Archer Daniels Midland

调整了一下仓位，把$诺信(NDSN)$ 和$沃特世(WAT)$ 卖掉，换成7%左右仓位的$Archer Daniels Midland(ADM)$ 。我也不知道未来世界会不会发生饥荒，我只是觉得现在在一群傻X、恶棍、疯子的胡折腾下，发生饥荒的概率不是零。所以我需要对冲一下这个风险。

摩根大通最近出了一份重磅内部研报，核心数据是：全球大宗商品期货市场的净持仓总市值，一周内飙涨了13%（猛增250亿美元），创下1940亿美元的历史新高！这背后的点火索是什么？是中东地缘政治的枪炮声。战火一响，黄金万两，能源和农产品更是被资金疯狂抢筹。
今天，禅兄把能源、农产品、贵金...

$Archer Daniels Midland(ADM)$ 化肥飞涨 ， 粮食会短缺 玉米 大豆都涨价

$Archer Daniels Midland(ADM)$ 买点，万一粮食涨上天，对冲一下。

$Archer Daniels Midland(ADM)$ 144 Report of proposed sale of securities Accession Number: 0001959173-26-002320  Act: 33  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-000359  Size: 10 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-000356  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-001980  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-001189  Size: 4 KB 网页链接

美国证券交易委员会(SEC)1月28日对农业巨头阿彻丹尼尔斯米德兰(ADM)处以4000万美元罚款，因其营养业务部门在多个报告期内虚报收益。
ADM前首席财务官同样因涉案遭指控。该公司同意停止未来违规行为，但未承认或否认SEC调查结果。此次和解源于ADM2024年1月启动的内部调查，该调查曾导致其季报延...

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-001636  Size: 7 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-001466  Size: 10 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-003602  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-003605  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-003742  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 能源传导到粮食

$Archer Daniels Midland(ADM)$ 144 Report of proposed sale of securities Accession Number: 0001959173-26-002269  Act: 33  Size: 4 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-004231  Size: 5 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-000350  Size: 10 KB 网页链接

$Archer Daniels Midland(ADM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001225208-26-000357  Size: 5 KB 网页链接