2倍做多MU ETF-Direxion今日盘后大涨26.59%，引起了市场的广泛关注。作为追踪美光科技（MU）股价的2倍杠杆ETF，其大幅波动直接反映了标的股票的强劲表现。
消息面上，美光科技即将于盘后发布季度财报，华尔街一致预期营收约353亿美元，同比激增279%，每股收益预期20.28美元，同比飙升967%。此外，花旗将美光科技目标价从840美元大幅上调至1200美元，维持“买入”评级，预测美光2026财年营收达1150亿美元。美光科技近期还与Anthropic签署了多年期存储产品供应协议，进一步巩固了AI存储需求逻辑。
同时，美光科技指出，受人工智能驱动，各业务板块需求持续旺盛，预计供应紧张的局面在2027年之后仍将持续。公司依据战略客户协议将获得高达220亿美元的客户现金存款及相关财务承诺，为产能投资提供支持。其下一代DRAM与NAND节点研发进展顺利，HBM4产品上量速度加快且营收已超10亿美元，这些积极因素共同推动了市场对美光科技及其杠杆ETF的乐观情绪。
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.