Cathie Wood's Ark Spotlights $500B Opportunity In Fast-Growing Sector To Drive Electric Future — And Help Ford Save $100M
Cathie Wood's Ark Spotlights $500B Opportunity In Fast-Growing Sector To Drive Electric Future — And Help Ford Save $100M
An analyst from Cathie Wood-led Ark Investment Management considers 3D printing as a pivotal element in the transition to all-electric robotaxis.
一位来自的分析师 凯茜伍德-领先 方舟投资管理 认为 3D 打印是向全电动机器人出租车过渡的关键要素。
What Happened: In a newsletter published on Monday, analyst Tasha Keeney said that Ark estimates the 3D printed end-use product opportunity to be valued at approximately $500 billion, which is 30 times the current market size.
发生了什么: 在周一发布的时事通讯中，分析师 Tasha Keeney 说，Ark估计，3D打印的最终用途产品机会的价值约为5000亿美元，是当前市场规模的30倍。
She emphasized that 3D printing will play a vital role in the shift from combustion engine driver-controlled vehicles to electric robotaxis.
她强调说，3D打印将在从内燃机驾驶员控制的车辆向电动机器人出租车的转变中发挥至关重要的作用。
See Also: Best Electric Vehicle Stocks
另请参阅： 最佳电动汽车股票
At Ford Motor Co (NYSE:F), Ark anticipates that 3D printing could reduce total inventory costs by 10%, equivalent to $100 million. This estimation is based on Ford's projection that 3D printing will affect 20% of its general parts inventory.
在 福特汽车公司 （纽约证券交易所代码：F），Ark预计，3D打印可以将总库存成本降低10％，相当于1亿美元。这一估计基于福特的预测，即3D打印将影响其普通零件库存的20％。
Keeney pointed out that producing end-use parts from scratch using 3D printing would further decrease costs compared to Ford's existing estimates related to tooling and spare parts.
Keeney指出，与福特对模具和备件的现有估计相比，使用3D打印从头开始生产最终用途零件将进一步降低成本。
Why It Matters: 3D printing is already integrated into the mobility sector, with its adoption by players such as German automaker Volkswagen AG and Elon Musk's rocket manufacturing firm, SpaceX.
它为何重要： 随着德国汽车制造商等企业的采用，3D 打印已经融入了出行领域 大众汽车公司 和 埃隆马斯克的火箭制造公司， SpaceX。
As of the latest data, Ark holds nearly 12 million shares of Velo3D Inc (NYSE:VLD) across three funds — ARK Autonomous Tech. & Robotics ETF (BATS:ARKQ), ARK Space Exploration & Innovation ETF (BATS:ARKX), The 3D Printing ETF (BATS:PRNT) — with a market value of $16.8 million.
根据最新数据，方舟持有近1200万股股份 Velo3D Inc （纽约证券交易所代码：VLD）涵盖三只基金—— 方舟自主科技与机器人ETF （BATS: ARKQ）， ARK 太空探索与创新 ETF （BATS: ARKX）， 3D 打印 ETF （BATS: PRNT）——市值为1,680万美元。
Ark's optimistic perspective on 3D printing in the automotive industry aligns with broader industry trends. According to a report by Market.us, the global automotive 3D printing market is expected to grow from $2.2 billion in 2022 to approximately $15.8 billion by 2032.
Ark对汽车行业3D打印的乐观看法与更广泛的行业趋势一致。根据Market.us的一份报告，全球汽车3D打印市场预计将从2022年的22亿美元增长到2032年的约158亿美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通过以下方式查看更多本辛加的《出行未来》报道 点击这个链接。
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