5月27日，2倍做多MU ETF-GraniteShares盘中上涨10.98%，报710.76美元/股，成交额1.49亿美元。该ETF为美光科技的2倍杠杆多头产品，其走势直接反映美光科技股价的放大波动。
消息面上，瑞银将美光科技目标价从535美元大幅上调至1625美元，涨幅逾三倍，为华尔街最高水平。瑞银核心逻辑在于存储行业首次出现带部分固定定价的长期协议（LTA），有望显著平滑盈利波动、削弱周期属性，推动估值从"周期股"切换至"成长股"框架，参照英伟达给予约15倍NTM市盈率。此前美光科技单日暴涨逾19%，市值首次突破1万亿美元。叠加AI算力需求持续强劲、HBM产能全部售罄及存储芯片价格大幅上涨，整个存储板块延续强势，费城半导体指数亦大涨逾5%。
（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。）
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