三倍做空半导体ETF-Direxion Daily(SOXS)今日盘前大跌5.04%，引起了市场的关注。
消息面上，半导体板块整体表现强劲，是导致该反向ETF价格下跌的主要原因。分析指出，人工智能引领的半导体行业增长为相关公司带来长期利益，存储芯片价格在第二季度可能大幅跃升，且大型科技公司的需求旺盛。此外，港股市场半导体股今日也表现强势，进一步印证了板块的上行趋势。
具体来看，有分析师上调了部分前端半导体组件制造商的营收预测与目标价，并看好其从AI基础设施支出中获益。同时，尽管市场关注韩国芯片制造商的潜在罢工风险，但亦有观点认为其强劲的盈利势头将持续。阿里云发布新一代AI芯片等消息，也为半导体行业注入了积极动力。
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