美股詳情

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Roundhill Memory ETF

55.33

+0.32000.58%

盤後：55.750.4200+0.76%17:57 EDT

成交量：2,417.85萬

成交額：13.47億

市值：242.91億

市盈率：- -

高：56.60

開：56.41

低：54.75

收：55.01

52周最高：81.34

52周最低：26.14

股本：4.39億

流通股本：4.39億

量比：0.84

換手率：5.51%

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...

總覽公司新聞資訊公告

韓國存儲雙雄庫存跌破十天

今晚，美股休市，上個交易日存儲板塊爆發；A股今日存儲芯片概念股亦爆發，CPO、光通信概念全天走強

HBM4讓三星內存、代工業務雙雙翻身：貢獻4nm工藝50%訂單

快科技官方

老闆虧麻了！車庫翻出30條前公司當垃圾處理內存：總價超7.1萬元

存儲即將三倍漲價？

報告：三星擴大全球DRAM市場領先優勢，份額達39%

环球市场播报

長鑫科技：下半年全球DRAM產品供給仍然緊缺

韓國券商警告：三星、SK海力士內存庫存降至不足10天供應量

TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%

A股全天縮量上揚深成指收漲1.91% 光纖概念、存儲芯片板塊走強

TrendForce：合約價格顯著上漲二季度DRAM產業營收季增59.5%

TrendForce：合約價格顯著上漲二季度DRAM產業營收季增59.5%

機構：2Q26 DRAM產業營收季增59.5%，供給擴張仍不及需求成長

未來資產證券：三星 HBM 出貨擴張料將抵消 2027 年通用存儲增長放緩

ETF異動 | 易方達亞洲半導體ETF(03486)午後漲近4% Astra點燃算力熱潮 DRAM景氣獲重新確認

海力士股價延續漲勢，最新報177萬韓元，漲幅7.5%。

存儲概念股集體反彈瀾起科技（06809）漲4.97% Q2全球DRAM市場規模按月增長55.9%

高盛：AI存儲芯片需求被低估，韓國股市仍有80%上漲空間

华尔街见闻

高盛堅持唱多韓國股市：AI內存熱潮驅動，潛在漲幅達80%

高盛堅持唱多韓國股市：AI內存熱潮驅動，潛在漲幅達80%

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。据该网友介绍，这些内存条是他从前公司废弃的老旧服务器中拆解下来的，由于当时公司认为这些硬件已无使用价值，便允许其带回家处理，没想到在尘封多年后，这些被视为电子垃圾的组件身价倍增。","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":"https://tech.ifeng.com/c/8wENDX6tEiO","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":"fenghuang_stock","symbols":["BK4588","RAM","EVX","DRAL","RAMZ","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665231626","title":"存儲即將三倍漲價？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665231626","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665231626?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 18:57","pubTimestamp":1788778632,"startTime":"0","endTime":"0","summary":"供需天平已经彻底倾斜","market":"hk","thumbnail":"https://static.tigerbbs.com/c41589c6ea2530f11bfa9fa7d5383b87","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c41589c6ea2530f11bfa9fa7d5383b87"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6545443","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储即将三倍涨价？","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["MUZ","07709","SIMX","STXL","STX","SNDG","WDC","SKHQ","MIC","EMXC","DRAM","STXU","MU","SKHYV","SNDU","RAM","RMBC","MUYY","SKHX","SKDD","SNDK","MUG","MULL","07747","MUU","RAMZ","SNDC","EDZ","WDCX","SK","SKHL","BK4588","RMBX","DISK","BK4585","DRAL","BK4141","EEMO","RMBS","SKHA","SKHZ","SKUU","SNXX","STXX","HYNX","SIMO","SKHN","SKHY","PSTG","WDCC","SKHU","DRMY","MUD","DRMP","SNDQ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2665313422","title":"報告：三星擴大全球DRAM市場領先優勢，份額達39%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665313422","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665313422?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 17:31","pubTimestamp":1788773460,"startTime":"0","endTime":"0","summary":"市场研究机构集邦咨询周一发布的一份行业报告显示，2026年第二季度，三星电子以营收口径计算占据全球动态随机存取存储器市场39.4%的份额，在全球人工智能热潮下进一步扩大领先优势。报告显示，美国美光科技第二季度全球DRAM市场份额为23.3%，高于上一季度的22.4%；该季度营收环比上涨65.5%，达到360亿美元。集邦咨询表示，受各类存储产品出货量增长推动，全球DRAM市场第二季度总营收达1547.3亿美元，环比提升59.5%。","market":"sg","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/2026-09-07/doc-iniqyzxx0268867.shtml","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":"sina","symbols":["DISK","RAM","RAMZ","BK4585","DRMY","MIC","MUZ","DRAM","DRMP","MUU","EMXC","MUG","BK4588","MUD","DRAL","MULL","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665318181","title":"長鑫科技：下半年全球DRAM產品供給仍然緊缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2665318181","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665318181?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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16:26","pubTimestamp":1788769579,"startTime":"0","endTime":"0","summary":"存储半导体的短缺情况似乎还在恶化。韩国券商KBSecurities最新警告，三星电子和SK海力士的存储半导体库存已降至不足10天的供应量，明年可用供应将明显不足。KBSecurities在周一发布的报告中指出，随着人工智能基础设施投资以前所未有的速度扩张，存储芯片市场正面临严重的供应短缺。加剧供应短缺的一个关键因素是向下一代高带宽存储器HBM4的过渡。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609073866704587.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/202609073866704587.html","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":"stock_eastmoney","symbols":["SKHA","SKHYV","DRAM","BK4588","BK4141","SKHL","EDZ","HYNX","KCE","SKHZ","DRAL","SKHU","LU0823397103.USD","SK","07709","SKHY","SKHN","SKHX","LU0823413660.USD","SKDD","LU0823413587.USD","SKUU","RAMZ","LU1956131251.USD","BK4585","LU0823397285.USD","EMXC","EEMO","RAM","SKHQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665776392","title":"TrendForce：2026 年 Q2 DRAM 產業營收季增 59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665776392","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665776392?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:16","pubTimestamp":1788765408,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 TrendForce 集邦咨询最新存储器产业研究，2026 年第二季由于 Conventional DRAM（一般型 DRAM）合约价显著上涨，推升整体 DRAM 产业营收季增 59.5%，近 1,547.3 亿美元。随着 LLM 模型训练、AI 推理刺激 AI Server 需求，HBM3e、LPDDR5X 和高容量 RDIMM 出货同步成长，Agentic AI 应用则带动各容量规格的 RDIMM 拉货。供给方面，原厂库存处于谷底、且新增供给优先满足 Server 应用，第二季整体 DRAM 位元出货量小幅成长。 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A股全天变现分化，沪指低位震荡，深成指、创业板指午后强势上扬，整体交投情绪有所下降，截至收盘，沪指涨0.07%，深成指涨1.91%，创业板指涨3.41%。沪深两市成交额约1.95万亿，较上一个交易日缩量约846亿元。板块方面，高宽带内存、光纤概念、存储芯片、光刻机等板块涨幅居前；银行、券商概念、核力发电、黄金概念等板块跌幅居前。中原证券表示，上半年GDP同比增长4.7%，经济基本面韧性较好。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/MTYwMGM1ZDEwYjRjZDY4ZmI3MTk0ZDEyM2Y1MWFkMjMxODA4Mzk0Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MTYwMGM1ZDEwYjRjZDY4ZmI3MTk0ZDEyM2Y1MWFkMjMxODA4Mzk0Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990942","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":["DRMP","83130","DRMY","MUD","83188","09747","RAMZ","FTXL","MIC","BK4588","MULL","RAM","DISK","07233","DRAL","02846","03188","BK1147","MUZ","02827","159982","399300","MUU","MUG","DRAM","MUYY","399001","82846","HBMX","03130"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665924673","title":"TrendForce：合約價格顯著上漲 二季度DRAM產業營收季增59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665924673","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665924673?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:07","pubTimestamp":1788764852,"startTime":"0","endTime":"0","summary":null,"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.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["DISK","RAMZ","MULL","DRAL","MUU","DRAM","MUD","MUYY","DRMP","MUG","DRMY","MUZ","RAM","MIC","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665392466","title":"TrendForce：合約價格顯著上漲 二季度DRAM產業營收季增59.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665392466","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665392466?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 15:07","pubTimestamp":1788764852,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据TrendForce集邦咨询最新存储器产业研究，2026年第二季由于Conventional DRAM合约价显著上涨，推升整体DRAM产业营收季增59.5%，近1,547.3亿美元。TrendForce集邦咨询表示，Samsung(三星)因率先导入HBM4量产并出货，第二季位元出货量季增幅度居三大原厂之首；且平均销售单价大幅提升，季度营收达609.8亿美元，季增63.4%，以39.4%的市占率排名第一。Winbond营收则季增75.8%，成长至9.98亿美元。PSMC营收计算以其生产的Consumer DRAM产品为主，第二季来到1.15亿美元，季增幅高达167.8%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492713.html","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":"stock_zhitongcaijing","symbols":["MUD","DISK","DRAM","DRMY","DRMP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665392803","title":"機構：2Q26 DRAM產業營收季增59.5%，供給擴張仍不及需求成長","url":"https://stock-news.laohu8.com/highlight/detail?id=2665392803","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665392803?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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14:15","pubTimestamp":1788761702,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，未来资产证券分析师 Kim Young-gun 表示，三星电子面向 AI 应用的 HBM 出货量的扩张，预计将抵消明年通用存储芯片增长放缓的影响。预计三星电子 2027 年 HBM 出货容量和平均售价将分别飙升 57% 和 49%，有望超过通用存储芯片预计的 16% 和 20% 增速。未来资产预计三星的盈利将受到韩元兑美元走强的拖累，但总体仍将保持稳健。该机构将三星 2026 年营业利润预测下调 5.7% 至 370.057 万亿韩元，2027 年下调 4.2% 至 535.682 万亿韩元。 ","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/2287997","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":["DRMP","BK4585","161027","RAMZ","MIC","MUU","MUZ","RAM","MUD","BK4588","DISK","DRMY","DRAL","EMXC","MUG","MUYY","DRAM","MULL","HBMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665919723","title":"ETF異動 | 易方達亞洲半導體ETF(03486)午後漲近4% Astra點燃算力熱潮 DRAM景氣獲重新確認","url":"https://stock-news.laohu8.com/highlight/detail?id=2665919723","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665919723?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 13:44","pubTimestamp":1788759843,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，易方达亚洲半导体ETF午后涨近4%。截至发稿，涨3.95%，报20.24港元，成交额208.93万港元。消息面上，OpenAI正式发布GPT-6 Astra，机构认为AI算力全面迈入“推理主导”的新周期。易方达亚洲半导体覆盖存储、代工、先进封装等亚洲半导体全产业链龙头，第一大成分股为SK海力士。在DRAM景气获重新确认、存储价格增速回落但涨势未止的窗口，该工具是直接参与存储与晶圆制造景气修复的便捷选择。","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":"http://www.zhitongcaijing.com/content/detail/1492672.html","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":"stock_zhitongcaijing","symbols":["MUU","DISK","DRAM","BK4588","BK4550","DRAL","512480","DRMP","DRMY","MUD","03486","MUZ","MIC","MUYY","BK4585","RAMZ","MUG","MULL","RAM","FDN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665399612","title":"海力士股價延續漲勢，最新報177萬韓元，漲幅7.5%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2665399612","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665399612?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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Q2全球DRAM市場規模按月增長55.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393733","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393733?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:50","pubTimestamp":1788745828,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储概念股集体反弹，截至发稿，澜起科技 涨4.97%，兆易创新涨3.14%，伟仕佳杰涨0.39%。消息面上，据CFM闪存市场新近公布数据，2026年二季度全球DRAM市场规模1470.24亿美元，环比增长55.9%，创历史新高。有利的定价环境推动原厂DRAM价格持续走强，整体实现量价齐升，从而带动原厂二季度销售收入环比大幅上涨。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990806","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":["DRMP","LU0828238088.HKD","LU1807302812.USD","MUD","DRMY","LU1770034418.SGD","LU2289578879.USD","LU0509642566.USD","06809","91210","BK1162","RAMZ","LU1813983027.USD","LU0828237510.HKD","03986","LU0052750758.USD","BK1163","LU0880133367.SGD","MIC","BK4588","LU0456842615.SGD","LU1997245094.SGD","MULL","LU1997245177.USD","RAM","DISK","LU0359201612.USD","LU1880383440.USD","LU1023057109.AUD","DRAL","LU1251922891.USD","LU0269904917.USD","LU0501845795.SGD","LU2778985437.USD","MUZ","LU0072913022.USD","MUU","LU2476274720.SGD","MUG","LU0327786744.USD","DRAM","688008","MUYY","LU1328277881.USD","LU0067412154.USD","LU1997244956.HKD","00856","LU1152091754.HKD","LU0359202008.SGD","LU1993786604.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393812","title":"高盛：AI存儲芯片需求被低估，韓國股市仍有80%上漲空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393812","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393812?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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