2倍做多MU ETF-GraniteShares（代码：MULL）今日盘前大涨8.95%，引起了市场的广泛关注。
消息面上，该ETF跟踪的美光科技正股获得瑞银大幅上调目标价。瑞银将美光科技的目标价从535美元大幅上调至1625美元，为华尔街最高水平，对应市值达1.8万亿美元。此举的核心逻辑在于，内存行业首次出现带有部分固定定价的长期协议，期限为3至5年，实现了量价双锁且覆盖率较高，有望显著平滑公司的盈利波动，推动市场从传统的“周期股估值”转向更具成长性的“成长股估值”。受此影响，美光科技当日收涨逾19%，市值首次突破1万亿美元大关。
作为跟踪美光科技的杠杆ETF，2倍做多MU ETF-GraniteShares的盘前表现直接受到其正股强劲走势的带动。市场分析认为，行业长期协议的出现可能标志着内存行业商业模式的重大转变，从而提升了相关公司的长期投资价值。
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