6月10日，Roundhill Memory ETF盘前下跌5.16%，报56.71美元/股，成交额2399.76万美元。
消息面上，AI产业链分析机构SemiAnalysis此前发布报告称，英伟达下一代Vera Rubin服务器机架的模块化内存容量从55TB削减至28TB，市场将其解读为AI内存需求降温信号，引发存储板块剧烈波动。此外，5月美国非农就业数据超预期带来美联储加息预期提升，科技股承压普跌，进一步加剧存储板块回调。
不过，多家机构指出容量削减的原因实为供给侧约束而非需求熄火，且SOCAMM为可插拔模块，供应缓解后客户可自行升级扩容。高盛、摩根大通等机构仍维持存储行业供需紧张态势将延续至2027-2028年的判断，认为存储超级周期远未结束。
（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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