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
See Also: Best Electric Vehicle StocksAn analyst from Cathie Wood-led Ark Investment Management considers 3D printing as a pivotal element in the transition to all-electric robotaxis.
一位來自凱西·伍德-主導方舟投資管理公司認為3D列印是向全電動機器人車輛過渡的關鍵因素。
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.
怎麼了：在週一發佈的一份時事通訊中，分析師塔莎·基尼表示方舟估計3D列印終端產品的商機價值約為5,000億美元，是目前市場規模的30倍。
She emphasized that 3D printing will play a vital role in the shift from combustion engine driver-controlled vehicles to electric robotaxis.
她強調，3D列印將在從內燃機司機控制的車輛向電動機器人計程車的轉變中發揮至關重要的作用。
See Also: Best Electric Vehicle Stocks
另見：最佳電動汽車股
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…福特汽車公司(紐約證券交易所股票代碼：F)，Ark預計3D列印可以將總庫存成本降低10%，相當於1億美元。這一估計是基於福特的預測，即3D列印將影響其一般零部件庫存的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，與福特現有的與工具和備件相關的估計相比，使用3D列印從頭開始生產最終用途部件將進一步降低成本。
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.
為什麼這很重要：3D列印已經整合到移動領域，德國汽車製造商等公司已經採用了3D列印大眾汽車公司和埃隆·馬斯克的火箭製造公司，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.
截至最新數據，方舟持有近1200萬股Velo3D Inc.(紐約證券交易所股票代碼：VLD)覆蓋三隻基金-方舟自主技術公司。&Robotics ETF(蝙蝠：ARKQ)，方舟空間探索創新ETF(蝙蝠：ARKX)，3D列印ETF(BATS：PRNT)-市值1680萬美元。
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.
方舟對汽車行業3D列印的樂觀看法與更廣泛的行業趨勢一致。根據Market.us的一份報告，全球汽車3D列印市場預計將從2022年的22億美元增長到2032年的約158億美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
更多瞭解Benzinga的移動覆蓋未來，請訪問請點擊此鏈接。
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