6月9日，2倍做多MU ETF-Direxion（MUU）盘中上涨6.71%，报825.17美元，成交额6.22亿美元。该ETF跟踪美光科技（MU）两倍杠杆表现，受底层标的强势反弹带动。
消息面上，英伟达CEO黄仁勋6月7日在韩国公开表示，存储芯片供应紧张局面将持续数年，整个行业从晶圆、封装到硅光模块均供应不足。同时，黄仁勋与SK集团宣布将在AI超级计算机、HBM等领域深化合作。此前美光科技获多家投行密集上调目标价，Raymond James上调至1100美元，瑞银给出1625美元，Susquehanna上调至1750美元。美光已售罄全部HBM4供应，长期供货协议锁定需求，第二财季营收达240亿美元，同比近乎增长两倍。存储行业AI驱动的超级周期叙事持续强化，推动美光及相关杠杆产品走强。
（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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