6月18日，Roundhill Memory ETF盘中上涨7.76%，报75.37美元/股，成交额5.88亿美元。
消息面上，存储芯片行业迎来多重利好共振。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。德银最新供需模型显示，当前DRAM供需紧张局面可能持续至2028年甚至更久，即使纳入新增产能计划仍难以缓解。AI服务器单台DRAM用量约为传统服务器8倍，叠加二季度新一代GPU量产出货带动HBM4和LPDDR需求增长，HBM产能挤占普通DRAM供给，进一步加剧供应压力。摩根士丹利大幅上调半导体行业收入预测，行业高景气度获多家机构认可。
（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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