2倍做多MU ETF-Direxion（MUU）今日盘中大涨38.34%，引起了市场的广泛关注。该ETF为追踪美光科技（MU）股价表现的2倍杠杆产品，其剧烈波动直接反映了标的股票美光科技的强劲走势。
消息面上，美光科技发布了创纪录的季度财报，成为推动股价上涨的核心动力。财报显示，公司第三财季营收达414.6亿美元，净利润为282.4亿美元，毛利率跃升至84.9%，均创下公司历史新高，且公司预计下一财季毛利率将进一步攀升。
与此同时，多家大行在财报发布后迅速上调了美光科技的目标价，其中摩根大通将目标价从550美元大幅上调至1540美元，海纳国际则将目标价从1750美元上调至2000美元，显示出机构对公司未来增长潜力的极度乐观。此外，受人工智能驱动，各业务板块需求持续旺盛，美光科技预计存储芯片供应紧张的局面将至少持续到2028年。公司已签署了多份长期供应协议以确保未来营收，其新一代HBM4产品上量速度是上一代的两倍且营收已超过10亿美元，下一代DRAM与NAND节点的研发也进展顺利。这些基本面利好因素叠加，共同推动了美光科技及其杠杆ETF价格在盘中大幅走强。
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