<div id="readability-page-1">Quick ReadSOXX has surged 89% YTD and 174% over the past year, fueled by five hyperscalers physically wiring billions into AI data centers.NVDA has lagged the basket while MU surged 240% YTD, so the next quarterly rebalance will mechanically trim winners and top up NVDA.NVIDIA's supply commitments hit $119B as Q2 revenue guidance reached $91B; two ...</div>

英伟达

Why SOXX’s next 12 months hinge on five tech giants’ capex decisions

- SOXX 今年上涨 89%，年涨幅 174%，得益于五家超大规模企业投资 AI 数据中心。  
- NVDA 表现相对滞后，而 MU 年初至今上涨 240% 。  
- 下次季度重新平衡将削减赢家并增持 NVDA。

美光科技

谷歌-C

甲骨文

谷歌-A

GraniteShares YieldBOOST MU ETF

1 倍做空 AMD ETF - Direxion

YieldMax GOOGL Option Income Strategy ETF

xETFs NVDA Daily Income ETF

GraniteShares YieldBOOST NVDA ETF

Yieldmax Meta Option Income Strategy ETF

NVDA 周配息 ETF - Roundhill

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

2 倍做多英伟达 ETF - Leverage Shares

Graniteshares YieldBOOST Meta ETF

ProShares Ultra NVDA

2 倍做空 NVDA ETF - GraniteShares

费城交易所 半导体 ETF - iShares

Roundhill META WeeklyPay ETF

Direxion Daily META Bear 1X Shares

2 倍做多 AMD ETF - Direxion

2 倍做多 META ETF - GraniteShares

南方两倍做空英伟达

2 倍做空 NVDA ETF - T-Rex

1 倍做空英伟达 ETF - Direxion

2 倍做多英伟达 ETF - Direxion

Roundhill GOOGL WeeklyPay ETF

2 倍做多 NVDA ETF - T-Rex

2 倍做多英伟达 ETF - GraniteShares

2 倍做多美光科技 ETF - Direxion

1.5 倍做空英伟达 ETF - Tradr

2 倍做多 Meta ETF - Direxion

2 倍做多谷歌 ETF - Direxion

GraniteShares 2x Long AMD Daily ETF

2 倍做多 ORCL ETF - Defiance

2 倍做多 MU ETF - GraniteShares

南方两倍做多英伟达

1 倍做空谷歌 ETF - Direxion

1 倍做空 MU ETF - Direxion

英伟达期权收益策略 ETF - YieldMax

NVIDIA Corporation

为什么 SOXX 的未来 12 个月取决于五大科技巨头的资本支出决策