2倍做多MU ETF-Direxion今日盘中大涨13.29%，引起了市场的广泛关注。
消息面上，多家华尔街投行同日大幅上调了其标的股票美光科技的目标价，其中富国银行将目标价从550美元上调至1220美元，Cantor Fitzgerald将目标价从700美元上调至1500美元并维持“跑赢大盘”评级，核心逻辑为AI基础设施驱动的DRAM需求持续超预期，叠加无尘室产能及EUV光刻机供应受限，内存供应紧张格局或将延续两到三年。
此外，半导体板块情绪整体回暖也提供了支撑，美光科技已售罄全部HBM4供应，供需格局偏紧支撑中长期估值修复预期。作为美光科技的2倍杠杆做多产品，该ETF放大了标的股的单日涨幅。
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