异动解读|三倍做多半导体ETF盘前上涨5.16%,博通AI业绩超预期叠加全球半导体设备销售创纪录

行情直击
Sep 08

9月8日,三倍做多半导体ETF-Direxion Daily盘前上涨5.16%,报123.32美元/股,成交额2.43亿美元。

消息面上,博通公布第三财季业绩,非GAAP净利润163.72亿美元,同比增长95%,XPU出货量同比增长超3.5倍,并抛出2300亿美元AI半导体远期展望,提振市场对AI算力需求的信心。与此同时,国际半导体产业协会最新报告显示,二季度全球半导体设备开票销售额达405.3亿美元,同比大幅上涨23%,连续两个季度刷新历史纪录,AI算力基础设施建设成为本轮采购热潮的核心驱动力。阿斯麦二季度营收超预期并上调全年指引,进一步验证设备端景气度。多重利好共振推动半导体板块整体走强,杠杆ETF放大涨幅效应。

(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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