异动解读｜Tradr 2X Long SNDK Daily ETF盘前下跌8.36%，Meta转向云业务引发AI资本开支见顶担忧叠加杠杆放大效应

行情直击07-02

7月2日，Tradr 2X Long SNDK Daily ETF盘前下跌8.36%，报30.69美元/股，成交额2302.99万美元。

消息面上，有媒体报道科技巨头Meta计划将业务重心从AI模型转向云计算业务并向外部出租过剩算力，市场将此解读为大型科技公司AI基础设施资本开支出现拐点，投资者担忧高性能存储芯片未来供应过剩，存储芯片股普遍承压。标的股闪迪盘前跌超3%，美光科技等存储龙头同步走低。值得注意的是，美银同日将闪迪目标价上调至2500美元并维持买入评级，但未能扭转市场抛压。该ETF作为闪迪2倍杠杆做多产品，标的股跌幅经杠杆机制放大，带动ETF更大幅度下跌。

（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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