异动解读｜2倍做多MU ETF-Direxion盘中上涨8.2%，摩根大通Q2将美光列为最大买入标的叠加多机构唱多

行情直击08-13

8月13日，2倍做多MU ETF-Direxion盘中上涨8.2%，报30.885美元/股，成交额4.72亿美元。该ETF以2倍杠杆跟踪美光科技股价表现，标的股美光同期盘中涨逾3%，报939.16美元。

消息面上，摩根大通最新披露的Q2持仓报告显示，美光科技位列其前五大买入标的之首，持仓总市值环比增长16%至1.81万亿美元，彰显顶级机构对AI硬件链的坚定看多。此外，花旗、德银Q2亦显著加仓美光。瑞银维持"买入"评级及1625美元目标价，将HBM均价涨幅预期从67%上调至79%；瑞穗重申"优于大盘"评级，存储超级周期逻辑持续强化。

（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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