Main takeaway: In 2026 AI demand drove big gains in memory stocks—Sandisk rose over 530% and Micron over 230%. Supporting details: after June peaks, the Roundhill Memory (DRAM) ETF fell 25% and VanEck Semiconductor (SMH) fell about 12% as Meta's reported sale of excess GPU capacity sparked sell-offs while Bitcoin rebounded from two-year lows.
ChainCatcher 消息，2026 年，Sandisk 累计上涨超 530%，Micron 累计上涨超 230%，反映出上半年市场对受益于 AI 需求增长公司的需求。此后，Roundhill Memory ETF（DRAM）较 6 月峰值下跌 25%，VanEck Semiconductor ETF（SMH）下跌约 12%。在 Meta 被报道推进出售过剩 GPU 产能后，AI 基础设施股票和计算服务提供商遭抛售，比特币自两年低点反弹。