Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit

CNBC2021-07-05

Electric vehicle adoption is at an inflection point, according toBank of Americaanalysts who identified a new way to play the trend. An increasing need for EVcharging technologyis set to benefit a ...

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精彩评论

TaiWoeiHaur
2021-07-06
TaiWoeiHaur
Up
JLX
2021-07-06
JLX
Like pls
JCai
2021-07-06
JCai
Like pls
- JLX:
  Done
Randolphloo
2021-07-06
Randolphloo
Go go go
Tailwind
2021-07-06
Tailwind
EV surely the future
PKsummer
2021-07-06
PKsummer
Good, all EV related stock will go! go! go!, yeah!!
- ToongMH:
  that great

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An increasing need for EVcharging technologyis set to benefit a ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.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":"BAC","symbol_name":"美国银行","start_time":0,"source_url":"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html","article_id":"1193340451","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.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=1193340451","pubTimestamp":1625456464,"columns":[],"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Electric vehicle adoption is at an inflection point, according toBank of Americaanalysts who identified a new way to play the trend. 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BofA also expects “significant” growth in home charging points, with around 60 million electric connectors by 2030.\nBofA’s stock picks include:\nSemiconductors\n“We estimate that power semiconductor demand related to charger deployments in Europe can increase from low tens of millions of US dollars per annum to c$50m per annum by 2025 and c$100m per annum by 2030,” the analysts stated, pickingInfineonandSTMicroas beneficiaries of this.\nOil majors\nBig Oil can create “significant value” from “shifting their equity story to Big Energy,” with more of a focus on decarbonization, according to BofA. Its analysts noted the shift was becoming more urgent for these companies, given shareholder pressure and the Hague District Court’sdemands for Shellto meet climate targets set out in the Paris Agreement.\nThe analysts pickedBP,ShellandTotaland said: “We believe EV charging will grow in importance in linking Big Oil’s existing Marketing footprints (including global brand recognition and backing from their commodity trading desks) with Big Oils’ expansion into electricity supply.”\nAuto suppliers\nValeomakes parts for EVs of all sizes as well as a range of charging components for the likes ofVWand Mercedes. It is buy-rated by BofA, which noted that its joint venture withSiemensnow has around a 40% market share of the high voltage charging sector.\nMetals and mining\nCopper producerAntofagastaand minerBolidenare buy-rated picks for BofA, with copper likely to be a key part of EV chargers as well as inside the vehicle. “New technologies such as renewables, energy storage and electric vehicles that are gaining traction have one thing in common: they require a set of commodities we define as MIFTs, or metals important for future technologies,” BofA’s analysts 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go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154271010","repostId":1193340451,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154247933,"gmtCreate":1625531849322,"gmtModify":1633939968190,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"htmlText":"EV surely the future","listText":"EV surely the future","text":"EV surely the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154247933","repostId":1193340451,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154212705,"gmtCreate":1625529576007,"gmtModify":1631891881246,"author":{"id":"3580513309629633","authorId":"3580513309629633","name":"PKsummer","avatar":"https://static.tigerbbs.com/b5f0208af7339a9a99bccadb33f50d22","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580513309629633","authorIdStr":"3580513309629633"},"htmlText":"Good, all EV related stock will go! go! go!, yeah!!","listText":"Good, all EV related stock will go! go! go!, yeah!!","text":"Good, all EV related stock will go! go! go!, yeah!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154212705","repostId":1193340451,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5131041,"gmtCreate":1625529974314,"gmtModify":1631891881247,"authorId":3579230468032082,"author":{"id":3579230468032082,"idStr":"3579230468032082","authorId":3579230468032082,"name":"ToongMH","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":154212705,"type":1,"supId":0,"prevId":0,"content":"that <u>great</u>","text":"that <u>great</u>","html":"that <u>great</u>"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":786,"commentSize":189,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, 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