三倍做多半导体ETF-Direxion Daily (SOXL) 今日盘中大涨6.63%，成为市场焦点。
消息面上，台积电(TSM)最新财报显示其2026年资本支出预计达520-560亿美元，远超市场预期，管理层称未来三年资本支出将大幅增加。这一信号验证了AI驱动的半导体需求将持续强劲，带动半导体板块整体走强。
此外，存储芯片市场已进入"超级牛市"阶段，预计2026年Q1价格还将上涨40%-50%。在AI大模型驱动下，半导体设备产业链有望迎来新一轮高速增长，这也进一步提振了半导体ETF的表现。
三倍做多半导体ETF-Direxion Daily (SOXL) 今日盘中大涨6.63%，成为市场焦点。
消息面上，台积电(TSM)最新财报显示其2026年资本支出预计达520-560亿美元，远超市场预期，管理层称未来三年资本支出将大幅增加。这一信号验证了AI驱动的半导体需求将持续强劲，带动半导体板块整体走强。
此外，存储芯片市场已进入"超级牛市"阶段，预计2026年Q1价格还将上涨40%-50%。在AI大模型驱动下，半导体设备产业链有望迎来新一轮高速增长，这也进一步提振了半导体ETF的表现。
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