$Roundhill_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
05-19 16:07

$Roundhill Memory ETF(DRAM)$ 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？

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。

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hhh17
·05-19 20:21
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重资产公司+Ai提效，这个逻辑是可以的吧
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- 价值投资为王:
  很好的对冲
  05-19 23:21
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MabelReed
·05-19 16:42
这速度太夸张了，HALO真能接住AI熄火的资金吗
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