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2021-12-27
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Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入?</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":698789777,"tweetId":"698789777","gmtCreate":1640555655894,"gmtModify":1640555657220,"author":{"id":3574897713454581,"idStr":"3574897713454581","authorId":3574897713454581,"authorIdStr":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":134,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Ya</p></body></html>","htmlText":"<html><head></head><body><p>Ya</p></body></html>","text":"Ya","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/698789777","repostId":1128727196,"repostType":4,"repost":{"id":"1128727196","kind":"news","pubTimestamp":1640305733,"share":"https://www.laohu8.com/m/news/1128727196?lang=zh_CN&edition=full","pubTime":"2021-12-24 08:28","market":"us","language":"en","title":"Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128727196","media":"Motley Fool","summary":"These electric vehicle stocks are on sale, but that doesn't mean all are buys.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Lucid and Rivian are unproven but have a lot of potential.</li> <li>Nio is down big from its high but just gave investors a jolt on Nio Day.</li> <li>Tesla has a high valuation but is in its best shape ever.</li> </ul> December has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.</p><p><blockquote><ul><li>Lucid和Rivian尚未得到证实,但潜力很大。</li><li>蔚来股价较高点大幅下跌,但刚刚在蔚来国庆日给投资者带来了震动。</li><li>特斯拉估值很高,但正处于有史以来最好的状态。</li></ul>到目前为止,12月是一个疯狂的月份,因为主要股指每天都会出现大幅波动。虽然一些股票徘徊在历史高点附近,但许多成长型股票今年实际上下跌了很多,有些股票接近52周低点。</blockquote></p><p> <b>Lucid Group</b>(NASDAQ:LCID),<b>Rivian Automotive</b>(NASDAQ:RIVN),<b>Nio</b>(NYSE:NIO), and <b>Tesla</b>(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.</p><p><blockquote><b>Lucid集团</b>(纳斯达克:LCID),<b>Rivian汽车</b>(纳斯达克:RIVN),<b>蔚来</b>(纽约证券交易所代码:蔚来),以及<b>特斯拉</b>(纳斯达克:TSLA)是四只备受瞩目的电动汽车(EV)股票,均较高点下跌25%或更多。以下是每一款的内幕,以及现在最值得购买的一款。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a625e7f56da175a14e5d6cbfcdce47c\" tg-width=\"2000\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NIO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:蔚来。</span></p></blockquote></p><p> <b>Lucid has some serious upside</b></p><p><blockquote><b>Lucid有一些严重的优势</b></blockquote></p><p> Share prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.</p><p><blockquote>Lucid Group的股价较高点下跌了38%,这家崭露头角的电动轿车公司将面临充满挑战的2022年。Lucid在2021年兑现了其承诺,扩大了制造工厂、上市并筹集现金、进入大规模生产并开始向客户交付。然而,最近发生的事件,尤其是美国证券交易委员会(SEC)于12月3日发布的文件要求以及有争议的优先票据发行,最近对Lucid股票造成了损害。</blockquote></p><p> Despite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.</p><p><blockquote>尽管有负面报道,但有理由相信Lucid可能是一只值得长期持有的优秀股票。对于Lucid来说,优先票据发行的时机非常好,该公司的股票估值为每股54.78美元(比撰写本文时的股价溢价37%)。它还为公司提供了加速生产、扩大制造能力和满足目前超过17,000份预订的客户需求所需的现金。鉴于其令人难以置信的电池技术,随着时间的推移,Lucid可能会成为豪华轿车市场的主要产品。</blockquote></p><p> <b>Rivian isn't worth $86 billion...yet</b></p><p><blockquote><b>Rivian的身价还不到860亿美元</b></blockquote></p><p> Rivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.</p><p><blockquote>随着首次公开募股(IPO)结束后的蜜月期,Rivian股价下跌。事实上,在Rivian公布2021年第三季度财报后,该公司股价在12月17日下跌了10%以上,这是其作为上市公司的首次报告。低于预期的客户交付量、超出预期的损失,以及需要大量资金才能将其制造和充电网络扩大到Rivian希望的规模的严酷现实,这些因素加在一起,导致整个季度令人失望。然而,Rivian的预订数量正在以极快的速度增长——事实上,比Lucid快得多。然而,在Rivian能够设定目标然后达到或超过这些目标之前,很难相信该公司的发展轨迹,更不用说将Rivian估值为860亿美元了。</blockquote></p><p> <b>Down but not out</b></p><p><blockquote><b>落魄但不出局</b></blockquote></p><p> No stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.</p><p><blockquote>这份名单上没有一只股票比中国汽车制造商蔚来更偏离高点,该公司股价下跌55%,目前徘徊在52周低点附近。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3055b147aea5ec316e8f30352bbd489d\" tg-width=\"720\" tg-height=\"516\" 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> It wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.</p><p><blockquote>不久前,蔚来也受到了Lucid和Rivian在过去几个月中受到的同样的关注。但最近,它发现自己置身于聚光灯之外,或者因为负面原因短暂地出现在聚光灯下。</blockquote></p><p> Nio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.</p><p><blockquote>蔚来已经大规模生产电动汽车几年了,正在成为该领域的老牌参与者。产量数据不一致以及欧洲增长计划的不确定都是蔚来目前面临的阻力。此外,美国证券交易委员会正在加强对蔚来等外国公司的控制。</blockquote></p><p> However, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.</p><p><blockquote>然而,蔚来在12月18日举办了备受期待的蔚来日,推出了新款ET5中型轿车并发布了各种公告。蔚来并不缺乏创新,可能会成为巨大的长期赢家。</blockquote></p><p> <b>Firing on all electric motors</b></p><p><blockquote><b>在所有电动机上点火</b></blockquote></p><p> Tesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.</p><p><blockquote>由于投资者努力应对许多成长型股票的估值担忧,特斯拉股价较高点“仅”下跌25%。特斯拉不再是以前那个无利可图、五花八门的公司,但它的定价非常完美,市销率为22.5,市盈率为301.8。</blockquote></p><p> Despite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.</p><p><blockquote>尽管估值极高,但特斯拉公司还是有很多值得喜欢的地方。其行业领先的营业利润率、令人印象深刻的增长、多元化的业务以及在不断增长的电动汽车行业中的市场领先地位是未来几年看好该公司的原因。</blockquote></p><p> <b>An EV basket for 2022</b></p><p><blockquote><b>2022年电动汽车篮子</b></blockquote></p><p></p><p> Two ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.</p><p><blockquote>应对顶级电动汽车股票抛售的两种方法是篮子策略和观望策略。比方说,投资Lucid和特斯拉50/50的股份,甚至投资名单上所有四家公司的股份,可以接触到市场的多个方面,同时限制任何一家公司可能对您的投资组合造成的损害。</blockquote></p><p> However, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.</p><p><blockquote>然而,我们很可能还需要数年时间才能实现Lucid、Rivian或蔚来的持续盈利。对于许多投资者来说,简单地等待电动汽车领域成熟然后挑选赢家可能会留下一些钱,但这可能是一个更安全且仍然有回报的赌注。</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>Down Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入?</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\">\nDown Over 25% From Their Highs, Are Lucid, Rivian, Nio, and Tesla Buys for 2022?<blockquote>Lucid、Rivian、蔚来和特斯拉是否会在2022年买入?</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\">2021-12-24 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Lucid and Rivian are unproven but have a lot of potential.</li> <li>Nio is down big from its high but just gave investors a jolt on Nio Day.</li> <li>Tesla has a high valuation but is in its best shape ever.</li> </ul> December has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.</p><p><blockquote><ul><li>Lucid和Rivian尚未得到证实,但潜力很大。</li><li>蔚来股价较高点大幅下跌,但刚刚在蔚来国庆日给投资者带来了震动。</li><li>特斯拉估值很高,但正处于有史以来最好的状态。</li></ul>到目前为止,12月是一个疯狂的月份,因为主要股指每天都会出现大幅波动。虽然一些股票徘徊在历史高点附近,但许多成长型股票今年实际上下跌了很多,有些股票接近52周低点。</blockquote></p><p> <b>Lucid Group</b>(NASDAQ:LCID),<b>Rivian Automotive</b>(NASDAQ:RIVN),<b>Nio</b>(NYSE:NIO), and <b>Tesla</b>(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.</p><p><blockquote><b>Lucid集团</b>(纳斯达克:LCID),<b>Rivian汽车</b>(纳斯达克:RIVN),<b>蔚来</b>(纽约证券交易所代码:蔚来),以及<b>特斯拉</b>(纳斯达克:TSLA)是四只备受瞩目的电动汽车(EV)股票,均较高点下跌25%或更多。以下是每一款的内幕,以及现在最值得购买的一款。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a625e7f56da175a14e5d6cbfcdce47c\" tg-width=\"2000\" tg-height=\"1000\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NIO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:蔚来。</span></p></blockquote></p><p> <b>Lucid has some serious upside</b></p><p><blockquote><b>Lucid有一些严重的优势</b></blockquote></p><p> Share prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.</p><p><blockquote>Lucid Group的股价较高点下跌了38%,这家崭露头角的电动轿车公司将面临充满挑战的2022年。Lucid在2021年兑现了其承诺,扩大了制造工厂、上市并筹集现金、进入大规模生产并开始向客户交付。然而,最近发生的事件,尤其是美国证券交易委员会(SEC)于12月3日发布的文件要求以及有争议的优先票据发行,最近对Lucid股票造成了损害。</blockquote></p><p> Despite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.</p><p><blockquote>尽管有负面报道,但有理由相信Lucid可能是一只值得长期持有的优秀股票。对于Lucid来说,优先票据发行的时机非常好,该公司的股票估值为每股54.78美元(比撰写本文时的股价溢价37%)。它还为公司提供了加速生产、扩大制造能力和满足目前超过17,000份预订的客户需求所需的现金。鉴于其令人难以置信的电池技术,随着时间的推移,Lucid可能会成为豪华轿车市场的主要产品。</blockquote></p><p> <b>Rivian isn't worth $86 billion...yet</b></p><p><blockquote><b>Rivian的身价还不到860亿美元</b></blockquote></p><p> Rivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.</p><p><blockquote>随着首次公开募股(IPO)结束后的蜜月期,Rivian股价下跌。事实上,在Rivian公布2021年第三季度财报后,该公司股价在12月17日下跌了10%以上,这是其作为上市公司的首次报告。低于预期的客户交付量、超出预期的损失,以及需要大量资金才能将其制造和充电网络扩大到Rivian希望的规模的严酷现实,这些因素加在一起,导致整个季度令人失望。然而,Rivian的预订数量正在以极快的速度增长——事实上,比Lucid快得多。然而,在Rivian能够设定目标然后达到或超过这些目标之前,很难相信该公司的发展轨迹,更不用说将Rivian估值为860亿美元了。</blockquote></p><p> <b>Down but not out</b></p><p><blockquote><b>落魄但不出局</b></blockquote></p><p> No stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.</p><p><blockquote>这份名单上没有一只股票比中国汽车制造商蔚来更偏离高点,该公司股价下跌55%,目前徘徊在52周低点附近。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3055b147aea5ec316e8f30352bbd489d\" tg-width=\"720\" tg-height=\"516\" 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> It wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.</p><p><blockquote>不久前,蔚来也受到了Lucid和Rivian在过去几个月中受到的同样的关注。但最近,它发现自己置身于聚光灯之外,或者因为负面原因短暂地出现在聚光灯下。</blockquote></p><p> Nio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.</p><p><blockquote>蔚来已经大规模生产电动汽车几年了,正在成为该领域的老牌参与者。产量数据不一致以及欧洲增长计划的不确定都是蔚来目前面临的阻力。此外,美国证券交易委员会正在加强对蔚来等外国公司的控制。</blockquote></p><p> However, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.</p><p><blockquote>然而,蔚来在12月18日举办了备受期待的蔚来日,推出了新款ET5中型轿车并发布了各种公告。蔚来并不缺乏创新,可能会成为巨大的长期赢家。</blockquote></p><p> <b>Firing on all electric motors</b></p><p><blockquote><b>在所有电动机上点火</b></blockquote></p><p> Tesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.</p><p><blockquote>由于投资者努力应对许多成长型股票的估值担忧,特斯拉股价较高点“仅”下跌25%。特斯拉不再是以前那个无利可图、五花八门的公司,但它的定价非常完美,市销率为22.5,市盈率为301.8。</blockquote></p><p> Despite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.</p><p><blockquote>尽管估值极高,但特斯拉公司还是有很多值得喜欢的地方。其行业领先的营业利润率、令人印象深刻的增长、多元化的业务以及在不断增长的电动汽车行业中的市场领先地位是未来几年看好该公司的原因。</blockquote></p><p> <b>An EV basket for 2022</b></p><p><blockquote><b>2022年电动汽车篮子</b></blockquote></p><p></p><p> Two ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.</p><p><blockquote>应对顶级电动汽车股票抛售的两种方法是篮子策略和观望策略。比方说,投资Lucid和特斯拉50/50的股份,甚至投资名单上所有四家公司的股份,可以接触到市场的多个方面,同时限制任何一家公司可能对您的投资组合造成的损害。</blockquote></p><p> However, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.</p><p><blockquote>然而,我们很可能还需要数年时间才能实现Lucid、Rivian或蔚来的持续盈利。对于许多投资者来说,简单地等待电动汽车领域成熟然后挑选赢家可能会留下一些钱,但这可能是一个更安全且仍然有回报的赌注。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/23/down-over-25-from-their-highs-are-lucid-rivian-nio/\">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":{"TSLA":"特斯拉","NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/23/down-over-25-from-their-highs-are-lucid-rivian-nio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128727196","content_text":"Key Points\n\nLucid and Rivian are unproven but have a lot of potential.\nNio is down big from its high but just gave investors a jolt on Nio Day.\nTesla has a high valuation but is in its best shape ever.\n\nDecember has so far been a wild month as the major indices routinely make big moves each day. While some stocks are hovering around their all-time highs, many growth stocks are actually down a lot for the year, and some are close to their 52-week lows.\nLucid Group(NASDAQ:LCID),Rivian Automotive(NASDAQ:RIVN),Nio(NYSE:NIO), and Tesla(NASDAQ:TSLA) are four high-profile electric vehicle (EV) stocks that are all down 25% or more from their highs. Here's the lowdown on each, as well as the best one to buy now.\nIMAGE SOURCE: NIO.\nLucid has some serious upside\nShare prices of Lucid Group are down 38% from their high as the up-and-coming electric sedan company faces what should be a challenging 2022. Lucid delivered on its promises in 2021 by expanding its manufacturing facility, going public and raising cash, entering mass production, and starting customer deliveries. Yet recent events, most notably a U.S. Securities and Exchange Commission (SEC) request for documents that was issued on Dec. 3 and a controversial senior note offering, have taken a toll on Lucid stock of late.\nDespite the bad press, there's reason to believe Lucid could be a great stock to own over the long term. The timing of the senior note offering was fantastic for Lucid, which valued its stock at $54.78 per share (a 37% premium to its share price at the time of this writing). It also gives the company the cash needed to accelerate production, expand manufacturing capacity, and meet a customer demand that currently sits at over 17,000 reservations. Given its incredible battery technology, Lucid could become a staple in the luxury sedan market over time.\nRivian isn't worth $86 billion...yet\nRivian has seen its stock sink as the honeymoon period after its initial public offering (IPO) draws to a close. In fact, Rivian's share price fell over 10% on Dec. 17 after the company reported its Q3 2021 earnings, which was its first report as a public company. Lower-than-expected customer deliveries, wider-than-expected losses, and the harsh reality that it's going to take a lot of money to grow its manufacturing and charging network to the size Rivian hopes added up to an overall disappointing quarter. However, Rivian's reservation numbers are growing at a breakneck pace -- quite a bit faster than Lucid's, in fact. However, until Rivian is able to set goals and then meet or exceed them, it's hard to trust the company's trajectory, let alone value Rivian at $86 billion.\nDown but not out\nNo stock on this list is further off its high than Chinese automaker Nio, which got gut-punched with a 55% drawdown and is now hovering right around its 52-week low.\nLCID DATA BY YCHARTS\nIt wasn't long ago that Nio was getting the same buzz Lucid and Rivian have received the last few months. But lately, it's found itself outside the limelight, or briefly in it for negative reasons.\nNio has been mass-producing electric cars for a few years now and is becoming an established player in the space.Inconsistent production numbers, and an uncertain growth plan in Europe are all headwinds facing Nio right now. What's more, the SEC is tightening its grip on foreign companies like Nio.\nHowever, Nio held its highly anticipated Nio Day on Dec. 18, unveiling its new ET5 midsize sedan and making various announcements. Nio is showing no shortage of innovation and could be a great long-term winner.\nFiring on all electric motors\nTesla is down \"just\" 25% from its high as investors grapple with valuation concerns for many growth stocks. Tesla isn't the same unprofitable and streaky company it once was, but it is priced to perfection at a 22.5 price-to-sales (P/S) ratio and a 301.8 price-to-earnings (P/E) ratio.\nDespite the sky-high valuation,there's a lot to like about Tesla the company. Its industry-leading operating margin, impressive growth, diverse business, and market-leading position in the growing EV industry are reasons to like the company for years to come.\nAn EV basket for 2022\nTwo ways to approach the sell-off in top-tier EV stocks are the basket strategy and the wait-and-see strategy. Investing in, say, a 50/50 split of Lucid and Tesla, or even an equal split of all four companies on this list, gives exposure to multiple aspects of the market while limiting the damage any single company can inflict on your portfolio.\nHowever, there's a good chance that we are years away from consistent profitability from Lucid, Rivian, or Nio. For many investors, simply waiting for the EV space to mature and then picking a winner may leave some money on the table, but it could be a safer and still rewarding bet.","news_type":1,"symbols_score_info":{"TSLA":0.9,"LCID":0.9,"NIO":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2146,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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/698789777"}
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