三倍做空半导体ETF-Direxion Daily(SOXS)今日盘中大跌5.03%，引起了市场的关注。
消息面上，半导体行业传来积极信号。阿里云与上海金山区正式签署战略合作协议，将加速推进华东算力中心建设，并重点部署平头哥自研的“真武”AI算力芯片。该芯片旨在构建自主算力底座，为人工智能训练和推理提供加速，其大规模落地被视为半导体国产化与AI基础设施建设的重大进展，提振了市场对半导体板块的信心。
由于SOXS是一只三倍做空半导体行业的ETF，当半导体板块因行业利好而表现强劲时，该ETF的价格便会承压下跌。此次阿里云在AI芯片和算力中心领域的实质性推进，被市场解读为对半导体需求的潜在拉动，从而导致了做空工具的股价回落。
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