Qhov muaj feem cuam tshuam tias kev nce nqi nce ntxiv thiab lwm yam ua rau cov nqi roj ntau dua tsis tu ncua tawm cov khoom lag luam no tsom mus rau lwm lub zog thiab hluav taws xob tsheb.
Ivana Delevska, tus tsim thiab tus thawj coj peev ntawm SPEAR, uas yog tus tswj hwm SPEAR Alpha ETF.
SPRX,
twb coj cov nyiaj mus rau kev cuam tshuam kev lag luam-technology stocks. Cov peev nyiaj poob qis 3.6% ntawm tag nrho cov nyiaj rov qab los txog tam sim no hauv 2022.
Tam sim no, nws muaj nws qhov kev pom ntawm qhov zoo li yog qhov kev nce nqi-hloov ntawm cov tuam txhab uas tuaj yeem tiv thaiv hluav taws xob-nqi nqi.
Cov nqi roj Crude tau nce 17% txhua hli hauv lub Ib Hlis, raws li Dow Jones Market Data. Ob leeg West Texas Intermediate
Qauv: CL00
thiab London-ua lag luam Brent
BRN00,
qhwv lub Ib Hlis ntawm lawv cov qib siab tshaj plaws txij li thaum lub Kaum Hli 2014. Qhov kev lag luam loj tshaj plaws ntawm cov roj av yav tom ntej
RB 00,
daim ntawv cog lus tau nce 15% hauv Lub Ib Hlis thiab nce ntau dua 60% xyoo dhau los.
Zog lub zog
Roj - thiab hais txog, cov roj av thiab roj av - thiab kev nce nqi sib txuas vim tias lub zog yog cov khoom siv loj hauv kev lag luam uas siv rau hauv cov haujlwm tseem ceeb xws li kev thauj mus los thiab cua sov hauv tsev. Yog tias cov nqi nkag tau nce, yog li yuav tsum tau them tus nqi ntawm cov khoom kawg. Qee cov neeg soj ntsuam hais tias kev sib khi ntawm tus nqi hluav taws xob thiab kev nce nqi dav dav tau txo qis hauv kaum xyoo tsis ntev los no, tab sis tus nqi khiav lawv lub tsev thiab tsheb tuaj yeem cuam tshuam rau cov neeg siv khoom loj. EV - Tesla
TSLA,
Piv txwv li - muaj keeb kwm muaj tus nqi ntawv nplaum ntau dua tab sis ncaws hauv kev txuag lub sijhawm.
Rau Delevska. Cov kev cuam tshuam uas tuaj nrog EVs, tshwj xeeb tshaj yog cov roj teeb khiav lawv, thiab cov tuam txhab ua haujlwm tau zoo rau kev hloov pauv mus rau kev tsim hluav taws xob los ntawm kev siv hluav taws xob huv, twb yog cov ntsiab lus zoo tsim nws cov peev nyiaj. Tab sis cov roj nce ntxiv txhawb qhov kev xav ntawd, nws hais.
"'Peb nyiam tag nrho cov saw hlau nyob ib ncig ntawm EVs.'"
Delevska ntseeg tias yav tom ntej tsis paub meej rau cov khoom siv hluav taws xob ib txwm muaj, suav nrog kev thawb los ntawm cov roj tho loj kom tob rau hauv lwm lub zog kev lag luam lawv tus kheej, txhais tau hais tias roj thiab roj peev xwm tsis tau ntxiv sai txaus kom coj tus nqi qis, nws hais. Tsuas yog qhov kev hloov pauv loj hauv kev thov yuav zoo li ruaj khov rau cov nqi roj, nws hais ntxiv. Tab sis cov neeg siv khoom uas yuav nyob hauv laj kab hais txog EV, lossis cov zej zog thiab cov tuam txhab muag qhov "huv" fais fab, yuav siv cov nqi hluav taws xob ntau dua los ua pov thawj lawv tus kheej txav deb ntawm fossil fuels. Tsis txhob hais tias cov roj av thiab cov khoom siv roj av tsis muaj kev saib xyuas tsis tu ncua thiab kev nqis peev tsis zoo, ua rau kev lag luam nyob rau hauv ib qho nyuaj thaum nws los txog rau kev tu hauv kev hloov pauv kev lag luam.
Related: Democrats piv cov tuam txhab roj 'kev hloov pauv huab cua teb rau kev haus luam yeeb-kev tsis lees paub
Txhua tus tau hais, nws yog lub voj voog kev xav tau uas Delevska hais tias nyiam kev thawb mus rau kev nqis peev hauv lwm lub zog thiab EVs, nrog rau cov kev tsim kho vaj tse uas ua rau ob qho tib si ua tau.
"Qhov tsis yooj yim yog nrhiav [cov khoom lag luam] lub sijhawm. Cov paj laum tau nce siab, tsim lub hauv paus rau kev loj hlob cov khoom lag luam feem ntau, "Delevska hais rau MarketWatch. "Peb lub hom phiaj yog nrhiav cov tuam txhab uas muaj ntug ntawm cov khoom lag luam loj hlob tab sis kuj muaj cov nyiaj ntsuab txaus."
3 xaiv thiab ib qho ntxiv
Nws hais txog cov miner Livent Corp.
LTHM,
hais tias nws yog "zoo heev positioned raws li ib tug lithium chaw tsim tshuaj paus, uas yuav tsum tau nyob twj ywm ib tug tseem ceeb bottleneck tivthaiv nyob rau hauv zus tau tej cov EVs." Cov roj teeb lithium-ion yog dab tsi khiav lub EV lub cav nyob rau hauv qhov chaw ntawm cov roj combustion.
Lwm cov kws tshuaj ntsuam xyuas - piv txwv li Goldman Sachs sau tseg lig xyoo tas los uas tau hais tias qhov dav lithium-mining stocks tau nce siab dhau lawm - txhawb Delevska qhov kev xav tias nws yuav tsum xaiv qhov zoo tshaj plaws ntawm pawg.
Thiab thaum nws lees paub tias qhov teeb meem ntawm cov saw hlau txuas ntxiv tuaj yeem cuam tshuam rau feem ntau ntawm cov khoom siv hauv EV thiab lwm yam kev tsim khoom, kev sib sau ua ke ntawm EVs hla lawv qhov nyuaj dua, cov khoom siv hluav taws xob sib npaug ua rau cov qub tsis tshua muaj kev lag luam thiab kev hloov pauv.
LTHM shares tau nqis ze li ntawm 8% txog tam sim no hauv 2022, tom qab nce 13% xyoo dhau los.
Nyeem: Standard Lithium shares swb 22% tom qab tus muag khoom luv luv hais tias nws cov thev naus laus zis tsis ua haujlwm
Nws qhov kev xav tsis nres nrog roj teeb. Delevska tau hais tias "Peb nyiam tag nrho cov khoom siv nyob ib puag ncig EVs," said Delevska.
Qhov ntawd coj nws mus rau qhov kev xaiv them nyiaj-koom haum: ChargePoint Holdings
CHPT,
Delevska hu nws ua ntau yam kev ua si ntawm lub ntsiab lus vim hais tias lub tuam txhab muab kho vajtse thiab software rau nkoj, cov neeg siv khoom hauv tsev thiab kev lag luam.
Cov Tshuag tau clobbered tsis ntev los no, nrog nws cov nqi sib faib nyob rau hauv ib nrab ntawm 2021 thiab nqis 30% txog tam sim no hauv 2022.
Ntawm lwm yam, kev them nyiaj txhawb nqa tau txais kev txhawb nqa hauv bipartisan infrastructure txoj cai dhau xyoo tas los, tab sis tsoomfwv muaj zog tshaj plaws thov nyiaj pab txhawb nqa EVs thiab lawv cov nqi them nyiaj tau dai rau hauv daim nqi tsim rov qab zoo dua.
Rau lwm tus kws tshuaj ntsuam, tus nqi sib koom yog tus tsav tsheb tseem ceeb rau lawv kev ceev faj ntawm ChargePoint. JP Morgan tus kws tshuaj ntsuam Bill Peterson tau sau xyoo tas los, "Peb tseem muaj kev pom zoo ntawm ChargePoint's 'av thiab nthuav' cov hauv kev hauv EV them, thiab peb ntseeg tias tus yuam sij rau ChargePoint yuav txuas ntxiv nqa cov kev daws teeb meem kho vajtse thiab software tshiab rau. kev ua lag luam." Tab sis nws xav tias cov xov xwm zoo tau raug nqi ntau heev.
Related: ChargePoint pom loj sab hauv Tshuag yuav
Thaum kawg, Delevska tau tsom mus rau Eaton Corp.
ETN,
Lub tuam txhab tswj hwm hluav taws xob, uas pab cov neeg ua haujlwm cua-turbine, piv txwv li, hloov lub zog rau hauv hluav taws xob thiab thauj mus rau hauv daim phiaj, tau hais rau hnub Friday tias nws xav tias yuav muaj lwm xyoo ntawm cov nyiaj tau los loj hlob hauv 2022.
Shares poob 12% nyob rau hauv lub xyoo rau hnub tim, txiav mus rau hauv ib tug ze li ntawm 25% nce nyob rau hauv ib xyoos.
Nyeem: Amazon, Lub Hom Phiaj thiab lwm cov tuam txhab lag luam loj heev pace cov ntaub ntawv 'huv' lub zog yuav thiab qhia me ntsis ntawm kev tso tseg
Sab nraud ntawm cov kev xaiv saum toj kawg nkaus no, tus thawj tswj hwm nyiaj txiag muaj qhov cuam tshuam nrog kev ua si, tab sis ib qho uas siv dav dua: semiconductor chips.
Feem ntau, nws yog semiconductor inverters uas tsav tsheb ntau dua EV mus ncig. Lub tuam txhab tshawb fawb IDTechEx hais tias qhov kev thov rau cov ntsiab lus semiconductor ib lub tsheb hluav taws xob yog kwv yees li 2.3 npaug ntawm cov tsheb sab hauv-combustion-cav.
"Cov no yog cov khoom lag luam pheej yig heev, tab sis kuv xav tias [chip] kev thov tau lav txawm tias kev lag luam qeeb me ntsis vim tias cov khoom siv nruj," Delevska tau hais.
Tau qhov twg los: https://www.marketwatch.com/story/beat-inflation-with-3-stocks-that-bet-against-oil-in-favor-of-evs-and-the-renewable-power-grid- 11644010726?siteid=yhoof2&yptr=yahoo