异动解读｜2倍做多MU ETF-GraniteShares夜盘下跌8.76%，韩国双雄5000亿美元扩产叠加DRAM诉讼及机构合成空头压制标的美光科技

行情直击07-02

7月2日，2倍做多MU ETF-GraniteShares夜盘下跌8.76%，报26.65美元/股，成交额2285.02万美元。该ETF以两倍杠杆追踪美光科技股价，正股下行经杠杆放大后驱动ETF大幅走低。

消息面上，多重利空持续压制标的美光科技。三星与SK海力士相继公布总额约5000亿美元的空前扩产计划，分析师指出若新增产能属独立投资，未来十年DRAM市场存在显著供应过剩风险；三星、SK海力士及美光于6月25日在美国加州联邦法院被提起反垄断集体诉讼，被控合谋操纵DRAM价格，原告请求三倍赔偿，历史前科加重市场担忧。此外，期权市场近日惊现一笔规模高达8660万美元的合成空头组合，由卖出看涨期权与买入看跌期权构成，显示机构层面存在强烈的长期看跌预期。

（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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