追踪存储芯片行业的Roundhill Memory ETF今日夜盘大幅上涨5.01%，表现强劲。
消息面上，存储芯片行业近期迎来多重利好。据行业数据，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。摩根士丹利大幅上调半导体行业收入预测，同时，AI服务器对存储芯片需求激增，单台AI服务器DRAM用量约为传统服务器的8倍，叠加HBM产能挤占普通DRAM供给，供应短缺持续加剧。
此外，有分析指出，受AI数据中心需求持续增长推动，存储芯片行业供需趋紧程度超出预期，短缺局面或至少持续至2028年。行业整体高景气度以及SK海力士等厂商的产能扩张，进一步提振了市场对存储芯片板块的信心，从而推动了相关ETF的价格上涨。
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