6月9日，Roundhill Memory ETF盘中上涨5.06%，报62.5美元/股，成交额6.56亿美元。消息面上，全球存储芯片涨价潮持续加剧，供需严重失衡。
据TrendForce最新调查，受AI与数据中心需求推动，一季度DRAM合约价季增幅从此前预估的55%-60%大幅上修至90%-95%，NAND Flash合约价从季增33%-38%上调至55%-60%，且不排除进一步上修空间。PC用DDR4 8Gb内存均价已达20美元，创历史新高。AI服务器单台DRAM用量为普通服务器的8至10倍，HBM涨幅超200%。分析指出，本轮涨价并非短期供需扰动，而是AI算力革命引发的结构性重构，头部原厂将主要产能转向高利润HBM，消费级存储产能被压缩，全品类供货缺口持续扩大。
（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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