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Cattle markets reacted to the phased US-Mexico border reopening near Arizona, with futures correcting sharply on anticipated supply increases. US cash cattle stabilized near $231 to $232 per cwt after a $30 drop within 30 days.
USDA data show the beef cow herd down 0.7% and a projected 2026 calf crop decline of 500,000 head.
Tight herd numbers support cattle prices over the medium term, while import reopening caps near-term upside. Feed demand from feedlots depends on how quickly cattle on feed are marketed.
在过去 17 次看涨的政策事件之后,活牛 在 5 个交易日内中位数变动 -0.0%(47% 上涨;中间一半区间为 -1.2% 至 +0.9%),20 个交易日内为 +1.0%。
在过去 10 次看涨的政策事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(60% 上涨;中间一半区间为 -0.9% 至 +2.2%),20 个交易日内为 +0.3%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。