异动解读|Roundhill Memory ETF盘前上涨5.25%,存储芯片涨价潮持续推升板块热度

行情直击
Jun 11

6月11日,Roundhill Memory ETF盘前上涨5.25%,报60.27美元/股,成交额699.68万美元。

消息面上,全球存储芯片进入结构性短缺阶段,AI硬件对存储和算力需求持续攀升。5月全球DRAM和NAND闪存价格双双创历史新高,PC用DDR4 8Gb内存均价达20美元,环比涨25%。三大存储巨头SK海力士、三星电子、美光科技年内涨幅分别约270%、208%、270%,均已跻身万亿市值俱乐部。美光最新财季营收同比增长196%,净利润同比暴涨770.8%。英伟达HBM需求扩产进一步加剧供给紧张预期,市场将当前定义为"芯片通胀时代"。

(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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