2倍做多MU ETF-Direxion（MUU）在夜盘交易中大幅下跌8.46%，引起市场关注。
消息面上，此次下跌主要源于其底层标的美光科技所在的半导体板块遭遇全线回调。板块回调的催化剂之一是韩国总统府政策首席秘书建议向AI利润征税并分配给国民，此举引发了市场对芯片制造商可能面临额外税负的担忧，导致韩国基准股指KOSPI一度急挫。此外，知名投资人Michael Burry警告当前市场情形类似互联网泡沫破裂前的高点，而费城半导体指数自3月底以来已大幅上涨，纳斯达克100指数市盈率也远超合理水平，板块估值过高的担忧加剧了此次动量修正。
作为美光科技的两倍杠杆做多产品，MUU的跌幅在板块普跌和估值担忧的双重压力下被进一步放大。夜盘时段，费城半导体指数一度暴跌6%，而三倍做空半导体ETF则大幅上涨，反映出市场情绪的显著转变。
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