三倍做空半导体ETF-Direxion Daily（SOXS）今日盘前大跌6.01%，引起了市场的广泛关注。
消息面上，港股半导体板块今日表现强劲，兆易创新盘中涨超18%，华虹半导体涨超7%，带动整个半导体板块走高。作为三倍做空半导体ETF，SOXS的走势与半导体板块表现相反，因此在半导体板块上涨时出现大幅下跌。
此外，AI算力扩张的瓶颈讨论以及存储芯片需求激增的预期，也进一步提振了半导体板块的情绪。英伟达即将召开的GTC 2026大会可能展示第二代共封装光学交换机，也为半导体板块提供了支撑。
三倍做空半导体ETF-Direxion Daily（SOXS）今日盘前大跌6.01%，引起了市场的广泛关注。
消息面上，港股半导体板块今日表现强劲，兆易创新盘中涨超18%，华虹半导体涨超7%，带动整个半导体板块走高。作为三倍做空半导体ETF，SOXS的走势与半导体板块表现相反，因此在半导体板块上涨时出现大幅下跌。
此外，AI算力扩张的瓶颈讨论以及存储芯片需求激增的预期，也进一步提振了半导体板块的情绪。英伟达即将召开的GTC 2026大会可能展示第二代共封装光学交换机，也为半导体板块提供了支撑。
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