8月4日，三倍做空半导体ETF-Direxion Daily盘中下跌11.61%，报45.585美元/股，成交额7.83亿美元。作为三倍反向杠杆产品，其大幅下跌反映半导体板块盘中显著走强。
消息面上，Anthropic签下100亿美元算力大单，与英伟达支持的Volta合作锁定133兆瓦数据中心资源，凸显AI开发商对高性能芯片需求旺盛。半导体板块全线上涨，迈威尔科技涨7.8%、英特尔涨4.2%、美国超微公司涨3.7%、英伟达涨2.5%；光通信概念同步走强，Applied Optoelectronics涨14.6%、Lumentum涨9.4%。此前一个交易日，受日本对华先进封装设备管制落地影响，该ETF曾大涨逾10%，当前回撤反映板块超卖后的修复与AI需求驱动下的情绪回暖。
（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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