7月6日，2倍做多MU ETF-Direxion盘前上涨6.79%，报792.85美元，成交额1183.47万美元。消息面上，标的股美光科技投资约93亿美元（1.5万亿日元）扩建日本广岛先进存储芯片工厂已正式动工，重点生产面向AI处理器的高带宽内存（HBM），预计2028年夏季开始出货。日本经济产业省为该项目提供最高5000亿日元补贴支持。
行业层面，受AI算力需求持续驱动，DRAM供给紧缺预计延续至2028年前后，为存储厂商带来有利定价环境。此前美光股价自财报后高点回落逾20%，本次上涨亦被视为超跌后的技术性反弹。
（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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