6月23日，2倍做多MU ETF-Direxion盘后上涨5.55%，报1301.46美元/股，成交额6856.12万美元。该ETF跟踪标的美光科技当日同步走强，续创历史新高。
消息面上，美光科技与AI公司Anthropic宣布达成战略合作协议，涵盖AI内存与存储架构设计、多年期供应协议、Claude大模型企业级应用以及对Anthropic H轮融资的战略投资。供应协议覆盖HBM、DRAM及企业级SSD等数据中心产品组合，将为Anthropic长期算力扩张提供支持。
此外，多家投行近期密集上调美光目标价，TD Cowen上调至1500美元，伯恩斯坦及Wedbush上调至1300美元，花旗上调至1200美元，核心逻辑指向DRAM现货价格年内飙涨52%、存储超级周期盈利杠杆效应全面释放。美光将于6月24日发布财报，市场预期业绩将大幅超预期。
（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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