$三倍做多半导体ET_老虎社区_美港股上老虎

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 近期，半导体行情不太好，还没走出个方向来，但是平稳的市场其实暗流涌动，市场再等待英伟达的财报，多空势将开启新一轮对决

存储三巨头周二走势分化：SK海力士收涨4.83%，闪迪基本走平，美光却逆势跌1.61%。高盛发研报称美光与闪迪"最坏时刻或已过去"，看多新一轮存储涨价周期；但美光近期持续跑输同业，德鲁肯米勒（Druckenmiller）更已清仓美光转投谷歌。HBM景气归HBM，美光独自掉队是补涨机会还是基本面隐忧？

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