异动解读|2倍做多MU ETF-Direxion盘前上涨10.24%,存储板块超跌修复叠加AI需求乐观预期放大反弹幅度

行情直击
Jul 21

7月21日,2倍做多MU ETF-Direxion盘前上涨10.24%,报31.6美元/股,成交额1956.92万美元。

消息面上,存储板块在此前韩国金融服务委员会收紧单一股票杠杆ETF监管引发的剧烈抛售后延续修复走势,标的股美光科技同期涨超4%,同行SK海力士涨超5%。SK集团会长崔泰源公开表示,明年AI芯片需求预计较今年激增60%-100%,存储需求增幅达50%-60%,供给端几乎无实质性扩产计划,供需缺口将持续扩大。投行KeyBanc预测今年三季度DRAM价格将按季上涨15%-20%,NAND价格涨幅高达30%-40%,维持对美光"增持"评级及1750美元目标价,认为供应紧张至少延续至2028年。作为2倍杠杆ETF,其产品特性进一步放大了底层资产的反弹幅度。

(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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