PJoo
2022-01-20
GM
Missed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了Lucid?立即购买的3只更好的电动汽车股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":630392998,"tweetId":"630392998","gmtCreate":1642689559167,"gmtModify":1642689560571,"author":{"id":3572863479502236,"idStr":"3572863479502236","authorId":3572863479502236,"authorIdStr":"3572863479502236","name":"PJoo","avatar":"https://static.tigerbbs.com/c1df329f4341646fc633446858d34c31","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":145,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>GM</p></body></html>","htmlText":"<html><head></head><body><p>GM</p></body></html>","text":"GM","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630392998","repostId":1173724427,"repostType":4,"repost":{"id":"1173724427","kind":"news","pubTimestamp":1642689143,"share":"https://www.laohu8.com/m/news/1173724427?lang=zh_CN&edition=full","pubTime":"2022-01-20 22:32","market":"us","language":"en","title":"Missed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了Lucid?立即购买的3只更好的电动汽车股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173724427","media":"Motley Fool","summary":"Electric vehicles are quickly taking market share in the auto space and there are opportunities beyond hot stocks like Lucid Group.","content":"<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>GM may be an old-school automaker, but it's still a leader in electric vehicles.</li><li>In two years, Ford could be a completely different company than it is today.</li><li>Lucid has shipped less than 1% as many electric cars, but is valued one-third higher than Nio.</li></ul>In the last six months,<b>Lucid Group</b> (NASDAQ:LCID) has jumped 81% while the <b>S&P 500</b> has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months.</p><p><blockquote><ul><li>通用汽车可能是一家老派汽车制造商,但它仍然是电动汽车领域的领导者。</li><li>两年后,福特可能会成为一家与今天完全不同的公司。</li><li>Lucid的电动汽车出货量不到1%,但估值比蔚来高出三分之一。</li></ul>在最近的半年里,<b>Lucid集团</b>(纳斯达克:LCID)上涨了81%,而<b>标普500</b>仅上涨了6.2%。并非所有电动汽车(EV)股票都如此幸运,许多股票在过去几个月遭到抛售。</blockquote></p><p>Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think <b>General Motors</b> (NYSE:GM), <b>Nio</b> (NYSE:NIO), and <b>Ford Motor Company</b> (NYSE:F) are better investments today than even Lucid.</p><p><blockquote>尽管如今电动汽车存在一些疲软,但市场正在增长,领导者正在出现。三位Fool.com贡献者认为<b>通用汽车</b>(纽约证券交易所代码:GM),<b>蔚来</b>(纽约证券交易所代码:蔚来),以及<b>福特汽车公司</b>(NYSE:F)是当今比Lucid更好的投资。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3efa3422b14a692649a46d3459f9b66\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p><b>Detroit's EV play</b></p><p><blockquote><b>底特律的电动汽车游戏</b></blockquote></p><p><b>Travis Hoium</b> <b>(General Motors):</b> Most of the companies thought to be EV stocks are effectively start-ups today. But it's extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description.</p><p><blockquote><b>特拉维斯·霍伊姆</b><b>(通用汽车):</b>如今,大多数被认为是电动汽车股票的公司实际上都是初创企业。但在汽车行业,从初创企业到规模化是极其困难的,因此我认为一个伟大的投资策略是押注于一家老牌公司进行电动汽车转型。通用汽车符合这一描述。</blockquote></p><p>By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on today's plans. That's a quick shift for the company and effectively means that most of its development work today is in EVs. Given the company's scale, I wouldn't bet against this vision.</p><p><blockquote>根据目前的计划,到2025年,通用汽车将推出30款电动汽车,到2035年,通用汽车将只生产电动汽车。对于该公司来说,这是一个快速的转变,实际上意味着其目前的大部分开发工作都在电动汽车领域。鉴于公司的规模,我不会反对这一愿景。</blockquote></p><p>Where I think GM has a leg up on the competition is in autonomous driving because it's the majority owner of Cruise. Not only is Cruise building the autonomous driving technology that will power its fleet of self-driving rideshare vehicles, it's designing a custom vehicle for that application called the Cruise Origin. Who is manufacturing that vehicle and financing the fleet? General Motors.</p><p><blockquote>我认为通用汽车在竞争中具有优势的地方是自动驾驶,因为它是Cruise的大股东。Cruise不仅在开发自动驾驶技术,为其自动驾驶拼车车队提供动力,还在为该应用设计一款名为Cruise Origin的定制车辆。谁在制造该车辆并为车队提供资金?通用汽车公司。</blockquote></p><p>Whether the future of transportation is electric vehicles in garages or a fleet of autonomous vehicles driving around, GM is well positioned to be a market leader. That's why this is the best EV stock today.</p><p><blockquote>无论未来的交通是车库里的电动汽车还是四处行驶的自动驾驶汽车车队,通用汽车都有能力成为市场领导者。这就是为什么这是当今最好的电动汽车股票。</blockquote></p><p><b>Catalysts coming in 2022</b></p><p><blockquote><b>2022年催化剂即将到来</b></blockquote></p><p><b>Howard Smith</b> <b>(Nio):</b> Lucid may be one of the most talked-about EV makers right now, but Chinese rival Nio is much more established and closer to profitability. While Nio stock also isn't cheap by traditional metrics, it is valued with a market capitalization about 35% lower than Lucid. And Nio has several new catalysts coming in 2022.</p><p><blockquote><b>霍华德·史密斯</b><b>(蔚来):</b>Lucid可能是目前最受关注的电动汽车制造商之一,但中国竞争对手蔚来更加成熟,也更接近盈利。虽然从传统指标来看,蔚来的股票也并不便宜,但其市值比Lucid低约35%。2022年,蔚来将迎来几个新的催化剂。</blockquote></p><p>Nio and its manufacturing partner have been working to double production capacity. That work will be completed by the middle of this year and the company will be able to put out more than 240,000 EVs per year. Some of that added capacity will be destined for export out of China. After establishing its business in Norway in 2021, Nio expects to expand into Germany, the Netherlands, Sweden, and Denmark in 2022.</p><p><blockquote>蔚来及其制造合作伙伴一直在努力将产能提高一倍。这项工作将于今年年中完成,该公司每年将能够生产超过240,000辆电动汽车。其中一些新增产能将出口到中国以外。2021年在挪威建立业务后,蔚来预计2022年将扩展到德、荷、瑞、丹。</blockquote></p><p>It will also begin confirming reservations for its new flagship ET7 luxury electric sedan this month for deliveries beginning in late March. That will be followed up with the midsize ET5 smart sedan, which the company expects to begin shipping in September. Investors will be watching the bottom line this year, too, with the company's first profits potentially on the horizon. That's a big head start versus Lucid to go with a cheaper valuation for investors.</p><p><blockquote>该公司还将于本月开始确认其新款旗舰ET7豪华电动轿车的预订,并于3月下旬开始交付。随后将推出中型ET5智能轿车,该公司预计将于9月开始发货。投资者也将关注今年的盈利情况,该公司的首次盈利可能即将到来。对于投资者来说,与Lucid相比,这是一个很大的领先优势,估值更低。</blockquote></p><p><b>Ford is arguably the best all-around EV play out there</b></p><p><blockquote><b>福特可以说是最好的全能电动汽车公司</b></blockquote></p><p><b>Daniel Foelber (Lucid and Ford):</b> 2021's best automaker stocks were Lucid and Ford. Both companies have every reason to repeat their strong performances in 2022 and beyond.</p><p><blockquote><b>丹尼尔·福尔伯(Lucid和福特):</b>2021年最好的汽车制造商股票是Lucid和福特。两家公司完全有理由在2022年及以后重复其强劲表现。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5540370c8bc42c795ee556c926c123d\" tg-width=\"720\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><span>LCID DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的LCID数据</span></p></blockquote></p><p>Investors who feel they missed out on Lucid can take solace knowing that the company has time to grow into its current valuation and even eclipse it in the coming years. Lucid has enough cash to easily fund its 2022 operations and should have plenty of dry powder for 2023 thanks to its recent $1.75 billion senior convertible note offering.</p><p><blockquote>那些觉得自己错过了Lucid的投资者可以感到安慰,因为他们知道该公司有时间发展到目前的估值,甚至在未来几年超越它。Lucid拥有足够的现金来轻松为其2022年的运营提供资金,并且由于最近发行了17.5亿美元的高级可转换票据,2023年应该有足够的干粉。</blockquote></p><p>However, Lucid only has 17,000 reservations as of its third-quarter 2021 earnings announcement and plans to produce and deliver just 20,000 vehicles in 2022. Contrast those goals with Ford, and it is night and day.</p><p><blockquote>然而,截至2021年第三季度财报公告,Lucid仅有17,000辆预订,并计划在2022年仅生产和交付20,000辆汽车。将这些目标与福特的目标进行对比,这是不分昼夜的。</blockquote></p><p></p><p>Ford is accelerating its F-150 Lightning production capacity to 150,000 trucks per year after reservations topped 200,000 in December. It also sold over 27,000 Mustang Mach-E electric SUVs in 2021. Due to the high demand for both vehicles, Ford expects its annual battery EV capacity to reach 600,000 in just two years. Ford has a market cap of $97.3 billion compared to Lucid's $74.9 billion. Ford has a larger workforce and, unlike Lucid, decades of mass production experience -- making it a safer all around EV bet than Lucid. However, both stocks deserve a place in a diversified EV basket.</p><p><blockquote>继12月份预订量突破20万辆后,福特正在将F-150 Lightning卡车的产能加速至每年15万辆。2021年,该公司还售出了超过27,000辆野马Mach-E电动SUV。由于对这两款车的高需求,福特预计其电池电动汽车的年产能将在短短两年内达到60万辆。福特的市值为973亿美元,而Lucid为749亿美元。与Lucid不同的是,福特拥有更多的员工队伍,而且拥有数十年的大规模生产经验,这使其成为比Lucid更安全的全方位电动汽车选择。然而,这两只股票都应该在多元化的电动汽车篮子中占有一席之地。</blockquote></p><p><b>Lots of EV plays today</b></p><p><blockquote><b>今天有很多电动汽车游戏</b></blockquote></p><p>Almost every automaker is taking EVs very seriously today and that gives investors a lot of options in playing the industry. There are upstarts and established automakers transitioning to electric. Depending on your risk tolerance and belief in any given company, there's something for everyone.</p><p><blockquote>如今,几乎每家汽车制造商都非常重视电动汽车,这为投资者在该行业的发展提供了很多选择。有新贵和老牌汽车制造商正在向电动汽车转型。根据您的风险承受能力和对任何特定公司的信念,每个人都有适合自己的东西。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Missed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了Lucid?立即购买的3只更好的电动汽车股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMissed Out on Lucid? 3 Better EV Stocks to Buy Now<blockquote>错过了Lucid?立即购买的3只更好的电动汽车股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-20 22:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>GM may be an old-school automaker, but it's still a leader in electric vehicles.</li><li>In two years, Ford could be a completely different company than it is today.</li><li>Lucid has shipped less than 1% as many electric cars, but is valued one-third higher than Nio.</li></ul>In the last six months,<b>Lucid Group</b> (NASDAQ:LCID) has jumped 81% while the <b>S&P 500</b> has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months.</p><p><blockquote><ul><li>通用汽车可能是一家老派汽车制造商,但它仍然是电动汽车领域的领导者。</li><li>两年后,福特可能会成为一家与今天完全不同的公司。</li><li>Lucid的电动汽车出货量不到1%,但估值比蔚来高出三分之一。</li></ul>在最近的半年里,<b>Lucid集团</b>(纳斯达克:LCID)上涨了81%,而<b>标普500</b>仅上涨了6.2%。并非所有电动汽车(EV)股票都如此幸运,许多股票在过去几个月遭到抛售。</blockquote></p><p>Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think <b>General Motors</b> (NYSE:GM), <b>Nio</b> (NYSE:NIO), and <b>Ford Motor Company</b> (NYSE:F) are better investments today than even Lucid.</p><p><blockquote>尽管如今电动汽车存在一些疲软,但市场正在增长,领导者正在出现。三位Fool.com贡献者认为<b>通用汽车</b>(纽约证券交易所代码:GM),<b>蔚来</b>(纽约证券交易所代码:蔚来),以及<b>福特汽车公司</b>(NYSE:F)是当今比Lucid更好的投资。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3efa3422b14a692649a46d3459f9b66\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p><b>Detroit's EV play</b></p><p><blockquote><b>底特律的电动汽车游戏</b></blockquote></p><p><b>Travis Hoium</b> <b>(General Motors):</b> Most of the companies thought to be EV stocks are effectively start-ups today. But it's extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description.</p><p><blockquote><b>特拉维斯·霍伊姆</b><b>(通用汽车):</b>如今,大多数被认为是电动汽车股票的公司实际上都是初创企业。但在汽车行业,从初创企业到规模化是极其困难的,因此我认为一个伟大的投资策略是押注于一家老牌公司进行电动汽车转型。通用汽车符合这一描述。</blockquote></p><p>By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on today's plans. That's a quick shift for the company and effectively means that most of its development work today is in EVs. Given the company's scale, I wouldn't bet against this vision.</p><p><blockquote>根据目前的计划,到2025年,通用汽车将推出30款电动汽车,到2035年,通用汽车将只生产电动汽车。对于该公司来说,这是一个快速的转变,实际上意味着其目前的大部分开发工作都在电动汽车领域。鉴于公司的规模,我不会反对这一愿景。</blockquote></p><p>Where I think GM has a leg up on the competition is in autonomous driving because it's the majority owner of Cruise. Not only is Cruise building the autonomous driving technology that will power its fleet of self-driving rideshare vehicles, it's designing a custom vehicle for that application called the Cruise Origin. Who is manufacturing that vehicle and financing the fleet? General Motors.</p><p><blockquote>我认为通用汽车在竞争中具有优势的地方是自动驾驶,因为它是Cruise的大股东。Cruise不仅在开发自动驾驶技术,为其自动驾驶拼车车队提供动力,还在为该应用设计一款名为Cruise Origin的定制车辆。谁在制造该车辆并为车队提供资金?通用汽车公司。</blockquote></p><p>Whether the future of transportation is electric vehicles in garages or a fleet of autonomous vehicles driving around, GM is well positioned to be a market leader. That's why this is the best EV stock today.</p><p><blockquote>无论未来的交通是车库里的电动汽车还是四处行驶的自动驾驶汽车车队,通用汽车都有能力成为市场领导者。这就是为什么这是当今最好的电动汽车股票。</blockquote></p><p><b>Catalysts coming in 2022</b></p><p><blockquote><b>2022年催化剂即将到来</b></blockquote></p><p><b>Howard Smith</b> <b>(Nio):</b> Lucid may be one of the most talked-about EV makers right now, but Chinese rival Nio is much more established and closer to profitability. While Nio stock also isn't cheap by traditional metrics, it is valued with a market capitalization about 35% lower than Lucid. And Nio has several new catalysts coming in 2022.</p><p><blockquote><b>霍华德·史密斯</b><b>(蔚来):</b>Lucid可能是目前最受关注的电动汽车制造商之一,但中国竞争对手蔚来更加成熟,也更接近盈利。虽然从传统指标来看,蔚来的股票也并不便宜,但其市值比Lucid低约35%。2022年,蔚来将迎来几个新的催化剂。</blockquote></p><p>Nio and its manufacturing partner have been working to double production capacity. That work will be completed by the middle of this year and the company will be able to put out more than 240,000 EVs per year. Some of that added capacity will be destined for export out of China. After establishing its business in Norway in 2021, Nio expects to expand into Germany, the Netherlands, Sweden, and Denmark in 2022.</p><p><blockquote>蔚来及其制造合作伙伴一直在努力将产能提高一倍。这项工作将于今年年中完成,该公司每年将能够生产超过240,000辆电动汽车。其中一些新增产能将出口到中国以外。2021年在挪威建立业务后,蔚来预计2022年将扩展到德、荷、瑞、丹。</blockquote></p><p>It will also begin confirming reservations for its new flagship ET7 luxury electric sedan this month for deliveries beginning in late March. That will be followed up with the midsize ET5 smart sedan, which the company expects to begin shipping in September. Investors will be watching the bottom line this year, too, with the company's first profits potentially on the horizon. That's a big head start versus Lucid to go with a cheaper valuation for investors.</p><p><blockquote>该公司还将于本月开始确认其新款旗舰ET7豪华电动轿车的预订,并于3月下旬开始交付。随后将推出中型ET5智能轿车,该公司预计将于9月开始发货。投资者也将关注今年的盈利情况,该公司的首次盈利可能即将到来。对于投资者来说,与Lucid相比,这是一个很大的领先优势,估值更低。</blockquote></p><p><b>Ford is arguably the best all-around EV play out there</b></p><p><blockquote><b>福特可以说是最好的全能电动汽车公司</b></blockquote></p><p><b>Daniel Foelber (Lucid and Ford):</b> 2021's best automaker stocks were Lucid and Ford. Both companies have every reason to repeat their strong performances in 2022 and beyond.</p><p><blockquote><b>丹尼尔·福尔伯(Lucid和福特):</b>2021年最好的汽车制造商股票是Lucid和福特。两家公司完全有理由在2022年及以后重复其强劲表现。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5540370c8bc42c795ee556c926c123d\" tg-width=\"720\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><span>LCID DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的LCID数据</span></p></blockquote></p><p>Investors who feel they missed out on Lucid can take solace knowing that the company has time to grow into its current valuation and even eclipse it in the coming years. Lucid has enough cash to easily fund its 2022 operations and should have plenty of dry powder for 2023 thanks to its recent $1.75 billion senior convertible note offering.</p><p><blockquote>那些觉得自己错过了Lucid的投资者可以感到安慰,因为他们知道该公司有时间发展到目前的估值,甚至在未来几年超越它。Lucid拥有足够的现金来轻松为其2022年的运营提供资金,并且由于最近发行了17.5亿美元的高级可转换票据,2023年应该有足够的干粉。</blockquote></p><p>However, Lucid only has 17,000 reservations as of its third-quarter 2021 earnings announcement and plans to produce and deliver just 20,000 vehicles in 2022. Contrast those goals with Ford, and it is night and day.</p><p><blockquote>然而,截至2021年第三季度财报公告,Lucid仅有17,000辆预订,并计划在2022年仅生产和交付20,000辆汽车。将这些目标与福特的目标进行对比,这是不分昼夜的。</blockquote></p><p></p><p>Ford is accelerating its F-150 Lightning production capacity to 150,000 trucks per year after reservations topped 200,000 in December. It also sold over 27,000 Mustang Mach-E electric SUVs in 2021. Due to the high demand for both vehicles, Ford expects its annual battery EV capacity to reach 600,000 in just two years. Ford has a market cap of $97.3 billion compared to Lucid's $74.9 billion. Ford has a larger workforce and, unlike Lucid, decades of mass production experience -- making it a safer all around EV bet than Lucid. However, both stocks deserve a place in a diversified EV basket.</p><p><blockquote>继12月份预订量突破20万辆后,福特正在将F-150 Lightning卡车的产能加速至每年15万辆。2021年,该公司还售出了超过27,000辆野马Mach-E电动SUV。由于对这两款车的高需求,福特预计其电池电动汽车的年产能将在短短两年内达到60万辆。福特的市值为973亿美元,而Lucid为749亿美元。与Lucid不同的是,福特拥有更多的员工队伍,而且拥有数十年的大规模生产经验,这使其成为比Lucid更安全的全方位电动汽车选择。然而,这两只股票都应该在多元化的电动汽车篮子中占有一席之地。</blockquote></p><p><b>Lots of EV plays today</b></p><p><blockquote><b>今天有很多电动汽车游戏</b></blockquote></p><p>Almost every automaker is taking EVs very seriously today and that gives investors a lot of options in playing the industry. There are upstarts and established automakers transitioning to electric. Depending on your risk tolerance and belief in any given company, there's something for everyone.</p><p><blockquote>如今,几乎每家汽车制造商都非常重视电动汽车,这为投资者在该行业的发展提供了很多选择。有新贵和老牌汽车制造商正在向电动汽车转型。根据您的风险承受能力和对任何特定公司的信念,每个人都有适合自己的东西。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2022/01/20/missed-out-on-lucid-three-better-ev-stocks-to-buy/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","GM":"通用汽车","F":"福特汽车","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2022/01/20/missed-out-on-lucid-three-better-ev-stocks-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173724427","content_text":"Key PointsGM may be an old-school automaker, but it's still a leader in electric vehicles.In two years, Ford could be a completely different company than it is today.Lucid has shipped less than 1% as many electric cars, but is valued one-third higher than Nio.In the last six months,Lucid Group (NASDAQ:LCID) has jumped 81% while the S&P 500 has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months.Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think General Motors (NYSE:GM), Nio (NYSE:NIO), and Ford Motor Company (NYSE:F) are better investments today than even Lucid.IMAGE SOURCE: GETTY IMAGES.Detroit's EV playTravis Hoium (General Motors): Most of the companies thought to be EV stocks are effectively start-ups today. But it's extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description.By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on today's plans. That's a quick shift for the company and effectively means that most of its development work today is in EVs. Given the company's scale, I wouldn't bet against this vision.Where I think GM has a leg up on the competition is in autonomous driving because it's the majority owner of Cruise. Not only is Cruise building the autonomous driving technology that will power its fleet of self-driving rideshare vehicles, it's designing a custom vehicle for that application called the Cruise Origin. Who is manufacturing that vehicle and financing the fleet? General Motors.Whether the future of transportation is electric vehicles in garages or a fleet of autonomous vehicles driving around, GM is well positioned to be a market leader. That's why this is the best EV stock today.Catalysts coming in 2022Howard Smith (Nio): Lucid may be one of the most talked-about EV makers right now, but Chinese rival Nio is much more established and closer to profitability. While Nio stock also isn't cheap by traditional metrics, it is valued with a market capitalization about 35% lower than Lucid. And Nio has several new catalysts coming in 2022.Nio and its manufacturing partner have been working to double production capacity. That work will be completed by the middle of this year and the company will be able to put out more than 240,000 EVs per year. Some of that added capacity will be destined for export out of China. After establishing its business in Norway in 2021, Nio expects to expand into Germany, the Netherlands, Sweden, and Denmark in 2022.It will also begin confirming reservations for its new flagship ET7 luxury electric sedan this month for deliveries beginning in late March. That will be followed up with the midsize ET5 smart sedan, which the company expects to begin shipping in September. Investors will be watching the bottom line this year, too, with the company's first profits potentially on the horizon. That's a big head start versus Lucid to go with a cheaper valuation for investors.Ford is arguably the best all-around EV play out thereDaniel Foelber (Lucid and Ford): 2021's best automaker stocks were Lucid and Ford. Both companies have every reason to repeat their strong performances in 2022 and beyond.LCID DATA BY YCHARTSInvestors who feel they missed out on Lucid can take solace knowing that the company has time to grow into its current valuation and even eclipse it in the coming years. Lucid has enough cash to easily fund its 2022 operations and should have plenty of dry powder for 2023 thanks to its recent $1.75 billion senior convertible note offering.However, Lucid only has 17,000 reservations as of its third-quarter 2021 earnings announcement and plans to produce and deliver just 20,000 vehicles in 2022. Contrast those goals with Ford, and it is night and day.Ford is accelerating its F-150 Lightning production capacity to 150,000 trucks per year after reservations topped 200,000 in December. It also sold over 27,000 Mustang Mach-E electric SUVs in 2021. Due to the high demand for both vehicles, Ford expects its annual battery EV capacity to reach 600,000 in just two years. Ford has a market cap of $97.3 billion compared to Lucid's $74.9 billion. Ford has a larger workforce and, unlike Lucid, decades of mass production experience -- making it a safer all around EV bet than Lucid. However, both stocks deserve a place in a diversified EV basket.Lots of EV plays todayAlmost every automaker is taking EVs very seriously today and that gives investors a lot of options in playing the industry. There are upstarts and established automakers transitioning to electric. Depending on your risk tolerance and belief in any given company, there's something for everyone.","news_type":1,"symbols_score_info":{"GM":0.9,"F":0.9,"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":794,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630392998"}
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