6月1日，Roundhill Memory ETF夜盘上涨5.13%，报66.26美元/股，成交额5779.63万美元。
消息面上，全球存储芯片行业持续受到AI基础设施需求爆发式增长的推动。瑞穗证券最新报告指出，Agentic AI或额外推高全球DRAM需求9%-13%，并预计全球HBM市场规模将从359亿美元增长至2028年的2461亿美元。一季度全球DRAM销售额达970亿美元，同比飙升260%，创历史新高。该ETF自4月2日上市以来涨幅已超120%，资产规模在50天内突破100亿美元，刷新ETF行业最快资产增长纪录。瑞银、巴克莱、野村等国际投行近期大幅上调美光、SK海力士等存储龙头目标价，预期AI驱动的存储结构性短缺将持续多年。
（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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