2倍做多MU ETF-Direxion今日盘中大涨8.96%，引起了市场的广泛关注。
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，并获得日本政府高额补贴支持。此外，美光科技还与福特汽车签署了战略协议，以巩固长期内存供应合作，增强了产业韧性。
行业层面，受AI算力需求持续驱动，DRAM供给紧缺预计将延续至2028年前后，为存储厂商带来有利的定价环境。同时，美光科技股价此前自财报后高点回落超过20%，存在明显的超跌，本次上涨也被视为超跌后的技术性反弹。整体市场情绪上，AI相关股票在交易时段也表现强势，进一步助推了涨势。
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