6月17日，Roundhill Memory ETF夜盘上涨5.01%，报71.53美元/股，成交额6493.64万美元。
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，Omdia预计半导体业务收入将增长62.7%，DRAM市场价值几乎翻倍。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，有意义的供应缓解预计要到明年才会出现。SK海力士产能扩张及行业整体高景气度，进一步提振了市场对存储芯片板块的信心。
（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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