6月9日，2倍做多MU ETF-Direxion夜盘上涨5.31%，报831.68美元/股，成交额7167.56万美元。
消息面上，近期华尔街多家机构集体大幅上调美光科技目标价：瑞银从535美元上调至1625美元（为华尔街最高水平），Cantor Fitzgerald从700美元上调至1500美元，摩根士丹利从520美元上调至1050美元，Raymond James从530美元上调至1100美元，苏奎汉纳从600美元上调至1750美元，均维持买入或跑赢大盘评级。
核心逻辑在于：内存行业供应紧张预计持续两到三年，AI驱动的HBM需求爆发叠加长期协议（LTA）的出现正在重构美光估值模型，市场从周期股折价转向成长股估值。多机构认为供应商产能扩张趋于理性，供需超级周期远未结束。
（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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