异动解读｜ProShares Ultra Semiconductors盘中下跌8.05%，Meta出售AI算力计划叠加美联储鹰派信号引发半导体板块暴跌

行情直击07-03 00:25

7月2日，ProShares Ultra Semiconductors盘中下跌8.05%，报87.1699美元/股，成交额5914.72万美元。该产品为两倍做多半导体板块的杠杆ETF，板块跌幅经杠杆放大后触发显著回调。

消息面上，Meta宣布计划对外出售富余AI算力并布局云业务，市场形成AI算力供给过剩、全球科技企业资本开支收缩的一致担忧，打破了此前"算力绝对稀缺"的核心信仰。与此同时，美联储主席沃什在央行年会上再度重申政策重心仍是抑制通胀，鹰派倾向引发加息预期升温。双重利空共振下，费城半导体指数大跌6.27%，韩国KOSPI指数盘中暴跌近8%并触发熔断，三星电子与SK海力士跌幅均超7%，全球半导体板块遭遇系统性抛售。

（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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