异动解读 | 机构密集上调目标价及财报预期提振,2倍做多MU ETF-Direxion夜盘大涨11.76%

异动解读
Jun 15

2倍做多MU ETF-Direxion今日夜盘大涨11.76%,引起了市场的广泛关注。

消息面上,近期多家华尔街机构密集上调美光科技目标价,包括高盛、大和证券、Cantor Fitzgerald、瑞银和Wolfe Research等,机构普遍看好DRAM定价趋势强劲及HBM高带宽内存供不应求的格局。此外,美光将于6月24日发布第三财季财报,市场预期EPS同比增长约932%,营收同比增幅约270%,业绩爆发预期持续提振市场情绪。

由于该ETF为美光科技2倍杠杆产品,其走势直接受美光股价驱动,因此机构对美光的乐观预期直接推动了该ETF的价格上涨。

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