---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42850995.md"
description: "$KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)涨了 18%，存储主题的$Tema Memory ETF(DISK.US)、$Kurv Memory Select ETF(KMEM.US)也都涨了十几个点，AI 存储超级周期的叙事这波又被点着。DRAM 合约价一季度环比涨了 93% 到 98%、二季度再涨 58% 到 63%，NAND 也是类似量级，HBM 产能卖到 2027 年，供需缺口至少还要撑两年。Kioxia 这种纯存储标的弹性来得直接，主题工具承接的是整条存储链的资金。要留意的是 DRAM 涨价的同比增速在放缓、盈利上修的空间已经不多。"
datetime: "2026-07-22T10:09:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42850995.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42850995.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42850995.md)
author: "[存存](https://longbridge.com/zh-CN/profiles/26850818.md)"
---

# $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0…


### 相关股票

- [KXIAY.US](https://longbridge.com/zh-CN/quote/KXIAY.US.md)
- [DISK.US](https://longbridge.com/zh-CN/quote/DISK.US.md)
- [KMEM.US](https://longbridge.com/zh-CN/quote/KMEM.US.md)