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Rabobank reports that US beef and cattle demand started 2024 at historically strong levels, with the March boxed beef cutout averaging $309/cwt and fed steer prices near $187/cwt. Beef imports rose 32% year to date while exports fell, and feedyards are adding weight and days on feed as cost of gain declines.
Strong beef demand and a widening trade deficit point to tight US cattle supplies and firm cattle prices. Heavier cattle and more days on feed could ease near-term tightness later.
在过去 268 次看涨的报告事件之后,活牛 在 5 个交易日内中位数变动 +0.3%(58% 上涨;中间一半区间为 -0.7% 至 +1.4%),20 个交易日内为 +1.7%。
在过去 227 次看涨的报告事件之后,架子牛 在 5 个交易日内中位数变动 +0.4%(57% 上涨;中间一半区间为 -1.2% 至 +1.5%),20 个交易日内为 +1.1%。
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。