行情直击10-01
10月1日，三倍做空半导体ETF-Direxion Daily夜盘下跌8.4%，报30.29美元/股，成交额1.67亿美元。消息面上，全球存储龙头美光科技最新财报大幅超出市场预期，第四财季营收542.3亿美元，同比暴增379%，毛利率高达87%，调整后每股收益33.42美元，远超市场预估的31.83美元。公司CEO明确表态，2027及2028年存储市场供需将比当前更为紧缺，"看不到供需恢复平衡的拐点"，存储芯片涨价超级周期正式确认。
作为三倍反向杠杆产品，SOXS在半导体板块走强时放大跌幅。美光业绩与展望双双超预期，叠加瑞银此前预计全球半导体收入将达1.63万亿美元、增长周期至少持续至2028年，多重利好共振推动半导体板块大幅走强，该ETF随之承压回落。
（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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