5月26日，Roundhill Memory ETF盘前上涨5.36%，报55.52美元/股，成交额540.49万美元。
消息面上，全球存储芯片行业正处于AI驱动的超级周期中。据IDC预测，全球DRAM需求增速将达45%，而供给增速仅为16%，供需缺口持续扩大。头部企业长鑫科技一季度营收同比增长719%，归母净利润暴增1688%，印证行业高景气。供给端，三大厂产能利用率已近95%上限，HBM等高端产品挤压传统DRAM产量，新增产能滞后2至3年，短期供给紧张格局难以逆转，涨价趋势延续。
（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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