2倍做多MU ETF-Direxion（MUU）今日夜盘大涨5.04%，引起了市场的广泛关注。
消息面上，此次大涨主要源于存储板块的持续修复行情以及对人工智能（AI）芯片需求激增的乐观预期。此前，韩国金融服务委员会宣布收紧单一股票杠杆ETF的监管，引发了该板块的剧烈抛售，目前市场正在对此进行修复。作为该ETF的标的股，美光科技（MU）及其同行SK海力士股价同步显著上涨。
更为关键的是，行业巨头对未来的乐观展望为上涨提供了强劲动力。SK集团会长崔泰源公开表示，预计明年AI芯片需求将较今年激增60%-100%，存储需求增幅也将达到50%-60%，而供给端几乎没有实质性扩产计划，预示着供需缺口将持续扩大。此外，有消息称沙特等中东主权AI投资主体已开始与韩国内存厂商就中长期采购计划展开谈判，进一步强化了需求侧的积极信号。由于2倍做多MU ETF-Direxion是一款杠杆产品，其特性放大了底层资产美光科技的反弹幅度。
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