2倍做多MU ETF-Direxion今日盘中大涨13.02%，引起了市场的广泛关注。
消息面上，此次大涨主要源于其追踪的标的股美光科技（MU）获得多家华尔街机构密集上调目标价及盈利预期。高盛将美光12个月目标股价从400美元大幅上调至900美元，瑞银、摩根士丹利、Cantor Fitzgerald及大和证券等也纷纷给出积极评级并上调目标价。
机构看涨的核心逻辑在于，DRAM定价异常强劲，且行业供应持续受限，预计供需紧张状况将贯穿至2027年。此外，美光2026年全年的HBM（高带宽内存）供应已告售罄，其第三财季每股收益（EPS）预期同比大幅增长。作为2倍杠杆ETF，该产品放大了美光正股的涨幅弹性。
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