HwaHwa
2021-07-05
Nice!
Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":154025281,"tweetId":"154025281","gmtCreate":1625462208743,"gmtModify":1633940437842,"author":{"id":4087529024557940,"idStr":"4087529024557940","authorId":4087529024557940,"authorIdStr":"4087529024557940","name":"HwaHwa","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Nice! </p></body></html>","htmlText":"<html><head></head><body><p>Nice! </p></body></html>","text":"Nice!","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/154025281","repostId":1193340451,"repostType":4,"repost":{"id":"1193340451","pubTimestamp":1625456464,"share":"https://www.laohu8.com/m/news/1193340451?lang=&edition=full","pubTime":"2021-07-05 11:41","market":"us","language":"en","title":"Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit","url":"https://stock-news.laohu8.com/highlight/detail?id=1193340451","media":"CNBC","summary":"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 raft of global stocks, according to the bank, including semiconductor and Big Oil companies, as well as auto suppliers.$Bank of America$ analysts led by Harry Wyburd flagged a rapid rise in ownership of electric vehicles, with EVs on Europe’s roads up 100% since pre-Covid.In a research note published l","content":"<div>\n<p>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 ...</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\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America: Billions are about to pour into EV infrastructure — and these stocks will benefit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 11:41 GMT+8 <a href=https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/07/04/bank-of-america-chooses-electric-vehicle-stocks-in-a-sector-worth-billions.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193340451","content_text":"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 raft of global stocks, according to the bank, including semiconductor and Big Oil companies, as well as auto suppliers.\nBank of America analysts led by Harry Wyburd flagged a rapid rise in ownership of electric vehicles, with EVs on Europe’s roads up 100% since pre-Covid.\nIn a research note published last week, they wrote: “Our updated charger forecasts see c. [circa] $80bn of potential charging infrastructure investment by 2040E [estimate].”\nThe bank estimates there are currently around nine public charging points per 100 electric vehicles in Europe and expects the number to rise as more of the cars hit the road. 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 wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/154025281"}
精彩评论