异动解读 | 存储芯片供应瓶颈推动,2倍做多MU ETF夜盘大涨5.04%

异动解读
Mar 27

2倍做多MU ETF-Direxion(MUU)今日夜盘大涨5.04%,引起了市场的广泛关注。

消息面上,摩根士丹利分析师指出,存储芯片供应正面临严重瓶颈,并将持续推动价格上涨。人工智能应用正在吞噬大量存储芯片产能,导致其他行业供给不足,这为存储芯片企业带来了广阔的长期增长空间。尽管市场对行业周期存在担忧,但分析师认为高利润率水平在未来几个季度甚至两年内可能难以恶化,这增强了投资者对相关公司如美光科技(MU)的信心,从而推动了其杠杆ETF的强劲表现。

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