异动解读 | 中国商务部回应安世半导体问题,三倍做多半导体ETF盘中大跌5.01%

异动解读
Nov 13, 2025

11月13日,三倍做多半导体ETF-Direxion Daily (SOXL) 在盘中大跌5.01%,引发市场关注。这一跌幅或与中国商务部当天就安世半导体问题发表的最新表态有关。

在当天举行的例行新闻发布会上,中国商务部新闻发言人何亚东表示,安世半导体问题发生以来,中方一直本着对全球半导体产供链稳定与安全的负责任态度,与荷方进行了多轮磋商。中方希望荷方展现与中方真诚合作的意愿,尽快提出实质性、建设性解决问题的方案,并采取实际行动,从源头上迅速且有效恢复全球半导体产供链的安全与稳定。

这一表态显示中荷双方在安世半导体问题上仍存在分歧,可能引发市场对全球半导体供应链稳定性的担忧。作为一只三倍杠杆做多半导体行业的ETF,SOXL对行业消息反应更为敏感,因此出现较大幅度下跌。投资者应当密切关注中荷双方后续在半导体问题上的谈判进展,以及可能对全球半导体行业带来的影响。

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