· 供应链分析
如果你想要存储敞口，$DRAM 这个 ETF 真的很不错。 我平时不太会夸 ETF，但这个确实很扎实。 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% 披露：@roundhill 的朋友们确实联系过我讨论发行事宜，但我不是收钱替它说话（免得你以为这条随机帖子是赞助的，不是的）。 如果你拿不到海外股票，这确实是一个很好的存储敞口 ETF。 我也希望更多机构去做这类 ETF。
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.