异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘中大涨6.57%

异动解读12-22 22:32

三倍做多半导体ETF-Direxion Daily（SOXL）今日盘中大涨6.57%，成为市场焦点。

消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片"LightGen"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。实测数据显示，LightGen相比顶尖数字芯片可实现两个数量级的算力和能效提升。

业内专家指出，光计算芯片的发展将重构半导体行业的竞争维度，从传统制程工艺转向能效比和并行度的新赛道。这一技术突破有望推动半导体行业进入新一轮上行周期，并带动相关ETF的强劲表现。

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