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Billionaire Ray Dalio Just Bet Big on Lucid (LCID) Stock
Billionaire Ray Dalio Just Bet Big on Lucid (LCID) Stock
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
As we conclude what's been an interesting 13-F filing season, investors have many fund managers to assess. However, one of the companies that's most in focus today is Lucid (NASDAQ:LCID) following some interesting bets from Ray Dalio's Bridgewater Associates on LCID stock and other electric vehicle (EV) names.
This past quarter, Ray Dalio appears to have been busy assessing the future prospects of the EV sector. In addition to adding nearly $5 million in exposure to Lucid (285,791 shares), the hedge fund also added more than 62,000 shares of EV startup Rivian (NASDAQ:RIVN). Dalio added to positions in Nio (NYSE:NIO) and XPeng (NYSE:XPEV), while more than doubling his stake in Ford (NYSE:F).
All these bets were made while the Bridgewater Associates fund manager chose, interestingly, not to invest in current EV leader Tesla (NASDAQ:TSLA).
Let's dive into what to make of these rather diverse bets across the EV sector.
Dalio Spreads His Bets, Initiating Position in LCID Stock
The fact that Ray Dalio is focusing on the future of the EV sector, rather than its present state, is interesting. Tesla is clearly the market leader for EVs in the U.S. However, Chinese EV maker BYD has recently passed Tesla as the highest-selling EV maker globally. And over time, Dalio appears to think Nio and XPeng have a better shot of capturing global market share than Tesla.
Additionally, Dalio's bets on Lucid and Rivian suggest that he's not as keen on Tesla's growth prospects from here, relative to the competition. It's about to become a very competitive EV market in a few years. And via spreading his bets across a number of players in this sector, Dalio appears to think the future doesn't necessarily lie with Tesla.
Personally, I share Dalio's view. I think this 13-F filing is among the most interesting we've seen this past quarter. Over time, we'll see if Dalio is right. Perhaps Tesla's market capitalization will double that of all automakers in the future. But at some point, fundamentals matter. And Dalio is betting that these EV players will have better fundamentals in the future — an interesting bet to be sure.
On the date of publication, Chris MacDonald did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
The post Billionaire Ray Dalio Just Bet Big on Lucid (LCID) Stock appeared first on InvestorPlace.
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股票市场新闻,股票建议和交易提示
As we conclude what's been an interesting 13-F filing season, investors have many fund managers to assess. However, one of the companies that's most in focus today is Lucid (NASDAQ:LCID) following some interesting bets from Ray Dalio's Bridgewater Associates on LCID stock and other electric vehicle (EV) names.
在我们结束有趣的13F申报季之际,投资者有许多基金经理需要评估。但是,当今最受关注的公司之一是 清醒 (纳斯达克股票代码:LCID)紧随雷·达利奥的一些有趣赌注布里奇沃特协会在 LCID 股票和其他电动汽车 (EV) 名称上。
This past quarter, Ray Dalio appears to have been busy assessing the future prospects of the EV sector. In addition to adding nearly $5 million in exposure to Lucid (285,791 shares), the hedge fund also added more than 62,000 shares of EV startup Rivian (NASDAQ:RIVN). Dalio added to positions in Nio (NYSE:NIO) and XPeng (NYSE:XPEV), while more than doubling his stake in Ford (NYSE:F).
在过去一个季度中,雷·达利奥似乎一直在忙于评估电动汽车行业的未来前景。除了增加了近500万美元的Lucid(285,791股)敞口外,该对冲基金还增加了超过62,000股电动汽车初创公司的股票 里维安 (纳斯达克:RIVN)。达利奥增加了职位 Nio (纽约证券交易所:不是) 和 xPeng (纽约证券交易所:XPEV),同时他的赌注翻了一倍多福特(纽约证券交易所:F)。
All these bets were made while the Bridgewater Associates fund manager chose, interestingly, not to invest in current EV leader Tesla (NASDAQ:TSLA).
有趣的是,所有这些赌注都是在Bridgewater Associates基金经理选择不投资现任电动汽车领导者时做出的特斯拉(纳斯达克:TSLA)。
Let's dive into what to make of these rather diverse bets across the EV sector.
让我们深入探讨如何看待整个电动汽车行业的这些相当多样化的赌注。
Dalio Spreads His Bets, Initiating Position in LCID Stock
达利奥分散赌注,开始持有LCID股票
The fact that Ray Dalio is focusing on the future of the EV sector, rather than its present state, is interesting. Tesla is clearly the market leader for EVs in the U.S. However, Chinese EV maker BYD has recently passed Tesla as the highest-selling EV maker globally. And over time, Dalio appears to think Nio and XPeng have a better shot of capturing global market share than Tesla.
雷·达利奥(Ray Dalio)关注的是电动汽车行业的未来,而不是其现状,这一事实很有趣。特斯拉显然是美国电动汽车的市场领导者。但是,中国电动汽车制造商 比亚迪最近已超越特斯拉成为全球销量最高的电动汽车制造商。随着时间的推移,达利奥似乎认为蔚来和小鹏比特斯拉更有可能获得全球市场份额。
Additionally, Dalio's bets on Lucid and Rivian suggest that he's not as keen on Tesla's growth prospects from here, relative to the competition. It's about to become a very competitive EV market in a few years. And via spreading his bets across a number of players in this sector, Dalio appears to think the future doesn't necessarily lie with Tesla.
此外,达利奥对Lucid和Rivian的押注表明,与竞争对手相比,他对特斯拉的增长前景并不那么热衷。几年后,它将成为一个竞争激烈的电动汽车市场。通过将赌注分散在该领域的许多参与者身上,达利奥似乎认为未来不一定在特斯拉身上。
Personally, I share Dalio's view. I think this 13-F filing is among the most interesting we've seen this past quarter. Over time, we'll see if Dalio is right. Perhaps Tesla's market capitalization will double that of all automakers in the future. But at some point, fundamentals matter. And Dalio is betting that these EV players will have better fundamentals in the future — an interesting bet to be sure.
就我个人而言,我同意达利奥的观点。我认为这份13-F文件是我们在上个季度看到的最有趣的文件之一。随着时间的推移,我们将看看达利奥是否正确。也许特斯拉的市值将是未来所有汽车制造商的两倍。但是在某些时候,基本面很重要。达利奥押注这些电动汽车玩家将来会有更好的基本面——可以肯定的是,这是一个有趣的赌注。
On the date of publication, Chris MacDonald did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在发布之日,克里斯·麦克唐纳没有(直接或间接)持有本文提及的证券的任何头寸。本文中表达的观点是作者的观点,受InvestorPlace.com出版指南的约束。
The post Billionaire Ray Dalio Just Bet Big on Lucid (LCID) Stock appeared first on InvestorPlace.
亿万富翁雷·达利奥Just Bet Big on Lucid(LCID)Stock一文首次出现在InvestorPlace上。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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