---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/39244100.md"
description: "There's been a very interesting phenomenon in the market over the past two days. Tech stocks have been lackluster, but traditional sectors like fertilizers and energy have been exceptionally strong.Take $CF Industries(CF.US) for example. At its core, it's a nitrogen fertilizer producer. Yet, since the Iran conflict began, its stock price has become one of the biggest gainers in the S&P. Urea prices have recently risen even more than oil prices.This is essentially a classic case of "supply chain geopolitical trade." The Middle East is a major fertilizer export region. Once logistics get jammed, the global agricultural system is immediately affected.Furthermore, US natural gas costs are much lower than Europe's, giving US fertilizer plants significant profit flexibility. That's also why capital is now frantically buying companies like $CF Industries(CF.US), $Mosaic(MOS.US), and $Nutrien(NTR.US).My personal view is:This wave looks more like a "hard asset rotation," with capital moving out of the volatility in AI and tech and starting to seek certainty.The question is, how long can this rotation last?"
datetime: "2026-03-13T09:40:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39244100.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39244100.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39244100.md)
author: "[执笔画乾坤--Justin](https://longbridge.com/zh-HK/profiles/26727999.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/39244100.md) | [简体中文](https://longbridge.com/zh-CN/topics/39244100.md)


# There's been a very interesting phenomenon in the …


### 相關股票

- [CF Industries (CF.US)](https://longbridge.com/zh-HK/quote/CF.US.md)
- [Nutrien (NTR.US)](https://longbridge.com/zh-HK/quote/NTR.US.md)
- [Mosaic (MOS.US)](https://longbridge.com/zh-HK/quote/MOS.US.md)

## 評論 (5)

- **Dr.zong · 2026-03-13T10:01:29.000Z**: The volatility of fertilizer stocks is particularly high. One day, ntr was still +8% during the day, but by night it was only +1%.
- **逆风执炬 · 2026-03-13T09:42:44.000Z**: However, once the market trend ends, this kind of stock can fall very quickly.
- **MarketMood📈 · 2026-03-13T09:42:27.000Z**: AI stocks are too volatile, a lot of capital needs to seek refuge.
  - **执笔画乾坤--Justin** (2026-03-13T09:43:32.000Z): So this kind of cyclical stock with stable cash flow has been rediscovered.
- **盘中不说话 · 2026-03-13T09:42:15.000Z**: Recently, there's indeed a feeling that capital is flowing back into traditional industries.