2倍做多MU ETF-Direxion今日夜盘大涨10.24%，引起了市场的广泛关注。
消息面上，本轮上涨的核心驱动是存储板块的持续走强。该ETF以两倍杠杆追踪美光科技的日收益表现，近期存储行业景气度持续攀升，推动了标的股美光科技的连续上行。杠杆效应叠加存储板块的强势表现，显著放大了该ETF的涨幅。
此外，美光科技CEO Sanjay Mehrotra近日表示，AI产业仍处于早期阶段，随着推理规模扩大，token需求持续攀升，而token生成速度依赖更快、更大容量的内存，内存已成为客户的战略资产。他强调当前核心矛盾不是需求或定价，而是供给本身极度紧张且无法快速扩产。考虑到新建晶圆厂所需建设周期，供应紧缺局面在2028年之前不太可能缓解。这些因素共同推动了存储板块的整体强势上涨。
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