5月28日，Roundhill Memory ETF夜盘下跌5.06%，报57.66美元/股，成交额6244.48万美元。此前该ETF在5月26日曾录得单日8.95%的涨幅，本次回落或受行业基本面利空消息拖累。
消息面上，最新行业报告显示，二季度以来客户备货保守、优先消化库存，导致厂商低价竞争加剧。本周行业DDR4内存条跌幅环比扩大，8GB和16GB分别下跌12.5%和8.82%。此外，受国内LPDDR新采购成本逐月缓跌及低价方案扰动，32Gb、48Gb LP4X/5X价格同样小幅下跌，出货明显承压。尽管三星劳资协议悬而未决及美光重启DDR4产线等消息曾短暂提振现货端高等级DRAM颗粒价格，但整体供需格局偏弱态势未改，对内存板块估值形成压制。
Roundhill Memory ETF追踪全球内存半导体产业链，涵盖内存产品的开发、制造与销售相关企业。
（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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