最新數據顯示，內存股票ETF——Roundhill Memory ETF（DRAM）的資產管理規模已突破250億美元，正式超過成立已有26年的iShares MSCI韓國ETF（EWY）。 值得注意的是，Roundhill Memory ETF於今年4月2日才成立。自上市以來，Roundhill Memory ETF已吸引創紀錄的220億美元的資金淨流入。同期，EWY則出現20億美元資金流出。在DRAM推出之前，2026年以來EWY曾吸引60億美元資金流入。 在DRAM出現之前，美國投資者很難涉足存儲器領域。該領域的兩大巨頭SK海力士和三星此前並未在美國交易所上市。因此，想要投資存儲器領域的投資者只能購買韓國基金，例如EWY，但是這些基金不僅包含存儲器巨頭，還包含許多其他不相關的股票。DRAM爲投資者提供了一個專注於存儲器領域的純粹投資選擇。 DRAM目前的持倉中，三星電子、美光科技、SK海力士、閃迪、希捷科技、西部數據、鎧俠佔總持倉的比例在90%以上。此外，DRAM與EWY這兩隻ETF的底層持倉仍有 46%的重合度。

South Korea’s equity market trades at a discount, reflecting governance concerns and the historically cyclical profits of Samsung and SK Hynix, which together make up more than half of KOSPI market value. Some analysts argue AI could create demand beyond a typical memory boom‑bust, but KOSPI’s low P/E suggests many remain unconvinced. Charu Chanana, chief investment strategist at Saxo Markets, says Korea needs evidence the memory supercycle has staying power and that cheap valuations alone are not a buy; she warns many mega‑caps may still spend heavily this quarter but will begin talking cost optimisation, a negative for memory demand if high prices suppress volumes. Jason Minsang Kam, head of active equities at Kyobo Life Insurance, notes KOSPI EPS estimates for the year have risen roughly 170% and describes an unprecedented surge in earnings momentum, but he cautions on extreme volatility and recommends avoiding Korean chipmakers given their high earnings cyclicality.

Ukrainian military says it struck an oil refinery in Russia's Samara region.