异动解读 | 半导体行业需求强劲，三倍做多半导体ETF盘中大涨5.11%

异动解读01-21

三倍做多半导体ETF-Direxion Daily(SOXL)今日盘中大涨5.11%，成为市场焦点。

消息面上，半导体行业近期需求强劲，特别是传统8英寸晶圆产能因AI服务器和电动车需求增长而供不应求。台积电和三星电子逐步退出8英寸晶圆市场，中国晶圆代工厂如中芯国际和华虹半导体正加速补位，市场份额明显上升。行业预期，今年传统工艺芯片价格可能上涨5%至20%，这进一步提振了半导体板块的整体表现。

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