异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%_老虎社区_美港股上老虎

异动解读 | 光计算芯片突破提振半导体板块，三倍做多半导体ETF盘前大涨5.01%

异动解读2025-12-22

三倍做多半导体ETF-Direxion Daily（SOXL）今日盘前大涨5.01%，成为市场焦点。

消息面上，半导体板块整体走强，主要受到上海交通大学团队研发的全光计算芯片"LightGen"突破的提振。该芯片首次实现大规模语义生成模型的光子级运算，为AI算力瓶颈提供了全新解决方案。此外，全球AI算力需求持续高景气，存储芯片市场回暖，进一步推动半导体行业上行周期。

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