异动解读 | 三倍做多半导体ETF盘前大涨5%，存储芯片需求强劲叠加"芯片通胀"预期升温

异动解读08-12

三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.00%，引发市场广泛关注。

消息面上，半导体板块近期利好密集。SK海力士继今年6月之后再次启动HBM设计领域资深人才招聘，三星电子也为美国泰勒晶圆代工厂投产积极储备人才，两大存储巨头持续加码AI半导体产能。与此同时，摩根士丹利分析师发布报告指出，AI需求激增正导致内存芯片价格飙升，企业将内存"芯片通胀"视为持续多年的结构性阻力，并加快采购节奏以锁定优惠价格。摩根大通策略师亦表示，芯片短缺至少在两年内不会结束，预计全球存储市场规模将持续扩大。

此外，多家存储巨头近期披露的业绩显示，在出货量增长和产品价格大幅上涨的双重驱动下，存储公司普遍实现业绩高增长。闪迪CEO更透露已掌握超过四年的市场需求，对大容量存储前景充满信心。机构认为，基于AI的数据中心端需求依然旺盛，大容量存储仍将持续处于缺货状态，半导体板块景气度有望延续。

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