异动解读|三倍做多半导体ETF盘前下跌5.23%,前三星芯片负责人预警存储芯片供过于求风险

行情直击
2 hours ago

5月19日,三倍做多半导体ETF盘前下跌5.23%,报143.68美元/股,成交额8276.37万美元。

消息面上,前三星半导体部门总裁庆桂显在韩国国家工程院论坛上警告,中国企业正积极扩大存储芯片产能,全球硅晶圆制造能力预计到2027年底可能达到每月600万片,当前供不应求的局面可能在明年下半年或2028年上半年发生逆转。他指出,若大型科技公司资本支出回报率下降并削减投资,不仅价格将回落,内存需求本身在2028年后也可能萎缩。该预警引发市场对半导体行业上行周期可持续性的担忧,板块情绪承压。

本基金三倍追踪费城半导体指数(PHLX Semiconductor Sector Index),标的成分和权重有可能随时间变化而调整。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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