Roundhill Memory ETF（代码：DRAM）今日盘中大幅下跌5.01%，引起了市场的广泛关注。
消息面上，美股存储芯片板块今日普遍遭遇重挫，希捷科技、闪迪、西部数据、美光科技等主要存储芯片公司股价均出现显著下跌。这主要源于美伊谈判传来利空消息，加剧了市场对全球地缘政治紧张局势的担忧，进而打击了科技股尤其是半导体板块的风险偏好。
此外，有市场分析指出，在人工智能（AI）需求拉动存储芯片价格暴涨后，部分投资者开始担忧行业收入增长可能正在接近峰值。存储行业通常具有强周期性特征，市场担心在需求强劲推动价格上涨和供应增加后，未来可能出现订单放缓和供应过剩，从而压制价格和盈利水平，这种担忧情绪也加剧了板块的抛售压力。
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