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?
在本週的播客節目中，我們回到電動汽車股票上。隨着鋰價格再次上漲，我們向電動汽車行業進行了瞭解。這是電動汽車股票的主要逆風嗎？
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.
我們不這麼認為。歸根結底，供應鏈似乎正在改善。具體地説，鋰的供應正在增長--有更多的礦山正在建設，有更多的資金投入到這個領域。事實上，在接下來的一到兩年裏，鋰的供應將會擴大，這將有助於價格走低。
Not to mention, price hikes have already happened in the EV space, and we don't think we're due for more anytime soon.
更不用説，電動汽車領域已經出現了價格上漲，我們認為短期內不會有更多漲價。
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.
但除了鋰的價格，我們還看到了該領域的許多積極發展。梅賽德斯-奔馳 (DMLRY)剛剛宣佈了長途電動送貨卡車的計劃-這也意味着我們在電動汽車電池技術方面取得了一些令人印象深刻的進展。和全球機制 (全球機制)正在投資近5億美元建設一家用於電動汽車生產的衝壓工廠。
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.
我們最興奮的電動汽車股票是什麼？開始大規模生產的公司將進入2023年-$菲斯克 (FSR.US)$, $Rivian Automotive (RIVN.US)$, $Lucid (LCID.US)$。我們將保持樂觀。
On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.
截至發稿之日，盧克·蘭戈並未(直接或間接)持有本文所述證券的任何頭寸。
The post The Best EV Stocks to Buy as Lithium Prices Decline appeared first on InvestorPlace.
隨着鋰價格下跌，最值得購買的電動汽車股票帖子首先出現在InvestorPlace上。