异动解读|Roundhill Memory ETF盘前上涨5.11%,全球存储超级周期持续推动资金涌入

行情直击
Jun 01

6月1日,Roundhill Memory ETF盘前上涨5.11%,报66.44美元/股,成交额1082.01万美元。

消息面上,该ETF自4月2日上市以来涨幅已超120%,上市仅27个交易日便吸金65亿美元,50个日历日突破100亿美元规模,刷新ETF行业最快资产积累纪录。其重仓股SK海力士、三星电子、美光科技市值均已突破万亿美元,美光近期持续创历史新高。瑞银、巴克莱、野村等国际投行大幅上调存储龙头目标价,预判AI驱动的存储结构性短缺将持续数年,DRAM供不应求格局有望延续至2028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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