异动解读|ProShares Ultra Semiconductors夜盘上涨9.96%,全球半导体板块集体走强

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6月24日,ProShares Ultra Semiconductors夜盘上涨9.96%,报106.5美元/股,成交额97.42万美元。

消息面上,全球半导体板块近期持续走强,美股芯片股普涨,美光科技、阿斯麦、迈威尔科技等龙头涨超4%,ARM、AMD、英特尔涨超3%,存储及云计算概念股同步上行。作为两倍做多半导体的杠杆ETF,该标的放大了板块涨幅。

基本面方面,全球半导体行业仍处上行周期,AI算力基础设施需求持续旺盛。4月全球半导体销售额同比增长93.9%,WSTS预测全年销售额将达1.511万亿美元。北美四大云厂商一季度资本支出同比增81%,SEMI预计全球300mm晶圆厂设备支出将增长18%至1330亿美元,行业景气上行趋势明确。

(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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