异动解读 | 存储芯片板块集体反弹叠加AI需求驱动,Roundhill Memory ETF盘前大涨5.37%

异动解读
Jun 09

Roundhill Memory ETF(代码:DRAM)今日盘前股价大幅上涨5.37%,表现强劲。

消息面上,此次上涨主要受到美股存储芯片概念股集体反弹的带动。隔夜美股交易中,费城半导体指数大涨,存储芯片巨头美光科技等公司股价显著攀升,带动了整个存储芯片板块的乐观情绪。此外,全球存储芯片行业正经历近15年来最严重的供应短缺,AI算力需求爆发驱动HBM等高性能存储需求激增,三星、美光、SK海力士等巨头集体提价,进一步推升了市场对存储芯片产业链景气度的预期。

行业分析指出,存储芯片作为人工智能等关键领域的基础设施,其供需紧张的格局受到广泛关注,这推动了相关ETF资产的价格上涨。同时,以色列与伊朗暂缓交火的消息缓解了地缘政治紧张局势,也为市场风险偏好回升提供了支撑。

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