Still, I wouldn’t blindly trade the El Niño headline. The real confirmation should be downgraded production forecasts, falling inventories and sustained price increases. If those appear, fertilizer and agricultural-input stocks could become the next beneficiaries, while food companies may face margin pressure.
The key chain is: weather → supply cuts → commodity prices → corporate margins → food inflation. I’d watch the first three links most closely.
@Tiger_comments [暗中观察]
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