share_log

EV Stocks Are on Fire — and the Gains Only Go Up From Here

EV Stocks Are on Fire — and the Gains Only Go Up From Here

电动汽车股票如火如荼-而且收益只会从现在开始上升
InvestorPlace ·  2022/03/24 10:56

InvestorPlace - Stock Market News, Stock Advice & Trading Tips

InvestorPlace-股票市场新闻、股票建议和交易提示

You might be worried about the direction of the stock market — and reasonably so, given tech stocks' February plummet. But you could actually be making a lot of money in the market these days. How? By buying EV stocks.

你可能会担心股市的走向--考虑到科技股2月份的暴跌,这是合理的。但这些天,你实际上可能在市场上赚到了很多钱。多么?通过购买电动汽车股票。

Just look at the following chart. It graphs the returns of some of the EV stocks we own in our Innovation Investor model portfolio. As you can see, pretty much all our EV stocks are up more than 20% over the past week. One is up more than 30%. Another is up more than 50% — in just over a week!

请看下面的图表。它绘制了我们在我们的创新投资者模型投资组合。正如你所看到的,我们几乎所有的电动汽车股票在过去一周里都上涨了20%以上。其中一家上涨了30%以上。另一只股票在一周多一点的时间里上涨了50%以上!

Clearly, while the market may be struggling, EV stocks are surging.

显然,尽管市场可能在苦苦挣扎,但电动汽车的股票涌动.

That's the good news. The better news is that this party is just getting started.

这是个好消息。更好的消息是,这个派对才刚刚开始。

Thanks to a confluence of soaring gas prices, elevated consumer interest in EVs, an exponential jump in EV optionality and falling battery costs, our analysis strongly suggests that 2022 will be a landmark year for the electric vehicle industry.

由于汽油价格飙升、消费者对电动汽车兴趣的提高、电动汽车可选性的指数跃升以及电池成本的下降,我们的分析强烈表明,2022年将是电动汽车行业具有里程碑意义的一年。

Essentially, EV makers are going to sell a whole bunch of EVs this year. And as they do, their stocks are going soar.

从本质上讲,电动汽车制造商今年将销售一大批电动汽车。在他们这样做的同时,他们的股票也在飙升。

So, worry not. Our EV stocks are already up more than 20% in a week. And we think those gains will turn into triple-digit returns very soon.

所以,不用担心。我们的电动汽车股票在一周内已经上涨了20%以上。 我们认为,这些收益将很快转变为三位数的回报.

Here's why.

原因如下。

Soaring Gas Prices Spark Interest in EVs

油价飙升引发人们对电动汽车的兴趣

Gas prices across the country are soaring. The national average price of gasoline is well above $4. In some parts of the country, people are paying north of $5 a gallon for gas.

全国范围内的汽油价格飞涨。全国汽油的平均价格远高于4美元。在美国的一些地区,人们支付的汽油价格甚至超过了每加仑5美元。

That adds up. The average American usually buys somewhere between 500 and 600 gallons of gas per year. At $5 a gallon, then, Americans are shelling out anywhere from $2,500 to $3,000 per year on gas. Over 10 years, that's $25,000 to $30,000 spent on gas alone.

这就说得通了。美国人平均每年购买500到600加仑的汽油。因此,以每加仑5美元的价格计算,美国人每年在汽油上的支出从2500美元到3000美元不等。在10年内,仅在汽油上就花费了2.5万至3万美元。

At $5 per gallon for gas, the cost to transport yourself from point A to point B really adds up.

在每加仑5美元的汽油价格下,从A点到B点的运输成本真的很高。

Naturally, amid these soaring gas prices, U.S. consumers are searching for an alternative, less expensive source of transportation.

当然,在油价飙升的情况下,美国消费者正在寻找一种替代的、更便宜的交通来源。

The answer? Electric vehicles.

答案是什么?电动汽车.

A brand-new study from the Zero Emission Transportation Association (ZETA) found that — with gas prices where they are today — the cost of driving an EV is now 3X to 6X cheaper than driving a gas-powered car (depending on where you live and the local cost of gas in that geography).

零排放运输协会(Zeta)的一项全新研究发现,按照目前的油价,驾驶电动汽车的成本现在是便宜3倍至6倍而不是开一辆汽油动力汽车(取决于你住的地方和那个地区的汽油价格)。

That's a huge difference. And consumers are taking notice.

这是一个巨大的差异。消费者正在注意到这一点。

The following chart graphs the relative Google search volume of electric cars versus the price of gas since 2004. There is a clear correlation between the two. Unsurprisingly, when gas prices are soaring, consumers become more interested in EVs.

以下图表显示了自2004年以来电动汽车在谷歌上的相对搜索量与汽油价格之间的关系。这两者之间存在明显的相关性。不出所料,当汽油价格飙升时,消费者会对电动汽车更感兴趣。

And today, as gas prices close in on multi-decade highs, U.S. consumer interest in EVs has soared to all-time highs.

如今,随着汽油价格接近数十年来的最高水平,美国消费者对电动汽车的兴趣飙升至历史最高水平。

Moreover, Edmunds reported that in the week of March 13, about 25% of shoppers on Edmunds.com considered a hybrid, plug-in hybrid or EV. That was up 39% from the previous week and up 84% from a month earlier.

此外,Edmunds报告称,在3月13日那一周,Edmunds.com上约25%的购物者考虑了混合动力车、插电式混合动力车或电动汽车。这比前一周增加了39%,比一个月前增加了84%。

And further, a brand-new survey from Piplsay found that 49% of Americans believe the running cost of a gas-powered vehicle isn't affordable. And about the same percentage are considering buying an EV because of the gas price surge.

此外,Piplsay的一项全新调查发现,49%的美国人认为汽油动力汽车的运行成本负担不起。由于汽油价格飙升,大约有同样比例的人在考虑购买电动汽车。

Folks, the data here is compelling. I can't pound on the table hard enough on this.

各位,这里的数据很有说服力。我在桌子上敲得再用力也不为过。

U.S. consumers are more interested than ever before in buying an electric car. And as a result, electric car sales and EV stocks are both going to soar in 2022.

美国消费者对购买电动汽车的兴趣比以往任何时候都大。结果,2022年电动汽车销量和电动汽车库存将双双飙升.

EV Stocks Will Bounce as Supply and Sales Roar

电动汽车股票将随着供应和销售的咆哮而反弹

One of the biggest questions investors may have about this interest in EVs is whether that will convert into sales.

投资者对电动汽车的这种兴趣可能存在的最大疑问之一是,这种兴趣是否会转化为销售。

The answer is a resounding yes!

答案是绝对是的!

The two biggest hurdles to buying an EV over the past few years have been: 1) A lack of EVs for sale and 2) the high sticker price of those that were available.

过去几年购买电动汽车的两个最大障碍是:1)缺乏可供销售的电动汽车;2)现有电动汽车的标价过高。

Both of those hurdles will be removed this year.

这两个障碍都将在今年消除。

The number of EV models available for purchase is set to grow by 38 models in 2022 — 61% year-over-year. This marks a record exponential jump in global EV supply.

2022年,可供购买的电动汽车车型数量将增加38款,同比增长61%。这标志着全球电动汽车供应量出现了创纪录的指数跃升。

So, supply won't be a problem for EVs in 2022. Consumers considering going electric will have more choice than ever before.

因此,2022年电动汽车的供应不会成为问题。考虑使用电动汽车的消费者将比以往有更多的选择。

Importantly, a lot of these new EV models are going to debut at prices many of us never thought possible.

重要的是,许多新的电动汽车车型将以我们许多人从未想过的价格亮相。

Canoo (NASDAQ:GOEV) is starting its Lifestyle Van around $35,000. Fisker (NYSE:FSR) is starting the Ocean SUV at just $37,500. Hyundai's (OTCMKTS:HYMTF) Ioniq models will start around $43,000. The Ford (NYSE:F) F-1 Lightning pickup truck will start at $40,000. Kia's EV6 will start at $41,000, while the Nissan (OTCMKTS:NSANY) Ariya will start at $47,000 and the Subaru (OTCMKTS:FUJHY) Solterra at $40,000. The Toyota (NYSE:TM) bZ4x, meanwhile, will likely start at $36,000.

卡努狗(纳斯达克:GOEV)开始了自己的生活方式,面包车的价格约为3.5万美元。费斯克纽约证券交易所代码:FSR)的起步价仅为37,500美元。现代的(OTCMKTS:HYMTF)Ioniq型号的起价约为43,000美元。这个福特纽约证券交易所代码:F)F-1闪电皮卡起价4万美元。起亚的EV6起价为41,000美元,而日产(OTCMKTS:纳萨尼)Ariya的起价为47,000美元,斯巴鲁(OTCMKTS:富士康)Solterra,40,000美元。这个丰田纽约证券交易所代码:TM与此同时,bZ4x的起价可能为36,000美元。

I'm not hand-picking examples here. Our rough analysis of the projected and announced starting prices of new EV models suggests that the average price this year could fall by about 20%!

我不是在这里亲手挑选例子。我们对新电动汽车车型的预测和宣布的起价进行了粗略的分析,表明今年的平均价格可能会下降约20%!

So, not only are gas prices soaring. But a bunch of new EV models are launching this year concurrent to that spike. And the bulk of those new EVs are debuting at ultra-low, never-before-seen prices.

因此,不仅天然气价格飙升。但今年将推出一系列新的电动汽车车型,同时也出现了这一飙升。而这些新款电动汽车中的大部分都以前所未有的超低价格首次亮相。

It doesn't take a rocket scientist to connect those dots.

不需要火箭科学家就能将这些点联系起来。

The EV Revolution is about to kick into overdrive in 2022. And certain stocks are going to absolutely soar this year!

电动汽车革命即将在2022年进入高潮。和某些股票今年绝对会飞涨!

Bet on EV Stocks

押注电动汽车股票

Lots of folks are worried about the U.S. stock market right now, and reasonably so.

许多人现在对美国股市感到担忧,这是合理的。

There's a war going on in Europe, inflation running at multi-decade highs, a Fed that's proclaimed it's willing to compromise the current economic expansion to fight that inflation, and the heart of the world's supply chain — China — is battling another wave of Covid-19 lockdowns.

欧洲正在上演一场战争,通货膨胀率处于几十年来的最高水平,美联储宣布愿意牺牲当前的经济扩张来对抗通胀,而世界供应链的核心--中国--正在与又一波新冠肺炎封锁作斗争。

Spooky times, absolutely. But even during spooky times, you can make great money in the stock market.

可怕的时代,绝对是。但即使在可怕的时期,你也可以在股市赚大钱。

And right now, regardless of all that macroeconomic noise, you have an opportunity to make big money in EV stocks.

现在,无论宏观经济方面的噪音如何,你都有机会在电动汽车股票上赚大钱。

Already, our Innovation Investor subscribers are profiting from this megatrend. Our EV stocks are all largely up more than 20% in just a week.

已经,我们的创新投资者订户正从这一大趋势中获利。我们的电动汽车股票在短短一周内基本上上涨了20%以上。

But this party is just getting started.

但这场派对才刚刚开始。

Arguably our favorite EV stock of them all has yet to really "take off." It's still trading for less than $3 per share. Yet it's working on potentially industry-changing battery technology that could flip the whole EV market on its head.

可以说,我们最喜欢的电动汽车库存都还没有真正“起飞”。它的交易价格仍然是每股不到3美元。然而,该公司正在研究可能改变行业的电池技术,这可能会颠覆整个电动汽车市场。

Interested in the name and ticker symbol of that stock? I'll tell you all about it.

对…的名称和股票代码感兴趣股票?我把一切告诉你。

On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.

截至发稿之日,卢克·兰戈并未(直接或间接)持有本文所述证券的任何头寸。

The post EV Stocks Are on Fire — and the Gains Only Go Up From Here appeared first on InvestorPlace.

后电动汽车的股票着火了--只有从现在开始才能上涨的涨幅首先出现在InvestorPlace上。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发