今年情人节，巧克力爱好者们正遭遇 "价签休克"。 市场情报公司 Datasembly 数据显示，1 月 1 日至 2 月初期间，美国巧克力零售价同比飙升 14.4%。该 机构追踪了全美 5.7 万家门店、4000 多款巧克力产品的最优售价，数据显示，这一涨幅较去年同期的 7.8%、2024 年的 10.5% 显著加快。 巧克力价格走高，主要受核心原料可可豆全球供应短缺的持续影响。西非极端天气导致可可歉收，是此 次供应危机的重要推手，曾一度将可可价格推至历史高位。 "需求基本稳定，但供应突然锐减，价格自然一飞冲天。" 富国银行农业食品研究所行业主管戴维・布 兰奇在采访中表示。 西非地区的可可产量占全球约 70%，受极端天气冲击，可可期货价格从 2022 年年中的约每吨 2500 美 元，一路飙升至 2024 年末的每吨 12600 美元以上。 "我们见证了前所未有的可可价格通胀。" 好时公司首席增长官斯泰西・塔菲特本周接受 CNN 记者凯 特・博尔杜安采访时说。 塔菲特表示，好时正致力于让产品 "尽可能亲民"，并指出公司约 75% 的产品定价均低于 4 美元。 对消费者和巧克力企业而言，好消息是可可价格已大幅回 ...

Company Overview - Marks & Spencer (M&S) will extend Archie Norman's tenure as chairman until 2029, following a unanimous decision by the board and widespread support from shareholders [2][3] - Norman, who joined M&S in 2017, is credited with leading a revival of the retailer after years of market share decline [3][4] Financial Impact - M&S suffered a £300 million loss due to a cyber attack earlier this year, which disrupted operations and online sales [3][4] - Despite the setback, M&S reported a 7.7% increase in grocery sales over the 12 weeks leading to October, indicating signs of recovery [4] Market Context - M&S has rejoined the FTSE 100 in 2023 after a four-year absence, reflecting a turnaround in its fortunes [2] - Competitors like Tesco and Sainsbury's also reported sales increases, with Tesco's sales up by 6.9% year-over-year, capturing a market share of 28.3% [5] - In contrast, Asda's sales fell by 3.2%, resulting in a decrease in market share from 12.7% to 11.8% [6][7]

Group 1 - The core viewpoint is that gold prices are expected to maintain a strong oscillating trend in the short term due to increased investor demand for safe-haven assets amid geopolitical uncertainties and fluctuating trade policies [1][2] - Copper Crown Jin Yuan Futures indicates that the recent high volatility in precious metal prices is influenced by Trump's tariff policies and geopolitical tensions, particularly the ongoing Russia-Ukraine conflict [1] - Zhonghui Futures highlights that the market is closely watching the developments in U.S. and global tariff negotiations, which could significantly impact gold prices [2] Group 2 - Asset Strategies International predicts further increases in gold prices, suggesting that the current price consolidation around $3,300 per ounce may lead to upward movement due to anticipated monetary expansion and inflation [3] - Adrian Day Asset Management expresses that while gold prices may experience fluctuations, any declines are unlikely to be deep or lasting, as buyers are expected to enter the market on dips [3] - The fundamental drivers for gold remain unchanged, with central banks diversifying their assets to reduce reliance on the U.S. dollar, indicating a supportive environment for gold prices [3]