追踪存储芯片行业的Roundhill Memory ETF（代码：DRAM）今日盘中大幅上涨6.02%，表现强劲。
消息面上，存储芯片行业近期迎来多重利好。据行业数据，一季度全球DRAM与NAND Flash市场规模合计达1371.4亿美元，同比增长245%，再创历史季度新高。受AI数据中心需求持续增长推动，存储芯片供需趋紧程度超出预期，短缺局面或至少持续至2028年。此外，二季度新一代GPU量产出货带动HBM4和LPDDR需求增长，消费端DRAM与NAND价格维持大幅上涨。
行业高景气度也获得了多家机构的认可。摩根士丹利大幅上调半导体行业收入预测，花旗银行也指出智能体人工智能（Agentic AI）的兴起正在引发NAND需求的“结构性增长”。同时，SK海力士等厂商的产能扩张及行业整体高景气度，进一步提振了市场对存储芯片板块的信心，从而推动了相关ETF的价格上涨。
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