2倍做多MU ETF-Direxion（MUU）今日盘前出现大幅上涨，涨幅达8.11%，引起了市场的高度关注。
消息面上，此次大涨主要受到两大因素驱动。首先，多家知名投行集中上调了该ETF追踪标的——美光科技的目标价。花旗银行将目标价从425美元大幅上调至840美元，并预计DRAM均价将同比飙升200%；汇丰银行和Melius Research也同步将目标价上调至1100美元，这些机构均维持对美光的买入评级。花旗更预测美光2027财年核心每股收益（EPS）将首次突破百元，达到104.56美元，并认为DRAM的景气周期将持续至2027年。
其次，行业供应端出现紧张信号。三星电子超过4.3万名工人罢工在即，其半导体产线已提前启动减产，这导致全球存储芯片供应进一步趋紧。受此影响，现货市场DDR4价格已上涨约20%，供需缺口持续扩大，市场普遍认为这一局面将直接利好美光科技等存储芯片制造商。
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.