周三盘中，三倍做多半导体ETF-Direxion Daily（股票代码：SOXL）大涨5.69%，引发市场广泛关注。这一强劲涨势主要得益于半导体行业长期增长前景的乐观预期。
摩根大通最新研究报告指出，由人工智能（AI）驱动的半导体上升周期预计将延续至2027年，远超出典型周期规律。该行预测2026年和2027年全球半导体收入将分别增长18%和11%。这一乐观预期主要基于生成式AI的快速采纳、云服务提供商持续强劲的资本支出，以及关键供应链环节保守的产能扩张策略。
此外，格芯（GlobalFoundries）宣布与台积电（TSMC）签署技术授权协议，获准使用台积电的氮化镓（GaN）技术。这一举措有望加速高性能功率器件的开发和生产，为半导体行业带来新的增长点。在这些积极因素的推动下，三倍做多半导体ETF-Direxion Daily的大幅上涨反映了投资者对半导体行业前景的乐观预期。然而，投资者也应当注意，作为杠杆ETF，SOXL的波动性较大，投资风险较高。
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