追踪全球存储芯片行业的Roundhill Memory ETF（代码DRAM）今日盘前交易时段大跌6.28%，市场表现显著疲软。
消息面上，美国汽车创新联盟、医疗设备制造商协会及全国零售联合会等九大行业团体联合致函美国政府，警告人工智能（AI）数据中心的扩张正导致全球存储芯片出现严重短缺。信中指出，AI需求占用了过多产能，导致存储芯片价格“史无前例地飙升”，并挤压了汽车、医疗设备和消费电子等传统制造业的供应。这些团体呼吁政府与芯片制造商合作扩大产能以保障供应链，此举引发了市场对存储芯片行业可能面临政策干预或需求结构变化的担忧。
此外，半导体板块整体承压也加剧了该ETF的下跌。美国半导体巨头博通（AVGO）公布的AI芯片销售指引不及市场预期，导致其股价重挫，并引发费城半导体指数下跌，恐慌情绪迅速传导至全球市场。作为该ETF重要成分股的韩国存储芯片巨头三星电子和SK海力士在亚洲交易时段暴跌，外资持续抛售韩国股市，特别是半导体类股，进一步拖累了该ETF的表现。
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