我对素肉的看法

2019-07-31

$Beyond Meat Inc.(BYND)$昨晚专门去超市买了一个Beyond Burger，第一口还成，第二口就会觉得没有什么意思。全美吃素的人能有几个？除了尝新鲜谁会花近两倍的价格去买假肉？到2023年素食市场才预计有63亿美金的市场，现在BYND市值12B，营收67M，这就是bitcoin meat，周五180见。

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

冬眠虫
2019-07-31
冬眠虫
这个是代替肉食的，不属于63亿美元的市场。前景无量，只是目前可能高估。。涨太多。。观望比较好。。
- 八菠萝回复冬眠虫:
  问了几个老美同事，都表示放着真肉不吃花更多的钱去吃味道一般的假肉，尝新可以，常吃不会
- 冬眠虫回复无限修仙长生路:
  单凭你自己的口感说明不了多少，主要还是看西方人是否重复吃它。中国人和西方人对食物的偏好有很大不同。。
- 无限修仙长生路:
  兄弟，这个真的替代不了肉食。价格贵口感假，感觉跟去年的区块链一个尿性
六佰
2019-07-31
六佰
全球范围内很多需求可以被创造出来吧，比如印度不少人也是吃素的吧，这些有可能也是潜在需求。
- 六佰回复八菠萝:
  吃素可能因为信仰、宗教、环保和社交等各方面，对吃肉的感觉是生理需求。
- 八菠萝:
  都吃素了，为啥还要去假肉？我感觉只有真正吃肉的人才会去尝新
Ireal
2019-07-31
Ireal
怕你180再也买不到了
- 八菠萝:
  兄弟，今天不卖怕是再没有180的机会卖了
- 八菠萝:
  不用担心，明天盘前守住180就已经烧高香了
- 无限修仙长生路:
  就怕下下周80都没人敢买
Two
2019-08-01
Two
如果价格亲民，市场应该广阔，毕竟吃肉是杀生 [爱你]
- 八菠萝:
  兄弟，我不认可你这个逻辑。否则充气娃娃的公司应该会市值爆表
MULDER
2019-08-01
MULDER
180离我成本还远得很，再过五年看
- MULDER回复八菠萝:
  差不多 135
- 八菠萝:
  我猜你你成本最低也就是140左右
巴弟不听话
2019-08-02
巴弟不听话
楼主在大洋彼岸吗

发表看法

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