异动解读|Roundhill Memory ETF盘前上涨5.01%,存储芯片涨价潮持续超预期

行情直击
Jun 09

6月9日,Roundhill Memory ETF盘前上涨5.01%,报63.54美元/股,成交额1891.45万美元。

消息面上,全球存储芯片涨价潮持续加剧。TrendForce集邦咨询最新调查显示,受AI与数据中心需求推动,全球存储器供需严重失衡,一季度DRAM合约价季增幅从此前预估的55%-60%大幅上修至90%-95%,NAND Flash合约价从季增33%-38%上调至55%-60%,且不排除进一步上修空间。PC用DDR4 8Gb内存均价已达20美元,创历史新高。AI服务器单台DRAM用量为普通服务器的8至10倍,HBM涨幅超200%。SK海力士一季度营业利润率高达72%,同比增长405%,存储巨头盈利全面"炸裂",直接提振存储板块整体估值。

(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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