOXL)大涨12.03%,延续了近期半导体板块的强势表现。这一显著涨幅主要受到亚洲半导体市场强劲表现的推动。

在港股市场,半导体龙头华虹半导体和中芯国际股价双双创下历史新高。高盛上调了这两家公司的目标价至117港元,称中国不断扩大的AI生态为半导体行业带来机遇。高盛分析师表示,随着本土AI解决方案的发展,预计中芯国际和华虹半导体将成为中国领先的晶圆代工厂,并在长期受益。

与此同时,日本股市也传来利好消息。日经225指数大涨4.75%,创下历史新高47944.76点,其中半导体和AI相关股票表现尤为突出。这一系列积极信号推动了全球半导体行业的乐观情绪,作为三倍杠杆的半导体ETF,SOXL对行业利好消息反应更为敏感,因此出现了显著涨幅。

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