中东战火助推化肥股飙升——华尔街日报

投资观察
Mar 10

受波斯湾战争影响,中东生产商的氨、尿素、磷酸盐及天然气供应受阻,化肥生产商股票因此成为今年市场中最炙手可热的标的。

氮肥与氨肥生产商CF工业表现尤为亮眼,其股价已逼近历史高点。交易员押注,美国相对低廉的天然气价格将使CF工业相比中东及依赖进口天然气的竞争对手更具优势。生产氨和氮肥过程中需消耗大量天然气,这一成本差异成为关键因素。

(本文为华尔街日报实时报道系列内容之一,完整报道可通过搜索代码P/WSJL获取)

(完)道琼斯通讯社

2026年3月9日12:44 ET(16:44 GMT)

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