新年大涨25%!这种商品缘何持续高烧不退丨气变与大宗

第一财经
06 Feb

自然灾害监测中心Cemaden称,巴西迎来自1981年以来最干旱的一年。 当地时间周三,纽约商品交易所3月交割的阿拉比卡咖啡豆大涨近2.5%,触及4美元/磅的新里程碑。2025年刚来到第二个月,这种颇受欢迎的饮品原材料已经累计上涨25%,成为最热大宗商品。天气因素对巴西、越南等主产国的作物产能造成巨大影响,对于上下游企业而言,成本因素的冲击或持续较长时间。供应缺口担忧加剧与恶劣天气有关的减产,正在...

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