11月4日夜盘，三倍做多半导体ETF-Direxion Daily（SOXL）大跌5.25%，引发市场关注。这一跌幅可能与近期中荷之间围绕安世半导体的纠纷有关。
据报道，中国商务部新闻发言人就安世半导体相关问题作出回应。发言人强调，荷兰政府和企业的一系列行为严重侵害了中国企业的合法权益。特别是安世（荷兰）宣布停止向安世（中国）供应晶圆，导致全球半导体产供链出现动荡和混乱。这一事件可能对全球半导体行业产生深远影响，进而影响到SOXL等半导体相关ETF的表现。
尽管如此，半导体行业整体仍显示出一些积极信号。港股半导体板块盘初出现拉升，多家A股半导体上市公司三季度业绩表现良好。然而，这些利好消息似乎未能抵消地缘政治风险带来的负面影响。投资者应密切关注半导体行业的后续发展，特别是中荷纠纷可能对全球半导体供应链造成的潜在影响。
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