6月5日，Roundhill Memory ETF盘中下跌8.17%，报59.96美元/股，成交额6.84亿美元。
消息面上，SK海力士近日宣布五年内全品类晶圆产能翻倍计划，三星、美光同步大幅上调资本开支，市场对远期产能释放预期升温。尽管当前DRAM供需缺口约8%、NAND缺口约5%，紧缺或延续至2027年，但海外新增产能将于2027下半年逐步释放，叠加半导体板块年内累计涨幅已超50%，分析师此前明确警示"避免在情绪过热时追涨"，本次下跌或为前期超涨后获利盘集中兑现。
（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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