异动解读 | 2倍做多MU ETF-Direxion夜盘大涨5.16%,美光科技财报预期与投行上调目标价提振市场

异动解读
Jun 24

2倍做多MU ETF-Direxion(MUU)今日夜盘大涨5.16%,引起了市场的广泛关注。

消息面上,其追踪标的——存储芯片巨头美光科技(MU)即将于本周三美股盘后公布2026财年第三季度财报。市场对美光业绩抱有极高预期,一致预测其Q3营收约345-355亿美元,调整后每股收益同比增长近1000%,毛利率有望达到历史高位。财报发布前,多家大行密集上调目标价,韦德布什将目标价上调至1300美元,Stifel和德意志银行则上调至1500美元,超九成分析师给予“买入”评级。

美光科技在前一交易日因市场情绪波动而大幅下挫,夜盘出现的反弹或与投资者在超跌后博弈财报超预期有关。市场焦点集中在美光Q4业绩指引及HBM(高带宽内存)长期供需展望上,这些因素共同提振了市场情绪,并带动了相关杠杆ETF的走强。

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