异动解读|2倍做多MU ETF-Direxion夜盘上涨5.18%,多家投行密集上调美光目标价延续强势

行情直击
Jun 01

6月1日,2倍做多MU ETF-Direxion夜盘上涨5.18%,报911.0美元/股,成交额5033.43万美元。

该ETF为美光科技2倍杠杆多头基金,近期持续受益于华尔街密集上调美光目标价。消息面上,瑞银将美光目标价从535美元大幅上调至1625美元,上调幅度达204%,为华尔街最高;巴克莱上调至1175美元,瑞穗上调至1150美元,Susquehanna更将目标价调至1750美元。瑞银核心逻辑在于存储行业出现带部分固定定价的长期协议,叠加AI数据中心对高带宽内存需求持续爆发,美光盈利稳定性和可预见性显著提升,估值正从"周期股"向"成长股"切换。此前美光单日飙涨19.29%,市值首次突破1万亿美元,48个交易日内完成从5000亿到万亿的跨越,创美股最快纪录。

(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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