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构量观盘|星球首发,适配缠论 + 威科夫
$SOXL 从最高点169.72已经跌去了60%,主要还是受宏观面影响。
美债利率收益率上行,半导体估值直接杀;
AI资本开支和芯片基本面发生变化,英伟达,博通,美光,AMD,设备厂需求放缓;
它是半导体板块的情绪放大器,半导体行情变差,SOXL的跌幅会比美光,海力士,闪迪等跌得更多;
资金从成长撤出,持有的风险大,还没见底,请谨慎做多。

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