中东停火前景引发CF工业及化肥类股集体下挫

投资观察
Apr 08

中东地区停火协议的前景令美国化肥生产商CF工业的股价重挫约9%,正迈向2022年以来最惨淡的单日表现。

这家总部位于伊利诺伊州诺斯布鲁克的公司曾是今年市场的明星股,股价此前连创新高。投资者押注CF工业能够跟随全球竞争对手的步伐上调化肥价格——这些竞争对手因天然气成本上涨而被迫提价,而CF工业凭借稳定的美国天然气供应使其生产成本保持相对低位。

北美其他化肥生产商同样未能幸免。Nutrien Ltd.下跌4.9%,美国美盛跌幅约0.5%。

尽管遭遇此番抛售,CF工业今年累计涨幅仍超过50%。

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