<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>

英偉達

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

- SOXX 今年上漲 89%，年漲幅 174%，得益於五家超大規模企業投資 AI 數據中心。  
- NVDA 表現相對滯後，而 MU 年初至今上漲 240% 。  
- 下次季度重新平衡將削減贏家並增持 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 週配息 ETF - Roundhill​

Leverage Shares 2x Cpd Acclrtd NVDAMnETF

2 倍做多英偉達 ETF - Leverage Shares

Graniteshares YieldBOOST Meta ETF

ProShares Ultra NVDA

2 倍做空 NVDA ETF - GraniteShares

費城交易所 半導體 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

南方兩倍做空英偉達

2 倍做空 NVDA ETF - T-Rex

1 倍做空英偉達 ETF - Direxion

2 倍做多英偉達 ETF - Direxion

Roundhill GOOGL WeeklyPay ETF

2 倍做多 NVDA ETF - T-Rex

2 倍做多英偉達 ETF - GraniteShares

2 倍做多美光科技 ETF - Direxion

1.5 倍做空英偉達 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

南方兩倍做多英偉達

1 倍做空谷歌 ETF - Direxion

1 倍做空 MU ETF - Direxion

英偉達期權收益策略 ETF - YieldMax

NVIDIA Corporation

為什麼 SOXX 的未來 12 個月取決於五大科技巨頭的資本支出決策