2倍做多美光科技ETF-Direxion（MUU）今日盘中大涨11.16%，引起了市场的广泛关注。
消息面上，其跟踪的标的股票美光科技（MU）股价表现强势，涨超6%并创下历史新高，带动存储概念股普遍上涨。高盛研究报告指出，美光科技一家公司就贡献了标普500指数盈利预期上调的约51%，其市场一致预期每股收益（EPS）增长高达605%，自2月底以来盈利预期上调幅度达93%。高盛对美光科技的EPS预测较市场一致预期高出约19%，并将其列为重点看好的标的。
分析认为，本轮上涨的根本驱动力在于人工智能（AI）基础设施需求的爆发性增长，以及国防科技领域支出的增加，共同推动了半导体行业需求的快速上行，存储板块因此持续走强。
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