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美股異動丨Beyond Meat盤前漲超11%,美國牛肉價格飆至歷史巔峯
美國牛肉價格創新高,植物性肉類供應商Beyond Meat今日盤前漲超11%,報4.7美元。消息面上,繼雞蛋價格狂飆後,美國消費者如今迎來新一輪食品通脹衝擊,牛肉價格創歷史新高。美國農業部數據顯示,今年以來牛肉零售價累計上漲近9%,達每磅9.26美元;6月CPI顯示,牛排和絞肉年漲幅分別達12.4%和10.3%,消費者錢包持續承壓。與雞蛋因禽流感短期供應中斷不同,牛肉漲價是長期供需失衡的結果。富國銀行首席農業經濟學家Michael Swanson指出,美國牛羣規模已降至74年來最低水平,乾旱導致牧場減產、飼料成本飆升,疊加進口增加但出口驟降22%,市場呈現“供弱需強”格局。泰森食品CEO直言:“這是牛肉行業史上最具挑戰環境。”專家分析,牛肉價格回落需等待供給端恢復與需求端降溫的雙重信號。當前牧場主因利潤微薄補欄意願低迷,而消費者對高價牛肉的接受度尚未出現拐點。美國農場局聯合會經濟學家Bernt Nelson表示:“家庭財務狀況是關鍵——收入增長時吃牛排,經濟承壓時轉向雞肉或植物肉。”

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