异动解读 | 半导体板块财报利好与行业景气共振,三倍做多半导体ETF盘前大涨8.84%

异动解读
Yesterday

三倍做多半导体ETF-Direxion Daily(SOXL)今日盘前大幅上涨8.84%,表现异常强劲。

消息面上,半导体行业迎来多重积极因素。存储芯片巨头希捷科技(STX)与德州仪器(TXN)最新公布的财报均超出市场预期,并给出强劲业绩展望,带动半导体与存储概念股集体走高。此外,存储芯片市场供应持续紧张,价格看涨,叠加人工智能算力需求爆发,为整个半导体产业链提供了坚实的增长动力。

行业基本面持续向好,费城半导体指数在上一交易日收涨并创下历史新高,市场对半导体行业前景的乐观情绪显著升温。作为追踪半导体板块表现的杠杆型ETF,SOXL的盘前大涨直接反映了资金对该板块整体走强的积极押注。

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