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A WLJ column recounts how live cattle futures fell after March 25, 2024 reports of H5N1 in US dairy herds and a human infection. The April live cattle contract dropped 830 points by April 1 after a Texas farm worker tested positive.
The author notes that no beef cattle have been found infected.
The futures drop reflected disease fear rather than actual infection in beef cattle, so the risk premium may be unwarranted. If beef is confirmed safe, the price pressure could ease and support cattle values.
在过去 69 次中性的疫病事件之后,活牛 在 5 个交易日内中位数变动 -0.1%(42% 上涨;中间一半区间为 -0.8% 至 +0.6%),20 个交易日内为 +0.9%。
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。