异动解读|三倍做多半导体ETF盘前下跌9.07%,摩根士丹利建议减持半导体转向云计算

行情直击
2 hours ago

7月7日,三倍做多半导体ETF-Direxion Daily盘前下跌9.07%,报177.65美元,成交额4562.76万美元。

消息面上,摩根士丹利首席美股策略师Michael Wilson在最新报告中明确建议减持半导体板块,认为该板块上涨动能正在减弱,资金正转向微软、亚马逊、Meta等超大规模云服务商。Wilson指出,费城半导体指数自上月创下历史新高以来已累计下跌近14%,半导体板块价格动能逼近历史极值,走势类似此前白银泡沫行情。受此影响,亚太市场三星股价大跌超6.8%,SK海力士下跌近6%,触发韩国股市熔断。值得注意的是,该ETF此前曾因半导体全产业链涨价潮与韩国史诗级扩产计划等利好大幅上涨,本次回调幅度显著。

本基金三倍追踪费城半导体指数,标的成分和权重有可能随时间变化。

(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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