2倍做多MU ETF-Direxion（代码：MUU）今日盘前出现大幅上涨，涨幅达10.27%。
此次异动主要源于其跟踪的标的公司美光科技（MU）获得多家华尔街投行密集上调目标价。TD Cowen将目标价从660美元大幅上调至1500美元，加拿大皇家银行从525美元上调至1200美元，大和证券则从700美元上调至1600美元。机构上调的核心逻辑在于AI带来的存储需求强劲爆发与行业供给紧张，预计DRAM价格年内涨幅或达200%，高带宽内存需求因代理式AI兴起而持续攀升，同时洁净室产能不足限制了供应增长。
美光科技自身股价近期表现强势，单日涨幅曾超10%，存储芯片板块亦全线走强，费城半导体指数近日涨超5%再创新高。作为一只2倍杠杆ETF，2倍做多MU ETF-Direxion放大了标的资产的收益波动，从而在盘前交易中录得显著涨幅。
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