三倍做多半导体ETF-Direxion Daily（SOXL）在夜盘交易时段大幅上涨12.93%，引发市场广泛关注。
消息面上，半导体行业近期利好密集释放。多家科创板半导体公司披露2026年上半年业绩预告，多数预喜，覆盖存储、光芯片、SoC、模拟与功率芯片等多个环节。其中，普冉股份预计上半年归母净利润同比增长约1925.36%，东芯股份预计扭亏为盈，源杰科技预计同比增长超1196%。与此同时，澜起科技、普冉股份等公司纷纷披露股份回购方案，以真金白银彰显对自身价值的信心。此外，半导体主题ETF资金面亦出现回暖迹象，近一周半导体主题ETF净流入超10亿元，此前自6月22日至7月15日，半导体主题ETF资金净流入更超1200亿元。
分析人士认为，在全球人工智能算力需求持续爆发的背景下，半导体产业链迎来高质量发展的重要机遇期，科创板半导体公司业绩的集中释放进一步印证了国产芯片从技术攻关走向规模化商业兑现的趋势，叠加资金持续流入，共同推动了市场对半导体板块的乐观情绪。
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