8月19日，3倍做多韩国ETF-Direxion夜盘上涨8.97%，报19.44美元/股，成交额1.41亿美元。此前该ETF在前一交易日美股盘中暴跌逾15%，韩国KOSPI指数当日盘中一度跌近7%并触发熔断机制，短期超卖严重。
消息面上，索罗斯长子旗下Soros Capital最新13F报告显示，其Q2新建仓iShares MSCI韩国ETF约4284万美元，位列第一大持仓，占投资组合比例7.66%，整体持仓规模环比翻番，释放出机构对AI存储芯片产业链的强烈看多信号。此外，M&G投资公司增持韩国国债，认为市场对加息定价过度，AI热潮带动芯片企业税收增长将减少国债供应。机构逆势布局的消息提振了市场对韩国科技股的超跌反弹预期。
（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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