Rivian Proves What We Already Know About EV Stocks
Rivian Proves What We Already Know About EV Stocks
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股市新聞、股票諮詢和交易提示
The Rivian (NASDAQ:RIVN) initial public offering reiterates what investors already know about EVs. That the momentum is not going to stop. Since going public a week ago, RIVN stock is up more than 120% and it just became the third largest automaker by market cap.
這個裏維安(納斯達克：RIVN)首次公開募股(IPO)重申了投資者對電動汽車已經知道的情況。這股勢頭不會停止。自一週前上市以來，RIVN的股價上漲了120%以上，按市值計算，它剛剛成為第三大汽車製造商。
Rivian's IPO was priced at $78 per share. With shares in high demand, they opened at $106.75 on Nov. 10 This gave the company an implied valuation of $91 billion.
Rivian的首次公開募股(IPO)定價為每股78美元。由於股票需求旺盛，11月10日該股開盤價為106.75美元，這使該公司的隱含估值達到910億美元。
While the stock slipped on its first day as a publically traded company, it still ended the day with a valuation of around $86 billion, making it the biggest IPO since 2014.
雖然該股在上市首日下跌，但當天收盤時估值仍在860億美元左右，成為2014年以來規模最大的IPO。
The message here is clear and growing louder: EV stocks are much more attractive than traditional automakers.
這裏傳達的信息是明確的，而且越來越響亮：電動汽車股票比傳統汽車製造商更具吸引力。
Rivian Leaps to the Head of the Pack
裏維安一躍成為狼羣的領頭羊
Traditional auto manufacturers are already being outpaced by EV makers in terms of market capitalization.
在市值方面，傳統汽車製造商已經被電動汽車製造商超越。
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One of the big headlines from Rivian's IPO was that it gave the company a valuation that was larger than that of Ford (NYSE:F). No matter that Ford recorded near $116 billion in sales last year and Rivian is a pre-revenue company that launched its first vehicle in September.
Rivian首次公開募股的一大頭條新聞是，它對該公司的估值高於福特(紐約證券交易所股票代碼：F)。不管福特去年的銷售額接近1160億美元，裏維安是一家營收前的公司，該公司於9月份推出了第一款汽車。
And after the run-up in RIVN stock over the past week, it now has the third-largest market cap of any automaker, following Tesla (NASDAQ:TSLA) and Toyota (NYSE:TM), the only traditional vehicle manufacturer to outrank Rivian in terms of valuation.
經過過去一週RIVN股價的上漲，它現在的市值在所有汽車製造商中排名第三，僅次於特斯拉(納斯達克：tsla)和豐田紐約證券交易所代碼：TM)，唯一的傳統汽車製造商將在估值方面超過了裏維安。
I believe the fact that EV makers now hold two of the top three market capitalization spots indicates EV adoption is at a tipping point.
我認為，電動汽車製造商現在佔據了前三大市值位置中的兩個表明電動汽車的採用正處於臨界點。
Investors are proving they're willing to pay up for EV companies, and traditional automakers like Ford and General Motors (NYSE: GM) are taking note. They are realigning their product mix to include EVs, proving this is no flash in the pan.
投資者正在證明，他們願意為電動汽車公司支付高價，而且傳統汽車製造商，如福特和通用汽車紐約證券交易所代碼：全球機制)都注意到了這一點。他們正在重新調整產品組合，將電動汽車包括在內，證明這不是曇花一現。
Right Time and Place
合適的時間和地點
Rivian is perfectly positioned to capitalize on a confluence of industry tailwinds.
裏維安是完美的定位於利用行業順風匯聚的機會。
For starters, the company's two consumer vehicles are in high-demand, high-margin segments of the automobile market. Its R1T electric truck is already out, and its R1S SUV is slated for a December release.
首先，該公司的兩款消費類汽車屬於高需求、高利潤率的汽車市場。它的R1T電動卡車已經上市，它的R1S SUV定於12月發佈。
As the company notes in its prospectus: "Trucks and SUVs comprise over 70% of new vehicle sales in the United States and account for most of the profits generated by incumbent automobile manufacturers."
作為一家公司該公司在招股説明書中指出：“卡車和運動型多功能車(SUV)佔美國新車銷量的70%以上，佔現有汽車製造商創造的大部分利潤。”
Rivian said it already had 48,390 preorders for the R1T and the R1S, so there's clearly pent-up demand.
裏維安説該公司已經收到了48,390份R1T和R1的預購訂單，因此顯然存在被壓抑的需求。
The company is also set to capitalize on demand for delivery vehicles with its electric delivery van, set to launch in December. Much has been made of Rivian's partnership with Amazon (NASDAQ:AMZN), and for good reason. Rivian is expected to deliver 100,000 of its EDVs to Amazon by 2025.
該公司還將利用對送貨車輛的需求，推出將於12月推出的電動送貨麪包車。關於裏維安與他的合作伙伴關係，人們已經做了很多。亞馬遜(納斯達克：AMZN)，而且有很好的理由。裏維安預計到2025年將向亞馬遜交付10萬輛EDV。
The company's factory in Normal, Ill., is capable of producing 150,000 vehicles annually. But management plans to expand that factory's footprint and build additional manufacturing sites both domestically and internationally.
該公司位於伊利諾伊州Normal的工廠每年可生產15萬輛汽車。但管理層計劃擴大該工廠的足跡，並在國內和國際上建立更多的生產基地。
The Bottom Line on RIVN Stock
RIVN股票的底線
Rivian is clearly an exciting company with products that take advantage of current trends. However, it's too early to jump into RIVN stock.
Rivian顯然是一家令人興奮的公司，其產品利用了當前的趨勢。然而，現在跳入RIVN股票還為時過早。
Investors should wait until the post-IPO euphoria dies down and we see some actual revenue figures next quarter. At that time, the dust should have settled and a good deal of upside is likely to remain.
投資者應該等到IPO後的興奮情緒消退，我們將在下個季度看到一些實際的收入數據。在那個時候，t灰塵應該已經塵埃落定，很可能還會有很大的上行空間。
On the date of publication, Alex Sirois did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在本文發表之日，Alex Sirois沒有(直接或間接)持有本文提到的證券的任何頭寸。本文表達的觀點是作者的觀點，以InvestorPlace.com為準出版指南.
Alex Sirois is a freelance contributor to InvestorPlace whose personal stock investing style is focused on long-term, buy-and-hold, wealth-building stock picks. Having worked in several industries from e-commerce to translation to education and utilizing his MBA from George Washington University, he brings a diverse set of skills through which he filters his writing.
亞歷克斯·西羅斯(Alex Sirois)是InvestorPlace的自由撰稿人，他的個人股票投資風格專注於長期、買入並持有、積累財富的股票選擇。他曾在從電子商務到翻譯再到教育的多個行業工作過，並利用他在喬治華盛頓大學(George Washington University)獲得的MBA學位，帶來了一套多樣化的技能，通過這些技能他可以過濾自己的寫作。
The post Rivian Proves What We Already Know About EV Stocks appeared first on InvestorPlace.
裏維安的帖子證明瞭我們已經知道的電動汽車股票首先出現在InvestorPlace上。