8月13日，2倍做多MU ETF-Direxion盘中上涨8.2%，报30.885美元/股，成交额4.72亿美元。该ETF以2倍杠杆跟踪美光科技股价表现，标的股美光同期盘中涨逾3%，报939.16美元。
消息面上，摩根大通最新披露的Q2持仓报告显示，美光科技位列其前五大买入标的之首，持仓总市值环比增长16%至1.81万亿美元，彰显顶级机构对AI硬件链的坚定看多。此外，花旗、德银Q2亦显著加仓美光。瑞银维持"买入"评级及1625美元目标价，将HBM均价涨幅预期从67%上调至79%；瑞穗重申"优于大盘"评级，存储超级周期逻辑持续强化。
（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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