Kev saws me nyuam ntawm hluav taws xob tsheb tau nce thoob plaws ntiaj teb, thiab yuav luag txhua tus neeg tsim hluav taws xob tsis khoom siv hluav taws xob lawv cov kab. Tab sis kev tsav tsheb EV yuav tsis muaj teeb meem tsis muaj teeb meem raws li qee qhov tau xav, raws li YouTube lub hnub qub Marques Brownlee piav qhia hauv video tsis ntev los no ntawm nws Auto Focus channel.
Brownlee, uas muaj ntau dua 16 lab tus neeg rau npe ntawm nws lub npe tseem ceeb channel, paub txog kev ua yeeb yaj kiab tsom mus rau thev naus laus zis thiab tsav tsheb Tesla.
Tsis nco
Raws li zaj dab neeg mus, Brownlee tau mus rau lub khw hauv zos kom tau zaub mov. Ib tug poj niam pom nws tuaj txog hauv Tesla, chij nws, thiab thov kev pab. Raws li qhov tshwm sim, nws tau nres nws tus tub Tesla Model 3 ntawm qhov chaw them nqi ChargePoint ntawm lub khw tab sis tsis tuaj yeem them nws.
Brownlee tau piav qhia rau nws tias txhawm rau them Tesla ntawm ChargePoint chaw nres tsheb, nws yuav xav tau lub adapter. Txij li thaum tus poj niam tsis zoo li paub tias yog dab tsi, Brownlee tau pab nws qhib lub cev, nrhiav lub adapter, thiab txuas EV rau lub charger. Nws kuj tsis muaj tus account ChargePoint, yog li Brownlee tau piav qhia rau nws tias yuav them nyiaj li cas los pib qhov kev sib tham yam tsis tas yuav tsum muaj tus account.
Thaum txhua yam teeb tsa, Brownlee tau mus rau hauv lub khw.
Tom qab tuav nws lub tsheb thauj mus los, Brownlee tau rov qab mus rau nws lub tsheb tab sis raug tus poj niam rov qab chij dua. Nws mus xyuas thiab pom tias qhov them tseem tsis tau pib.
"Lub sijhawm no, kuv zoo li, qhov no tuaj yeem yog ib qho ntawm cov khoom uas koj tsis paub tias yog dab tsi," nws hais ntxhov siab.
Tom qab ntawd nws pom tias lub tsheb uas nyob ib sab ntawm nws tau them nyiaj zoo tab sis tus neeg tau hla cov xaim ntawm ib sab mus rau lwm qhov, tej zaum paub tias ib qho ntawm cov chaw them nyiaj tau tawg.
Cov yeeb yaj kiab, hu ua "Qhov no yog lub tsheb hluav taws xob puas tsuaj," tau txais ntau dua 1.7 lab views.
Qhov tseem ceeb ntawm kev them nyiaj infrastructure
Brownlee tau taw qhia tias qhov kev them nqi hluav taws xob yog "tsuas yog qhov tseem ceeb rau lub tsheb hluav taws xob kev paub zoo li lub tsheb nws tus kheej."
"Xav txog kev piav qhia rau koj niam koj txiv, koj pog yawg, lossis ib tus neeg uas tsis txawj ntse nrog cov thev naus laus zis tshwj xeeb, uas tsis yog mus rau qhov chaw nres tsheb roj, lawv yuav tsum xyuas kom lawv nrhiav tau lub charger ua haujlwm nrog lub adapter kom raug thiab tag nrho cov no - nws yuav siv sij hawm. ntev dua, nws yuav yog lub charger qeeb, nws yuav tawg. "
Thiab nws yuav yog ib qhov teeb meem loj rau kev siv tsheb fais fab.
"Muaj cov qauv ntawm qhov no ua ntej, qhov twg tib neeg yog tiag tiag, tiag tiag npau taws, zoo li 'Kuv tsis xav tias lub tsheb hluav taws xob yog rau kuv," Brownlee tau hais, ntxiv tias muaj ntau cov piv txwv uas ua rau qhov teeb meem no.
Txawm hais tias nws muaj tseeb tias EV kev them nyiaj yuav tsis zoo li qee qhov tau cia siab, cov txheej txheem tau hloov zuj zus sai.
Nov yog saib peb lub tuam txhab uas tab tom txhim kho cov chaw them nqi thoob plaws lub tebchaws. Nrog rau ntau tus EVs ntawm txoj kev, qhov trio no sawv kom tau nyiaj. Wall Street kuj pom upside nyob rau hauv lawv.
Holdenpoet Holdings
Txawm hais tias Brownlee tsis muaj kev paub zoo nrog qhov chaw them nqi ChargePoint tshwj xeeb, lub tuam txhab tau koom ua ke rau EV boom.
ChargePoint Holdings (CHPT) muaj ib qhov loj tshaj plaws EV them tes hauj lwm hauv ntiaj teb. Nws muaj nyob ib ncig ntawm 5,000 cov neeg siv khoom lag luam thiab cov nkoj thauj khoom, suav nrog 80% ntawm Fortune 50 tuam txhab. Txij li thaum nws pib, ChargePoint tau xa ntau dua 145 lab lub sijhawm them nyiaj.
EV cov khoom lag luam tsis yog kev lag luam darlings hauv 2022 thiab qhov kev ua si EV no tau raug ntes nyob rau hauv kev muag khoom thiab. Txawm hais tias qhov bounce hauv 2023, ChargePoint shares poob 10% nyob rau 12 lub hlis dhau los.
Uas yuav muab neeg yos hav zoov ib yam dab tsi xav txog.
JPMorgan tus kws tshuaj ntsuam Bill Peterson muaj qhov 'hnyav' qhov ntsuas ntawm ChargePoint thiab tus nqi hom phiaj ntawm $ 16 - kwv yees li 38% saum toj no qhov twg cov Tshuag zaum hnub no.
nyeem ntxiv: Txoj hauv kev zoo yog tias koj them nyiaj ntau dhau rau kev pov hwm tsev. Nov yog yuav ua li cas siv tsawg rau kev thaj yeeb ntawm lub siab
Ntsais Txiav
Nrog rau lub khw muag khoom ntawm ib ncig ntawm $ 600 lab, Blink Charging (BLNK) yog lub npe tseem ceeb hauv ntiaj teb ntawm EV cov khoom lag luam.
Shares tau nyob rau ib rollercoaster caij.
Thaum pib ntawm 2020, Blink Charging tau ua lag luam tsawg dua $ 2 ib feem. Nws tau tua ntau dua $ 60 ib feem ntawm lub Ib Hlis 2021 ua ntej poob lub zog. Hnub no, nws yog $10.
Blink tau xa tawm ntau dua 58,000 EV charging chaw nres nkoj hla 25 lub teb chaws. Nws siv cov software tsim los ua haujlwm, tswj xyuas, thiab taug qab cov chaw nres tsheb EV txuas nrog nws lub network.
Hauv Q3 ntawm 2022, cov nyiaj tau los tau nce 169% los ntawm ib xyoos dhau los rau $ 17.2 lab.
Kev txais yuav ntau ntxiv ntawm EVs yuav tsum txuas ntxiv roj kev loj hlob hauv Blink kev lag luam.
Needham & Tuam Txhab kws tshuaj ntsuam Vikram Bagri muaj qhov 'yuav' ntsuas ntawm Blink thiab tus nqi phiaj ntawm $ 18 - qhia txog qhov muaj peev xwm nce siab ntawm 80%.
Tesla (TSLA)
Tesla (TSLA) tau ntev mus rau kev xaiv rau cov neeg tab tom nrhiav EV cov khoom lag luam - nws lub khw muag khoom tam sim no ob peb zaug loj dua Ford thiab General Motors ua ke. Tab sis lwm yam tshaj li kev ua lag luam EV, nws kuj yog qhov ua si ntawm kev them nqi hluav taws xob.
Tesla tau xa tawm ntau dua 40,000 Superchargers thoob plaws ntiaj teb. Qhov tshwj xeeb, cov Superchargers tuaj yeem ntxiv txog 200 mais ntawm ntau yam hauv 15 feeb xwb.
"Txij li thaum them nyiaj ntau dua 80 feem pua tsis tshua tsim nyog, kev nres yog feem ntau luv thiab yooj yim," lub tuam txhab hais.
Raws li tus tsim EV, Tesla txoj kev lag luam mus rau qhov raug. Hauv 2022, lub tuam txhab xa 1,313,851 EVs, sawv cev rau 40% nce xyoo dhau xyoo.
Barclays kws tshuaj ntsuam Dan Levy muaj qhov 'hnyav' kev ntaus nqi ntawm Tesla thiab tus nqi phiaj ntawm $ 275. Txij li thaum sib koom ua lag luam nyob ib ncig ntawm $ 199 hnub no, tus nqi lub hom phiaj qhia txog qhov muaj peev xwm nce siab ntawm 38%.
Yuav nyeem dab tsi tom ntej
Kab lus no muab cov ntaub ntawv nkaus xwb thiab yuav tsum tsis txhob muab txhais ua cov lus qhia. Nws tau muab yam tsis muaj kev lees paub ntawm txhua yam.
Tau qhov twg los: https://finance.yahoo.com/news/ruining-electric-cars-top-youtuber-140000470.html