6月1日，Roundhill Memory ETF（DRAM）盘中上涨5.06%，报66.5162美元/股，成交额4.37亿美元。
消息面上，Counterpoint Research数据显示，第一季度全球DRAM销售额达970亿美元，环比增长80%，同比暴增260%，创历史新高。AI数据中心对HBM及LPDDR5的强劲需求是核心驱动力，同时内存合约价格环比大幅上行。TrendForce进一步大幅上调预测，预计全年DRAM市场规模达6187亿美元，同比增幅303%，供需缺口预计延续至2028年。该ETF自4月2日上市以来涨幅已超120%，资产规模在50个日历日内突破100亿美元，刷新ETF行业最快资产积累纪录，前三大重仓股为SK海力士、美光科技及三星电子，合计权重超77%。
（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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