异动解读｜TECL盘中下跌5.62%，大摩预警半导体动量逼近历史极值拖累科技板块回调

行情直击07-01

7月1日，三倍做多科技ETF TECL盘中下跌5.62%，报219.32美元/股，成交额5257.75万美元。

消息面上，摩根士丹利首席股票策略师Mike Wilson发出警示，指出半导体板块每股收益修正广度已逼近历史极值，价格上涨动能或将迎来阶段性顶点，其走势与此前短暂狂欢后迅速哑火的白银股高度相似。此前费城半导体指数单周重挫7.9%，超大规模云厂商股价近期走弱被视为半导体板块盈利预期见顶的先行信号。此前科技板块受功率半导体涨价潮与AI算力需求共振提振连续走强，但在见顶预警与获利回吐压力双重夹击下，板块情绪骤然转弱，三倍杠杆机制进一步放大了回调幅度。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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