6月15日，Roundhill Memory ETF盘前上涨5.04%，报68.88美元/股，成交额699.49万美元。
消息面上，全球存储芯片行业景气度持续高涨。据机构数据，一季度全球DRAM与NAND Flash市场规模合计达1371.4亿美元，同比增长245%，再创历史季度新高。DDR5大宗交易价格半年内涨至3.5倍，三大DRAM厂商优先供应高利润HBM，普通DRAM产能收缩推动价格持续飙升。与此同时，国产DRAM龙头长鑫科技IPO注册获批即将登陆科创板，行业估值逻辑正从"传统周期股"向"AI基础设施成长股"切换，SK海力士计划产能翻倍仍被指不足，产能瓶颈预计将持续多年，支撑行业长期景气。
（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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