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USDA said the cattle illness first reported in Texas is highly pathogenic avian influenza, while noting the situation is rapidly evolving. Dairy futures, especially Class III and cheese, traded higher in response.
Spot cheese held near the December low of $1.39 and recovered slightly.
Avian influenza detected in dairy cattle raises uncertainty about herd health and milk output, which supports dairy prices. Lower herd numbers would tighten milk supply and reduce demand for dairy-related feed.
在过去 22 次看涨的疫病事件之后,牛奶(III类) 在 5 个交易日内中位数变动 -0.0%(45% 上涨;中间一半区间为 -0.9% 至 +0.5%),20 个交易日内为 -2.8%。
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。