三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大幅上涨5.34%，显示出市场对半导体板块的强烈乐观情绪。
消息面上，多重利好共同推动了半导体板块的走强。首先，芯片制造巨头中芯国际发布了2025年第四季度及全年业绩快报，其中第四季度销售收入环比增长4.5%，全年净利润同比大增39.1%，业绩表现超出市场预期。其次，半导体行业协会（SIA）数据显示，2025年行业总销售额达7917亿美元，并预计2026年还将增长26%，市场规模有望突破1万亿美元。此外，国内半导体设备公司金海通宣布拟出资不超过4亿元建设上海澜博半导体设备制造中心，进一步印证了行业资本开支的活跃度。
分析人士指出，持续爆发的AI算力需求正驱动半导体设备与存储等细分赛道景气上行。随着全球龙头厂商在高端环节持续突破，国产半导体产业链备受关注。这些积极的行业动态共同构成了半导体板块的上涨动能，进而推动了追踪该板块的杠杆ETF SOXL的显著上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.