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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":630392998,"tweetId":"630392998","gmtCreate":1642689559167,"gmtModify":1642689560571,"author":{"id":3572863479502236,"idStr":"3572863479502236","authorId":3572863479502236,"authorIdStr":"3572863479502236","name":"PJoo","avatar":"https://static.tigerbbs.com/c1df329f4341646fc633446858d34c31","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":144,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>GM</body></html>","htmlText":"<html><head></head><body>GM</body></html>","text":"GM","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630392998","repostId":1173724427,"repostType":4,"repost":{"id":"1173724427","kind":"news","pubTimestamp":1642689143,"share":"https://www.laohu8.com/m/news/1173724427?lang=zh_CN&edition=full","pubTime":"2022-01-20 22:32","market":"us","language":"en","title":"Missed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了清醒？立即购买 3 只更好的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173724427","media":"Motley Fool","summary":"Electric vehicles are quickly taking market share in the auto space and there are opportunities beyond hot stocks like Lucid Group.","content":"<html><head></head><body>Key Points<blockquote><html><head></head><body>要点</body></html></blockquote><ul><li>GM may be an old-school automaker, but it&#39;s still a leader in electric vehicles.</li><li>In two years, Ford could be a completely different company than it is today.</li><li>Lucid has shipped less than 1% as many electric cars, but is valued one-third higher than Nio.</li></ul>In the last six months,Lucid Group (NASDAQ:LCID) has jumped 81% while the S&amp;P 500 has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months.<blockquote><ul><li>通用汽车可能是一家老派汽车制造商，但它仍然是电动汽车领域的领导者。</li><li>两年后，福特可能会成为一家与今天完全不同的公司。</li><li>Lucid 的电动汽车出货量不到 1%，但估值却比蔚来高出三分之一。</li></ul>在过去的半年里，Lucid集团（纳斯达克股票代码：LCID）上涨了 81%，而标普500仅上涨了6.2%。并非所有电动汽车 (EV) 股票都如此幸运，许多股票在过去几个月遭到抛售。</blockquote>Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think General Motors (NYSE:GM), Nio (NYSE:NIO), and Ford Motor Company (NYSE:F) are better investments today than even Lucid.<blockquote>尽管当今电动汽车存在一些疲软，但市场正在增长，领导者正在涌现。三位Fool.com撰稿人认为通用汽车（纽约证券交易所代码：GM），蔚来（纽约证券交易所股票代码：NIO），以及福特汽车（纽约证券交易所股票代码：F）是当今比 Lucid 更好的投资。</blockquote><img src=\"https://static.tigerbbs.com/a3efa3422b14a692649a46d3459f9b66\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>Detroit&#39;s EV play<blockquote>底特律的电动汽车游戏</blockquote>Travis Hoium (General Motors): Most of the companies thought to be EV stocks are effectively start-ups today. But it&#39;s extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description.<blockquote>特拉维斯·霍伊姆（通用汽车）：如今，大多数被认为是电动汽车股票的公司实际上都是初创企业。但汽车行业从初创企业走向规模化极其困难，因此我认为一个很好的投资策略是押注一家向电动汽车转型的老牌公司。通用汽车符合这一描述。</blockquote>By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on today&#39;s plans. That&#39;s a quick shift for the company and effectively means that most of its development work today is in EVs. Given the company&#39;s scale, I wouldn&#39;t bet against this vision.<blockquote>根据目前的计划，到 2025 年，通用汽车将推出 30 款电动汽车，到 2035 年将只生产电动汽车。这对该公司来说是一个快速转变，实际上意味着其目前的大部分开发工作都在电动汽车领域。考虑到公司的规模，我不会反对这个愿景。</blockquote>Where I think GM has a leg up on the competition is in autonomous driving because it&#39;s the majority owner of Cruise. Not only is Cruise building the autonomous driving technology that will power its fleet of self-driving rideshare vehicles, it&#39;s designing a custom vehicle for that application called the Cruise Origin. Who is manufacturing that vehicle and financing the fleet? General Motors.<blockquote>我认为通用汽车在自动驾驶领域具有优势，因为它是 Cruise 的大股东。Cruise 不仅正在开发自动驾驶技术，为其自动驾驶拼车车队提供动力，还在为该应用程序设计一款名为 Cruise Origin 的定制车辆。谁在制造那辆车并为车队提供资金？通用汽车。</blockquote>Whether the future of transportation is electric vehicles in garages or a fleet of autonomous vehicles driving around, GM is well positioned to be a market leader. That&#39;s why this is the best EV stock today.<blockquote>无论未来的交通运输是车库里的电动汽车，还是四处行驶的自动驾驶汽车车队，通用汽车都有能力成为市场领导者。这就是为什么这是当今最好的电动汽车股票。</blockquote>Catalysts coming in 2022<blockquote>2022 年即将推出的催化剂</blockquote>Howard Smith (Nio): Lucid may be one of the most talked-about EV makers right now, but Chinese rival Nio is much more established and closer to profitability. While Nio stock also isn&#39;t cheap by traditional metrics, it is valued with a market capitalization about 35% lower than Lucid. And Nio has several new catalysts coming in 2022.<blockquote>霍华德·史密斯（蔚来）：Lucid 可能是目前最受关注的电动汽车制造商之一，但中国竞争对手蔚来更加成熟，也更接近盈利。虽然按照传统指标来看，蔚来股票也不便宜，但其市值比 Lucid 低约 35%。蔚来将在 2022 年推出几个新的催化剂。</blockquote>Nio and its manufacturing partner have been working to double production capacity. That work will be completed by the middle of this year and the company will be able to put out more than 240,000 EVs per year. Some of that added capacity will be destined for export out of China. After establishing its business in Norway in 2021, Nio expects to expand into Germany, the Netherlands, Sweden, and Denmark in 2022.<blockquote>蔚来及其制造合作伙伴一直致力于将产能翻一番。这项工作将于今年年中完成，该公司每年将能够生产超过 240,000 辆电动汽车。部分新增产能将用于出口中国。继 2021 年在挪威建立业务后，蔚来预计将于 2022 年扩展到德国、荷兰、瑞典和丹麦。</blockquote>It will also begin confirming reservations for its new flagship ET7 luxury electric sedan this month for deliveries beginning in late March. That will be followed up with the midsize ET5 smart sedan, which the company expects to begin shipping in September. Investors will be watching the bottom line this year, too, with the company&#39;s first profits potentially on the horizon. That&#39;s a big head start versus Lucid to go with a cheaper valuation for investors.<blockquote>该公司还将于本月开始确认其新旗舰 ET7 豪华电动轿车的预订，并于 3 月下旬开始交付。随后将推出中型 ET5 智能轿车，该公司预计将于 9 月开始发货。投资者今年也将关注利润，因为该公司可能即将实现首笔利润。与 Lucid 相比，这是一个很大的领先优势，可以为投资者提供更便宜的估值。</blockquote>Ford is arguably the best all-around EV play out there<blockquote>福特可以说是最好的全能电动汽车</blockquote>Daniel Foelber (Lucid and Ford): 2021&#39;s best automaker stocks were Lucid and Ford. Both companies have every reason to repeat their strong performances in 2022 and beyond.<blockquote>丹尼尔·福尔伯（Lucid 和福特）：2021 年最好的汽车制造商股票是 Lucid 和福特。两家公司都有充分的理由在 2022 年及以后重复其强劲表现。</blockquote><img src=\"https://static.tigerbbs.com/e5540370c8bc42c795ee556c926c123d\" tg-width=\"720\" tg-height=\"618\" width=\"100%\" height=\"auto\"/>LCID DATA BY YCHARTS<blockquote>YCHARTS提供的LCID数据</blockquote>Investors who feel they missed out on Lucid can take solace knowing that the company has time to grow into its current valuation and even eclipse it in the coming years. Lucid has enough cash to easily fund its 2022 operations and should have plenty of dry powder for 2023 thanks to its recent $1.75 billion senior convertible note offering.<blockquote>那些觉得自己错过了 Lucid 的投资者可以感到安慰，因为他们知道该公司有时间发展到目前的估值，甚至在未来几年超越它。Lucid 拥有足够的现金来轻松为其 2022 年的运营提供资金，并且由于最近发行了 17.5 亿美元的高级可转换票据，2023 年应该会有充足的干粉。</blockquote>However, Lucid only has 17,000 reservations as of its third-quarter 2021 earnings announcement and plans to produce and deliver just 20,000 vehicles in 2022. Contrast those goals with Ford, and it is night and day.<blockquote>然而，截至 2021 年第三季度财报公布，Lucid 只有 17,000 辆预订，并且计划在 2022 年仅生产和交付 20,000 辆汽车。将这些目标与福特进行对比，这是日夜的。</blockquote>Ford is accelerating its F-150 Lightning production capacity to 150,000 trucks per year after reservations topped 200,000 in December. It also sold over 27,000 Mustang Mach-E electric SUVs in 2021. Due to the high demand for both vehicles, Ford expects its annual battery EV capacity to reach 600,000 in just two years. Ford has a market cap of $97.3 billion compared to Lucid&#39;s $74.9 billion. Ford has a larger workforce and, unlike Lucid, decades of mass production experience -- making it a safer all around EV bet than Lucid. However, both stocks deserve a place in a diversified EV basket.<blockquote>在 12 月份预订量突破 20 万辆后，福特正在将 F-150 Lightning 的产能提高到每年 15 万辆卡车。2021 年，该公司还售出了超过 27,000 辆野马 Mach-E 电动 SUV。由于对这两款车的高需求，福特预计其电池电动汽车年产能将在短短两年内达到60万辆。福特的市值为 973 亿美元，而 Lucid 的市值为 749 亿美元。福特拥有更多的员工队伍，并且与 Lucid 不同，福特拥有数十年的大规模生产经验，这使其成为比 Lucid 更安全的电动汽车赌注。然而，这两只股票都值得在多元化的电动汽车篮子中占有一席之地。</blockquote>Lots of EV plays today<blockquote>今天有很多电动汽车游戏</blockquote>Almost every automaker is taking EVs very seriously today and that gives investors a lot of options in playing the industry. There are upstarts and established automakers transitioning to electric. Depending on your risk tolerance and belief in any given company, there&#39;s something for everyone.<blockquote>如今，几乎每家汽车制造商都非常重视电动汽车，这为投资者在该行业提供了许多选择。有新贵和老牌汽车制造商正在向电动汽车转型。根据您的风险承受能力和对任何特定公司的信心，每个人都有适合自己的东西。</blockquote></body></html><blockquote></blockquote>","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>Missed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了清醒？立即购买 3 只更好的电动汽车股票</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\">\nMissed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了清醒？立即购买 3 只更好的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2022-01-20 22:32\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Key Points<blockquote><html><head></head><body>要点</body></html></blockquote><ul><li>GM may be an old-school automaker, but it&#39;s still a leader in electric vehicles.</li><li>In two years, Ford could be a completely different company than it is today.</li><li>Lucid has shipped less than 1% as many electric cars, but is valued one-third higher than Nio.</li></ul>In the last six months,Lucid Group (NASDAQ:LCID) has jumped 81% while the S&amp;P 500 has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months.<blockquote><ul><li>通用汽车可能是一家老派汽车制造商，但它仍然是电动汽车领域的领导者。</li><li>两年后，福特可能会成为一家与今天完全不同的公司。</li><li>Lucid 的电动汽车出货量不到 1%，但估值却比蔚来高出三分之一。</li></ul>在过去的半年里，Lucid集团（纳斯达克股票代码：LCID）上涨了 81%，而标普500仅上涨了6.2%。并非所有电动汽车 (EV) 股票都如此幸运，许多股票在过去几个月遭到抛售。</blockquote>Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think General Motors (NYSE:GM), Nio (NYSE:NIO), and Ford Motor Company (NYSE:F) are better investments today than even Lucid.<blockquote>尽管当今电动汽车存在一些疲软，但市场正在增长，领导者正在涌现。三位Fool.com撰稿人认为通用汽车（纽约证券交易所代码：GM），蔚来（纽约证券交易所股票代码：NIO），以及福特汽车（纽约证券交易所股票代码：F）是当今比 Lucid 更好的投资。</blockquote><img src=\"https://static.tigerbbs.com/a3efa3422b14a692649a46d3459f9b66\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>Detroit&#39;s EV play<blockquote>底特律的电动汽车游戏</blockquote>Travis Hoium (General Motors): Most of the companies thought to be EV stocks are effectively start-ups today. But it&#39;s extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description.<blockquote>特拉维斯·霍伊姆（通用汽车）：如今，大多数被认为是电动汽车股票的公司实际上都是初创企业。但汽车行业从初创企业走向规模化极其困难，因此我认为一个很好的投资策略是押注一家向电动汽车转型的老牌公司。通用汽车符合这一描述。</blockquote>By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on today&#39;s plans. That&#39;s a quick shift for the company and effectively means that most of its development work today is in EVs. Given the company&#39;s scale, I wouldn&#39;t bet against this vision.<blockquote>根据目前的计划，到 2025 年，通用汽车将推出 30 款电动汽车，到 2035 年将只生产电动汽车。这对该公司来说是一个快速转变，实际上意味着其目前的大部分开发工作都在电动汽车领域。考虑到公司的规模，我不会反对这个愿景。</blockquote>Where I think GM has a leg up on the competition is in autonomous driving because it&#39;s the majority owner of Cruise. Not only is Cruise building the autonomous driving technology that will power its fleet of self-driving rideshare vehicles, it&#39;s designing a custom vehicle for that application called the Cruise Origin. Who is manufacturing that vehicle and financing the fleet? General Motors.<blockquote>我认为通用汽车在自动驾驶领域具有优势，因为它是 Cruise 的大股东。Cruise 不仅正在开发自动驾驶技术，为其自动驾驶拼车车队提供动力，还在为该应用程序设计一款名为 Cruise Origin 的定制车辆。谁在制造那辆车并为车队提供资金？通用汽车。</blockquote>Whether the future of transportation is electric vehicles in garages or a fleet of autonomous vehicles driving around, GM is well positioned to be a market leader. That&#39;s why this is the best EV stock today.<blockquote>无论未来的交通运输是车库里的电动汽车，还是四处行驶的自动驾驶汽车车队，通用汽车都有能力成为市场领导者。这就是为什么这是当今最好的电动汽车股票。</blockquote>Catalysts coming in 2022<blockquote>2022 年即将推出的催化剂</blockquote>Howard Smith (Nio): Lucid may be one of the most talked-about EV makers right now, but Chinese rival Nio is much more established and closer to profitability. While Nio stock also isn&#39;t cheap by traditional metrics, it is valued with a market capitalization about 35% lower than Lucid. And Nio has several new catalysts coming in 2022.<blockquote>霍华德·史密斯（蔚来）：Lucid 可能是目前最受关注的电动汽车制造商之一，但中国竞争对手蔚来更加成熟，也更接近盈利。虽然按照传统指标来看，蔚来股票也不便宜，但其市值比 Lucid 低约 35%。蔚来将在 2022 年推出几个新的催化剂。</blockquote>Nio and its manufacturing partner have been working to double production capacity. That work will be completed by the middle of this year and the company will be able to put out more than 240,000 EVs per year. Some of that added capacity will be destined for export out of China. After establishing its business in Norway in 2021, Nio expects to expand into Germany, the Netherlands, Sweden, and Denmark in 2022.<blockquote>蔚来及其制造合作伙伴一直致力于将产能翻一番。这项工作将于今年年中完成，该公司每年将能够生产超过 240,000 辆电动汽车。部分新增产能将用于出口中国。继 2021 年在挪威建立业务后，蔚来预计将于 2022 年扩展到德国、荷兰、瑞典和丹麦。</blockquote>It will also begin confirming reservations for its new flagship ET7 luxury electric sedan this month for deliveries beginning in late March. That will be followed up with the midsize ET5 smart sedan, which the company expects to begin shipping in September. Investors will be watching the bottom line this year, too, with the company&#39;s first profits potentially on the horizon. That&#39;s a big head start versus Lucid to go with a cheaper valuation for investors.<blockquote>该公司还将于本月开始确认其新旗舰 ET7 豪华电动轿车的预订，并于 3 月下旬开始交付。随后将推出中型 ET5 智能轿车，该公司预计将于 9 月开始发货。投资者今年也将关注利润，因为该公司可能即将实现首笔利润。与 Lucid 相比，这是一个很大的领先优势，可以为投资者提供更便宜的估值。</blockquote>Ford is arguably the best all-around EV play out there<blockquote>福特可以说是最好的全能电动汽车</blockquote>Daniel Foelber (Lucid and Ford): 2021&#39;s best automaker stocks were Lucid and Ford. Both companies have every reason to repeat their strong performances in 2022 and beyond.<blockquote>丹尼尔·福尔伯（Lucid 和福特）：2021 年最好的汽车制造商股票是 Lucid 和福特。两家公司都有充分的理由在 2022 年及以后重复其强劲表现。</blockquote><img src=\"https://static.tigerbbs.com/e5540370c8bc42c795ee556c926c123d\" tg-width=\"720\" tg-height=\"618\" width=\"100%\" height=\"auto\"/>LCID DATA BY YCHARTS<blockquote>YCHARTS提供的LCID数据</blockquote>Investors who feel they missed out on Lucid can take solace knowing that the company has time to grow into its current valuation and even eclipse it in the coming years. Lucid has enough cash to easily fund its 2022 operations and should have plenty of dry powder for 2023 thanks to its recent $1.75 billion senior convertible note offering.<blockquote>那些觉得自己错过了 Lucid 的投资者可以感到安慰，因为他们知道该公司有时间发展到目前的估值，甚至在未来几年超越它。Lucid 拥有足够的现金来轻松为其 2022 年的运营提供资金，并且由于最近发行了 17.5 亿美元的高级可转换票据，2023 年应该会有充足的干粉。</blockquote>However, Lucid only has 17,000 reservations as of its third-quarter 2021 earnings announcement and plans to produce and deliver just 20,000 vehicles in 2022. Contrast those goals with Ford, and it is night and day.<blockquote>然而，截至 2021 年第三季度财报公布，Lucid 只有 17,000 辆预订，并且计划在 2022 年仅生产和交付 20,000 辆汽车。将这些目标与福特进行对比，这是日夜的。</blockquote>Ford is accelerating its F-150 Lightning production capacity to 150,000 trucks per year after reservations topped 200,000 in December. It also sold over 27,000 Mustang Mach-E electric SUVs in 2021. Due to the high demand for both vehicles, Ford expects its annual battery EV capacity to reach 600,000 in just two years. Ford has a market cap of $97.3 billion compared to Lucid&#39;s $74.9 billion. Ford has a larger workforce and, unlike Lucid, decades of mass production experience -- making it a safer all around EV bet than Lucid. However, both stocks deserve a place in a diversified EV basket.<blockquote>在 12 月份预订量突破 20 万辆后，福特正在将 F-150 Lightning 的产能提高到每年 15 万辆卡车。2021 年，该公司还售出了超过 27,000 辆野马 Mach-E 电动 SUV。由于对这两款车的高需求，福特预计其电池电动汽车年产能将在短短两年内达到60万辆。福特的市值为 973 亿美元，而 Lucid 的市值为 749 亿美元。福特拥有更多的员工队伍，并且与 Lucid 不同，福特拥有数十年的大规模生产经验，这使其成为比 Lucid 更安全的电动汽车赌注。然而，这两只股票都值得在多元化的电动汽车篮子中占有一席之地。</blockquote>Lots of EV plays today<blockquote>今天有很多电动汽车游戏</blockquote>Almost every automaker is taking EVs very seriously today and that gives investors a lot of options in playing the industry. There are upstarts and established automakers transitioning to electric. Depending on your risk tolerance and belief in any given company, there&#39;s something for everyone.<blockquote>如今，几乎每家汽车制造商都非常重视电动汽车，这为投资者在该行业提供了许多选择。有新贵和老牌汽车制造商正在向电动汽车转型。根据您的风险承受能力和对任何特定公司的信心，每个人都有适合自己的东西。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2022/01/20/missed-out-on-lucid-three-better-ev-stocks-to-buy/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc","GM":"通用汽车","F":"福特汽车"},"source_url":"https://www.fool.com/investing/2022/01/20/missed-out-on-lucid-three-better-ev-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173724427","content_text":"Key PointsGM may be an old-school automaker, but it's still a leader in electric vehicles.In two years, Ford could be a completely different company than it is today.Lucid has shipped less than 1% as many electric cars, but is valued one-third higher than Nio.In the last six months,Lucid Group (NASDAQ:LCID) has jumped 81% while the S&P 500 has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months.Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think General Motors (NYSE:GM), Nio (NYSE:NIO), and Ford Motor Company (NYSE:F) are better investments today than even Lucid.IMAGE SOURCE: GETTY IMAGES.Detroit's EV playTravis Hoium (General Motors): Most of the companies thought to be EV stocks are effectively start-ups today. But it's extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description.By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on today's plans. That's a quick shift for the company and effectively means that most of its development work today is in EVs. Given the company's scale, I wouldn't bet against this vision.Where I think GM has a leg up on the competition is in autonomous driving because it's the majority owner of Cruise. Not only is Cruise building the autonomous driving technology that will power its fleet of self-driving rideshare vehicles, it's designing a custom vehicle for that application called the Cruise Origin. Who is manufacturing that vehicle and financing the fleet? General Motors.Whether the future of transportation is electric vehicles in garages or a fleet of autonomous vehicles driving around, GM is well positioned to be a market leader. That's why this is the best EV stock today.Catalysts coming in 2022Howard Smith (Nio): Lucid may be one of the most talked-about EV makers right now, but Chinese rival Nio is much more established and closer to profitability. While Nio stock also isn't cheap by traditional metrics, it is valued with a market capitalization about 35% lower than Lucid. And Nio has several new catalysts coming in 2022.Nio and its manufacturing partner have been working to double production capacity. That work will be completed by the middle of this year and the company will be able to put out more than 240,000 EVs per year. Some of that added capacity will be destined for export out of China. After establishing its business in Norway in 2021, Nio expects to expand into Germany, the Netherlands, Sweden, and Denmark in 2022.It will also begin confirming reservations for its new flagship ET7 luxury electric sedan this month for deliveries beginning in late March. That will be followed up with the midsize ET5 smart sedan, which the company expects to begin shipping in September. Investors will be watching the bottom line this year, too, with the company's first profits potentially on the horizon. That's a big head start versus Lucid to go with a cheaper valuation for investors.Ford is arguably the best all-around EV play out thereDaniel Foelber (Lucid and Ford): 2021's best automaker stocks were Lucid and Ford. Both companies have every reason to repeat their strong performances in 2022 and beyond.LCID DATA BY YCHARTSInvestors who feel they missed out on Lucid can take solace knowing that the company has time to grow into its current valuation and even eclipse it in the coming years. Lucid has enough cash to easily fund its 2022 operations and should have plenty of dry powder for 2023 thanks to its recent $1.75 billion senior convertible note offering.However, Lucid only has 17,000 reservations as of its third-quarter 2021 earnings announcement and plans to produce and deliver just 20,000 vehicles in 2022. Contrast those goals with Ford, and it is night and day.Ford is accelerating its F-150 Lightning production capacity to 150,000 trucks per year after reservations topped 200,000 in December. It also sold over 27,000 Mustang Mach-E electric SUVs in 2021. Due to the high demand for both vehicles, Ford expects its annual battery EV capacity to reach 600,000 in just two years. Ford has a market cap of $97.3 billion compared to Lucid's $74.9 billion. Ford has a larger workforce and, unlike Lucid, decades of mass production experience -- making it a safer all around EV bet than Lucid. However, both stocks deserve a place in a diversified EV basket.Lots of EV plays todayAlmost every automaker is taking EVs very seriously today and that gives investors a lot of options in playing the industry. There are upstarts and established automakers transitioning to electric. Depending on your risk tolerance and belief in any given company, there's something for everyone.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9,"GM":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1178,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630392998"}