2倍做多MU ETF-Direxion（代码：MUU）今日盘中大跌13.72%，引起了市场的广泛关注。
消息面上，多重利空因素共同压制了其标的公司美光科技的股价，并通过杠杆效应放大了该ETF的跌幅。首先，韩国半导体巨头三星与SK海力士相继公布了总额约5000亿美元的空前扩产计划，分析师担忧若新增产能独立投资，可能导致未来十年DRAM市场出现显著的供应过剩风险。
其次，三星、SK海力士及美光因涉嫌合谋操纵DRAM价格，在美国加州联邦法院被提起集体诉讼，原告请求三倍赔偿。由于这三家公司此前均有价格操纵的认罪记录，其历史前科进一步加重了市场的担忧情绪。尽管美光科技与通用汽车签署了长期内存与存储供应战略客户协议，但市场焦点仍集中在行业负面消息上，导致股价承压。
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