智通财经APP获悉，易方达亚洲半导体ETF(03486)涨超10%，截至发稿，涨9.71%，报18.98港元，成交额1690.12万港元。
消息面上，隔夜华尔街芯片及科技巨头大涨，带动亚洲市场AI产业链今日强劲反弹，三星电子和SK海力士飙升带动韩股创下历史最大单日涨幅。科技巨头微软与亚马逊发布的财报表现亮眼，多项核心指标超出市场预期，尤其是云业务与AI相关收入增长强劲。这一业绩迅速扭转了此前投资者对人工智能资本开支前景的犹疑，重新点燃了市场对AI赛道长期价值的乐观情绪。
据悉，易方达亚洲半导体ETF横跨芯片设计、晶圆制造、设备材料等半导体核心环节，与算力产业景气度的传导链条直接对应，成分股覆盖SK海力士、台积电、中芯国际、东京电子、ASMPT等龙头标的。此外，其持仓高度集中于半导体环节，在板块情绪修复或超跌反弹行情中有望展现出更突出的进攻属性。
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