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
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股票市場新聞、股票建議和交易提示
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.
你可能會擔心股市的走向--考慮到科技股2月份的暴跌，這是合理的。但這些天，你實際上可能在市場上賺到了很多錢。多麼?通過購買電動汽車股票。
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!
請看下面的圖表。它繪製了我們在我們的創新投資者模型投資組合。正如你所看到的，我們幾乎所有的電動汽車股票在過去一週裏都上漲了20%以上。其中一家上漲了30%以上。另一隻股票在一週多一點的時間裏上漲了50%以上！
Clearly, while the market may be struggling, EV stocks are surging.
顯然，儘管市場可能在苦苦掙扎，但電動汽車的股票湧動.
That's the good news. The better news is that this party is just getting started.
這是個好消息。更好的消息是，這個派對才剛剛開始。
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.
由於汽油價格飆升、消費者對電動汽車興趣的提高、電動汽車可選性的指數躍升以及電池成本的下降，我們的分析強烈表明，2022年將是電動汽車行業具有里程碑意義的一年。
Essentially, EV makers are going to sell a whole bunch of EVs this year. And as they do, their stocks are going soar.
從本質上講，電動汽車製造商今年將銷售一大批電動汽車。在他們這樣做的同時，他們的股票也在飆升。
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，不用擔心。我們的電動汽車股票在一週內已經上漲了20%以上。和 我們認為，這些收益將很快轉變為三位數的回報.
Here's why.
原因如下。
Soaring Gas Prices Spark Interest in EVs
油價飆升引發人們對電動汽車的興趣
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.
全國範圍內的汽油價格飛漲。全國汽油的平均價格遠高於4美元。在美國的一些地區，人們支付的汽油價格甚至超過了每加侖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.
這就説得通了。美國人平均每年購買500到600加侖的汽油。因此，以每加侖5美元的價格計算，美國人每年在汽油上的支出從2500美元到3000美元不等。在10年內，僅在汽油上就花費了2.5萬至3萬美元。
At $5 per gallon for gas, the cost to transport yourself from point A to point B really adds up.
在每加侖5美元的汽油價格下，從A點到B點的運輸成本真的很高。
Naturally, amid these soaring gas prices, U.S. consumers are searching for an alternative, less expensive source of transportation.
當然，在油價飆升的情況下，美國消費者正在尋找一種替代的、更便宜的交通來源。
The answer? Electric vehicles.
答案是什麼？電動汽車.
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).
零排放運輸協會(Zeta)的一項全新研究發現，按照目前的油價，駕駛電動汽車的成本現在是便宜3倍至6倍而不是開一輛汽油動力汽車(取決於你住的地方和那個地區的汽油價格)。
That's a huge difference. And consumers are taking notice.
這是一個巨大的差異。消費者正在注意到這一點。
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.
以下圖表顯示了自2004年以來電動汽車在谷歌上的相對搜索量與汽油價格之間的關係。這兩者之間存在明顯的相關性。不出所料，當汽油價格飆升時，消費者會對電動汽車更感興趣。
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，隨着汽油價格接近數十年來的最高水平，美國消費者對電動汽車的興趣飆升至歷史最高水平。
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報告稱，在3月13日那一週，Edmunds.com上約25%的購物者考慮了混合動力車、插電式混合動力車或電動汽車。這比前一週增加了39%，比一個月前增加了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的一項全新調查發現，49%的美國人認為汽油動力汽車的運行成本負擔不起。由於汽油價格飆升，大約有同樣比例的人在考慮購買電動汽車。
Folks, the data here is compelling. I can't pound on the table hard enough on this.
各位，這裏的數據很有説服力。我在桌子上敲得再用力也不為過。
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.
美國消費者對購買電動汽車的興趣比以往任何時候都大。結果，2022年電動汽車銷量和電動汽車庫存將雙雙飆升.
EV Stocks Will Bounce as Supply and Sales Roar
電動汽車股票將隨着供應和銷售的咆哮而反彈
One of the biggest questions investors may have about this interest in EVs is whether that will convert into sales.
投資者對電動汽車的這種興趣可能存在的最大疑問之一是，這種興趣是否會轉化為銷售。
The answer is a resounding yes!
答案是絕對是的！
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.
過去幾年購買電動汽車的兩個最大障礙是：1)缺乏可供銷售的電動汽車；2)現有電動汽車的標價過高。
Both of those hurdles will be removed this year.
這兩個障礙都將在今年消除。
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，可供購買的電動汽車車型數量將增加38款，同比增長61%。這標誌着全球電動汽車供應量出現了創紀錄的指數躍升。
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年電動汽車的供應不會成為問題。考慮使用電動汽車的消費者將比以往有更多的選擇。
Importantly, a lot of these new EV models are going to debut at prices many of us never thought possible.
重要的是，許多新的電動汽車車型將以我們許多人從未想過的價格亮相。
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(納斯達克：GOEV)開始了自己的生活方式，麪包車的價格約為3.5萬美元。費斯克紐約證券交易所代碼：FSR)的起步價僅為37,500美元。現代的(OTCMKTS：HYMTF)Ioniq型號的起價約為43,000美元。這個福特紐約證券交易所代碼：F)F-1閃電皮卡起價4萬美元。起亞的EV6起價為41,000美元，而日產(OTCMKTS：納薩尼)Ariya的起價為47,000美元，斯巴魯(OTCMKTS：富士康)Solterra，40,000美元。這個豐田紐約證券交易所代碼：TM與此同時，bZ4x的起價可能為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%!
我不是在這裏親手挑選例子。我們對新電動汽車車型的預測和宣佈的起價進行了粗略的分析，表明今年的平均價格可能會下降約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，不僅天然氣價格飆升。但今年將推出一系列新的電動汽車車型，同時也出現了這一飆升。而這些新款電動汽車中的大部分都以前所未有的超低價格首次亮相。
It doesn't take a rocket scientist to connect those dots.
不需要火箭科學家就能將這些點聯繫起來。
The EV Revolution is about to kick into overdrive in 2022. And certain stocks are going to absolutely soar this year!
電動汽車革命即將在2022年進入高潮。和某些股票今年絕對會飛漲！
Bet on EV Stocks
押注電動汽車股票
Lots of folks are worried about the U.S. stock market right now, and reasonably so.
許多人現在對美國股市感到擔憂，這是合理的。
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.
歐洲正在上演一場戰爭，通貨膨脹率處於幾十年來的最高水平，美聯儲宣佈願意犧牲當前的經濟擴張來對抗通脹，而世界供應鏈的核心--中國--正在與又一波新冠肺炎封鎖作鬥爭。
Spooky times, absolutely. But even during spooky times, you can make great money in the stock market.
可怕的時代，絕對是。但即使在可怕的時期，你也可以在股市賺大錢。
And right now, regardless of all that macroeconomic noise, you have an opportunity to make big money in EV stocks.
現在，無論宏觀經濟方面的噪音如何，你都有機會在電動汽車股票上賺大錢。
Already, our Innovation Investor subscribers are profiting from this megatrend. Our EV stocks are all largely up more than 20% in just a week.
已經，我們的創新投資者訂户正從這一大趨勢中獲利。我們的電動汽車股票在短短一週內基本上上漲了20%以上。
But this party is just getting started.
但這場派對才剛剛開始。
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.
可以説，我們最喜歡的電動汽車庫存都還沒有真正“起飛”。它的交易價格仍然是每股不到3美元。然而，該公司正在研究可能改變行業的電池技術，這可能會顛覆整個電動汽車市場。
Interested in the name and ticker symbol of that stock? I'll tell you all about it.
對…的名稱和股票代碼感興趣那股票？我把一切告訴你。
On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.
截至發稿之日，盧克·蘭戈並未(直接或間接)持有本文所述證券的任何頭寸。
The post EV Stocks Are on Fire — and the Gains Only Go Up From Here appeared first on InvestorPlace.
後電動汽車的股票着火了--只有從現在開始才能上漲的漲幅首先出現在InvestorPlace上。