异动解读 | 特斯拉确认美光供货叠加韩国半导体暴力反弹,2倍做多MU ETF-Direxion盘中大涨7.90%

异动解读
Yesterday

2倍做多MU ETF-Direxion(MUU)今日盘中大涨7.90%,引发市场广泛关注。

消息面上,特斯拉CEO马斯克在季度财报电话会议上表示,美光科技近期向特斯拉分配了数量“非常可观”的存储芯片,且供货条件“非常合理”,进一步验证了存储芯片供需偏紧格局。同日韩国KOSPI指数涨超5%,SK海力士涨逾8%、三星电子涨5.6%,韩国总统要求金融监管机构针对个股杠杆ETF迅速采取必要措施,市场对前期监管冲击的恐慌情绪进一步消退,存储板块集体回暖。作为2倍杠杆ETF,其产品特性进一步放大了底层资产美光科技的反弹幅度。

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