2倍做多MU ETF-Direxion今日盘前大涨12.79%，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）突破600美元大关，创下历史新高，同时存储板块整体持续走强。作为追踪美光科技每日收益两倍的杠杆ETF，其涨幅被显著放大。
更深层次的原因在于，存储行业正获得多重利好支撑。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，对内存（尤其是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年前可能难以缓解。这些基本面因素共同推动了存储板块的强劲表现，进而带动了该杠杆ETF的价格大幅上扬。
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