全球首支专注于存储板块的ETF
持仓有三星电子，海力士，美光，铠侠，闪迪等等,存储全家桶 $DRAM来啦[旺柴][旺柴][旺柴]
AI 算力核心瓶颈 → HBM 需求爆发
美光产能已售罄至 2026 年底
存储超级周期进行时
#DRAM #存储超级周期#MU#
From X
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