5月20日，2倍做多MU ETF-Direxion盘中上涨8.72%，报489.37美元/股，成交额3.75亿美元。该ETF跟踪标的美光科技当日获多重利好催化。
消息面上，Melius Research将美光目标价从700美元大幅上调至1100美元，维持"买入"评级；德银同步上调目标价至1000美元；花旗将目标价从425美元上调至840美元，预计HBM价格将持续走高，美光2027财年核心EPS将首次突破百元。此外，桥水基金一季度增持美光58.6万股，持仓占比从0.93%升至2.23%。AI算力需求爆发叠加存储涨价周期，推动美光及其杠杆ETF大幅走强。
（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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