异动解读 | PC厂商转向中国芯片引发担忧,三倍做空半导体ETF盘前大涨5.38%

异动解读
Feb 05

三倍做空半导体ETF-Direxion Daily(SOXS)今日盘前大幅上涨5.38%,引起了市场的广泛关注。

消息面上,据日经亚洲报道,全球个人电脑制造商惠普、戴尔、宏碁和华硕正考虑首次从中国内存芯片制造商采购产品,以应对当前的芯片短缺问题。这一动向引发了市场对非中国内存芯片供应商可能面临市场份额侵蚀和竞争加剧的担忧,导致半导体板块情绪承压。

由于SOXS是一只追踪半导体板块表现的反向杠杆ETF,当市场对半导体行业前景感到悲观、板块下跌时,该ETF的价格通常会上涨。此次盘前大涨,正是市场对上述潜在行业竞争格局变化的直接反应。

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