三倍做多半导体ETF-Direxion Daily(SOXL)今日盘中大跌5.08%，引起了市场的广泛关注。
消息面上，此次下跌可能与市场对半导体行业龙头英伟达前景的担忧有关。据相关报道，中国主要电动汽车制造商蔚来、小鹏汽车和理想汽车正在加速“去英伟达化”，转而采用自研或其他供应商的智能驾驶芯片，这导致英伟达在中国自动驾驶芯片市场的份额从2024年的39%显著下滑至2025年的25%。
报道指出，英伟达的Orin芯片架构已显落后，而新一代Thor芯片则面临算力缩水、交付延迟等问题，打乱了一些车企的产品上市节奏。市场担忧英伟达在关键增长市场面临的挑战可能会影响其业绩，进而拖累整个半导体板块的情绪。作为高杠杆的行业ETF，SOXL对板块的负面情绪反应尤为敏感。
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