三倍做多半导体ETF-Direxion Daily（SOXL）在周一夜盘交易中大涨5.84%，引发市场广泛关注。这一强劲涨幅反映了投资者对半导体行业前景的乐观情绪，主要受到政策支持和行业基本面改善的双重推动。
从政策层面来看，国家发改委近期强调"加快高水平科技自立自强"，将其列为战略核心。这一政策导向与二十届四中全会精神一脉相承，反映出国家对半导体等高科技产业的重视。复杂的国际环境进一步推动了国内加速芯片自主可控进程，为半导体企业提供了广阔的发展空间。
行业基本面也传来利好消息。供应链消息称，三星、SK海力士等主要供应商计划在今年第四季度将DRAM和NAND闪存价格上调最多30%，存储芯片行业有望迎来"超级周期"。此外，AI算力需求的爆发性增长为半导体行业提供了另一强劲动力，多家科技巨头与OpenAI的合作进一步带动了高性能芯片需求的攀升。在这一背景下，港股半导体板块表现强劲，英诺赛科、华虹半导体、中芯国际等多只个股大幅上涨。
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