美股详情

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Roundhill Memory ETF

27.76

+0.76002.81%

盘后：29.101.34+4.83%19:59 EDT

成交量：252.78万

成交额：6,930.42万

市值：3,345.08万

市盈率：- -

高：28.00

开：27.00

低：26.14

收：27.00

52周最高：28.00

52周最低：26.14

股本：120.50万

流通股本：105.00万

量比：- -

换手率：240.75%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

慧荣：AI推理需求爆发，预估明年DRAM与NAND Flash将继续短缺

DRAM供应紧张，推动DDR5价格上涨。消费者恐成最大输家

PConline太平洋...

SK海力士的“售罄”意味着什么？大摩：向2017-2018“存储超级周期”靠拢，上调DRAM价格预期

华尔街见闻

集体暴涨！特朗普，突发！

消息称三星电子DRAM市场份额在三季度仍不及SK海力士但差距有缩小

大幅涨价！AI驱动DRAM价格暴涨

SK海力士三季度营业利润达11.38万亿韩元，创历史新高

环球市场播报

苹果超前布署iPhone18，预购DRAM

国际存储原厂持续涨价殃及下游池鱼

中国经营报

未来3年缺货，DRAM再涨价30%

存储芯片继续涨价！三星和SK海力士宣布最高涨价30%，此前机构预测DRAM 价格将环比增长8~13%

AI芯片需求激增引发内存缺货潮：DRAM价格飙升，市场前景不明朗

【产业信息速递】DRAM巨头，暂停报价

北京半导体行业...

半导体早参|沐曦股份正式发布了首款全国产通用GPU;明年DRAM供需失衡将加剧

美光科技称2026年DRAM供需失衡将加剧

涨疯了，三十年来首次！行业进入超级周期，存储芯片供需深度解析（附相关企业）

【加剧】存储大厂示警：明年DRAM供需失衡将加剧；今年量产！三星或于本月底发布HBM4；英伟达黄仁勋或会见三星、SK海力士高管

东芯股份：公司从事中小容量NAND Flash、NOR Flash、DRAM产品的研发、设计与销售

证券日报网

【美股盘前】亚马逊云服务大规模宕机，多邻国等多家公司受影响；加密货币概念股普涨，比特币重回11万美元；DRAM供应紧张，美光涨近3%

每日经济新闻

存储还有涨价空间！美光称到2026年DRAM市场仍将保持极度紧张，供需失衡将加剧

半导体芯情

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18:16","pubTimestamp":1761905774,"startTime":"0","endTime":"0","summary":"受全球云服务提供商持续加大数据中心服务的影响，服务器级DRAM的价格在2025年第四季度持续走强，这一趋势正带动整体DRAM包括消费级产品的价格上涨。得益于服务器需求的持续强劲，DDR5合约价格预计将在2026年全年保持上涨轨迹，上半年表现尤为明显。然而，随着DDR5价格持续攀升，两者之间的盈利差距将在2026年大幅缩小。预计从明年第一季度开始，DDR5的盈利能力甚至将反超HBM3e。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031181926a6d8b235&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:20","pubTimestamp":1761736800,"startTime":"0","endTime":"0","summary":"爱德万测试大涨超20%并创出新高，总市值逼近17万亿日元。软银集团一度涨超5%，再创历史新高。稍早之前，OpenAI与微软达成重组协议，为上市吸金铺路。　　在韩国证券市场上，SK海力士大涨超7%，同样创出历史新高。公司第三季度营业利润首次突破了10万亿韩元，人工智能服务器产业对公司高端产品的需求旺盛。此外，公司还受益于DRAM和NAND闪存的价格上涨。　　美国总统特朗普10月29日表示，华盛顿和首尔“非常”接近敲定一项新的贸易协议。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/zqgd/2025-10-29/doc-infvqfem0226379.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1934455863.HKD","LU0107464264.USD","3NVD.UK","LU2417539215.USD","LU1974910355.USD","LU0061474705.USD","LU1127390331.HKD","LU2361044949.HKD","SNVD.UK","SSD","NVDU","NVDS","BK4579","DRAM","BK4614","NVD2.UK","LU1066051811.HKD","SG9999014880.SGD","LU0757428866.USD","NVDD","SG9999000418.SGD","LU2360032135.SGD","LU1244550494.USD","NVDA","LU0868494617.USD","NVDY","LU1815336091.USD","LU1712237335.SGD","IE00BK4W5L77.USD","LU0265550946.USD","LU2361044865.SGD","IE00BK4W5M84.HKD","LU0472753341.HKD","LU0079474960.USD","HBM","LU1623119135.USD","NVDX","LU0289960550.SGD","NVDS.UK","IE00BD6J9T35.USD","LU2462157665.USD","NVD3.UK","LU2361045086.USD","LU2242649171.HKD","IE00BYXW3230.USD","LU2087621335.USD","NVD","NVIW.SI","2NVD.UK"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2579090905","title":"消息称三星电子DRAM市场份额在三季度仍不及SK海力士 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17:42","pubTimestamp":1761730965,"startTime":"0","endTime":"0","summary":"市场研究机构发布的报告显示，在今年三季度，SK海力士在全球DRAM市场的份额为35%，三星电子以34%紧随其后，这两大韩国厂商，合计占有69%的市场份额，接近7成。在三季度高于三星电子之后，SK海力士在全球DRAM市场的份额，就已连续3个季度高于三星电子。不过市场研究机构在报告中也提到，SK海力士三季度在全球DRAM市场的分虽然依旧高于三星电子，但1%的市场份额差距，较二季度的6%有明显缩小。","market":"us","thumbnail":"https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180418/SsL9-fzihnep5208585.png/w120h90l50t14bb.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/default/feedbackpics/transform/116/w550h366/20180418/SsL9-fzihnep5208585.png/w120h90l50t14bb.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-10-29/detail-infvqfei7906377.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, 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08:30","pubTimestamp":1761697838,"startTime":"0","endTime":"0","summary":"据行业报告，第四季度服务器DRAM合约价格较预期涨幅扩大至50%，而美国与中国主要云服务商的订单履行率仅达70%。供应链困境当前DRAM市场已形成明显的供应梯队。三星近期同步调涨服务器SSD与RDIMM价格35-50%，明确传递出资源向高利润产品倾斜的信号。美光在财报会议中警告，DRAM产业已进入“供不应求”周期，预计至2025年供应增长将持续落后需求。中国供应商为规避风险采取的每日定价策略，更加剧了市场价格波动。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251029084856a47a9be5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:05","pubTimestamp":1761692700,"startTime":"0","endTime":"0","summary":"SK海力士公司周三表示，由于高带宽存储器（HBM）领域的强劲表现，第三季度营业利润首次突破了10万亿韩元（合69.7亿美元）。\n　　该公司在一份监管文件中表示，第三季度营业利润为11.38万亿韩元，较去年同期的7.02万亿韩元飙升了62%。\n　　净利润为12.59万亿韩元，比去年同期增长了一倍以上。营收增长了39.1%，达到24.44万亿韩元。\n　　SK海力士表示，业绩增长得益于全球动态随机存储器（DRAM）和NAND闪存的价格上涨，再加上人工智能服务器产业对高端产品的需求旺盛。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"4531c97dcfb71adade7acdbb8d20bac0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-10-29/doc-infvpcsv8255206.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["DRAM","BK4168","HBM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2578971665","title":"苹果超前布署iPhone18，预购DRAM","url":"https://stock-news.laohu8.com/highlight/detail?id=2578971665","media":"集微网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578971665?lang=zh_cn&edition=fundamental","pubTime":"2025-10-27 07:20","pubTimestamp":1761520805,"startTime":"0","endTime":"0","summary":"根据The Bell原先报导，苹果为确保iPhone 18性能表现，抢先预购重要零组件，因此可能向三星电子下单，要求明年第二季供应1,300万颗10奈米LPDDR5X 1b DRAM，因为iPhone 18全系列将标配12GB LPDDR5X RAM。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027072336a4763853&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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殃及下游池鱼","url":"https://stock-news.laohu8.com/highlight/detail?id=2577192543","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577192543?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 23:41","pubTimestamp":1761320466,"startTime":"0","endTime":"0","summary":"由于AI热潮驱动下的内存供需失衡还在持续。10月22日，集邦咨询（TrendForce）发布的市场报告显示，全球内存现货市场正经历迅猛涨价潮，DRAM与NAND闪存价格集体飙升。这一涨势已形成“现货带涨合约”的传导效应。10月24日，据韩媒《韩国经济日报》报道，三星、SK海力士两大巨头已通知客户，第四季度DRAM与NAND合同价格将上调最高30%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202510243543987190.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2577558947","title":"未来3年缺货，DRAM再涨价30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577558947","media":"集微网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577558947?lang=zh_cn&edition=fundamental","pubTime":"2025-10-24 07:10","pubTimestamp":1761261000,"startTime":"0","endTime":"0","summary":"Barbour ABI发现，未来五年，科技巨头预计将在英国投资250亿英镑，并计划建设近100个新的数据中心项目。目前，NextSilicon表示其CPU仍为测试芯片。泛林集团的股价在盘后交易中上涨2.2%。该股今年迄今已上涨一倍，受人工智能半导体强劲需求的支撑。泛林集团预计调整后每股净利润为1.15美元，上下浮动10美分，此前预期为1.04美元。泛林集团公布截至9月28日的三个月营收为53.2亿美元，高于市场预期的52.3亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024071641a471578d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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价格将环比增长8~13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2577583367","media":"芯辰大海","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577583367?lang=zh_cn&edition=fundamental","pubTime":"2025-10-23 20:05","pubTimestamp":1761221105,"startTime":"0","endTime":"0","summary":"文 | 周路遥受AI超级周期等因素影响，今年第四季度，包括DRAM和NAND在内的存储芯片将继续涨价！TrendForce援引据《韩国经济日报》的报道称，三星和SK海力士已经将今年第四季度存储器价格上调，最高涨幅达到了30%，并将新价格转嫁给客户。值得注意的是，此前TrendForce曾预测了2024年第四季度的存储芯片价格涨幅，其中DRAM 的价格将环比增长 8~13%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251023220321a470d159&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:05","pubTimestamp":1761185123,"startTime":"0","endTime":"0","summary":"随着AI芯片制造对算力的巨大需求，一场史无前例的内存缺货潮正在全球范围内蔓延。市场调查数据显示，过去两个月，市场出现了明显的抢货潮和重复下单现象，直接推动了DRAM价格的飙升。TechInsights的研究表明，9月份DRAM现货价格年增幅接近三倍，远超今年上半年的个位数温和涨幅。工业电脑制造商研华表示，DRAM价格的高涨正在不断压缩企业的获利空间。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102310052394d8be9f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Sadana预计，到2026年，DRAM市场仍将保持极度紧张，供需失衡将加剧。东北证券表示，全球存储产业正经历从周期波动向技术驱动的历史性转型，涨价潮印证行业拐点。AI爆发性需求推动存储性能与容量要求呈指数级增长，本质是AI算力革命引发的存储芯片行业供需重构。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.jrj.com.cn/2025/10/22083653758559.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jrj_jhqb","symbols":["LU0127658192.USD","BK4575","IE00B19Z3581.USD","LU0082616367.USD","LU2250418816.HKD","LU2048586759.USD","BK4605","LU2211815571.USD","IE00B7SZLL34.SGD","BK4532","IE0002270589.USD","BK4566","BK4553","MU","LU2286300806.USD","IE00B19Z3B42.SGD","BK4585","BK4543","LU2931357623.SGD","BK4579","BK4533","LU0719512351.SGD","LU0889566641.SGD","LU0792757196.USD","BK4527","LU2360106780.USD","BK4554","LU1366333091.USD","LU0274383776.USD","LU1316542783.SGD","DRAM","BK4588","BK4141","BK4512","LU0056508442.USD","LU0081259029.USD","LU0157215616.USD","LU2089985449.USD","LU1852331112.SGD","LU0642271901.SGD","GB00BDT5M118.USD","LU1267930813.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2577444928","title":"涨疯了，三十年来首次！行业进入超级周期，存储芯片供需深度解析（附相关企业）","url":"https://stock-news.laohu8.com/highlight/detail?id=2577444928","media":"策金说","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577444928?lang=zh_cn&edition=fundamental","pubTime":"2025-10-21 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Flash、NOR Flash、DRAM产品的研发、设计与销售","url":"https://stock-news.laohu8.com/highlight/detail?id=2576635658","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2576635658?lang=zh_cn&edition=fundamental","pubTime":"2025-10-20 22:09","pubTimestamp":1760969340,"startTime":"0","endTime":"0","summary":"证券日报网讯东芯股份10月20日在互动平台回答投资者提问时表示，公司从事中小容量NANDFlash、NORFlash、DRAM产品的研发、设计与销售，砺算科技的7G100系列使用的GDDR6产品目前公司没有生产。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-10-20/doc-infuqfte3542691.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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