周一（11月3日）盘前，三倍做多半导体ETF-Direxion Daily（股票代码：SOXL）大涨5.04%，引发市场关注。这一显著涨幅很可能与近期半导体行业的积极发展有关。
据报道，英伟达（NVIDIA）计划大幅增加对韩国的半导体供应。未来几年内，英伟达向韩国的累计供货量将增至目前的5倍，达到约30万个。其中包括向三星、SK、现代汽车集团等韩国企业和政府供应超过26万个最尖端AI半导体"Blackwell"。这一举措不仅显示了半导体需求的强劲增长，也反映了人工智能（AI）技术在各行业应用的加速。
此外，韩国政府已批准在全罗南道省建设世界上最大的人工智能（AI）数据中心，初始投资为100亿美元，总投资可能达到350亿美元。该项目预计将显著推动半导体需求，并为整个产业链带来积极影响。这些发展无疑为半导体行业注入了强劲动力，也解释了为什么投资者对三倍做多半导体ETF表现出如此强烈的兴趣。
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