本周一，Roundhill投资公司宣布将Beyond Meat纳入其主题型ETF之Roundhill迷因股ETF（MEME）。业内人士认为，ETF的资金流入直接推高股价。 FactSet数据显示，Beyond Meat超过63%的可流通股被卖空。该股的极端做空结构在利好消息刺激下引发"逼空"。股价上涨迫使空头买入股票以平仓，看 涨期权还会进一步放大波动，部分投资者通过杠杆押注股价上涨。 周二，Beyond Meat宣布与沃尔玛达成协议，沃尔玛将成为首批提供新款Beyond Burger 6包装的全国零售商之一，该包装以经济装形式推出公司最新配方 的汉堡。扩大分销的包括三种关键产品：Beyond Burger 6包装、Beyond鸡肉块和韩式烧烤风味Beyond牛排。据悉，Beyond Meat将在全美更多门店扩大分 销范围，计划在境内超过2000家沃尔玛门店增加部分产品的供应，或进一步推动公司股价暴涨。 一位食品行业人士分析，该项合作有三点优势：第一，销售渠道下沉，此前Beyond Meat产品主要集中在Whole Foods等高端超市。在沃尔玛上架后， Beyond Meat进入大众消费场景；第二是细分品类 ...

Core Viewpoint - Beyond Meat has experienced a dramatic stock surge, with a 127% increase on Monday followed by a 146% rise on Tuesday, marking its largest single-day gain in history. This resurgence may indicate a potential market bubble as investors flock to high-risk stocks despite high valuations [1][6]. Group 1: Stock Performance - Beyond Meat's stock has seen a cumulative increase of approximately 600% over three trading days, closing at around $3.6 per share, up from 65 cents the previous week [3][5]. - The stock had previously suffered a significant decline, dropping over 67% in the week prior due to a debt agreement announcement [5]. Group 2: Catalysts for Surge - The inclusion of Beyond Meat in the Roundhill Meme ETF was a key catalyst for the stock's surge, as this ETF had been relaunched due to renewed retail investor interest [5][7]. - Beyond Meat also announced an agreement with Walmart to expand distribution across more stores in the U.S., further driving the stock price up [5]. Group 3: Market Sentiment and Analysis - The recent stock performance has drawn parallels to the past when retail investors coordinated buying efforts based on sentiment rather than fundamentals, reminiscent of its status as a "Reddit favorite" stock [5][6]. - Analysts suggest that the current surge may signal a market top, as high speculation continues despite the company's ongoing losses and competitive pressures [6][7].