行情直击10-02
10月2日，三倍做多半导体ETF盘中上涨5.28%，报155.7美元/股，成交额77.54亿美元。
消息面上，美股芯片股集体走强，Arm涨4%，AMD、英特尔涨超3%，博通涨1.6%，英伟达涨1.5%。核心催化在于全球存储龙头美光科技最新财报大超预期，营收同比暴增379%，毛利率高达87%，公司明确表态未来两年存储及内存供需将更加紧张，存储芯片涨价超级周期正式确认。瑞银此前预计全球半导体收入将达1.63万亿美元，同比增长118%，增长周期至少持续至2028年，为板块提供中期景气支撑。
本基金三倍追踪半导体指数（PHLX Semiconductor Sector Index），标的成分和权重有可能随时间变化。
（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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