追踪内存芯片行业的Roundhill Memory ETF（代码：DRAM）今日夜盘交易时段股价大跌5.01%，市场表现疲软。
消息面上，美国汽车创新联盟、医疗设备制造商协会及全国零售联合会等九大行业团体联合致函美国政府，警告人工智能（AI）数据中心的扩张正导致全球存储芯片出现严重短缺。信中指出，AI需求占用了过多产能，导致存储芯片价格“史无前例地飙升”，并挤压了汽车、医疗设备和消费电子等传统制造业的供应。这些团体呼吁政府与芯片制造商合作，在美国及其盟友境内扩大产能以保障供应链，此举引发了市场对内存芯片行业可能面临政策干预或需求结构变化的担忧。
存储芯片的供需失衡已成为近期市场焦点，AI对高带宽内存（HBM）的强劲需求推动美光科技、SK海力士等公司股价此前大幅上涨。然而，此次来自传统制造业的广泛警告，凸显了行业繁荣背后的结构性风险，可能影响了投资者对内存ETF未来表现的预期。
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