2倍做多MU ETF-Direxion（代码：MUU）今日盘前出现大幅上涨，涨幅达7.54%，引起了市场的广泛关注。
消息面上，此次上涨与华尔街多家机构近期集体大幅上调其追踪标的——美光科技（MU）的目标价密切相关。瑞银、Cantor Fitzgerald、摩根士丹利、Raymond James以及苏奎汉纳等机构均大幅上调了美光的目标价，并维持买入或跑赢大盘评级。此外，此前导致美光股价下跌的英伟达“减配”高带宽内存（HBM）传言，已被英伟达CEO黄仁勋在韩国行中驳斥，这进一步提振了市场信心。
机构普遍认为，内存行业供应紧张的局面预计将持续两到三年，而人工智能（AI）驱动的高带宽内存（HBM）需求爆发，叠加长期供应协议的出现，正在重构美光科技的估值模型，市场正将其从传统的周期股折价转向更具潜力的成长股估值。供应商产能扩张趋于理性，行业供需超级周期被认为远未结束，这些因素共同推动了市场对相关杠杆ETF的乐观情绪。
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