2倍做多MU ETF-Direxion(MUU)今日盘中大跌5.08%，引起了市场的广泛关注。该ETF旨在提供美光科技(MU)股票每日表现两倍的投资回报，其价格波动与美光科技股价密切相关。
消息面上，美光科技股价在盘前交易中即出现下跌。据德意志银行分析师Melissa Weathers指出，投资者担心人工智能(AI)内存需求激增正接近顶峰。尽管美光科技第二财季录得超预期的盈利，并将其营收指引大幅上调至远高于分析师预期的水平，但投资者反而开始关注过去内存市场的崩盘历史，并对美光资本支出的大幅增加表示担忧，认为这可能使其在内存市场低迷时期更为脆弱。
Direxion的Jake Behan也表示，美光科技盘前股价下跌是投资者对该股期望过高的结果。他认为，美光科技第二财季的业绩“已经好到不能再好”，但这为下一季度的表现设定了更高的门槛，导致市场反应消极。这些因素共同影响了美光科技的股价，进而导致追踪其表现的杠杆ETF MUU在盘中出现显著下跌。
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