异动解读｜2倍做多MU ETF-Direxion盘中下跌8.02%，AI需求质疑及大空头持续施压叠加杠杆效应加剧回调

行情直击07-29

7月29日，2倍做多MU ETF-Direxion盘中下跌8.02%，报22.44美元/股，成交额6.36亿美元。该ETF此前夜盘曾短暂反弹，但盘中再度承压回落。

消息面上，知名投资人Michael Burry此前披露扩大对美光科技及费城半导体ETF的空头仓位，其认为芯片巨头当前大量需求并非来自终端客户，而是通过表外融资安排循环驱动，市场对AI需求可持续性的质疑持续发酵。该ETF近期已连续多个交易时段大幅回调，空头压力持续加剧。作为2倍杠杆ETF，其产品结构特性放大了底层资产美光科技的回调幅度，导致跌幅显著超过标的股票本身。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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