5月22日，Roundhill Memory ETF盘中上涨5.13%，报54.14美元/股，成交额10.81亿美元。
消息面上，存储行业超级周期持续获得验证。铠侠最新财报显示，其季度营业利润率高达60%，ASP环比翻倍以上，下季度指引营业利润率将攀升至74%，并明确表示AI推理服务器正推动整体NAND需求增长。与此同时，全球DRAM合约价连续两个季度涨幅超50%，HBM供需缺口高达50%-60%，预计至2028年才能逐步缓解。全球存储市场规模预计将从当前5516亿美元向万亿美元迈进，三星、SK海力士、美光同步上修资本开支并锁定长协订单，行业量价齐升格局明确，带动存储主题ETF集体走强。
（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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