异动解读|三倍做多半导体ETF盘中上涨6.74%,全球功率半导体密集涨价叠加设备供应链偏紧及国产存储量产突破共振推升板块做多情绪

行情直击
Sep 21

9月21日,三倍做多半导体ETF盘中上涨6.74%,报130.56美元/股,成交额12.39亿美元。

消息面上,多重利好共振推升半导体板块情绪。全球功率半导体大厂密集宣布涨价,韩国半导体设备关键零部件交货周期已翻倍,CoWoS先进封装供需持续紧张,设备端供给缺口正向上游零部件传导。与此同时,长鑫科技宣布第五代技术平台正式量产,存储密度较上代提升逾50%,国产半导体产业链景气信号进一步强化。此前英伟达CEO黄仁勋表示明年芯片销量将达今年两倍,强调瓶颈在于产能而非需求,为板块中期逻辑提供支撑。三倍杠杆机制进一步放大了板块反弹幅度。

本基金三倍追踪半导体指数(PHLX Semiconductor Sector Index),标的成分和权重有可能随时间变化。

(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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