异动解读｜Roundhill Memory ETF盘中上涨7.67%，三星电子Q2业绩超预期叠加存储供需紧缺预期提振板块

行情直击07-30

7月30日，Roundhill Memory ETF盘中上涨7.67%，报48.60美元/股，成交额8.74亿美元。

消息面上，三星电子公布第二季度财报，营收171.50万亿韩元，同比增长130%；营业利润89.49万亿韩元，同比增长逾18倍，超出市场预期。三星电子同时预计全球存储芯片供不应求局势将持续至2028年，并计划通过五年期长期协议锁定60%至70%的DRAM及NAND产能。此外，三星预计下半年以服务器为中心的存储需求将保持强劲，HBM及企业级固态硬盘需求增长将加速。摩根大通指出韩国存储板块杠杆去化已接近尾声，强劲业绩落地推动板块情绪修复。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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