异动解读|2倍做多MU ETF-Direxion盘中上涨5.9%,美光科技93亿美元广岛扩产动工及超跌反弹推动

行情直击
Jul 06

7月6日,2倍做多MU ETF-Direxion盘中上涨5.9%,报788.59美元/股,成交额2.29亿美元。

消息面上,标的股美光科技投资约93亿美元扩建日本广岛先进存储芯片工厂已正式动工,重点生产面向AI处理器的高带宽内存(HBM),预计2028年夏季开始出货。行业层面,受AI算力需求持续驱动,DRAM供给紧缺预计延续至2028年前后,为存储厂商带来有利定价环境。此前美光股价自财报后高点回落逾20%,本次上涨亦被视为超跌后的技术性反弹。

(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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