Beyond Meat（BYND）周三盘前股价大涨22.51%，引起市场广泛关注。这一涨幅主要受美国牛肉价格创历史新高的消息推动。
据美国农业部数据显示，今年以来牛肉零售价累计上涨近9%，达到每磅9.26美元的历史高位。6月消费者价格指数（CPI）数据显示，牛排和绞肉的年涨幅分别达到12.4%和10.3%，持续给消费者钱包带来压力。
牛肉价格飙升的原因在于长期的供需失衡。富国银行首席农业经济学家Michael Swanson指出，美国牛群规模已降至74年来最低水平。干旱导致牧场减产、饲料成本飙升，加上进口增加但出口骤降22%，市场呈现"供弱需强"格局。面对这一局面，Beyond Meat等植物肉替代品可能会受益，因为消费者可能会寻找更经济的蛋白质来源。
美国农场局联合会经济学家Bernt Nelson表示："家庭财务状况是关键——收入增长时消费者倾向于选择牛排，而在经济承压时则可能转向鸡肉或植物肉。"这一趋势可能会进一步推动Beyond Meat等植物肉公司的业务增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.