2倍做多MU ETF-Direxion（MUU）今日盘前大涨7.49%，引起了市场的广泛关注。
消息面上，其追踪标的——存储芯片巨头美光科技（MU）获得多重利好催化。一方面，华尔街投行密集上调美光目标价，包括TD Cowen、美银、德意志银行等多家机构将目标价上调至1500美元，韦德布什上调至1300美元，花旗上调至1200美元。另一方面，美光科技与AI公司Anthropic宣布达成多年期战略协议，涵盖内存与存储AI架构设计及供需合作，这进一步强化了市场对美光在AI浪潮中受益的预期。
此外，美光科技即将于盘后发布2026财年第三季度财报，公司此前给出的业绩指引强劲，市场对AI驱动的存储超级周期持续看好。作为2倍杠杆做多美光科技的ETF，MUU的盘前走强直接反映了这些积极因素对市场情绪的提振。
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