异动解读 | Beyond Meat夜盘大涨11.62%,沃尔玛新协议和社交媒体热度推动

异动解读
Oct 24

美国植物肉巨头Beyond Meat(BYND)在10月24日夜盘交易中大涨11.62%,延续了近期的强劲涨势。这波涨势背后有多重利好因素推动。

首先,Beyond Meat与零售巨头沃尔玛达成新的分销协议,这意味着其产品将进入沃尔玛更广泛的门店网络,大幅提升了市场覆盖率。其次,社交媒体平台Reddit上的一篇帖子意外引爆了散户投资者的热情,将Beyond Meat推上了"meme股"的风口浪尖,短期内股价最高涨幅曾超过1000%。

此外,全球植物肉市场的增长前景也为Beyond Meat提供了长期利好。据QYResearch预测,全球植物肉市场年复合增长率将超过10%,预计到2025年中国市场规模将突破百亿人民币。Beyond Meat在中国嘉兴的生产基地也将在全球供应链中发挥重要作用,为其市场扩张提供支持。

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