三倍做多半导体ETF-Direxion Daily（SOXL）周一盘前大涨5.04%，引发投资者关注。这一涨幅可能与英伟达扩大对韩国AI芯片供应的消息密切相关，反映出市场对半导体行业，尤其是AI芯片领域的乐观预期。
据报道，英伟达计划大幅增加对韩国企业和政府的AI半导体供应。未来几年内，英伟达向韩国的累计供货量将增至目前的5倍，达到约30万个。其中包括向三星、SK集团、现代汽车集团各供应5万个最尖端AI半导体"Blackwell"，向网络巨头NAVER供应6万个，以及向韩国政府供应5万个。这一举动不仅显示了AI芯片需求的强劲增长，也体现了英伟达在全球AI基础设施建设中的领导地位。
作为一个跟踪半导体行业的杠杆ETF，SOXL对行业新闻特别敏感。英伟达扩大AI芯片供应的消息可能被投资者视为整个半导体行业，特别是AI相关领域增长前景良好的信号。这种积极情绪可能是推动SOXL股价在盘前大幅上涨的主要因素。然而，投资者也应当注意，作为一个三倍杠杆ETF，SOXL的波动性较大，风险也相对较高。
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