2倍做多MU ETF-Direxion今日盘中大涨6.44%，引起了市场的广泛关注。
消息面上，该ETF的跟踪标的——美光科技获得了多重利好催化，Melius Research将美光目标价从700美元大幅上调至1100美元，并维持“买入”评级；德银同步上调目标价至1000美元；花旗则将目标价从425美元上调至840美元，并预计HBM（高带宽内存）价格将持续走高，美光2027财年核心每股收益（EPS）将首次突破百元大关。此外，知名对冲基金桥水基金在一季度增持了美光58.6万股，使其持仓占比显著提升。
分析认为，人工智能（AI）算力需求的爆发式增长，叠加存储芯片行业的涨价周期，共同推动了美光科技及其相关的杠杆ETF走强。
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