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Roundhill Memory ETF

64.76

+4.136.81%

盘后：62.18-2.5800-3.98%19:59 EDT

成交量：4,381.09万

成交额：28.51亿

市值：235.93亿

市盈率：- -

高：65.94

开：65.32

低：64.26

收：60.63

52周最高：81.34

52周最低：26.14

股本：3.64亿

流通股本：3.64亿

量比：0.66

换手率：12.03%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

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AI内存狂潮催生“单季抵三年”业绩神话！三星Q2利润暴增19倍创新高，股价却因预期“跑太快”反遭重挫

利润大涨1800%，国际巨头业绩爆发，股价却跌了…

利润暴涨1800%！国际巨头业绩爆发，股价却暴跌了…

Omdia 预计 2026 年中国半导体市场超 8000 亿美元，存储芯片暴涨 262.9%

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262.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2649460108","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2649460108?lang=zh_cn&edition=fundamental","pubTime":"2026-07-07 14:17","pubTimestamp":1783405039,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Omdia 最新发布的《2026 年第二季度半导体应用领域市场预测工具（AMFT）》报告显示，受 AI 基础设施建设大规模展开的推动，2026 年中国半导体市场规模的预期同比增长率大幅上修至 92.9%，总额达 8120.8 亿美元。其中，计算与存储大类预计增长 126%，占整体应用市场的 62.9%，标志着产业形态正与全球同步全面迈入 AI 驱动时代。\n\n在细分芯片类别中，受 AI 云端及端侧推理需求激增导致供需紧张的影响，中国存储芯片市场规模预计将暴涨 262.9% 至 4496 亿美元，市场份额跃升至 55.4%。同时，AI 需求也带动了逻辑芯片（27.9%）、模拟 IC（25.4%）及微控制器（15%）的显著增长，为本土半导体自给率及产能利用率的提升创造了巨大空间。相比之下，以智能手机为主的无线通讯大类虽有 68.8% 的绝对规模增长，但受存储成本急升与出货量收缩的双重挤压，其整体市场份额预计将从 2025 年的 30.43% 下滑至 26.63%。 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