除了美光都是韩系_老虎社区_美港股上老虎 - 老虎社区

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石头开门
04-07

除了美光都是韩系

全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%

Roundhill推出全球首只专注内存半导体的ETF，开辟AI基础设施投资新赛道。三星电子、SK海力士与美光科技分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。基金同日公布的持仓还涵盖铠侠控股、Sandisk、西部数据、希捷科技、南亚科技及华邦电子等存储产业链公司。

全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球首只内存主题ETF正式推出，三星、SK海力士、美光合计权重超73%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-07 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>全球资本市场迎来首只专注内存半导体领域的交易所交易基金，为投资者开辟了一条直接布局AI基础设施核心赛道的新路径。</p><p>美国ETF发行商Roundhill Investments周四宣布推出<a href=\"https://laohu8.com/S/DRAM\">Roundhill Memory ETF</a>，成为全球首只以内存半导体为主题的ETF产品。该基金覆盖DRAM、高带宽内存（HBM）、NAND闪存及固态存储设备（SSD）等细分赛道的全球头部企业，直接对应当前AI算力扩张最为密集的硬件环节。</p><p>按4月1日持仓数据，<strong><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士与<a href=\"https://laohu8.com/S/MU\">美光科技</a>分别以约25%、24.2%和23.8%的权重居前三位，合计占基金总权重逾73%。</strong>基金同日公布的持仓还涵盖铠侠控股、Sandisk、<a href=\"https://laohu8.com/S/WDC\">西部数据</a>、<a href=\"https://laohu8.com/S/STX\">希捷科技</a>、南亚科技及华邦电子等存储产业链公司。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbfb11fb6a4801d2f7f73e658b32b8b6\" tg-width=\"917\" tg-height=\"1046\"/></p><p>在AI大模型训练与推理场景下，上述产品正处于需求最为旺盛的周期。HBM作为连接GPU与内存的关键介质，已成为高端AI加速器不可或缺的组件，供给紧张态势持续推高相关厂商的议价能力。</p><h2 id=\"id_4266093361\">三巨头主导持仓格局</h2><p>Roundhill Investments在公告中指出，随着大规模AI训练与推理的算力需求持续扩张，内存半导体已成为AI基础设施建设中愈发稀缺的核心资源。</p><p>Roundhill Investments首席执行官Dave Mazza表示：&#34;内存正在向AI生态系统的核心位置移动。随着AI规模和复杂度的提升，对高性能内存的需求已成为制约AI发展速度的关键约束。DRAM的设计初衷，就是让投资者能够针对性地布局这一AI技术栈层的供应商，而这恰恰是宽泛型半导体基金所无法提供的。&#34;</p><p>从持仓分布来看，该基金在集中暴露龙头公司的同时，也兼顾了内存产业链的多元覆盖。<strong><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>（24.99%）、SK海力士（24.22%）与美光科技（23.83%）合计权重达72.04%，构成基金的绝对核心。</strong></p><p>其余持仓分散于铠侠控股（4.87%）、Sandisk（4.66%）、西部数据（4.64%）、希捷科技（4.49%）、南亚科技（3.95%）及华邦电子（2.35%）。</p><p>Roundhill Investments成立于2018年，是一家专注于创新型ETF产品的美国证券交易委员会注册投资顾问。该公司旗下产品线覆盖主题股票、期权收益及交易类工具，其团队迄今已累计发行逾百只ETF，多款产品属于全球首发。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","DRAM":"Roundhill Memory ETF","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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