三倍做多半导体ETF-Direxion Daily（SOXL）周一盘前大涨10.93%，引发市场广泛关注。这一显著涨幅主要受到美国半导体股夜盘全线反弹的带动。
据报道，周日夜间美股半导体板块出现强势反弹。其中，台积电涨超5%，阿斯麦涨超4%，英伟达、AMD、博通等龙头企业涨幅接近4%。作为追踪美国半导体股票指数的三倍杠杆ETF，SOXL对行业整体走势表现出更为敏感的反应。
分析人士指出，全球半导体市场前景持续向好也是支撑行业股价上涨的重要因素。根据弗若斯特沙利文报告预计，到2029年全球晶圆代工市场规模将达到2700亿美元，2025年至2029年的复合年增长率为8.7%。此外，中国等主要市场持续加大对半导体产业的支持力度，进一步增强了投资者对行业长期发展的信心。
值得注意的是，近期中美在半导体领域的贸易摩擦有所缓解，这可能也在一定程度上缓解了市场对地缘政治风险的担忧。随着全球科技创新步伐加快，人工智能等新兴应用场景对芯片需求的持续增长，半导体行业有望维持较强的发展动力。
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