6月17日，Roundhill Memory ETF盘中上涨5.2%，报71.67美元/股，成交额11.04亿美元。
消息面上，存储芯片行业迎来多重利好。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。受AI数据中心需求持续增长推动，存储芯片供需趋紧程度超出预期，短缺局面或至少持续至2028年。此外，二季度新一代GPU量产出货带动HBM4和LPDDR需求增长，消费端DRAM与NAND价格维持大幅上涨。摩根士丹利大幅上调半导体行业收入预测，SK海力士等厂商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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.