5月21日，2倍做多MU ETF-Direxion盘中上涨8.08%，报553.0美元，成交额5.17亿美元。该ETF以两倍杠杆跟踪美光科技股价表现，近日多家华尔街机构集中大幅上调美光科技目标价，直接推动相关标的走强。
消息面上，汇丰将美光科技目标价从750美元上调至1100美元，维持买入评级；花旗将目标价从425美元大幅上调至840美元，预计DRAM价格将上涨40%以上，并预测其2027财年核心EPS将首次突破百元达104.56美元；瑞穗亦显著调高美光目标价，认为其在HBM市场的领先地位将直接受益于AI算力需求爆发。机构普遍认为AI需求正推动存储行业进入超级景气周期，HBM生产挤占普通DRAM产能，叠加三星、美光相继提价，存储芯片涨价周期有望延续至2027年。
（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。）
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.