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Roundhill Memory ETF

76.71

+6.769.66%

盤後：78.151.44+1.88%19:59 EDT

成交量：5,259.57萬

成交額：40.26億

市值：219.67億

市盈率：- -

高：77.70

開：75.25

低：75.00

收：69.95

52周最高：77.70

52周最低：26.14

股本：2.86億

流通股本：2.86億

量比：1.28

換手率：18.37%

股息：- -

股息率：- -

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞公告

美媒：連蘋果都要漲價，為何特朗普政府難解內存荒危機？

凤凰网科技

機構：2026年全球存儲芯片市場規模料達9750億美元，按年增長逾三倍

环球市场播报

三星電子股價下跌3%，抹去了此前的漲幅

每日经济新闻

Token低價陷阱

韓國綜指大漲續創歷史新高；SK海力士升逾7%，三星電子升逾3%，雙雙創歷史新高

異動解讀｜Roundhill Memory ETF盤中上漲7.76%，存儲芯片供需緊張疊加AI需求持續升温

異動解讀 | 存儲芯片價格暴漲疊加AI需求強勁，Roundhill Memory ETF盤中大漲8.48%

太瘋狂！韓國綜指衝破9000點，券商高喊15000點

異動解讀 | 存儲芯片行業供需緊張疊加AI需求強勁，Roundhill Memory ETF盤前大漲6.45%

異動解讀｜Roundhill Memory ETF盤前上漲6.09%，存儲芯片行業供需緊缺超預期

劍指AI內存命脈！Netlist(NLST.US)升級對三星專利戰，HBM與DDR5或面臨美國進口禁令

智通财经网

上半年閃存價格翻倍，鎧俠已連續七天居日本上市公司市值榜首

三星電子股價收漲4.62%，SK海力士收漲6.51%，均續創新高

每日经济新闻

韓國綜指史上首破 9000 點，年內累升逾 110%

港股異動丨存儲概念漲幅擴大，兩倍做多海力士升逾15%再創歷史新高，年內累升逾930%

異動解讀 | 存儲芯片行業景氣度飆升，Roundhill Memory ETF夜盤大漲5.26%

NAND閃存超級周期，登頂日本第一市值，鎧俠依舊謹慎，未來三年資本開支仍比歷史峯值低10%

华尔街见闻

HBM4E競速開啓，SK海力士與三星電子搶跑

日經指數升逾1300點，韓國股市高開，SK海力士升逾4%，三星電子升逾1%丨日韓股市

每日经济新闻

異動解讀 | 存儲芯片行業景氣度飆升，Roundhill Memory ETF盤中大漲6.02%

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13:08","pubTimestamp":1781845680,"startTime":"0","endTime":"0","summary":"行业追踪机构Counterpoint Research周五公布的数据显示，在AI基础设施投资不断增长的推动下，2026年全球存储芯片市场规模预计将达到1500万亿韩元，比去年的360万亿韩元增长约3.2倍。　　预计今年服务器内存产品将占内存总收入的 56%，高于 2025 年的 37%，占比首次突破一半。　　该研究机构补充道，强劲的服务器内存需求导致供需失衡加剧，推高了内存价格，预计这一上涨趋势将持续到明年上半年。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-19/doc-inicxkax1627457.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["09747","DRAM","BK4588","FTXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644581090","title":"三星電子股價下跌3%，抹去了此前的漲幅","url":"https://stock-news.laohu8.com/highlight/detail?id=2644581090","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644581090?lang=zh_tw&edition=fundamental","pubTime":"2026-06-19 12:01","pubTimestamp":1781841683,"startTime":"0","endTime":"0","summary":"三星电子股价下跌3%，抹去了此前的涨幅","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606193776814525.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606193776814525.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4581","SSNLF","09747","EEMO","BK4170","BK4585","BK4588","07747","BK4504","DRAM","BK4550","EDZ","IEMG","WTAI","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644055546","title":"Token低價陷阱","url":"https://stock-news.laohu8.com/highlight/detail?id=2644055546","media":"虎嗅APP","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644055546?lang=zh_tw&edition=fundamental","pubTime":"2026-06-19 11:04","pubTimestamp":1781838240,"startTime":"0","endTime":"0","summary":"Token最高99%的降价，企业的AI预算却越花越多。便宜的是部分模型Token价格，企业的AI运营总支出并未缩减。由此形成价格撕裂期：通用Token在探底，高价值能力在分层，企业AI支出在调用结构中膨胀。与此同时，底层的物理成本并未跟随通用Token的降价变化。如数据中心收入质量、下一代架构的出货锁单、以及单位Token成本下降是否会压低\"按集群付费\"的天花线等都会被检验。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MTQzMjE1NjQwMQ==&mid=2656180528&idx=2&sn=8171e72fa25c0075deaa9d8207669853&chksm=67f883a7808fe271be258144bd35cd4a95c94050e5e0bd6474e83fc9d50aa92ae26c0a7f481a&scene=0#rd","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"weixin_highlight","symbols":["BK4168","HBM","AGIX","ARTY","AIPO","CHAT","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644077037","title":"韓國綜指大漲續創歷史新高；SK海力士升逾7%，三星電子升逾3%，雙雙創歷史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2644077037","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644077037?lang=zh_tw&edition=fundamental","pubTime":"2026-06-19 09:33","pubTimestamp":1781832780,"startTime":"0","endTime":"0","summary":"19日，韩国综合股价指数高开后持续上扬，续创历史新高。截至发稿涨幅为3.50%，报9381.03点。个股方面，SK海力士股价涨超7%，三星电子涨超3%，均续创历史新高。LG电子跌近3%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606193776795234.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["WTAI","BK4581","BK4550","BK4585","BK4588","IEMG","07747","SSNLF","BK4543","09747","EDZ","DRAM","BK4504","EEMO","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1120718271","title":"異動解讀｜Roundhill Memory ETF盤中上漲7.76%，存儲芯片供需緊張疊加AI需求持續升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1120718271","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120718271?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 21:41","pubTimestamp":1781790069,"startTime":"0","endTime":"0","summary":"6月18日，Roundhill Memory ETF盘中上涨7.76%，报75.37美元/股，成交额5.88亿美元。消息面上，存储芯片行业迎来多重利好共振。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。AI服务器单台DRAM用量约为传统服务器8倍，叠加二季度新一代GPU量产出货带动HBM4和LPDDR需求增长，HBM产能挤占普通DRAM供给，进一步加剧供应压力。摩根士丹利大幅上调半导体行业收入预测，行业高景气度获多家机构认可。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1164343328","title":"異動解讀 | 存儲芯片價格暴漲疊加AI需求強勁，Roundhill Memory ETF盤中大漲8.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164343328","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1164343328?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 21:40","pubTimestamp":1781790008,"startTime":"0","endTime":"0","summary":"追踪存储芯片行业的Roundhill Memory ETF今日盘中大涨8.48%，表现十分强劲。消息面上，存储芯片行业正经历前所未有的景气周期。行业数据显示，存储芯片价格持续大幅上涨，NAND闪存价格在今年上半年已累计翻倍，甚至出现一块8TB游戏机扩展硬盘的定价远超三台完整主机的极端案例，凸显了全产业链面临的严重供应短缺与成本压力。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644052257","title":"太瘋狂！韓國綜指衝破9000點，券商高喊15000點","url":"https://stock-news.laohu8.com/highlight/detail?id=2644052257","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644052257?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 16:23","pubTimestamp":1781771000,"startTime":"0","endTime":"0","summary":"AI存储狂潮未歇","market":"us","thumbnail":"https://img3.gelonghui.com/f62cd-0f362152-04dc-4920-bdea-125e6d5d3c8e.jpg?guru_height=852&guru_width=1280&guru_size=160431","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/f62cd-0f362152-04dc-4920-bdea-125e6d5d3c8e.jpg?guru_height=852&guru_width=1280&guru_size=160431"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5262953","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["09747","IEMG","EDZ","DRAM","BK4550","KORU","BK4588","BK4504","FLKR","BK4535","EEMO","WTAI","EWY","BK4581","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101335866","title":"異動解讀 | 存儲芯片行業供需緊張疊加AI需求強勁，Roundhill Memory ETF盤前大漲6.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101335866","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101335866?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 16:07","pubTimestamp":1781770055,"startTime":"0","endTime":"0","summary":"追踪存储芯片行业的Roundhill Memory ETF今日盘前大幅上涨6.45%，表现十分强劲。消息面上，存储芯片行业近期迎来多重利好共振。行业数据显示，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。与此同时，人工智能热潮持续推动行业需求。二季度新一代GPU量产出货带动HBM4和LPDDR需求增长，AI服务器单台DRAM用量约为传统服务器的8倍，进一步加剧了供应压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1143307599","title":"異動解讀｜Roundhill Memory ETF盤前上漲6.09%，存儲芯片行業供需緊缺超預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1143307599","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143307599?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 16:04","pubTimestamp":1781769840,"startTime":"0","endTime":"0","summary":"6月18日，Roundhill Memory ETF盘前上涨6.09%，报74.45美元/股，成交额1566.03万美元。消息面上，存储芯片行业近期迎来多重利好共振。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。德银最新供需模型显示，当前DRAM供需紧张局面可能持续至2028年甚至更久，即使纳入过去180天内宣布的新增产能和加速扩产计划，供应紧张仍难以缓解。AI服务器单台DRAM用量约为传统服务器8倍，叠加HBM产能挤占普通DRAM供给，行业高景气度获多家机构认可。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644703993","title":"劍指AI內存命脈！Netlist(NLST.US)升級對三星專利戰，HBM與DDR5或面臨美國進口禁令","url":"https://stock-news.laohu8.com/highlight/detail?id=2644703993","media":"智通财经网","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644703993?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 15:58","pubTimestamp":1781769493,"startTime":"0","endTime":"0","summary":"Netlist周三宣布，已在美国国际贸易委员会(ITC)和得克萨斯州东区联邦地方法院对三星电子提起新的专利侵权诉讼。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260618/20260618154914_13416.png?x-oss-process=image/format,jpg/quality,q_60","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260618/20260618154914_13416.png?x-oss-process=image/format,jpg/quality,q_60"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1456075.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["NLST","BK4588","BK4145","ARTY","AIPO","BK4585","AGIX","DRAM","CHAT","EMXC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644566708","title":"上半年閃存價格翻倍，鎧俠已連續七天居日本上市公司市值榜首","url":"https://stock-news.laohu8.com/highlight/detail?id=2644566708","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644566708?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 14:56","pubTimestamp":1781765760,"startTime":"0","endTime":"0","summary":"AI热潮使存储行业延续供不应求的状况，存储龙头企业今年第二季度获利持续增长，所以股价创新高。　　6月18日，日本存储芯片巨头铠侠控股的股价续创新高，截至13点，股价涨1.85%至97780日元，市值达52.42万亿日元，已连续七天居日本国内上市公司市值榜首。　　今年上半年，在AI热潮下，闪存价格已经翻倍。　　在此背景下，铠侠控股6月12日的市值涨至44万亿日元，超过丰田，首次跃居日本国内上市公司市值的榜首。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-06-18/doc-inicvfcr6544797.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-06-18/doc-inicvfcr6544797.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4588","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644777402","title":"三星電子股價收漲4.62%，SK海力士收漲6.51%，均續創新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2644777402","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644777402?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 14:40","pubTimestamp":1781764830,"startTime":"0","endTime":"0","summary":"三星电子股价收涨4.62%，SK海力士收涨6.51%，均续创新高","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606183776070442.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606183776070442.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4588","BK4504","IEMG","WTAI","BK4585","DRAM","BK4550","BK4581","EDZ","09747","BK4543","SSNLF","BK4170","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644773897","title":"韓國綜指史上首破 9000 點，年內累升逾 110%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644773897","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644773897?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 14:10","pubTimestamp":1781763039,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，韩国 KOSPI 指数历史首次上破 9000 点，日内涨超 1%，年内迄今累涨超 110%。\n\n热门个股中，SK 海力士涨近 6%，三星电子涨 2.7%，三星电机涨超 9%。下跌方面，LG 新能源跌超 4%，韩美半导体跌近 3%。\n\n\n\n ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2272177","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EMXC","DRAM","BK4585","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644772727","title":"港股異動丨存儲概念漲幅擴大，兩倍做多海力士升逾15%再創歷史新高，年內累升逾930%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644772727","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644772727?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 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存儲芯片行業景氣度飆升，Roundhill Memory ETF夜盤大漲5.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199684387","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1199684387?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 11:29","pubTimestamp":1781753347,"startTime":"0","endTime":"0","summary":"追踪存储芯片行业的Roundhill Memory ETF今日夜盘大幅上涨5.26%，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。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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f17e02f17ca0fba4192a5283c7b8b32d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644777607","title":"NAND閃存超級周期，登頂日本第一市值，鎧俠依舊謹慎，未來三年資本開支仍比歷史峯值低10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644777607","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644777607?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 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11:07","pubTimestamp":1781752020,"startTime":"0","endTime":"0","summary":"6月18日盘中，SK海力士涨超3%，股价创历史新高。SK海力士表示，该公司将与客户合作，致力于确保按时量产。今年除了提供12层的HBM4E样品，SK海力士还有计划推出16层HBM4。除了普通的HBM产品，目前SK海力士还在推进定制HBM业务。在SK海力士向客户送样HBM4E之前，三星电子已先行一步。美光此前已透露，HBM4E研发进展顺利，预计将于2027年逐步扩大生产规模。目前看，新一代HBM4E进展较快的是三星电子和SK海力士。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-06-18/doc-inicuyvv3288758.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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| 存儲芯片行業景氣度飆升，Roundhill Memory ETF盤中大漲6.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182839045","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182839045?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 01:59","pubTimestamp":1781719153,"startTime":"0","endTime":"0","summary":"追踪存储芯片行业的Roundhill Memory ETF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。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f17e02f17ca0fba4192a5283c7b8b32d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["DRAM"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":400,"code":"91000000","status":"200"}]}}