$Roundhill_老虎社区_美港股上老虎 - 老虎社区

价值投资为王

$Roundhill Memory ETF(DRAM)$ 这个ETF是真牛啊，上市一个月就翻倍了，仅用43天就达到100亿美元的规模，超过 $比特币ETF-iShares(IBIT)$ 用时50天的记录，是史上最快达到百亿美元规模的ETF！

DRAM的成功主要得益于持仓集中在存储芯片上，海力士+美光+三星的净值超66%，是唯⼀持有这三只股票的ETF。 $美光科技(MU)$

Roundhill这家公司有意思，刚刚推出HALO ETF $乐活(LOHA)$ ，聚焦在AI无法替代的重资产公司上，一旦未来AI熄火，这HALO ETF 恐怕会大涨啊！

三星、海力士巨震！回调or上涨，你更看好？

周一韩国股市巨震，当前韩国KOSPI指数转涨，扭转了此前4.7%的跌幅；权重股三星电子涨超4%，SK海力士涨1.5%。港股方面，南方两倍做多三星电子现拉升涨近4%。【大涨后的调整，大家觉得三星、海力士现在企稳了吗？还能否“追高”？】

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

hhh17
05-19 20:21
hhh17
重资产公司+Ai提效，这个逻辑是可以的吧
- 价值投资为王:
  很好的对冲
MabelReed
05-19 16:42
MabelReed
这速度太夸张了，HALO真能接住AI熄火的资金吗

发表看法

3

4

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