$Beyond Me_老虎社区_美港股上老虎

2019-05-20

$Beyond Meat Inc.(BYND)$ 不要妄想Beyond meat跌太多，不能总跟随什么做空机构的看法要有自己的判断力。现在可以做空并不代表它会跌成下一个Jumia，看空的人说Beyond meat股价看上去已经相当荒谬，市值是销售额的50倍。但请看看特斯拉市值是销售额的多少倍，我认为它会是继特斯拉之后的下一个非常具有争议的公司，争议归争议，人类还是要往好的方向发展。所以beyond和特斯拉都属价值投资股。个人见解仅供参考～

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

2c730220
2019-05-24
2c730220
我這支長線看多因為美國真的沒什麼吃素的選擇，上市是一個話題大家知道了超市就會進，光whole food,vons這些打進對營業額就很可觀了，但現在股價面臨壓力是看得出來，等到跌低了可能會來看看。
- 9级小台风:
  嗯嗯
Win住能赢
2019-05-20
Win住能赢
特斯拉市值370+亿，2018年销售收入214.61亿。我请问你特斯拉市值是销售额的多少倍？**
- 9级小台风:
  往前推几年对比股价和销售额
就是要赚翻天
2019-05-20
就是要赚翻天
人造肉技术门槛低好吧！你汽车集成多少科技你考虑到了嘛？价值体现在科技上！没有自己的技术壁垒还玩什么价值投资！
- 就是要赚翻天回复9级小台风:
  人口不是市场？兄弟你开玩笑嘛？
- 就是要赚翻天回复9级小台风:
  呵呵，国内市场拯救了多少外国企业？人口就是市场！美国人全吃素肉才能消费多少？真肉就一点不吃了？素肉的营养没有报道的那么全面！不过可以未来在太空应用！用植物蛋白替代肉性蛋白！目前这个概念就是炒作！未来一段时间内看不见起色的！也没办法证伪期市场潜力和业绩体现！新能源汽车早就出来，现在普及了嘛？早就说石油要替换掉，未来10还是替换不掉的！所以概念就是炒着玩的！
- 9级小台风回复就是要赚翻天:
  人造肉公司如果是中国的、只面向中国消费者，那我也没乐观，客户群的意识差别太大
- 就是要赚翻天回复9级小台风:
  没你那么乐观的看待未来！
- 9级小台风回复就是要赚翻天:
  我没有意思说他现在就值这个价、我的意思是它不会大落、吃素的概念太强大、也是大势所趋、这个概念就和下跌力量可形成强大对冲，短期它肯定会下挫毫无疑问
顺势001
2019-05-20
顺势001
你要多搞点
- 9级小台风:
  看准时机就会搞、放心
pangngk
2019-05-20
pangngk
特斯拉最近简直了
- 9级小台风:
  没办法、热门概念股经不起利空

发表看法

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