2倍做多MU ETF-Direxion（代码：MUU）今日盘前股价大涨7.59%，引起了市场的广泛关注。
消息面上，此次大涨主要受其标的股美光科技的积极消息推动。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了最高5000亿日元的补贴支持，这一重大扩产计划显著提振了市场对该公司在AI存储领域长期增长前景的信心。
此外，行业层面受AI算力需求持续驱动，DRAM供给紧缺预计将延续至2028年前后，为存储厂商带来有利的定价环境。此前美光科技股价自财报后高点回落超过20%，存在明显的超跌，本次上涨也被视为超跌后的技术性反弹。
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