6月8日，Roundhill Memory ETF夜盘上涨6.15%，报59.22美元，成交额3278.24万美元。
消息面上，近期存储芯片行业利好密集释放。TrendForce集邦咨询全面上修一季度存储器合约价预期，整体Conventional DRAM合约价季增幅度从此前的55%-60%大幅上调至90%-95%，NAND Flash合约价从季增33%-38%上调至55%-60%，且不排除进一步上修空间。Arm首席执行官亦公开表示存储芯片供需持续紧张，高盛预计紧张态势将延续至2028年。行业层面，当前DRAM缺口约8%、NAND缺口约5%，AI与数据中心需求持续击穿供需平衡，原厂议价能力升至近年顶峰，存储行业正步入量价齐升的强势周期。
（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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