5月27日，2倍做多MU ETF-Direxion盘前上涨6.49%，报809.45美元/股，成交额5729.59万美元。该ETF跟踪标的美光科技前一交易日暴涨逾17%，市值首次突破1万亿美元。
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，为华尔街最高水平，对应市值约1.8万亿美元，维持买入评级。瑞银核心逻辑在于存储行业首次出现带固定定价的长期协议（LTA），预计到2027年行业DDR出货量中约20%-30%将被LTA覆盖，这一模式有望显著平滑盈利波动，推动市场从周期股估值转向成长股估值。瑞银预计美光2027-2029年每股盈利将稳定维持在100美元以上。此外，汇丰此前亦将美光目标价上调至1100美元，多家机构看多形成共振，带动费城半导体指数大涨逾4%。
（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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