三倍做多半导体ETF-Direxion Daily（SOXL）今日盘中大跌9.57%，引发市场广泛关注。这一显著跌幅很可能与近期中国和荷兰之间围绕安世半导体（Nexperia）的纠纷升级有关。
据报道，中国商务部新闻发言人近日就安世半导体问题作出回应。发言人强调，荷兰政府9月30日发布的行政令不当干预安世半导体企业内部事务，荷兰企业法庭随后作出剥夺中国企业股权的裁决，严重侵害了中国企业的合法权益。更为关键的是，安世（荷兰）于10月26日宣布停止向安世（中国）供应晶圆，导致全球半导体产供链出现动荡和混乱。
这一事件的持续发酵对全球半导体行业产生了深远影响，进而严重影响了SOXL等半导体相关ETF的表现。作为一只三倍杠杆ETF，SOXL对半导体行业的波动特别敏感，因此在这种地缘政治tensions加剧的背景下出现如此大幅度的下跌。分析人士指出，投资者担心中荷之间的纠纷可能进一步escalate，对全球半导体供应链造成更大的破坏，从而导致半导体股票普遍承压。
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