2倍做多MU ETF-Direxion（MUU）今日夜盘大涨10.54%，引起了市场的广泛关注。
消息面上，本轮上涨的核心驱动是其标的股美光科技（Micron Technology）股价突破600美元大关，创下历史新高。作为追踪美光科技每日收益两倍的杠杆ETF，MUU的涨幅被显著放大。
更深层次的原因在于存储板块的持续强势。美光科技CEO Sanjay Mehrotra近日表示，AI产业仍处于“早期阶段”，随着推理规模扩大，对更快、更大容量内存（DRAM）的需求持续攀升，内存已成为客户的战略资产。他强调，当前的核心矛盾在于供给极度紧张且无法快速扩产。分析师指出，考虑到新建晶圆厂的建设周期，DRAM供应紧缺的局面在2028年之前不太可能缓解。这些行业基本面利好共同推动了存储板块的情绪，进而带动了该杠杆ETF的强劲表现。
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.