异动解读｜TECL盘前上涨5.29%，全球功率半导体7月涨价潮与AI算力需求共振驱动科技板块反弹

行情直击06-29

6月29日，三倍做多科技ETF TECL盘前上涨5.29%，报209.52美元，成交额52.81万美元。此前该ETF于6月26日盘中大跌逾6%，本次盘前反弹修复明显。

消息面上，全球近20家模拟及功率半导体企业即将于7月1日启动新一轮集中涨价，年内已呈现多批次阶梯式调价特征。有厂商直言"AI相关的电源功率订单爆满，根本做不过来"，主流功率器件交期已拉长至30周以上，行业出现"涨价+缺货"并存格局。AI数据中心功耗激增、新能源汽车800V高压平台普及及光伏储能扩产三大需求共振，推动功率半导体进入新一轮景气上行周期，叠加半导体硅片全线涨价信号持续强化，带动科技板块整体情绪回暖，三倍杠杆机制进一步放大反弹幅度。

（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。）

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