三倍做多半导体ETF-Direxion Daily(SOXL)今日盘前大幅上涨5.11%，引起了市场的广泛关注。
消息面上，尽管部分半导体个股表现疲软，但科技巨头对人工智能领域的巨额资本支出计划，为整个半导体行业带来了强劲的需求预期。谷歌母公司Alphabet公布财报显示，预计2026年资本支出将在1750亿至1850亿美元之间，几乎是2025年的两倍，主要用于AI基础设施。同时，亚马逊也预计今年资本支出将达2000亿美元，远超市场预期。这些大规模投资表明美国科技企业短期内不会放缓其巨额人工智能投资。
市场分析认为，科技巨头在AI领域的持续高强度投入，将直接转化为对半导体芯片，特别是AI芯片的旺盛需求。博通(AVGO)已被市场预期为谷歌巨额资本支出的受益者之一。作为三倍杠杆追踪半导体行业的ETF，SOXL对行业整体利好反应敏感且放大，因此在科技公司公布大规模AI投资计划后，于盘前交易中出现了显著上涨。
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