本田汽車(HMC.N)首席執行官：無法與快速增長的同業對手競爭，汽車業務前景或將承壓。

Apple (AAPL.O) shares fell 6%, the largest decline since April 2025.

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.