异动解读|Roundhill Memory ETF盘中上涨5.13%,SK海力士称DRAM和HBM产能已售罄至2029年

行情直击
Oct 28

10月28日,Roundhill Memory ETF盘中上涨5.13%,报53.1253美元,成交额3.09亿美元。

消息面上,SK海力士在第三季度业绩沟通中表示,DRAM和HBM产能已全部售罄至2029年,并预计内存供应紧张或持续到2030年,强化了市场对存储芯片景气上行周期的预期。

进一步看,SK海力士第三季度营收104.6万亿韩元,环比增长32%,营业利润83.3万亿韩元,营业利润率升至80%;公司并称需求约为供应的两倍,且已通过长期协议锁定逾50%总产能。

Dataram develops, manufactures and markets large capacity memory products used in network servers and workstations. Co. provides customized memory devices for original equipment manufacturers OEMs and compatible memory for computers manufacturers.

(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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