Roundhill Memory ETF（DRAM）今日夜盘大跌5.06%，报57.66美元/股，成交额6244.48万美元。
消息面上，最新行业报告显示，二季度以来客户备货保守、优先消化库存，导致厂商低价竞争加剧。本周行业DDR4内存条跌幅环比扩大，8GB和16GB分别下跌12.5%和8.82%。此外，受国内LPDDR新采购成本逐月缓跌及低价方案扰动，32Gb、48Gb LP4X/5X价格同样小幅下跌，出货明显承压。尽管三星劳资协议悬而未决及美光重启DDR4产线等消息曾短暂提振现货端高等级DRAM颗粒价格，但整体供需格局偏弱态势未改，对内存板块估值形成压制。
Roundhill Memory ETF追踪全球内存半导体产业链，涵盖内存产品的开发、制造与销售相关企业。此次下跌反映了行业基本面的短期压力。
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