异动解读|2倍做多MU ETF-Direxion盘前上涨8.35%,多家投行大幅上调美光目标价

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5月26日,2倍做多MU ETF-Direxion盘前上涨8.35%,报576.88美元/股,成交额729.55万美元。

消息面上,近期多家华尔街投行密集上调美光科技目标价:汇丰将目标价从750美元调至1100美元,Melius从700美元上调至1100美元,花旗从425美元大幅上调至840美元,均维持买入评级。核心逻辑在于AI算力需求驱动HBM与DRAM量价齐升,DRAM超级景气周期加速演进。花旗预计DRAM均价同比飙升200%,美光计划二季度跟进三星提价约40%。此外,美光宣布投资逾20亿美元扩大弗吉尼亚州存储芯片产能,桥水基金一季度增持58.6万股,多重利好叠加推动该2倍杠杆ETF放大上行。

(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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