三倍做空半导体ETF-Direxion Daily（SOXS）今日盘中大跌6.90%，引起了市场的广泛关注。
消息面上，半导体板块整体走强，主要受超威半导体（AMD）与科技巨头Meta达成重大合作的消息提振。根据报道，双方签署了一项为期多年的战略协议，共同为Meta的AI数据中心构建规模达6吉瓦的算力基础设施，这直接推动了AMD股价在交易时段显著上扬。
由于SOXS是一只旨在提供三倍反向于半导体板块每日表现的ETF，当半导体板块因利好消息上涨时，该ETF自然承压下跌。此次合作被视为AMD在AI芯片领域的重要突破，也反映了全球AI算力市场的旺盛需求，从而带动了半导体行业情绪的积极转变。
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