2倍做多MU ETF-Direxion（代码：MUU）今日盘前股价大涨6.46%，引起了市场的广泛关注。该ETF追踪美光科技（MU）的股价表现，其强劲走势反映了市场对美光科技的积极预期。
消息面上，多家华尔街投行在美光科技即将发布财报前，密集上调了其目标价。其中包括TD Cowen、德意志银行、Wedbush、花旗和RBC等知名机构，目标价上调至1200美元至1500美元不等。机构普遍认为，由人工智能（AI）驱动的存储需求已从周期性增长转变为结构性增长，DRAM及HBM（高带宽存储器）的供需缺口持续扩大，推动产品定价上行，这永久性地抬升了美光科技的盈利能力天花板。
此外，美光科技给出了强劲的第三季度业绩指引，预计营收将达到335亿美元，毛利率约81%。市场预期其每股收益（EPS）约为19.5美元，若业绩得以兑现，将创下大型半导体公司史上最快的营收加速纪录之一。这些积极因素共同推动了追踪其股价的杠杆ETF在盘前交易中大幅上涨。
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