6月11日，Roundhill Memory ETF夜盘上涨5.07%，报60.28美元/股，成交额2381.9万美元。
消息面上，全球存储芯片供需失衡持续加剧。据机构数据，今年DRAM供需缺口约8%、NAND约5%，紧缺态势或延续至2027年。AI驱动的结构性需求增长是核心推力——智能体AI工作负载要求Key-Value缓存容量成比例扩展，下一代AI服务器平台大幅拉升DRAM容量需求。一季度全球NAND存储市场营收达460亿美元，环比接近翻倍。TrendForce大幅上修DRAM与NAND各产品季度涨幅，机构普遍判断存储涨价趋势将贯穿全年，海外三大原厂新增有效产能有限，原厂议价能力持续增强。
（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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