这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

只要不死总会出头

这篇文章不错，转发给大家看看

@话题虎：All in 内存三巨头！考验信仰的时候，“DRAM”推出，大家看好吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":553702239774424,"tweetId":"553702239774424","gmtCreate":1776215847705,"gmtModify":1776215849871,"author":{"id":3462411791122107,"idStr":"3462411791122107","authorId":3462411791122107,"authorIdStr":"3462411791122107","name":"只要不死总会出头","avatar":"https://static.tigerbbs.com/7c237d9b35d3d010840c791aaedd41a8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.27","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","name":"明星虎友","description":"加入老虎社区2000天","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/553702239774424","repostId":549473251008552,"repostType":1,"repost":{"magic":2,"id":549473251008552,"tweetId":"549473251008552","gmtCreate":1775185708986,"gmtModify":1775222400152,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":37936,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"闪迪财报大超预期！绩后回落，仅技术性调整？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"闪迪和西部数据虽然财报强劲，但股价均大跌。【存储板块当前的回落，大家觉得是price in的技术性回调or趋势反转？你还会继续买吗？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[{"img":"https://static.tigerbbs.com/5c4fcf1e09b8f7ca9dbeda36f3c59870","width":"1840","height":"1050"}],"coverImages":[{"img":"https://static.tigerbbs.com/5c4fcf1e09b8f7ca9dbeda36f3c59870"}],"title":"All in 内存三巨头！考验信仰的时候，“DRAM”推出，大家看好吗？","html":"<html><head></head><body><p>趁着近期存储板块回调之际，Roundhill Investments推出了首只“内存芯片ETF”- <a data-mention-id=\"DRAM\" class=\"teditor-mention\" data-mention-name=\"Roundhill Memory ETF\" href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> （很简单粗暴的名字），公司CEO表示，传统半导体ETF都太分散了，这只新产品让大家精准押注存储芯片这个赛道！无需分散，<strong>内存正才是AI生态的核心层。</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c4fcf1e09b8f7ca9dbeda36f3c59870\" tg-width=\"1840\" tg-height=\"1050\"></p>\n<p></p>\n<p>（无需分散，也意味着仓位更加集中，波动更大，相对于 <a data-mention-id=\"SOXX\" class=\"teditor-mention\" data-mention-name=\"iShares费城交易所半导体ETF\" href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> / <a data-mention-id=\"SMH\" class=\"teditor-mention\" data-mention-name=\"半导体指数ETF-HOLDRs\" href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> 来说。）<span class=\"teditor-emoji\">[正经]</span></p>\n<p>细看一下主要持仓，前三大持仓：Samsung Electronics-24.99%、SK hynix-24.22%、Micron Technology-23.83%，合计 ≈ 73% 权重，此外其他持仓包括Kioxia（NAND）， <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"闪迪\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> ， <a data-mention-id=\"WDC\" class=\"teditor-mention\" data-mention-name=\"西部数据\" href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a> ， <a data-mention-id=\"STX\" class=\"teditor-mention\" data-mention-name=\"希捷科技\" href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> ， <a data-mention-id=\"NNYAF\" class=\"teditor-mention\" data-mention-name=\"Nanya Technology Corp.\" href=\"https://laohu8.com/S/NNYAF\">$Nanya Technology Corp.(NNYAF)$</a> ，Winbond Electronics，单个权重基本在2%–5%。基本就是在押内存寡头。 <a data-mention-id=\"07747\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多三星电子\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a data-mention-id=\"07709\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多海力士\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a></p>\n<p></p>\n<p>回顾之前发过的那张AI产业链图，如果大家觉得<strong>“DRAM / HBM →数据瓶颈”</strong>这个环节就是目前最卡AI脖子的地方，那这个ETF应该就很有吸引力了。<span class=\"teditor-emoji\">[你懂的]</span></p>\n<p></p>\n<p><strong>一个强周期行业的持仓高度集中的ETF，</strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">各位小虎们，大家会想买吗？</span></p>\n<p></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁</strong></p></body></html>","htmlText":"<html><head></head><body><p>趁着近期存储板块回调之际，Roundhill Investments推出了首只“内存芯片ETF”- <a data-mention-id=\"DRAM\" class=\"teditor-mention\" data-mention-name=\"Roundhill Memory ETF\" href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> （很简单粗暴的名字），公司CEO表示，传统半导体ETF都太分散了，这只新产品让大家精准押注存储芯片这个赛道！无需分散，<strong>内存正才是AI生态的核心层。</strong></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c4fcf1e09b8f7ca9dbeda36f3c59870\" tg-width=\"1840\" tg-height=\"1050\"></p>\n<p></p>\n<p>（无需分散，也意味着仓位更加集中，波动更大，相对于 <a data-mention-id=\"SOXX\" class=\"teditor-mention\" data-mention-name=\"iShares费城交易所半导体ETF\" href=\"https://laohu8.com/S/SOXX\">$iShares费城交易所半导体ETF(SOXX)$</a> / <a data-mention-id=\"SMH\" class=\"teditor-mention\" data-mention-name=\"半导体指数ETF-HOLDRs\" href=\"https://laohu8.com/S/SMH\">$半导体指数ETF-HOLDRs(SMH)$</a> 来说。）<span class=\"teditor-emoji\">[正经]</span></p>\n<p>细看一下主要持仓，前三大持仓：Samsung Electronics-24.99%、SK hynix-24.22%、Micron Technology-23.83%，合计 ≈ 73% 权重，此外其他持仓包括Kioxia（NAND）， <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"闪迪\" href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> ， <a data-mention-id=\"WDC\" class=\"teditor-mention\" data-mention-name=\"西部数据\" href=\"https://laohu8.com/S/WDC\">$西部数据(WDC)$</a> ， <a data-mention-id=\"STX\" class=\"teditor-mention\" data-mention-name=\"希捷科技\" href=\"https://laohu8.com/S/STX\">$希捷科技(STX)$</a> ， <a data-mention-id=\"NNYAF\" class=\"teditor-mention\" data-mention-name=\"Nanya Technology Corp.\" href=\"https://laohu8.com/S/NNYAF\">$Nanya Technology Corp.(NNYAF)$</a> ，Winbond Electronics，单个权重基本在2%–5%。基本就是在押内存寡头。 <a data-mention-id=\"07747\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多三星电子\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a data-mention-id=\"07709\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多海力士\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"美光科技\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a></p>\n<p></p>\n<p>回顾之前发过的那张AI产业链图，如果大家觉得<strong>“DRAM / HBM →数据瓶颈”</strong>这个环节就是目前最卡AI脖子的地方，那这个ETF应该就很有吸引力了。<span class=\"teditor-emoji\">[你懂的]</span></p>\n<p></p>\n<p><strong>一个强周期行业的持仓高度集中的ETF，</strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">各位小虎们，大家会想买吗？</span></p>\n<p></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁</strong></p></body></html>","text":"趁着近期存储板块回调之际，Roundhill Investments推出了首只“内存芯片ETF”- $Roundhill Memory ETF(DRAM)$ （很简单粗暴的名字），公司CEO表示，传统半导体ETF都太分散了，这只新产品让大家精准押注存储芯片这个赛道！无需分散，内存正才是AI生态的核心层。 （无需分散，也意味着仓位更加集中，波动更大，相对于 $iShares费城交易所半导体ETF(SOXX)$ / $半导体指数ETF-HOLDRs(SMH)$ 来说。）[正经] 细看一下主要持仓，前三大持仓：Samsung Electronics-24.99%、SK hynix-24.22%、Micron Technology-23.83%，合计 ≈ 73% 权重，此外其他持仓包括Kioxia（NAND）， $闪迪(SNDK)$ ， $西部数据(WDC)$ ， $希捷科技(STX)$ ， $Nanya Technology Corp.(NNYAF)$ ，Winbond Electronics，单个权重基本在2%–5%。基本就是在押内存寡头。 $南方两倍做多三星电子(07747)$ $南方两倍做多海力士(07709)$ $美光科技(MU)$ 回顾之前发过的那张AI产业链图，如果大家觉得“DRAM / HBM →数据瓶颈”这个环节就是目前最卡AI脖子的地方，那这个ETF应该就很有吸引力了。[你懂的] 一个强周期行业的持仓高度集中的ETF，各位小虎们，大家会想买吗？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/549473251008552","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NNYAF","WDC","07709","SNDK","STX","MU","DRAM","07747","SMH","SOXX"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":549473251008552,"totalAmount":1000,"balance":0,"end":true,"deadline":1776985708986,"description":"740虎币已分给26位参与者,剩余260虎币已退还至发起者","remainingNumber":74},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":914,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":264,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553702239774424"}