5月29日，三倍做多半导体ETF-Direxion Daily盘中上涨5.28%，报237.55美元/股，成交额20.85亿美元。该ETF近期持续走强，5月22日至今累计涨幅显著。
消息面上，全球半导体行业受多重利好共振驱动：AI算力需求爆发，北美九大云服务商资本开支预计达8300亿美元，同比大增79%；美光科技市值突破万亿美元大关，迈威尔科技营收同比增长28%并上调未来营收预期；华为5月25日正式发布韬定律，以时间缩微替代几何缩微重塑半导体演进路径，带动先进封装赛道全面走强；AMD百亿美元投资锁定日月光先进封装大单，产业景气周期持续上行。全球半导体销售额预计逼近万亿美元，行业处于超级景气周期。
（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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