美联储古尔斯比：工资并不是通胀的一个很好的领先指标。

UBS analysts say Micron's long-term customer contracts are sufficiently robust, with low minimum-price floors, to survive market weakness for the next few years. UBS estimates sufficient incremental supply to breach those floors and prompt customers to consider default is unlikely before 2029 and is more likely in 2030. Micron has also taken customer prepayments UBS estimates at roughly $40–50 billion, which would provide a substantial buffer against defaults if conditions worsen.

早盘开盘，国内期货主力合约涨跌不一，低硫燃料油（LU）涨超3%，丙烯、集运欧线、液化石油气（LPG）、聚丙烯涨超2%，SC原油、豆一、燃料油涨超1%。跌幅方面，碳酸锂跌超4%，20号胶跌超3%，橡胶跌近2%，铁矿石、焦炭跌超1%。