5月27日，2倍做多MU ETF-Direxion盘中上涨9.59%，报782.55美元/股，成交额13.43亿美元。作为2倍杠杆追踪美光科技的ETF，该产品延续前一交易日的强劲涨势。
消息面上，瑞银将美光科技目标价从535美元大幅上调至1625美元，为华尔街最高，维持买入评级。核心逻辑在于存储行业首次出现带固定定价的增强型长期供应协议（LTA），超大规模客户已锁定行业60%-70%的Server DDR5产能，盈利波动性显著降低，推动美光从周期股估值向成长股估值切换。瑞银预计美光2027-2029年EPS持续高于100美元，目标市值达1.8万亿美元。受此驱动，美光科技5月26日单日暴涨19%，市值首次突破1万亿美元，5月27日开盘继续上涨超6%，带动该杠杆ETF同步放大涨幅。
（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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