10月2日周四盘前，三倍做多半导体ETF-Direxion Daily（股票代码：SOXL）大涨5.02%，反映出投资者对半导体行业前景的乐观态度。这一涨势与亚洲市场，特别是香港股市中半导体板块的强劲表现相呼应。
香港市场上，中芯国际等半导体龙头股今日大幅上涨，中芯国际涨幅超过12%，创下历史新高。分析人士认为，全球半导体行业正迎来新一轮增长周期，主要受以下因素驱动：
1. 人工智能（AI）投资大幅增加，带动存储芯片需求爆发性增长。摩根士丹利预计，全球HBM（高带宽内存）市场规模将从2023年的30亿美元增至2027年的530亿美元。
2. 业内人士预计，未来2-3年内存储半导体将进入价格稳步上涨的"超级周期"。
3. 中国本土半导体产业链不断完善，从上游先进制程到先进封装，再到下游AI模型加速迭代升级，已实现全产业链打通。
虽然SOXL主要追踪美国半导体股，但全球半导体行业的积极前景正推动整个板块走强。投资者对半导体行业的乐观情绪正从亚洲市场传导至美国市场，这可能是推动SOXL盘前大涨的主要原因。
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