2倍做多MU ETF-Direxion（代码：MUU）今日盘中出现大幅上涨，涨幅达8.28%。
消息面上，此次上涨主要源于其追踪的标的股票美光科技（MU）获得多家投行密集上调目标价。瑞银将美光目标价大幅上调至1625美元，巴克莱和瑞穗也分别上调至1175美元和1150美元。机构的核心逻辑在于，内存行业首次出现带有部分固定定价的长期供货协议（LTA），这有望系统性平滑行业盈利波动，推动公司估值从传统的周期股向成长股切换。此外，AI服务器对高带宽内存（HBM）的需求爆发，而美光目前的产能仅能满足客户约50%的需求，供给端呈现紧张格局。
这些因素共同强化了市场对美光科技未来增长潜力和市值攀升的乐观预期，进而推动了以其为标的、带有2倍杠杆的ETF在盘中交易中的强势表现。
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