6月18日，2倍做多MU ETF-GraniteShares盘前上涨8.4%，报868.7美元，成交额64.92万美元。该ETF为美光科技2倍杠杆产品，异动直接反映美光科技近期强势表现。
消息面上，多家华尔街投行集中上调美光科技目标价：德意志银行将目标价从1000美元大幅上调至1500美元，TD Cowen从660美元上调至1500美元，花旗从840美元上调至1200美元，Aletheia Capital更给出1600美元激进目标。机构核心逻辑一致——AI驱动DRAM供需失衡将持续至2028年，存储器定价权周期显著拉长。德银预计美光5月财季营收达351亿美元，超公司335亿美元指引上限。美光将于6月24日发布第三财季业绩，高盛预计营收将达132亿美元，超华尔街127亿美元共识预期。美光今年以来累计涨幅约260%，47位覆盖分析师中44位给予买入评级。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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