异动解读|2倍做多MU ETF-Direxion盘前上涨8.26%,存储板块超跌修复叠加杠杆效应放大反弹幅度

行情直击
Jul 20

7月20日,2倍做多MU ETF-Direxion盘前上涨8.26%,报29.5美元/股,成交额2415.46万美元。消息面上,存储板块在此前韩国监管收紧杠杆ETF引发的剧烈抛售后延续修复走势,标的股美光科技同期盘前涨约3%,同行SK海力士涨超4%。SK集团会长崔泰源公开表示,明年AI芯片需求预计较今年激增60%-100%,存储需求增幅达50%-60%,供给端几乎无实质性扩产计划,供需缺口将持续扩大。此外,美光近期与高通、哈曼等七家汽车生态系统供应商签订长期战略协议,锁定AI汽车存储供应,强化中长期增长预期。作为2倍杠杆ETF,其产品特性进一步放大了底层资产的反弹幅度。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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