---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42377469.md"
description: "$Kurv Memory Select ETF(KMEM.US) 首發當天就跌了 -15%，重倉的正是 SK 海力士、美光、三星這些存儲廠，偏偏撞上存儲漲價見頂擔憂引發的拋售，等於開門就吃了個板塊大跌。$Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) 跌了八個點，跟着阿斯麥為代表的光刻鏈在出口管制利空裏一起走弱。兩隻主題 ETF 的跌法説明這輪半導體拋售是成體系的——從存儲到光刻設備，整條鏈被一起重定價，不是某一隻個股的問題。"
datetime: "2026-07-02T11:05:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42377469.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42377469.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42377469.md)
author: "[老兵投资](https://longbridge.com/zh-HK/profiles/27107369.md)"
---

# $Kurv Memory Select ETF(KMEM.US) 首發當天就跌了 -15%，重倉的正…


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