Overheard in Hong Kong on a day Victoria Harbour was a little whiffy: “Ugh,” said a Cantonese local to his family. “It smells like cheese.” His once typical lactose intolerance is now a minority view: meeting Asian demand for dairy is the biggest game in this sector. Blessed indeed are the cheesemakers. Or, at least, anyone with Warrnambool Cheese & Butter shares.
在維多利亞港氣味不那么純凈的一天,出現(xiàn)了這樣一場(chǎng)對(duì)話(huà)。“呃,”一位香港本地人對(duì)他的家人說(shuō),“(海水)聞上去有點(diǎn)像奶酪。”如果說(shuō)奶酪味曾經(jīng)讓很多人感到反感,那么現(xiàn)在情況變了:滿(mǎn)足亞洲的乳品需求,已經(jīng)成了乳品行業(yè)的頭號(hào)大事,而奶酪制造商們尤其獲益匪淺。至少任何持有Warrnambool Cheese & Butter(簡(jiǎn)稱(chēng)WCB)股票的人是這樣的。
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