异动解读|2倍做多MU ETF盘前上涨8.42%,多家投行密集上调美光目标价叠加财报在即

行情直击
Jun 22

6月22日,2倍做多MU ETF(MULL)盘前上涨8.42%,报1018.99美元,成交额449.46万美元。

消息面上,美光科技将于6月24日盘后发布财报,华尔街预期其第三财季调整后每股收益同比增长近1000%。财报前夕,多家大行密集上调目标价:德意志银行、Stifel均将目标价上调至1500美元,TD Cowen给出1500美元目标价,花旗上调至1200美元并将Q3每股收益同比涨幅预期上调至1092%。超九成分析师给予"买入"评级。

市场关注焦点包括:毛利率能否兑现约81%的指引、Q4指引能否继续上修、以及HBM4产能锁定进展。DRAM现货价格年内已飙涨52%,存储超级周期持续强化盈利预期,推动美光杠杆ETF大幅走强。

(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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