2倍做多MU ETF-Direxion(MUU)今日盘前大涨5.11%，引起了市场的广泛关注。
消息面上，瑞银全球研究团队发布了一份关于存储半导体的研究报告，该报告回顾了过去20年存储行业的周期规律，并对当前市场进行了分析。报告指出，在AI计算的推动下，存储行业的底层逻辑已经发生根本性改变，HBM（高带宽内存）挤占了大量DRAM晶圆产能，导致DRAM供应紧张，同时AI推高了存储的价值权重。
瑞银认为，存储行业的净资产收益率（ROE）已经发生了结构性重置，预计2026年至2030年，主要存储制造商（包括美光）的平均ROE将显著高于过去十年。报告预计本轮存储行业的营业利润峰值将出现在2027年第三季度，这意味着存储股的上涨行情可能延续至2027年第二季度。基于此，瑞银对美光（MU）维持"买入"评级，这一积极展望提振了市场对美光及其相关杠杆ETF的信心。
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