异动解读 | 三倍做多半导体ETF盘前大涨5.02%,半导体板块全线走强

异动解读
Oct 02

三倍做多半导体ETF-Direxion Daily(SOXL)今日盘前大涨5.02%,主要受到半导体板块整体强势表现的推动。

港股市场半导体股今日全线走强,中芯国际(SMIC)涨幅超过12%并创下历史新高。分析人士指出,全球人工智能(AI)投资大幅增加正在推动半导体需求快速增长,尤其是AI服务器对存储芯片的需求呈现爆发式增长。

摩根士丹利预计,未来2-3年内存储半导体将进入价格稳步上涨的"超级周期"。其中,高带宽内存(HBM)产品需求增长尤为迅速,预计全球HBM市场规模将从2023年的30亿美元增至2027年的530亿美元。此外,中国国内AI芯片技术进步也为行业带来新的增长动力。作为三倍杠杆的半导体行业ETF,SOXL对整个半导体板块的强劲表现反应格外敏感,从而带动其盘前大幅上涨。

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