异动解读|三倍做多半导体ETF-Direxion Daily盘中上涨13.71%,全球半导体扩产牛市共振涨价潮

行情直击
Jun 18

6月18日,三倍做多半导体ETF-Direxion Daily盘中上涨13.71%,报268.41美元,成交额22.92亿美元。

消息面上,全球半导体行业多重利好共振。摩根大通最新报告大幅上修晶圆厂设备市场预期,预计2026至2028年市场规模将从1588亿美元增至2373亿美元,连续三年保持双位数增长,行业正从AI芯片牛市迈向覆盖晶圆厂、存储、先进封装及设备供应商的全面扩产牛市。与此同时,半导体产业链涨价潮持续蔓延,东京电子、Screen等设备厂商启动涨价,SK海力士供应商提出3%-4%涨价要求;全球三大硅片巨头同步上调12英寸硅片价格,AI专用硅片涨幅尤为突出。WSTS预计全球半导体市场规模将增至1.51万亿美元,同比增长近90%,行业供需格局已从买方市场切换至卖方市场。

该基金三倍追踪费城半导体指数(PHLX Semiconductor Sector Index)。

(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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