🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-03 10:35:36时区推断·⟳ 抓取 06-03 20:40:43回填·⚡ 决策 06-17 09:01:46·132.3 天前
KOL推荐Roundhill发行的内存主题ETF($DRAM)及其前八大成分股
📄 原文Serenity↗ 原文
If you want exposure to memory, $DRAM is a genuinely great ETF. I normally don't praise ETFs, but this is solid. 1. $MU…
不做 DRAM.US
ETF产品本身无业绩弹性与炒作空间，KOL喊单带来的散户资金流入仅增加份额，不会产生溢价，缺乏交易价值。
不做 MU.US
作为ETF最大权重股(24.6%)，其千亿级市值远超该主题ETF首发及散户流入资金量，被动买盘对股价边际影响微乎其微，不构成实质性催化剂。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 587 字
If you want exposure to memory, $DRAM is a genuinely great ETF.
I normally don't praise ETFs, but this is solid.
1. $MU - 24.63%
2. Samsung - 24.11%
3. SK Hynix - 23.08%
4. $SNDK - 4.9%
5. Kioxia - 4.86%
6. $WDC - 4.77%
7. Nanya - 3.89%
8. Winbond - 2.4%
Disclosure: Friends over at @roundhill did reach out about the launch, but I'm not getting paid to say this (just in case you think this random post is sponsored, it's not).
Just a genuinely great ETF for memory exposure if you don't have access to foreign stocks.
And I’d encourage more institutions to make ETFs like this.
I normally don't praise ETFs, but this is solid.
1. $MU - 24.63%
2. Samsung - 24.11%
3. SK Hynix - 23.08%
4. $SNDK - 4.9%
5. Kioxia - 4.86%
6. $WDC - 4.77%
7. Nanya - 3.89%
8. Winbond - 2.4%
Disclosure: Friends over at @roundhill did reach out about the launch, but I'm not getting paid to say this (just in case you think this random post is sponsored, it's not).
Just a genuinely great ETF for memory exposure if you don't have access to foreign stocks.
And I’d encourage more institutions to make ETFs like this.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。