U.S. sets ambitious goals for the electric vehicle transition. How to invest for it

cnbc2021-08-05

The White House on Thursday willannouncea host of initiatives aimed at jumpstarting electric vehicle sales, and the necessary spending involved will unlock opportunities for investors across the ...

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精彩评论

c1d638b
2021-08-13
c1d638b
👍
Jaja2000
2021-08-07
Jaja2000
Another 10 years time
- StarGate:
  Maybe...a few factors like the charging station, battery, cost ...
NewTrader
2021-08-06
NewTrader
Ok
kenong62
2021-08-06
kenong62
Please likeThanks
Chris68
2021-08-06
Chris68
AV & EV sotcks will Nicely to the moon soon!
sunshine138
2021-08-06
sunshine138
Make big $$$, buy a Tesla in SGHahaWrong use of $$$

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How to invest for it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 22:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/08/05/us-sets-ambitious-goals-for-the-electric-vehicle-transition-how-to-invest-for-it.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The White House on Thursday willannouncea host of initiatives aimed at jumpstarting electric vehicle sales, and the necessary spending involved will unlock opportunities for investors across the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/08/05/us-sets-ambitious-goals-for-the-electric-vehicle-transition-how-to-invest-for-it.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.cnbc.com/2021/08/05/us-sets-ambitious-goals-for-the-electric-vehicle-transition-how-to-invest-for-it.html","article_id":"1173170520","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/08/05/us-sets-ambitious-goals-for-the-electric-vehicle-transition-how-to-invest-for-it.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1173170520","pubTimestamp":1628175014,"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"The White House on Thursday willannouncea host of initiatives aimed at jumpstarting electric vehicle","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"美国为电动汽车的过渡设定了雄心勃勃的目标。如何投资","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"The White House on Thursday willannouncea host of initiatives aimed at jumpstarting electric vehicle sales, and the necessary spending involved will unlock opportunities for investors across the automotive supply chain.\nThe president’s executive order will call for electric vehicles to account for 50% of new car sales by 2030. The U.S. will also announce new long-term fuel efficiency and emissions standards.\n“Despite pioneering the technology, the U.S. is behind in the race to manufacture these vehicles and the batteries that go in them,” the plan’sfact sheetsaid. “Today, the U.S. market share of electric vehicle sales is only one-third that of the Chinese electric vehicle market.”\nThe plan outlines specific areas of spending to aid the transition, including installing a national network of electric vehicle charging stations, beefing up domestic manufacturing and investing in technologies to maintain a competitive edge.\nThe opportunity is not lost on Wall Street.\n“The move towards zero-emission personal mobility triggers a radical transformation of the largest value chain, it has major implications for consumers, companies and investors,” Bernstein wrote in a recent note to clients.\nAutomakers\nAutomakers themselves are one way to invest around a jump in electric vehicle sales.Teslais perhaps the poster child of the movement in the U.S., given that it has been solely focused on battery-electric vehicles since its founding.\nBut traditional automakers have also made meaningful pushes into the space.\nDuring the second quarter,GMraised itstargeted spendingon electric and autonomous vehicles through 2025 to $35 billion, for an increase of 30%.Ford, meanwhile, said inMaythat it expects 40% of its global sales to be electric vehicles by the end of this decade.\nInternational automakers are moving in a similar direction.\nIn July, Germany’sDaimlersaid that its Mercedes-Benz division would be all electric by the end of the decade.Volkswagen, meanwhile, is aiming for half of its sales to be battery-electric vehicles by 2030. By 2040, the company plans for the number to be closer to 100%.\nThere are also China-based companiesNioandXPeng.\nFor those willing to take on more risk, there’s also a number of electric vehicle companies that have entered the public market over the last year via special purpose acquisition companies.\nSince March 2020, 55 SPAC deals in the clean tech space have been announced, according to data from Raymond James.\nFiskerwent public last fall, whileLucid Motorsbegan trading in July.\nCharging infrastructure\nMore electric vehicles on the road means charging infrastructure will need to be built out. One of the barriers of widespread adoption thus far has been drivers’ fears that there won’t be a place to refuel.\nThere are a number of companies working on supporting the ecosystem around electric vehicles, includingChargePoint Holdings.\nThe company is a vertically integrated pure-play EV charging name, selling charging hardware to customers, which it turns into recurring revenue through a cloud-based software support system.\nChargePoint has operations in North America and Europe, and provides services for both residential and commercial customers. The company went public through a SPAC in a deal that closed in February.\nThere’s alsoBeam Global, which deploys solar-powered EV products, as well asBlink Charging, which owns, operates and supplies charging stations.\nBattery companies\nThere are also companies that work in the complex arena of making the batteries for the vehicles. This includes everything from the companies that source the raw materials to those that assemble the batteries themselves.\nLivent CorporationandAlbemarleare two of the lithium producers, while names likeLG Chem, Samsung and Panasonic are battery producers. There’s also more speculative new market entrants includingQuantumScape.\nThere are a number of exchange-traded funds specifically focused on lithium batteries. The offerings include theAmplify Lithium & Battery Technologyfund, which trades under the ticker BATT, as well as theGlobal X Lithium & Battery Techfund, which trades under LIT.\n“LIT invests in companies throughout the lithium cycle, including mining, refinement and battery production, cutting across traditional sector and geographic definitions,” notes the fund’s prospectus.\nLithium-ion batteries are found in products ranging from phones to computers to home energy storage systems, so these funds offer investors exposure beyond just vehicles.\nExchange-traded funds\nFor investors who want exposure to the electric vehicle trend broadly without having to target specific areas, there are exchange-traded funds that take a holistic view of the supply chain.\nTheiShares Self-Driving EV & Tech ETFis one such example. The top holdings are AMD, Tesla, Apple and Nvidia. The fund tracks an index comprised of companies that “may benefit from growth and innovation in and around electric vehicles, battery technologies and autonomous driving technologies.” Shares of the fund, which had roughly $400 million in assets as of the end of June, are up 17% this year, and 63% over the last year.\nAnother option for investors is the Global X Autonomous & Electric Vehicles ETF, which trades under the tickerDRIV. The fund has around $1 billion in assets under management, and shares are up 20% for 2021, and 77% over the last year.","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":894804445,"gmtCreate":1628814739787,"gmtModify":1633689302048,"author":{"id":"4088468974187110","authorId":"4088468974187110","name":"c1d638b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894804445","repostId":1173170520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":893518849,"gmtCreate":1628286292881,"gmtModify":1633752045063,"author":{"id":"3583303538758982","authorId":"3583303538758982","name":"Jaja2000","avatar":"https://static.tigerbbs.com/9058adeb729c44f0908d5e0c46c03489","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Another 10 years time&nbsp;","listText":"Another 10 years time&nbsp;","text":"Another 10 years time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893518849","repostId":1173170520,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5452224,"gmtCreate":1628300369770,"gmtModify":1635158021782,"authorId":3586990023332519,"author":{"id":3586990023332519,"authorId":3586990023332519,"name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":893518849,"type":1,"supId":0,"prevId":0,"content":"Maybe...a few factors like the charging station, battery, cost ...","text":"Maybe...a few factors like the charging station, battery, cost ...","html":"Maybe...a few factors like the charging station, battery, cost ..."}],"langContent":"EN"},{"id":893877311,"gmtCreate":1628257749533,"gmtModify":1633752184825,"author":{"id":"3574025984936555","authorId":"3574025984936555","name":"NewTrader","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893877311","repostId":1173170520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":893047013,"gmtCreate":1628224609732,"gmtModify":1633752427272,"author":{"id":"3574928367638029","authorId":"3574928367638029","name":"kenong62","avatar":"https://static.tigerbbs.com/37fd00bd8cea11b8aa1aed6d9ddd9413","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Please likeThanks","listText":"Please likeThanks","text":"Please likeThanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893047013","repostId":1173170520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":893098924,"gmtCreate":1628218983568,"gmtModify":1633752479330,"author":{"id":"3575974639321365","authorId":"3575974639321365","name":"Chris68","avatar":"https://static.tigerbbs.com/1ae39a12c3ba237f3b001689ec9a549b","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"AV &amp; EV&nbsp;sotcks will&nbsp;Nicely to the moon soon!","listText":"AV &amp; EV&nbsp;sotcks will&nbsp;Nicely to the moon soon!","text":"AV & EV sotcks will Nicely to the moon soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893098924","repostId":1173170520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":899785711,"gmtCreate":1628215555533,"gmtModify":1631892570390,"author":{"id":"3586655655659820","authorId":"3586655655659820","name":"sunshine138","avatar":"https://static.tigerbbs.com/23149c63a63bfeec1572cc27e1322750","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Make big $$$, buy a Tesla in SGHahaWrong use of $$$","listText":"Make big $$$, buy a Tesla in SGHahaWrong use of $$$","text":"Make big $$$, buy a Tesla in SGHahaWrong use of $$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899785711","repostId":1173170520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":926,"commentSize":378,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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