5月27日，2倍做多MU ETF-Direxion夜盘上涨5.41%，报780.0美元/股，成交额230.5万美元。
消息面上，瑞银分析师Timothy Arcuri将美光科技目标价从535美元大幅上调至1625美元，涨幅逾三倍，为华尔街最高水平，对应市值约1.8万亿美元。此前美光科技单日暴涨逾19%创2011年以来最佳表现，市值突破万亿美元大关。瑞银核心逻辑在于内存行业首次出现带部分固定定价的长期协议（LTA），超大规模云厂商已锁定行业约60%-70%的服务器DDR5产能，有望显著平滑盈利波动，推动市场从周期股估值转向成长股估值。叠加AI需求结构性改变存储行业格局，美光订单可见性大幅增强，作为跟踪美光的2倍杠杆ETF，该基金延续标的强势。
（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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