6月11日，2倍做多MU ETF-Direxion盘中上涨7.99%，报730.31美元/股，成交额7.77亿美元。
消息面上，多家华尔街机构近日密集上调美光科技目标价及盈利预期，推动标的股及其杠杆ETF走强。高盛将美光12个月目标股价从400美元大幅上调至900美元，预计美光第三财季营收376亿美元、毛利率83.4%、EPS达22.07美元，分别较市场共识高出约9%；瑞银则逆势给出1625美元目标价，重申买入评级。摩根士丹利同步维持增持评级，目标价1050美元。
核心逻辑在于DRAM定价异常强劲叠加行业供应持续受限，机构预计供需紧张状况将贯穿至2027年。美光2026全年HBM供应已告售罄，Q3 EPS预期同比增长约932%。作为2倍杠杆ETF，该产品放大了美光正股的涨幅弹性。
（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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