Tradr 2X Long SNDK Daily ETF（SNXX）今日盘中大涨8.56%，引起了市场的广泛关注。
消息面上，该2倍杠杆ETF跟踪的标的SanDisk持续受益于NAND存储芯片的供需失衡逻辑。花旗此前将SanDisk的目标价大幅上调56%至2025美元，并维持买入评级，核心原因在于AI数据中心投资热潮导致存储产能严重不足，且这种结构性短缺预计将持续至2030年。此外，竞争对手铠侠季度营收环比暴增85%、营业利润率接近60%，进一步验证了行业的高景气度。
SanDisk自身业绩也表现强劲，单季营收同比增长251%，运营利润率高达69%，并启动了60亿美元的回购计划。作为一只2倍杠杆ETF，SNXX放大了其标的股票的日内波动，因此在SanDisk及其所属行业利好消息的推动下，出现了显著的盘中上涨。
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