Wow_老虎社区_美港股上老虎

2021-11-14

Wow

Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO飙升，但这3只电动汽车股票现在更值得购买</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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":873182548,"tweetId":"873182548","gmtCreate":1636884710962,"gmtModify":1636884711044,"author":{"id":3587035359547038,"idStr":"3587035359547038","authorId":3587035359547038,"authorIdStr":"3587035359547038","name":"tcyong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Wow</body></html>","htmlText":"<html><head></head><body>Wow</body></html>","text":"Wow","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/873182548","repostId":1175907621,"repostType":4,"repost":{"id":"1175907621","kind":"news","pubTimestamp":1636853227,"share":"https://www.laohunote.com/m/news/1175907621?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:27","market":"us","language":"en","title":"Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO飙升，但这3只电动汽车股票现在更值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175907621","media":"Motley Fool","summary":"Rivian has a bright future as a company, but its stock is priced to perfection. Here are 3 picks that are a better value with more upside potential.","content":"Rivian Automotive(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in&nbsp;electric vehicle stocks&nbsp;should probably look elsewhere right now.<blockquote>Rivian汽车（纳斯达克股票代码：RIVN）一炮而红，交易价格比 IPO 价格上涨 30% 以上，目前市值接近 1000 亿美元。尽管目前每周仅生产约 15 辆汽车。该公司拥有光明的未来，但寻找电动汽车股票价值的投资者现在可能应该另寻他处。</blockquote> Three of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think&nbsp;General Motors(NYSE:GM),ChargePoint Holdings(NYSE:CHPT), and&nbsp;Lucid Group(NASDAQ:LCID)&nbsp;are all better buys than Rivian today.<blockquote>我们的三位 Fool.com 撰稿人 Travis Hoium、Howard Smith 和 Daniel Foelber 认为通用汽车（纽约证券交易所代码：GM），ChargePoint控股（纽约证券交易所代码：CHPT），以及Lucid集团（纳斯达克股票代码：LCID）今天都比Rivian更值得购买。</blockquote> <img src=\"https://static.tigerbbs.com/38583e5ca55657c01e76a6eb4bab1782\" tg-width=\"2000\" tg-height=\"1331\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> The leader in autonomous driving<blockquote>自动驾驶领域的领导者</blockquote> Travis Hoium(General Motors):As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.<blockquote>特拉维斯·霍伊姆（通用汽车）：随着Rivian等公司成为电动汽车的头条新闻，通用汽车正在悄悄地建立技术和制造能力，以在 2035 年之前完全过渡到电动汽车。其中包括到 2025 年将在全球推出的 30 款电动汽车车型，包括轿车、卡车和 SUV。</blockquote> But it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and&nbsp;Honda. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.<blockquote>但使其成为比Rivian更好的买家的并不是通用汽车的电动汽车产能，而是该公司对自动驾驶拼车公司 Cruise 的多数股权提供了最大的优势。通用汽车正在为 Cruise 提供设计和制造能力，以制造自动驾驶汽车，例如 Cruise Origin（如上图所示），这是一款由 Cruise、通用汽车和本田. Cruise 正在开发自动驾驶硬件和软件，这些硬件和软件将成为 Origin 并最终成为拼车业务。通用汽车还提供资金来建设 Cruise 的汽车基础设施，这可能需要数十亿美元，首先是提供 50 亿美元的信贷额度来收购 Cruise Origins。</blockquote> In time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.<blockquote>随着时间的推移，自动驾驶汽车可以降低城市出行的成本，甚至使汽车所有权过时。Cruise 正在引领这一市场，这为通用汽车提供了巨大的优势。这可能是汽车行业的一家老公司，但它正在采取重大战略举措，成为电动和自动驾驶汽车未来的领导者。</blockquote> Picks and shovels<blockquote>镐和铲</blockquote> Howard Smith(ChargePoint Holdings):Rivian's public debut&nbsp;generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.<blockquote>霍华德·史密斯（ChargePoint Holdings）:Rivian 的公开亮相引起了很多兴奋，这是有充分理由的。该公司拥有庞大的支持者，据报道，车队和消费电动汽车 (EV) 的订单积压。但投资者已经看到很多例子，最初的兴奋导致估值飙升，但并不总是持续。</blockquote> Another exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.<blockquote>对于电动汽车投资者来说，最近另一件令人兴奋的事情是联邦基础设施法案的通过，该法案将提供 75 亿美元来帮助建设该国扩大电动汽车保有量所需的充电基础设施。ChargePoint Holdings 是该领域的领导者，拥有超过 118,000 个充电端口，其中包括超过 3,700 个直流快速充电器。这些充电站绝大多数位于美国，尽管该公司也在发展其在欧洲的业务，在欧洲已经拥有 5,400 个充电站。</blockquote> Those federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.<blockquote>这些联邦基础设施资金将被送往各州，各州将向充电网络公司发放拨款，这些公司将构成该国的网络。对于美国最大的运营商 ChargePoint 来说，这应该是一个很大的优势。甚至在实现这一催化剂之前，ChargePoint 的业务增长就超出了其上市前的预测。</blockquote> The company recorded $146 million in revenue&nbsp;for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.<blockquote>该公司在截至2021年1月31日的2021财年录得1.46亿美元的收入。在截至 2021 年 7 月 31 日的最新季度中，该公司将本财年的收入指引上调了 15%，达到 2.25 亿至 2.35 亿美元。到中点，即使没有联邦基金的额外催化剂，年收入增长也将达到 57.5%。</blockquote> ChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the&nbsp;special purpose acquisition company (SPAC)&nbsp;that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.<blockquote>当ChargePoint去年宣布将开始公开交易时，它引起了自己的兴奋。该股较 2020 年 12 月底与特殊目的收购公司 (SPAC) 合并完成前达到的峰值价格下降了近 50%。Rivian 的股价也出现波动并不奇怪。但Rivian和所有其他电动汽车制造商要想取得成功，就需要有充电基础设施。这使得 ChargePoint 成为快速增长的电动汽车行业的“挑选和铲子”型投资。这可能会使它成为今天更好的投资，而不是增加 Rivian 早期的炒作。</blockquote> Lucid is proving it can compete against the best in the business<blockquote>Lucid 正在证明它可以与业内最优秀的公司竞争</blockquote> Daniel Foelber(Lucid Group):Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the&nbsp;mass production of its Lucid Air Dream Edition luxury sedan.<blockquote>丹尼尔·福尔伯（Lucid集团）：考虑到 Rivian 相对未经证实，其约 1200 亿美元的市值令人惊讶。同样，Lucid Motors 因在量产 Lucid Air Dream Edition 豪华轿车仅一个多月后就展示了 650 亿美元的市值而受到了相当多的批评。</blockquote> Rivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from&nbsp;Amazon&nbsp;and&nbsp;Ford&nbsp;as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to&nbsp;Tesla(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by&nbsp;marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.<blockquote>Rivian和Lucid价格昂贵，现在很难说哪个更划算。Rivian得到了来自亚马逊和福特因为它的目标是高端电动生活卡车和电动送货车市场。类似特斯拉（纳斯达克股票代码：TSLA），该公司通过直接向消费者营销来绕过传统汽车制造商的经销商框架。Rivian还计划建设自己的充电网络，以便在偏远地区更容易获得电力，这些地方以户外为重点的目标人群的核心部分需要充电能力。相比之下，Lucid 认为没有必要投资自己的充电网络，而是选择通过与越来越多的第三方充电提供商合作来节省资金。</blockquote> Rivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a&nbsp;reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.<blockquote>由于全球芯片短缺，Rivian已经面临交付延迟。相比之下，Lucid 很快就因兑现承诺而建立了声誉，按时实现了 2021 年的所有主要目标。Lucid 还拥有优秀的管理团队和充足的现金来资助其 2022 年的运营。</blockquote> Arguably the best reason&nbsp;why there's never been a better time to buy Lucid stock&nbsp;is that the company has achieved incredible engineering feats that&nbsp;rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a&nbsp;compact battery pack&nbsp;that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.<blockquote>可以说，现在是购买 Lucid 股票的最佳时机的最佳原因是，该公司取得了令人难以置信的工程成就，可与电动汽车行业无可争议的冠军特斯拉相媲美。包装更多电池有助于提高性能，但 Lucid 并没有这样做。相反，它制造了一个紧凑型电池组，存储能量的电池效率为4.5英里/千瓦时（mi/kWh），高于特斯拉Model S、捷豹I-Pace、保时捷Taycan和其他竞争对手。Lucid管理层认为电池效率是关键的差异化因素，而不仅仅是更高的马力和续航里程。凭借 Lucid Air Dream Edition 和 Grand Touring，它在效率评级和性能方面都超越了竞争对手——尽管价格很高。</blockquote> Rivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to&nbsp;grow quickly in 2022 and beyond.<blockquote>Rivian的支持者会认为，Rivian不仅在生活方式电动皮卡市场取得了良好的开端，而且它还将是一个相对孤立的市场，因为福特和通用汽车等经验丰富的汽车制造商只是在挑战标准皮卡市场（目前）。相比之下，Lucid 计划推出价格较低的轿车，以与昂贵但更“实惠”的豪华轿车领导者竞争。这样做，它计划降低汽车的马力和续航里程，这将缩小其优势与竞争对手之间的差距。然而，Lucid 相对于Rivian的优势在于，它已经证明自己可以与业内最优秀的公司正面交锋，实现目标，并计划在 2022 年及以后快速增长。</blockquote> Given that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.<blockquote>鉴于增长轨迹已经规划好，Lucid 有一条通往更大成功的清晰道路。然而，投资者应该意识到，随着 Lucid 致力于扩大生产规模，该公司的股票可能会保持极度波动。</blockquote> EVs are here to stay<blockquote>电动汽车将继续存在</blockquote> What we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.<blockquote>我们都同意电动汽车将继续存在。它们现在在续航里程上可以与化石燃料汽车竞争，成本正在下降，制造电动汽车的创新公司也在实现自主性。整个电动汽车领域潜力巨大；我们只是认为，按照今天的价格，通用汽车、ChargePoint 和 Lucid 比Rivian更值得购买。</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>Rivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO飙升，但这3只电动汽车股票现在更值得购买</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\">\nRivian Soars On IPO, But These 3 EV Stocks Are Better Buys Now<blockquote>Rivian IPO飙升，但这3只电动汽车股票现在更值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-11-14 09:27\n\n</h4>\n</header>\n<article>\nRivian Automotive(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in&nbsp;electric vehicle stocks&nbsp;should probably look elsewhere right now.<blockquote>Rivian汽车（纳斯达克股票代码：RIVN）一炮而红，交易价格比 IPO 价格上涨 30% 以上，目前市值接近 1000 亿美元。尽管目前每周仅生产约 15 辆汽车。该公司拥有光明的未来，但寻找电动汽车股票价值的投资者现在可能应该另寻他处。</blockquote> Three of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think&nbsp;General Motors(NYSE:GM),ChargePoint Holdings(NYSE:CHPT), and&nbsp;Lucid Group(NASDAQ:LCID)&nbsp;are all better buys than Rivian today.<blockquote>我们的三位 Fool.com 撰稿人 Travis Hoium、Howard Smith 和 Daniel Foelber 认为通用汽车（纽约证券交易所代码：GM），ChargePoint控股（纽约证券交易所代码：CHPT），以及Lucid集团（纳斯达克股票代码：LCID）今天都比Rivian更值得购买。</blockquote> <img src=\"https://static.tigerbbs.com/38583e5ca55657c01e76a6eb4bab1782\" tg-width=\"2000\" tg-height=\"1331\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> The leader in autonomous driving<blockquote>自动驾驶领域的领导者</blockquote> Travis Hoium(General Motors):As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.<blockquote>特拉维斯·霍伊姆（通用汽车）：随着Rivian等公司成为电动汽车的头条新闻，通用汽车正在悄悄地建立技术和制造能力，以在 2035 年之前完全过渡到电动汽车。其中包括到 2025 年将在全球推出的 30 款电动汽车车型，包括轿车、卡车和 SUV。</blockquote> But it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and&nbsp;Honda. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.<blockquote>但使其成为比Rivian更好的买家的并不是通用汽车的电动汽车产能，而是该公司对自动驾驶拼车公司 Cruise 的多数股权提供了最大的优势。通用汽车正在为 Cruise 提供设计和制造能力，以制造自动驾驶汽车，例如 Cruise Origin（如上图所示），这是一款由 Cruise、通用汽车和本田. Cruise 正在开发自动驾驶硬件和软件，这些硬件和软件将成为 Origin 并最终成为拼车业务。通用汽车还提供资金来建设 Cruise 的汽车基础设施，这可能需要数十亿美元，首先是提供 50 亿美元的信贷额度来收购 Cruise Origins。</blockquote> In time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.<blockquote>随着时间的推移，自动驾驶汽车可以降低城市出行的成本，甚至使汽车所有权过时。Cruise 正在引领这一市场，这为通用汽车提供了巨大的优势。这可能是汽车行业的一家老公司，但它正在采取重大战略举措，成为电动和自动驾驶汽车未来的领导者。</blockquote> Picks and shovels<blockquote>镐和铲</blockquote> Howard Smith(ChargePoint Holdings):Rivian's public debut&nbsp;generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.<blockquote>霍华德·史密斯（ChargePoint Holdings）:Rivian 的公开亮相引起了很多兴奋，这是有充分理由的。该公司拥有庞大的支持者，据报道，车队和消费电动汽车 (EV) 的订单积压。但投资者已经看到很多例子，最初的兴奋导致估值飙升，但并不总是持续。</blockquote> Another exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.<blockquote>对于电动汽车投资者来说，最近另一件令人兴奋的事情是联邦基础设施法案的通过，该法案将提供 75 亿美元来帮助建设该国扩大电动汽车保有量所需的充电基础设施。ChargePoint Holdings 是该领域的领导者，拥有超过 118,000 个充电端口，其中包括超过 3,700 个直流快速充电器。这些充电站绝大多数位于美国，尽管该公司也在发展其在欧洲的业务，在欧洲已经拥有 5,400 个充电站。</blockquote> Those federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.<blockquote>这些联邦基础设施资金将被送往各州，各州将向充电网络公司发放拨款，这些公司将构成该国的网络。对于美国最大的运营商 ChargePoint 来说，这应该是一个很大的优势。甚至在实现这一催化剂之前，ChargePoint 的业务增长就超出了其上市前的预测。</blockquote> The company recorded $146 million in revenue&nbsp;for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.<blockquote>该公司在截至2021年1月31日的2021财年录得1.46亿美元的收入。在截至 2021 年 7 月 31 日的最新季度中，该公司将本财年的收入指引上调了 15%，达到 2.25 亿至 2.35 亿美元。到中点，即使没有联邦基金的额外催化剂，年收入增长也将达到 57.5%。</blockquote> ChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the&nbsp;special purpose acquisition company (SPAC)&nbsp;that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.<blockquote>当ChargePoint去年宣布将开始公开交易时，它引起了自己的兴奋。该股较 2020 年 12 月底与特殊目的收购公司 (SPAC) 合并完成前达到的峰值价格下降了近 50%。Rivian 的股价也出现波动并不奇怪。但Rivian和所有其他电动汽车制造商要想取得成功，就需要有充电基础设施。这使得 ChargePoint 成为快速增长的电动汽车行业的“挑选和铲子”型投资。这可能会使它成为今天更好的投资，而不是增加 Rivian 早期的炒作。</blockquote> Lucid is proving it can compete against the best in the business<blockquote>Lucid 正在证明它可以与业内最优秀的公司竞争</blockquote> Daniel Foelber(Lucid Group):Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the&nbsp;mass production of its Lucid Air Dream Edition luxury sedan.<blockquote>丹尼尔·福尔伯（Lucid集团）：考虑到 Rivian 相对未经证实，其约 1200 亿美元的市值令人惊讶。同样，Lucid Motors 因在量产 Lucid Air Dream Edition 豪华轿车仅一个多月后就展示了 650 亿美元的市值而受到了相当多的批评。</blockquote> Rivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from&nbsp;Amazon&nbsp;and&nbsp;Ford&nbsp;as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to&nbsp;Tesla(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by&nbsp;marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.<blockquote>Rivian和Lucid价格昂贵，现在很难说哪个更划算。Rivian得到了来自亚马逊和福特因为它的目标是高端电动生活卡车和电动送货车市场。类似特斯拉（纳斯达克股票代码：TSLA），该公司通过直接向消费者营销来绕过传统汽车制造商的经销商框架。Rivian还计划建设自己的充电网络，以便在偏远地区更容易获得电力，这些地方以户外为重点的目标人群的核心部分需要充电能力。相比之下，Lucid 认为没有必要投资自己的充电网络，而是选择通过与越来越多的第三方充电提供商合作来节省资金。</blockquote> Rivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a&nbsp;reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.<blockquote>由于全球芯片短缺，Rivian已经面临交付延迟。相比之下，Lucid 很快就因兑现承诺而建立了声誉，按时实现了 2021 年的所有主要目标。Lucid 还拥有优秀的管理团队和充足的现金来资助其 2022 年的运营。</blockquote> Arguably the best reason&nbsp;why there's never been a better time to buy Lucid stock&nbsp;is that the company has achieved incredible engineering feats that&nbsp;rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a&nbsp;compact battery pack&nbsp;that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.<blockquote>可以说，现在是购买 Lucid 股票的最佳时机的最佳原因是，该公司取得了令人难以置信的工程成就，可与电动汽车行业无可争议的冠军特斯拉相媲美。包装更多电池有助于提高性能，但 Lucid 并没有这样做。相反，它制造了一个紧凑型电池组，存储能量的电池效率为4.5英里/千瓦时（mi/kWh），高于特斯拉Model S、捷豹I-Pace、保时捷Taycan和其他竞争对手。Lucid管理层认为电池效率是关键的差异化因素，而不仅仅是更高的马力和续航里程。凭借 Lucid Air Dream Edition 和 Grand Touring，它在效率评级和性能方面都超越了竞争对手——尽管价格很高。</blockquote> Rivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to&nbsp;grow quickly in 2022 and beyond.<blockquote>Rivian的支持者会认为，Rivian不仅在生活方式电动皮卡市场取得了良好的开端，而且它还将是一个相对孤立的市场，因为福特和通用汽车等经验丰富的汽车制造商只是在挑战标准皮卡市场（目前）。相比之下，Lucid 计划推出价格较低的轿车，以与昂贵但更“实惠”的豪华轿车领导者竞争。这样做，它计划降低汽车的马力和续航里程，这将缩小其优势与竞争对手之间的差距。然而，Lucid 相对于Rivian的优势在于，它已经证明自己可以与业内最优秀的公司正面交锋，实现目标，并计划在 2022 年及以后快速增长。</blockquote> Given that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.<blockquote>鉴于增长轨迹已经规划好，Lucid 有一条通往更大成功的清晰道路。然而，投资者应该意识到，随着 Lucid 致力于扩大生产规模，该公司的股票可能会保持极度波动。</blockquote> EVs are here to stay<blockquote>电动汽车将继续存在</blockquote> What we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.<blockquote>我们都同意电动汽车将继续存在。它们现在在续航里程上可以与化石燃料汽车竞争，成本正在下降，制造电动汽车的创新公司也在实现自主性。整个电动汽车领域潜力巨大；我们只是认为，按照今天的价格，通用汽车、ChargePoint 和 Lucid 比Rivian更值得购买。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/11/13/rivian-soars-on-ipo-but-these-3-stocks/\">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":{"GM":"通用汽车","LCID":"Lucid Group Inc","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/11/13/rivian-soars-on-ipo-but-these-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175907621","content_text":"Rivian Automotive(NASDAQ:RIVN)has hit the market with a bang, trading more than 30% over its IPO price and now sporting a market cap near $100 billion. This is despite only producing about 15 vehicles per week right now. The company has a bright future, but investors looking for any value in electric vehicle stocks should probably look elsewhere right now.\nThree of our Fool.com contributors ,Travis Hoium, Howard Smith, and Daniel Foelber think General Motors(NYSE:GM),ChargePoint Holdings(NYSE:CHPT), and Lucid Group(NASDAQ:LCID) are all better buys than Rivian today.\nIMAGE SOURCE: GETTY IMAGES.\nThe leader in autonomous driving\nTravis Hoium(General Motors):As companies like Rivian get all the headlines in electric vehicles, General Motors is quietly building out the technology and manufacturing capacity totransition entirely to electric vehicles by 2035. That includes 30 EV models that will launch globally by 2025, including cars, trucks, and SUVs.\nBut it isn't GM's EV capacity that makes it a better buy than Rivian, it's the company's majority ownership of Cruise, the autonomous ride-sharing company, that provides the most upside. GM is providing Cruise with design and manufacturing capabilities to build autonomous vehicles like the Cruise Origin (shown above), a self-driving shuttle for ride-sharing developed in a partnership between Cruise, GM, and Honda. Cruise is developing autonomous driving hardware and software that go into Origin and eventually a ride-sharing business. GM is also providing funding to build out Cruise's vehicle infrastructure, which could cost many billions of dollars, starting with a $5 billion line of credit to buy Cruise Origins.\nIn time, autonomous vehicles could reduce the cost of traveling in cities and even make vehicle ownership obsolete. Cruise is leading the way into this market, and that provides tremendous upside for GM. This may be an old company in the auto industry, but it's making great strategic moves to be a leader in the future of electric and autonomous vehicles.\nPicks and shovels\nHoward Smith(ChargePoint Holdings):Rivian's public debut generated a lot of excitement for good reason. The company has big backers and reportedly a backlog of orders for both fleets and consumer electric vehicles (EVs). But investors have seen plenty of examples where initial excitement causes a spike in valuation that doesn't always last.\nAnother exciting recent event for EV investors was the passage of a federal infrastructure bill that will push $7.5 billion to help build out the charging infrastructure needed for this country to expand EV ownership. ChargePoint Holdings is the leader in that space with more than 118,000 charging ports, including more than 3,700 DC fast chargers. The vast majority of those stations are in the U.S., though the company is also growing its business in Europe where it already has 5,400 charging locations.\nThose federal infrastructure funds will be sent to states that will issue grants to the charging network companies, which will make up the country's network. And that should be a big shot in the arm for ChargePoint as the largest operator in the country. Even prior to the realization of that catalyst, ChargePoint was growing its business beyond what it had predicted before its public debut.\nThe company recorded $146 million in revenue for its full fiscal year 2021 that ended Jan. 31, 2021. In its most recently reported quarter ended July 31, 2021, it raised its revenue guidance for its current fiscal year by 15% to a range of $225 million to $235 million. At the midpoint, that would represent annual revenue growth of 57.5%, even without the added catalyst of federal funds.\nChargePoint generated its own excitement when it announced it would begin trading publicly last year. The stock is almost 50% off the peak price reached at the end of Dec. 2020 prior to the closing of its merger with the special purpose acquisition company (SPAC) that brought it public. It wouldn't be surprising to see Rivian's stock fluctuate as well. But for Rivian -- and all the other EV makers -- to be successful, there will need to be charging infrastructure in place. That makes ChargePoint a \"picks and shovels\" type of investment for the rapidly growing EV sector. That could make it a better investment today than adding to Rivian's early hype.\nLucid is proving it can compete against the best in the business\nDaniel Foelber(Lucid Group):Rivian's roughly $120 billion market capitalization is raising eyebrows considering the company is relatively unproven. Similarly, Lucid Motors has received its fair share of criticism for sporting a $65 billion market cap just over a month into the mass production of its Lucid Air Dream Edition luxury sedan.\nRivian and Lucid are pricey, and it's hard to say which is the better value now. Rivian has received backing from Amazon and Ford as it targets the higher-end electric lifestyle truck and electric delivery van markets. Similar to Tesla(NASDAQ:TSLA), the company is bypassing the dealership framework of traditional automakers by marketing directly to consumers. Rivian also plans to build its own charging network to make electricity more accessible in remote places where a core part of its outdoor-focused target demographic requires the ability to charge. By comparison,Lucid doesn't feel the need to invest in its own charging network, choosing instead to save money by partnering with the growing list of third-party charging providers.\nRivian has already faced delivery delays due to the global chip shortage. By comparison, Lucid has quickly built a reputation for delivering on its promises, having hit all of its major 2021 goals on time. Lucid also has an excellent management team and plenty of cash to fund its 2022 operations.\nArguably the best reason why there's never been a better time to buy Lucid stock is that the company has achieved incredible engineering feats that rival Tesla-- the undisputed champ in the EV industry. Packing in more battery cells can help improve performance, but Lucid isn't doing that. Instead, it has built a compact battery pack that sports a battery efficiency of 4.5 miles per kilowatt-hour (mi/kWh) of stored energy, which is higher than the Tesla Model S, Jaguar I-Pace, Porsche Taycan, and other competitors. Lucid management believes that battery efficiency is the key differentiating factor, not just higher horsepower and range. With the Lucid Air Dream Edition and Grand Touring, it has outdone the competition in both efficiency ratings and performance -- albeit for a high price tag.\nRivian supporters would argue that not only does Rivian have a nice head start in the lifestyle EV pickup truck market, but it's also going to be a relatively insulated market because seasoned automakers like Ford and GM are only challenging the standard pickup truck market (for now). By comparison, Lucid plans to roll out lower prices trims of its sedan that would have to compete against expensive but much more \"affordable\" luxury sedan leaders. In doing so, it plans to lower the horsepower and range of its cars, which would bridge the gap between its advantages and the competition. However, what gives Lucid the edge over Rivian is that it has proven it can go toe-to-toe with the best in the business, hit its targets, and has plans to grow quickly in 2022 and beyond.\nGiven that the growth trajectory is mapped out, Lucid has a clear path toward even greater success. However, investors should be aware that Lucid stock is likely to remain extremely volatile as the company works toward scaling production.\nEVs are here to stay\nWhat we all agree on is that electric vehicles are here to stay. They're now competitive with fossil fuel vehicles in range, costs are coming down, and the innovative companies making EVs are enabling autonomy as well. The entire EV space has huge potential; we just think GM, ChargePoint, and Lucid are better buys than Rivian at today's price.","news_type":1,"symbols_score_info":{"LCID":0.9,"GM":0.9,"CHPT":0.9}},"isVote":1,"tweetType":1,"viewCount":4525,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/873182548"}