行情直击10-01
10月1日，三倍做多半导体ETF夜盘上涨5.26%，报155.62美元/股，成交额4.1亿美元。
消息面上，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比当前更加紧张，存储芯片涨价超级周期正式确认。此外，台积电计划自明年1月起上调晶圆代工价格3%至6%，先进制程涨幅更高，反映产能供不应求格局延续。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。野村芯片短缺指数亦创历史新高，行业已连续27个月处于繁荣阶段，周期拐点尚未显现，多重利好共振推动该杠杆ETF延续强势。
（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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