追踪全球存储芯片行业的Roundhill Memory ETF（代码DRAM）今日盘中大跌8.26%，市场表现疲软。
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，此举引发了市场对内存芯片行业可能面临政策干预或需求结构变化的担忧。
此外，日韩股市相关成分股下跌以及行业高管对存储芯片将持续缺货的预警，也加剧了投资者对该ETF未来表现的悲观预期，共同导致了今日盘中的大幅下挫。
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