2倍做多MU ETF-Direxion（代码：MUU）今日夜盘大幅上涨15.00%，引起了市场的高度关注。
消息面上，此次大涨主要受其标的股美光科技的积极消息推动。美光科技近日宣布，其投资93亿美元扩建日本广岛先进存储芯片项目已正式动工，预计将于2028年下半年开始出货HBM（高带宽内存）产品，这一重大扩产计划显著提振了市场对该公司在AI存储领域长期增长前景的信心。
此外，此前美光科技股价因一系列利空因素（如Meta算力出售引发产能过剩担忧、知名投资人建立空头头寸等）而连续数日大幅下跌，自近期高点回落超过20%，存在明显的超跌。夜盘的大涨也被视为超跌后的技术性反弹。市场围绕AI存储周期的多空分歧依然激烈，但多家机构维持对美光的买入评级，也为此次反弹提供了支撑。
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