ehkay
2021-06-05
[Miser]
Can Higher Oil Prices Boost EV Sales? Maybe.<blockquote>油价上涨能否提振电动汽车销量？也许。</blockquote>
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":112892748,"tweetId":"112892748","gmtCreate":1622859123284,"gmtModify":1634097307129,"author":{"id":3583290509321840,"idStr":"3583290509321840","authorId":3583290509321840,"authorIdStr":"3583290509321840","name":"ehkay","avatar":"https://static.tigerbbs.com/bf21fdc0ee5fa36576d29e4a9e31e1a8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><span>[Miser] </span><br></p></body></html>","htmlText":"<html><head></head><body><p><span>[Miser] </span><br></p></body></html>","text":"[Miser]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/112892748","repostId":1122646159,"repostType":4,"repost":{"id":"1122646159","kind":"news","pubTimestamp":1622811802,"share":"https://www.laohu8.com/m/news/1122646159?lang=zh_CN&edition=full","pubTime":"2021-06-04 21:03","market":"us","language":"en","title":"Can Higher Oil Prices Boost EV Sales? Maybe.<blockquote>油价上涨能否提振电动汽车销量？也许。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122646159","media":"Barrons","summary":"Higher oil prices—back when electric vehicles were new and investors had never seen triple-digit oil","content":"<p>Higher oil prices—back when electric vehicles were new and investors had never seen triple-digit oil prices—were once a bullish boon for both EV sales and EV manufacturers’ stock prices.</p><p><blockquote>油价上涨——回到电动汽车刚刚问世、投资者从未见过三位数的油价——曾经对电动汽车销售和电动汽车制造商的股价都是利好。</blockquote></p><p> That line of thinking fell out of favor as the EV industry matured. Consider Tesla (TSLA): the EV maker’s stock fell almost 12% in May, the same month the Colonial Pipeline was hacked, disrupting gasoline supplies, and oil prices rose more than 4%.</p><p><blockquote>随着电动汽车行业的成熟，这种想法不再受欢迎。以特斯拉(TSLA)为例：这家电动汽车制造商的股价在5月份下跌了近12%，同月Colonial管道遭到黑客攻击，汽油供应中断，油价上涨了4%以上。</blockquote></p><p> However, as oil prices climb higher this year and continue to do so—oil prices are up another 3.7% in June—one Wall Street analyst is dusting off the old EV-oil trading playbook.</p><p><blockquote>然而，随着今年油价攀升并继续攀升——6月份油价又上涨了3.7%——一位华尔街分析师正在重新审视旧的电动汽车石油交易策略。</blockquote></p><p> Why oil prices helped EV stocks isn’t hard to grasp. EVs are more expensive to purchase up-front than gasoline-powered automobiles. Rechargeable lithium ion batteries are far more expensive than gas tanks. However, it costs less to charge the batteries than to fill a gas tank<b>.</b> And higher oil prices mean higher gasoline prices, which could drive consumers into EVs.</p><p><blockquote>为什么油价帮助电动汽车股票并不难理解。电动汽车的前期购买成本比汽油动力汽车更高。可充电锂离子电池远比煤气罐贵。然而，给电池充电比给煤气罐加满油花费更少<b>.</b>油价上涨意味着汽油价格上涨，这可能会促使消费者转向电动汽车。</blockquote></p><p> Higher oil prices helped boost Toyota Prius sales, which went from averaging roughly 140,000 a year in 2009 and 2010 to 240,000 between 2011 and 2013. Back then, oil prices averaged roughly $70 a barrel from 2009 to 2010, when Prius sales were averaging the lower number. Oil averaged roughly $95 a barrel from 2011 to 2013—the same time Prius sales increased.</p><p><blockquote>油价上涨帮助提振了丰田普锐斯的销量，从2009年和2010年的平均每年约14万辆增加到2011年至2013年的24万辆。当时，2009年至2010年油价平均约为每桶70美元，当时普锐斯的平均销量较低。2011年至2013年，油价平均约为每桶95美元，与此同时普锐斯的销量也有所增长。</blockquote></p><p> That’s one example, but the oil price/EV sale trade has broken down in recent years. Don’t forget, oil prices dropped in 2020 while Tesla sales hit a record of about 500,00 units.</p><p><blockquote>这只是一个例子，但近年来油价/电动汽车销售贸易已经崩溃。别忘了，2020年油价下跌，而特斯拉销量创下约50万辆的纪录。</blockquote></p><p> Morgan Stanley analyst Adam Jonas thinks a linkage between oil and EVs may reappear. He pointed out in a Wednesday report that higher oil prices make EVs relatively more attractive. That much is obvious, but he also thinks prices won’t lead governments to relax drilling restrictions or invest in refining capacity to drive down oil prices. Instead, Jonas believes, higher oil prices will accelerate government support for EVs. That’s important, but the biggest boost to the EV sector will come when EVs cost the same as gasoline-powered cars—something Jonas says could happen as soon as “mid-decade.”</p><p><blockquote>摩根士丹利分析师亚当·乔纳斯认为石油和电动汽车之间的联系可能会再次出现。他在周三的一份报告中指出，油价上涨使电动汽车相对更具吸引力。这是显而易见的，但他也认为价格不会导致政府放松钻探限制或投资炼油能力来压低油价。相反，乔纳斯认为，油价上涨将加速政府对电动汽车的支持。这很重要，但当电动汽车的成本与汽油动力汽车相同时，电动汽车行业将获得最大的推动——乔纳斯表示，这最早可能在“十年中期”发生。</blockquote></p><p> Jonas’ preferred stocks to play the EV trend are General Motors (GM),Aptiv(APTV) and Tesla, all of which he rates Buy. Jonas also calls EV startup Fisker(FSR) his sleeper EV pick. And battery startup QuantumScape(QS) his “battery biotech” pick.</p><p><blockquote>乔纳斯在电动汽车趋势中的首选股票是通用汽车(GM)、安波福(APTV)和特斯拉，他对所有这些股票都给予了买入评级。Jonas还选择了评级电动汽车初创公司Fisker(FSR)的卧铺电动汽车。电池初创公司QuantumScape(QS)是他的“电池生物技术”选择。</blockquote></p><p> Biotech stocks tend to have binary outcomes. They have big upside if drugs work and big downside is they don’t. That is how he thinks about Quantum: It is pioneering new battery technology that promises higher performance and lower costs. If it works, investors will be rewarded, but the company is years away from commercialization. Both Fisker and QuantumScape are Buy-rated, as well.</p><p><blockquote>生物科技股往往有二元结果。如果药物起作用，它们有很大的好处，而不起作用也有很大的坏处。这就是他对Quantum的看法：它正在开拓新的电池技术，有望实现更高的性能和更低的成本。如果成功，投资者将获得回报，但该公司距离商业化还需要数年时间。Fisker和QuantumScape也被给予买入评级。</blockquote></p><p> His quintet of stocks has had a mixed year. General Motors and Aptiv have outperformed the S&P 500 and Dow Jones Industrial Average.The EV pure-play stocks—Tesla, Fisker and QuantumScape—have all lagged the broader market.</p><p><blockquote>他的五只股票经历了喜忧参半的一年。通用汽车和安波福的表现优于标准普尔500指数和道琼斯工业平均指数。纯电动汽车股票——特斯拉、菲斯克和QuantumScape——均落后于大盘。</blockquote></p><p> GM and Aptiv stocks are up 52% and 20% year to date, respectively. Fisker stock has risen about 9%. Meanwhile, Tesla and QuantumScape shares are down 19% and 66%, respectively.</p><p><blockquote>通用汽车和Aptiv的股价今年迄今分别上涨了52%和20%。菲斯克股价上涨约9%。与此同时，特斯拉和QuantumScape的股价分别下跌19%和66%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Higher Oil Prices Boost EV Sales? Maybe.<blockquote>油价上涨能否提振电动汽车销量？也许。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Higher Oil Prices Boost EV Sales? Maybe.<blockquote>油价上涨能否提振电动汽车销量？也许。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-04 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Higher oil prices—back when electric vehicles were new and investors had never seen triple-digit oil prices—were once a bullish boon for both EV sales and EV manufacturers’ stock prices.</p><p><blockquote>油价上涨——回到电动汽车刚刚问世、投资者从未见过三位数的油价——曾经对电动汽车销售和电动汽车制造商的股价都是利好。</blockquote></p><p> That line of thinking fell out of favor as the EV industry matured. Consider Tesla (TSLA): the EV maker’s stock fell almost 12% in May, the same month the Colonial Pipeline was hacked, disrupting gasoline supplies, and oil prices rose more than 4%.</p><p><blockquote>随着电动汽车行业的成熟，这种想法不再受欢迎。以特斯拉(TSLA)为例：这家电动汽车制造商的股价在5月份下跌了近12%，同月Colonial管道遭到黑客攻击，汽油供应中断，油价上涨了4%以上。</blockquote></p><p> However, as oil prices climb higher this year and continue to do so—oil prices are up another 3.7% in June—one Wall Street analyst is dusting off the old EV-oil trading playbook.</p><p><blockquote>然而，随着今年油价攀升并继续攀升——6月份油价又上涨了3.7%——一位华尔街分析师正在重新审视旧的电动汽车石油交易策略。</blockquote></p><p> Why oil prices helped EV stocks isn’t hard to grasp. EVs are more expensive to purchase up-front than gasoline-powered automobiles. Rechargeable lithium ion batteries are far more expensive than gas tanks. However, it costs less to charge the batteries than to fill a gas tank<b>.</b> And higher oil prices mean higher gasoline prices, which could drive consumers into EVs.</p><p><blockquote>为什么油价帮助电动汽车股票并不难理解。电动汽车的前期购买成本比汽油动力汽车更高。可充电锂离子电池远比煤气罐贵。然而，给电池充电比给煤气罐加满油花费更少<b>.</b>油价上涨意味着汽油价格上涨，这可能会促使消费者转向电动汽车。</blockquote></p><p> Higher oil prices helped boost Toyota Prius sales, which went from averaging roughly 140,000 a year in 2009 and 2010 to 240,000 between 2011 and 2013. Back then, oil prices averaged roughly $70 a barrel from 2009 to 2010, when Prius sales were averaging the lower number. Oil averaged roughly $95 a barrel from 2011 to 2013—the same time Prius sales increased.</p><p><blockquote>油价上涨帮助提振了丰田普锐斯的销量，从2009年和2010年的平均每年约14万辆增加到2011年至2013年的24万辆。当时，2009年至2010年油价平均约为每桶70美元，当时普锐斯的平均销量较低。2011年至2013年，油价平均约为每桶95美元，与此同时普锐斯的销量也有所增长。</blockquote></p><p> That’s one example, but the oil price/EV sale trade has broken down in recent years. Don’t forget, oil prices dropped in 2020 while Tesla sales hit a record of about 500,00 units.</p><p><blockquote>这只是一个例子，但近年来油价/电动汽车销售贸易已经崩溃。别忘了，2020年油价下跌，而特斯拉销量创下约50万辆的纪录。</blockquote></p><p> Morgan Stanley analyst Adam Jonas thinks a linkage between oil and EVs may reappear. He pointed out in a Wednesday report that higher oil prices make EVs relatively more attractive. That much is obvious, but he also thinks prices won’t lead governments to relax drilling restrictions or invest in refining capacity to drive down oil prices. Instead, Jonas believes, higher oil prices will accelerate government support for EVs. That’s important, but the biggest boost to the EV sector will come when EVs cost the same as gasoline-powered cars—something Jonas says could happen as soon as “mid-decade.”</p><p><blockquote>摩根士丹利分析师亚当·乔纳斯认为石油和电动汽车之间的联系可能会再次出现。他在周三的一份报告中指出，油价上涨使电动汽车相对更具吸引力。这是显而易见的，但他也认为价格不会导致政府放松钻探限制或投资炼油能力来压低油价。相反，乔纳斯认为，油价上涨将加速政府对电动汽车的支持。这很重要，但当电动汽车的成本与汽油动力汽车相同时，电动汽车行业将获得最大的推动——乔纳斯表示，这最早可能在“十年中期”发生。</blockquote></p><p> Jonas’ preferred stocks to play the EV trend are General Motors (GM),Aptiv(APTV) and Tesla, all of which he rates Buy. Jonas also calls EV startup Fisker(FSR) his sleeper EV pick. And battery startup QuantumScape(QS) his “battery biotech” pick.</p><p><blockquote>乔纳斯在电动汽车趋势中的首选股票是通用汽车(GM)、安波福(APTV)和特斯拉，他对所有这些股票都给予了买入评级。Jonas还选择了评级电动汽车初创公司Fisker(FSR)的卧铺电动汽车。电池初创公司QuantumScape(QS)是他的“电池生物技术”选择。</blockquote></p><p> Biotech stocks tend to have binary outcomes. They have big upside if drugs work and big downside is they don’t. That is how he thinks about Quantum: It is pioneering new battery technology that promises higher performance and lower costs. If it works, investors will be rewarded, but the company is years away from commercialization. Both Fisker and QuantumScape are Buy-rated, as well.</p><p><blockquote>生物科技股往往有二元结果。如果药物起作用，它们有很大的好处，而不起作用也有很大的坏处。这就是他对Quantum的看法：它正在开拓新的电池技术，有望实现更高的性能和更低的成本。如果成功，投资者将获得回报，但该公司距离商业化还需要数年时间。Fisker和QuantumScape也被给予买入评级。</blockquote></p><p> His quintet of stocks has had a mixed year. General Motors and Aptiv have outperformed the S&P 500 and Dow Jones Industrial Average.The EV pure-play stocks—Tesla, Fisker and QuantumScape—have all lagged the broader market.</p><p><blockquote>他的五只股票经历了喜忧参半的一年。通用汽车和安波福的表现优于标准普尔500指数和道琼斯工业平均指数。纯电动汽车股票——特斯拉、菲斯克和QuantumScape——均落后于大盘。</blockquote></p><p> GM and Aptiv stocks are up 52% and 20% year to date, respectively. Fisker stock has risen about 9%. Meanwhile, Tesla and QuantumScape shares are down 19% and 66%, respectively.</p><p><blockquote>通用汽车和Aptiv的股价今年迄今分别上涨了52%和20%。菲斯克股价上涨约9%。与此同时，特斯拉和QuantumScape的股价分别下跌19%和66%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/can-higher-oil-prices-boost-ev-sales-maybe-51622809621?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","GM":"通用汽车","APTV":"Aptiv PLC","TSLA":"特斯拉","QS":"Quantumscape Corp."},"source_url":"https://www.barrons.com/articles/can-higher-oil-prices-boost-ev-sales-maybe-51622809621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122646159","content_text":"Higher oil prices—back when electric vehicles were new and investors had never seen triple-digit oil prices—were once a bullish boon for both EV sales and EV manufacturers’ stock prices.\nThat line of thinking fell out of favor as the EV industry matured. Consider Tesla (TSLA): the EV maker’s stock fell almost 12% in May, the same month the Colonial Pipeline was hacked, disrupting gasoline supplies, and oil prices rose more than 4%.\nHowever, as oil prices climb higher this year and continue to do so—oil prices are up another 3.7% in June—one Wall Street analyst is dusting off the old EV-oil trading playbook.\nWhy oil prices helped EV stocks isn’t hard to grasp. EVs are more expensive to purchase up-front than gasoline-powered automobiles. Rechargeable lithium ion batteries are far more expensive than gas tanks. However, it costs less to charge the batteries than to fill a gas tank. And higher oil prices mean higher gasoline prices, which could drive consumers into EVs.\nHigher oil prices helped boost Toyota Prius sales, which went from averaging roughly 140,000 a year in 2009 and 2010 to 240,000 between 2011 and 2013. Back then, oil prices averaged roughly $70 a barrel from 2009 to 2010, when Prius sales were averaging the lower number. Oil averaged roughly $95 a barrel from 2011 to 2013—the same time Prius sales increased.\nThat’s one example, but the oil price/EV sale trade has broken down in recent years. Don’t forget, oil prices dropped in 2020 while Tesla sales hit a record of about 500,00 units.\nMorgan Stanley analyst Adam Jonas thinks a linkage between oil and EVs may reappear. He pointed out in a Wednesday report that higher oil prices make EVs relatively more attractive. That much is obvious, but he also thinks prices won’t lead governments to relax drilling restrictions or invest in refining capacity to drive down oil prices. Instead, Jonas believes, higher oil prices will accelerate government support for EVs. That’s important, but the biggest boost to the EV sector will come when EVs cost the same as gasoline-powered cars—something Jonas says could happen as soon as “mid-decade.”\nJonas’ preferred stocks to play the EV trend are General Motors (GM),Aptiv(APTV) and Tesla, all of which he rates Buy. Jonas also calls EV startup Fisker(FSR) his sleeper EV pick. And battery startup QuantumScape(QS) his “battery biotech” pick.\nBiotech stocks tend to have binary outcomes. They have big upside if drugs work and big downside is they don’t. That is how he thinks about Quantum: It is pioneering new battery technology that promises higher performance and lower costs. If it works, investors will be rewarded, but the company is years away from commercialization. Both Fisker and QuantumScape are Buy-rated, as well.\nHis quintet of stocks has had a mixed year. General Motors and Aptiv have outperformed the S&P 500 and Dow Jones Industrial Average.The EV pure-play stocks—Tesla, Fisker and QuantumScape—have all lagged the broader market.\nGM and Aptiv stocks are up 52% and 20% year to date, respectively. Fisker stock has risen about 9%. Meanwhile, Tesla and QuantumScape shares are down 19% and 66%, respectively.","news_type":1,"symbols_score_info":{"APTV":0.9,"QS":0.9,"GM":0.9,"TSLA":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/112892748"}
精彩评论