2倍做多美光科技ETF-Direxion（MUU）今日盘中大幅下挫11.64%，引发市场关注。
消息面上，据报道，英伟达（NVDA）计划为其下一代“Vera Rubin”AI芯片，几乎全数向SK海力士及三星采购HBM4，而美光科技（MU）将不再参与相关供应。此消息导致存储芯片股集体走低，其中美光科技股价盘中跌逾5%。作为追踪美光科技股价表现的2倍杠杆ETF，MUU的跌幅被显著放大。
此外，行业竞争态势也日趋激烈。三星电子正进一步加大在下一代AI内存芯片领域的投入，第六代高带宽内存（HBM4）的供应战主要围绕少数大型厂商展开，这可能对美光科技的未来市场地位构成挑战。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.