Txawm hais tias kev muag khoom hluav taws xob tsheb tau nce traction, cov khoom lag luam cuam tshuam tau raug tsoo thaum xyoo 2022, coj los ntawm Tesla.
Hauv qab no yog qhov screen ntawm cov khoom lag luam ntawm cov tuam txhab koom nrog hauv kev txhim kho, tsim khoom lossis them nqi hluav taws xob tsheb uas cov kws tshuaj ntsuam ntseeg tias yuav nce siab (lossis rov qab) tshaj plaws hauv 12 lub hlis tom ntej.
Muaj ntau ntau txoj hauv kev rau cov tub ua lag luam los caij EV sib txawv. Ib qho khoom lag luam nyiam tshaj plaws, Tesla Inc.
TSLA,
+ 6.10%,
ua crushed. CEO Elon Musk tau muag shares, ib feem los pab nyiaj rau nws kev yuav Twitter, uas nws coj tus kheej thaum lub Kaum Ib Hlis. Raws li kev suav los ntawm Dow Jones Data thiab MarketWatch, Musk tau muag $ 39.3 billion tus nqi ntawm Tesla shares txij lub Kaum Ib Hlis 2021. Nws hais tias lub lim tiam dhau los nws yuav tsis muag ntxiv lawm tsawg kawg yog xyoo tom ntej thiab ib nrab.
Tesla cov khoom lag luam tau poob 68% thaum xyoo 2022, uas tau tso lub luag haujlwm tsis yog ntawm S&P 500 xwb.
SPX,
+ 1.88%,
tab sis ntawm ib qho kev sib pauv pauv nyiaj tsom mus rau EV qhov chaw.
Qhov no tsis tau txhais hais tias cov neeg siv khoom lossis tsoomfwv sim txo qis cov pa hluav taws xob hauv tsev yuav txaj muag deb ntawm lub tsheb hluav taws xob. Hauv nws Ntiaj teb no EV Outlook rau 2022, luam tawm nyob rau lub Tsib Hlis, Lub Chaw Haujlwm Saib Xyuas Hluav Taws Xob Thoob Ntiaj Teb tau hais tias cov tsheb hluav taws xob ntawm txoj kev thoob ntiaj teb tau nce peb zaug hauv peb xyoos mus rau 16.5 lab hauv 2021. Qhov ntawd suav nrog roj teeb hluav taws xob tsheb (BEV) thiab plug-in hybrids (PHEV). EV muag thaum xyoo 2021 ze li ob npaug rau 6.6 lab, raws li IEA, nrog BEV ua txog li 70% ntawm kev muag khoom "[a] xyoo dhau los."
In kev kwv yees uas tau hloov kho thaum Lub Kaum Hli, IEA tau hais tias raws li tsoomfwv txoj cai tam sim no nws xav tias EVs yuav ua tau ntau dua 25% ntawm tag nrho lub ntiaj teb lub teeb-tsheb muag khoom hauv xyoo 2030, nrog rau BEVs ua txog li ob feem peb ntawm kev muag khoom. Tab sis raws li tsoomfwv txoj cai khi rau "qhov xwm txheej kev txhim kho txuas ntxiv mus," IEA kwv yees EV muag yuav ntau dua 45% ntawm tag nrho cov tsheb muag hauv 2030.
Saib ntawm Tesla, uas tseem yog BEV bellwether, 343,830 lub tsheb tau xa tawm thaum lub quarter thib peb ntawm 2022, nce 42% los ntawm ib xyoo dhau los.
Musk qhov muag ntawm Tesla shares, nrog rau tag nrho cov kev cuam tshuam tom qab ntawm nws Twitter purchase thiab ua hauj lwm raws li CEO ntawm lub social media platform, tej zaum yuav tsis cuam tshuam rau lub sij hawm ntev rau EV saws, txawm tias lawv yuav tso ib tug luag rau Tesla. kev muag khoom mus tom ntej.
Tesla cov khoom lag luam xaus rau xyoo 2021 nrog rau tus nqi-rau-tau txais txiaj ntsig ntawm 120.3, uas yog siab heev, piv nrog P / E ntawm 21.4 rau S&P 500
SPX,
+ 1.88%.
Tab sis cov khoom lag luam poob qis, nrog rau cov txiaj ntsig nce ntxiv rau Tesla, tau coj nws P / E piv rau 20, piv nrog 16.5 rau qhov ntsuas.
Yog li Tesla tsis yog ib qho khoom kim heev, tshwj xeeb tshaj yog rau lub tuam txhab loj hlob sai heev. Koj tuaj yeem cia siab tias yuav muaj kev cuam tshuam luv luv rau Tesla, tshwj xeeb tshaj yog nrog kev kaw ntawm nws lub Hoobkas hauv Shanghai, thiab Musk tsis tu ncua Twitter dabneeg. Tej zaum txoj kev dav dav rau EV qhov chaw yog qhov zoo tshaj plaws rau cov tub ua lag luam mus sij hawm ntev.
Kev tshuaj ntsuam EV cov khoom lag luam
Muaj ntau txoj hauv kev sib txawv cov tub ua lag luam yuav coj mus caij nrog EV kev saws me nyuam hauv lub xyoo. Ib txoj hauv kev ua qhov no yog tsom rau cov roj teeb - tshwj xeeb tshaj yog lithium thiab lwm yam khoom siv raw siv los ua lawv. Ob qhov kev pauv pauv nyiaj uas ua raws qhov chaw no yog $ 3.5 nphom Ntiaj Teb X Lithium & Roj Teeb Tech ETF
LIT,
+ 2.26%
thiab Wisdom Tree Battery Value Chain thiab Innovation Fund
WBAT,
+ 2.21%.
Rau cov nram qab no EV-txog kev tshuaj ntsuam xyuas, peb tab tom pib nrog kev tuav ntawm peb ETFs uas siv dav rau qhov chaw:
- Lub Ntiaj Teb X Autonomous & Hluav Taws Xob Tsheb ETF
DRIV,
+ 3.04%
tuav 75 cov khoom lag luam ntawm cov tuam txhab thoob ntiaj teb uas koom nrog ntau yam ntawm kev txhim kho thiab tsim cov tshuab tsav tsheb thiab / lossis EVs. Nws muaj $ 800 lab hauv cov cuab tam raws li kev tswj hwm thiab muaj kev hloov pauv kev lag luam-cap hnyav, nrog Microsoft Corp.
MSFT,
+ 2.84%
raws li cov tuav sab saum toj, ua 3.1% ntawm nws cov ntaub ntawv, raws li FactSet. - $ 389 lab iShares Tus Kheej Tsav Tsheb EV & Tech ETF
IDRV,
+ 3.37%
tuav 116 stocks. Nws tuav saum toj kawg nkaus yog Eaton Corp.
ETN,
+ 1.24%,
uas ua rau 4.7% ntawm cov ntaub ntawv khaws tseg thiab tsim cov khoom siv hluav taws xob siv hauv tsheb. - $ 192 lab KraneShares Lub Tsheb Hluav Taws Xob thiab Yav Tom Ntej Mobility Index ETF
KARS,
+ 2.25%
tuav cov khoom ntawm 64 lub tuam txhab koom nrog EV kev txhim kho thiab tsim khoom, tab sis ntxiv kev cuam tshuam rau lithium thiab tooj liab mining, nrog rau roj-cell technology. Nws tuav loj tshaj plaws (5.6% ntawm cov ntaub ntawv pov thawj) yog Samsung SDI Co. Ltd.
006400,
-1.99%,
uas ua rau roj teeb thiab semiconductors.
Koj tuaj yeem nyem rau ntawm txhua ETF's ticker kom paub ntau ntxiv thiab pom cov npe ntawm nws cov npe 25 sab saum toj.
Ua ke, peb ETFs tuav 195 cov khoom lag luam. Peb tau faib cov npe rau 156 tuam txhab uas muag los ntawm tsawg kawg tsib tus kws tshuaj ntsuam xyuas los ntawm FactSet.
Ntawm no yog 20 cov khoom lag luam ntawm cov npe nrog tsawg kawg 75% "yuav" lossis qhov sib npaug sib npaug uas muaj peev xwm nce siab tshaj plaws nyob rau 12 lub hlis tom ntej, raws li kev pom zoo tus nqi lub hom phiaj:
| lub tuam txhab | Ticker | Lub teb chaws | Qhia "yuav" kev ntsuas | Kaum Ob Hlis 28 nqe | Nqe hom phiaj | Pauv 12-hli upside tej zaum |
| Li Auto Inc. Class A | 2015,
+ 0.34% | Tuam Tshoj | 94% | 74.25 | 222.47 | 200% |
| Innoviz Technologies Ltd liab. | INVZ,
+ 4.19% | Ixayees | 83% | 3.58 | 9.50 | 165% |
| ChargePoint Holdings Inc. Chav Kawm A | CHPT,
+ 6.57% | US | 76% | 8.31 | 20.82 | 150% |
| Piedmont Lithium Inc. | PLL,
+ 3.24%
| US | 100% | 41.64 | 104.18 | 150% |
| XPeng Inc. Class A | 9868,
-0.53% | Tuam Tshoj | 83% | 37.75 | 91.04 | 141% |
| Indie Semiconductor Inc. Chav Kawm A | INDI,
+ 1.29% | US | 83% | 5.80 | 13.50 | 133% |
| Tianqi Lithium Corp. Class H | 9696,
-2.79%
| Tuam Tshoj | 89% | 59.05 | 132.42 | 124% |
| L&F Co., Ltd. | 066970,
+ 1.23% | South Kauslim | 93% | 171,400.00 | 361,333.34 | 111% |
| Lithium Americas Corp. | LAC,
+ 0.71%
| Canada | 93% | 25.42 | 50.45 | 98% |
| Renesas Electronics Corp. | 6723,
-0.13%
| Nyiv | 100% | 1,187.00 | 2,190.00 | 84% |
| Coherent Corp. | COHR,
+ 7.51% | US | 84% | 32.22 | 59.19 | 84% |
| Iljin Materials Co., Ltd. | 020150,
+ 0.19%
| South Kauslim | 91% | 51,800.00 | 94,645.45 | 83% |
| Nio Inc. ADR Hoob A | NCO,
+ 1.53%
| Tuam Tshoj | 83% | 9.80 | 17.81 | 82% |
| Guangzhou Automobile Group Co. Ltd. Class H | 2238,
-0.95% | Tuam Tshoj | 86% | 5.25 | 8.75 | 67% |
| Ecopro BM Co., Ltd. | 247540,
-0.11% | South Kauslim | 83% | 92,200.00 | 151,891.30 | 65% |
| Kia Corp. | 000270,
-2.63% | South Kauslim | 91% | 60,900.00 | 97,652.17 | 60% |
| Stellantis NWS | STLA,
+ 1.98% | Netherlands | 76% | 13.12 | 20.92 | 59% |
| BYD Co. Ltd. Class H | 1211,
-1.04%
| Tuam Tshoj | 89% | 193.00 | 305.64 | 58% |
| Beijing Easpring Material Technology Co. Ltd. Class A | 300073,
-0.10% | Tuam Tshoj | 82% | 57.92 | 91.62 | 58% |
| Shanghai Putailai Tshiab Zog Technology Co. Ltd. Chav A | 603659,
-0.15% | Tuam Tshoj | 83% | 53.78 | 83.06 | 54% |
| Source: FactSet |
Nyem rau ntawm daim tickers kom paub ntau ntxiv txog cov tuam txhab.
Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm nplooj ntawv MarketWatch.
Tesla tsis tau sau npe. Tawm ntawm 44 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 28 (lossis 64%) ntsuas qhov sib koom "yuav" lossis qhov sib npaug. Cov khoom lag luam kaw ntawm $ 112.71 thaum Lub Kaum Ob Hlis 28 thiab qhov kev pom zoo tus nqi yog $ 265.75. Cov kws tshuaj ntsuam xav tias Tesla cov khoom lag luam yuav nce ob npaug rau xyoo tom ntej.
20 EV cov khoom lag luam uas tuaj yeem thim rov qab tshaj plaws hauv 2023
Txawm hais tias kev muag khoom hluav taws xob tsheb tau nce traction, cov khoom lag luam cuam tshuam tau raug tsoo thaum xyoo 2022, coj los ntawm Tesla.
Hauv qab no yog qhov screen ntawm cov khoom lag luam ntawm cov tuam txhab koom nrog hauv kev txhim kho, tsim khoom lossis them nqi hluav taws xob tsheb uas cov kws tshuaj ntsuam ntseeg tias yuav nce siab (lossis rov qab) tshaj plaws hauv 12 lub hlis tom ntej.
Muaj ntau ntau txoj hauv kev rau cov tub ua lag luam los caij EV sib txawv. Ib qho khoom lag luam nyiam tshaj plaws, Tesla Inc.
+ 6.10% ,
TSLA,
ua crushed. CEO Elon Musk tau muag shares, ib feem los pab nyiaj rau nws kev yuav Twitter, uas nws coj tus kheej thaum lub Kaum Ib Hlis. Raws li kev suav los ntawm Dow Jones Data thiab MarketWatch, Musk tau muag $ 39.3 billion tus nqi ntawm Tesla shares txij lub Kaum Ib Hlis 2021. Nws hais tias lub lim tiam dhau los nws yuav tsis muag ntxiv lawm tsawg kawg yog xyoo tom ntej thiab ib nrab.
Tesla cov khoom lag luam tau poob 68% thaum xyoo 2022, uas tau tso lub luag haujlwm tsis yog ntawm S&P 500 xwb.
+ 1.88% ,
SPX,
tab sis ntawm ib qho kev sib pauv pauv nyiaj tsom mus rau EV qhov chaw.
Qhov no tsis tau txhais hais tias cov neeg siv khoom lossis tsoomfwv sim txo qis cov pa hluav taws xob hauv tsev yuav txaj muag deb ntawm lub tsheb hluav taws xob. Hauv nws Ntiaj teb no EV Outlook rau 2022, luam tawm nyob rau lub Tsib Hlis, Lub Chaw Haujlwm Saib Xyuas Hluav Taws Xob Thoob Ntiaj Teb tau hais tias cov tsheb hluav taws xob ntawm txoj kev thoob ntiaj teb tau nce peb zaug hauv peb xyoos mus rau 16.5 lab hauv 2021. Qhov ntawd suav nrog roj teeb hluav taws xob tsheb (BEV) thiab plug-in hybrids (PHEV). EV muag thaum xyoo 2021 ze li ob npaug rau 6.6 lab, raws li IEA, nrog BEV ua txog li 70% ntawm kev muag khoom "[a] xyoo dhau los."
In kev kwv yees uas tau hloov kho thaum Lub Kaum Hli, IEA tau hais tias raws li tsoomfwv txoj cai tam sim no nws xav tias EVs yuav ua tau ntau dua 25% ntawm tag nrho lub ntiaj teb lub teeb-tsheb muag khoom hauv xyoo 2030, nrog rau BEVs ua txog li ob feem peb ntawm kev muag khoom. Tab sis raws li tsoomfwv txoj cai khi rau "qhov xwm txheej kev txhim kho txuas ntxiv mus," IEA kwv yees EV muag yuav ntau dua 45% ntawm tag nrho cov tsheb muag hauv 2030.
Saib ntawm Tesla, uas tseem yog BEV bellwether, 343,830 lub tsheb tau xa tawm thaum lub quarter thib peb ntawm 2022, nce 42% los ntawm ib xyoo dhau los.
Musk qhov muag ntawm Tesla shares, nrog rau tag nrho cov kev cuam tshuam tom qab ntawm nws Twitter purchase thiab ua hauj lwm raws li CEO ntawm lub social media platform, tej zaum yuav tsis cuam tshuam rau lub sij hawm ntev rau EV saws, txawm tias lawv yuav tso ib tug luag rau Tesla. kev muag khoom mus tom ntej.
Tesla cov khoom lag luam xaus rau xyoo 2021 nrog rau tus nqi-rau-tau txais txiaj ntsig ntawm 120.3, uas yog siab heev, piv nrog P / E ntawm 21.4 rau S&P 500
+ 1.88% .
SPX,
Tab sis cov khoom lag luam poob qis, nrog rau cov txiaj ntsig nce ntxiv rau Tesla, tau coj nws P / E piv rau 20, piv nrog 16.5 rau qhov ntsuas.
Yog li Tesla tsis yog ib qho khoom kim heev, tshwj xeeb tshaj yog rau lub tuam txhab loj hlob sai heev. Koj tuaj yeem cia siab tias yuav muaj kev cuam tshuam luv luv rau Tesla, tshwj xeeb tshaj yog nrog kev kaw ntawm nws lub Hoobkas hauv Shanghai, thiab Musk tsis tu ncua Twitter dabneeg. Tej zaum txoj kev dav dav rau EV qhov chaw yog qhov zoo tshaj plaws rau cov tub ua lag luam mus sij hawm ntev.
Kev tshuaj ntsuam EV cov khoom lag luam
Muaj ntau txoj hauv kev sib txawv cov tub ua lag luam yuav coj mus caij nrog EV kev saws me nyuam hauv lub xyoo. Ib txoj hauv kev ua qhov no yog tsom rau cov roj teeb - tshwj xeeb tshaj yog lithium thiab lwm yam khoom siv raw siv los ua lawv. Ob qhov kev pauv pauv nyiaj uas ua raws qhov chaw no yog $ 3.5 nphom Ntiaj Teb X Lithium & Roj Teeb Tech ETF
+ 2.26%
+ 2.21% .
LIT,
thiab Wisdom Tree Battery Value Chain thiab Innovation Fund
WBAT,
Rau cov nram qab no EV-txog kev tshuaj ntsuam xyuas, peb tab tom pib nrog kev tuav ntawm peb ETFs uas siv dav rau qhov chaw:
DRIV,
tuav 75 cov khoom lag luam ntawm cov tuam txhab thoob ntiaj teb uas koom nrog ntau yam ntawm kev txhim kho thiab tsim cov tshuab tsav tsheb thiab / lossis EVs. Nws muaj $ 800 lab hauv cov cuab tam raws li kev tswj hwm thiab muaj kev hloov pauv kev lag luam-cap hnyav, nrog Microsoft Corp.
MSFT,
raws li cov tuav sab saum toj, ua 3.1% ntawm nws cov ntaub ntawv, raws li FactSet.
IDRV,
tuav 116 stocks. Nws tuav saum toj kawg nkaus yog Eaton Corp.
ETN,
uas ua rau 4.7% ntawm cov ntaub ntawv khaws tseg thiab tsim cov khoom siv hluav taws xob siv hauv tsheb.
KARS,
tuav cov khoom ntawm 64 lub tuam txhab koom nrog EV kev txhim kho thiab tsim khoom, tab sis ntxiv kev cuam tshuam rau lithium thiab tooj liab mining, nrog rau roj-cell technology. Nws tuav loj tshaj plaws (5.6% ntawm cov ntaub ntawv pov thawj) yog Samsung SDI Co. Ltd.
006400,
uas ua rau roj teeb thiab semiconductors.
Koj tuaj yeem nyem rau ntawm txhua ETF's ticker kom paub ntau ntxiv thiab pom cov npe ntawm nws cov npe 25 sab saum toj.
Ua ke, peb ETFs tuav 195 cov khoom lag luam. Peb tau faib cov npe rau 156 tuam txhab uas muag los ntawm tsawg kawg tsib tus kws tshuaj ntsuam xyuas los ntawm FactSet.
Ntawm no yog 20 cov khoom lag luam ntawm cov npe nrog tsawg kawg 75% "yuav" lossis qhov sib npaug sib npaug uas muaj peev xwm nce siab tshaj plaws nyob rau 12 lub hlis tom ntej, raws li kev pom zoo tus nqi lub hom phiaj:
Nyem rau ntawm daim tickers kom paub ntau ntxiv txog cov tuam txhab.
Nyem no rau Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig muaj pub dawb ntawm nplooj ntawv MarketWatch.
Tesla tsis tau sau npe. Tawm ntawm 44 tus kws tshuaj ntsuam xyuas los ntawm FactSet, 28 (lossis 64%) ntsuas qhov sib koom "yuav" lossis qhov sib npaug. Cov khoom lag luam kaw ntawm $ 112.71 thaum Lub Kaum Ob Hlis 28 thiab qhov kev pom zoo tus nqi yog $ 265.75. Cov kws tshuaj ntsuam xav tias Tesla cov khoom lag luam yuav nce ob npaug rau xyoo tom ntej.
Tau qhov twg los: https://www.marketwatch.com/story/20-ev-stocks-that-could-rebound-the-most-in-2023-11672330043?siteid=yhoof2&yptr=yahoo