三倍做空半导体ETF-Direxion Daily（SOXS）在夜盘交易中大跌5.13%，引发市场关注。这一走势与当日半导体板块的整体表现形成鲜明对比，反映出投资者对半导体行业未来前景的看法可能正在发生转变。
尽管美股半导体板块当日表现疲软，英伟达和英特尔等龙头股跌幅超过4%，但多家半导体公司公布的新技术进展似乎提振了市场信心。甲骨文云基础设施公司宣布将部署5万颗AMD MI450 AI芯片，英特尔公布新款GPU Crescent Island，博通也发布了新一代网络芯片Thor Ultra。这些消息表明，半导体行业在人工智能和高性能计算领域的创新步伐并未放缓。
分析人士指出，SOXS作为做空半导体行业的杠杆ETF，其大幅下跌可能意味着市场正在消化利空因素，并开始对半导体行业的长期前景持更为乐观的态度。一些投资者可能认为半导体股已经触底，开始回补空头仓位，这也是导致SOXS下跌的一个可能原因。然而，考虑到半导体行业的高度周期性和全球经济的不确定性，投资者仍需谨慎关注行业动态和宏观经济形势的变化。
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