The Best EV Stocks to Buy as Lithium Prices Decline
The Best EV Stocks to Buy as Lithium Prices Decline
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We circle back to EV stocks in this week's podcast episode. With lithium prices on the rise yet again, we check in with the electric vehicle sector. Is that a major headwind for EV stocks?
在本周的播客节目中,我们回到电动汽车股票上。随着锂价格再次上涨,我们向电动汽车行业进行了了解。这是电动汽车股票的主要逆风吗?
We don't think so. Ultimately, it seems supply chains are improving. And specifically, lithium supply is growing – there are more mines being built and more money being dedicated to the space. Indeed, over the next one to two years, lithium supply will expand, and that will help prices to move lower.
我们不这么认为。归根结底,供应链似乎正在改善。具体地说,锂的供应正在增长--有更多的矿山正在建设,有更多的资金投入到这个领域。事实上,在接下来的一到两年里,锂的供应将会扩大,这将有助于价格走低。
Not to mention, price hikes have already happened in the EV space, and we don't think we're due for more anytime soon.
更不用说,电动汽车领域已经出现了价格上涨,我们认为短期内不会有更多涨价。
But beyond lithium prices, we're seeing a lot of positive developments in the space. Mercedes-Benz (DMLRY) just announced plans for a long-haul electric delivery truck – which also means we've made some impressive strides in EV battery tech. And GM (GM) is investing nearly $500 million in a stamping plant to be used for EV production.
但除了锂的价格,我们还看到了该领域的许多积极发展。梅赛德斯-奔驰 (DMLRY)刚刚宣布了长途电动送货卡车的计划-这也意味着我们在电动汽车电池技术方面取得了一些令人印象深刻的进展。和全球机制 (全球机制)正在投资近5亿美元建设一家用于电动汽车生产的冲压工厂。
The EV stocks that we're most excited about? The companies beginning significant production ramps into 2023 – $Fisker (FSR.US)$, $Rivian Automotive (RIVN.US)$, $Lucid (LCID.US)$. We're staying bullish.
我们最兴奋的电动汽车股票是什么?开始大规模生产的公司将进入2023年-$菲斯克 (FSR.US)$, $Rivian Automotive (RIVN.US)$, $Lucid (LCID.US)$。我们将保持乐观。
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 The Best EV Stocks to Buy as Lithium Prices Decline appeared first on InvestorPlace.
随着锂价格下跌,最值得购买的电动汽车股票帖子首先出现在InvestorPlace上。