周四盘前，三倍做多半导体ETF-Direxion Daily（SOXL）大涨5.02%，延续了近期半导体板块的强势表现。
消息面上，多重利好因素推动半导体板块走强：
1. 科技巨头加速自研AI芯片。据报道，阿里巴巴、百度等公司已开始采用自研AI芯片训练大模型，腾讯也宣布全面适配主流国产芯片。这一趋势有望加速国产半导体产业链的发展。
2. 美国对英伟达芯片销售限制。市场传闻美国可能进一步限制英伟达向中国出口AI芯片，这可能为国产替代提供更多机会。
3. 中国对美国模拟芯片反倾销调查。中国商务部近日宣布对原产于美国的进口相关模拟芯片发起反倾销立案调查，这可能有利于提升国内厂商的竞争力。
在这些因素的推动下，港股市场半导体板块全天保持强势。其中，华虹半导体涨幅超过8%，中芯国际盘中再创历史新高。作为三倍杠杆的半导体ETF，SOXL对行业利好消息反应更为剧烈，出现大幅上涨。
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