异动解读 | 全球存储巨头扩产引发产能过剩担忧,2倍做多MU ETF盘前大跌13.47%

异动解读
Jul 13

2倍做多MU ETF-Direxion今日盘前出现大幅下跌,跌幅达13.47%,引发了市场的高度关注。

消息面上,此次下跌主要源于市场对存储芯片行业前景的担忧。全球三大存储巨头近期集体宣布大规模扩产计划,三星与SK海力士合计投资高达8800亿美元,叠加美光科技2500亿美元的本土投资计划,引发了市场对行业中长期可能出现产能过剩的深切忧虑。作为该ETF的标的股,美光科技股价已从高点累计回落超过20%,进入技术性熊市。

此外,知名做空投资者伯里此前建立的空头头寸仍未平仓,显示出市场多空分歧依然显著。由于2倍做多MU ETF-Direxion是一只杠杆型ETF,其固有的杠杆效应进一步放大了底层资产价格波动带来的影响,导致了盘前交易中更剧烈的跌幅。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10