6月11日，Roundhill Memory ETF盘中上涨5.39%，报60.37美元，成交额5.49亿美元。
消息面上，全球存储芯片正式迈入超级景气周期。英伟达CEO黄仁勋近日公开预警存储芯片供应紧张将持续数年；TrendForce大幅上修一季度DRAM合约价涨幅至90%-95%（季环比近翻倍），NAND涨幅上修至55%-60%，且不排除进一步上调空间。机构数据显示，当前DRAM供需缺口约8%、NAND约5%，紧缺态势或延续至2027年。AI服务器单台DRAM搭载量为传统服务器10倍，叠加云厂商锁产能、原厂控稼动、下游抢货三重逻辑共振，存储已从周期性品种升级为AI算力链刚需核心环节。
Roundhill Memory ETF聚焦存储芯片产业链，涵盖大容量内存产品的开发、制造与销售。
（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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