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2021-12-25

How about EV infrastructure?

A Christmas Wish List For EV Makers

Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.Christmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.Moderation in the chip shortage that severely constrained production.Hope the EV demand inflection predicted for 2022 materializes.$5T Market Opportunit

A Christmas Wish List For EV Makers

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Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.Christmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.Moderation in the chip shortage that severely constrained production.Hope the EV demand inflection predicted for 2022 materializes.$5T Market Opportunit","content":"<p>Wall Street is unanimous about the massive electric vehicle&nbsp;market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on&nbsp;Christmas wish lists&nbsp;for the EV makers.</p>\n<p><b>Christmas Wish List:</b>The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.</p>\n<ul>\n <li>Moderation in the chip shortage that severely constrained production.</li>\n <li>Hope the EV demand inflection predicted for 2022 materializes.</li>\n</ul>\n<p><b>$5T Market Opportunity Over Next Decade:</b>&nbsp;The EV revolution&nbsp;expected to materialize in 2022 and beyond will translate to a $5 trillion market opportunity over the next decade,&nbsp;Ives said in the note.&nbsp;<b>Tesla&nbsp;Inc</b>(NASDAQ:TSLA) will be the major beneficiary of the inflection, the analyst said.</p>\n<p>Others such as&nbsp;traditional automakers&nbsp;<b>General Motors Company</b>(NYSE:GM),&nbsp;<b>Volkswagen AG</b>(OTC:VWAGY) and&nbsp;<b>Ford Motor Company</b>(NYSE:F), as well as EV-focused vendors<b>Canoo Inc</b>(NASDAQ:GOEV),&nbsp;<b>Lucid Group&nbsp;Inc</b>(NASDAQ:LCID),&nbsp;<b>Fisker&nbsp;Inc</b>(NYSE:FSR) and&nbsp;<b>Rivian Automotive&nbsp;Inc</b>(NASDAQ:RIVN) also stand to capitalize, he added.</p>\n<p>Europe and China have seen a clear acceleration in EV adoption.&nbsp;The U.S., with just 2% penetration, lags behind, the analyst noted.</p>\n<p>EV supply chain plays such as&nbsp;<b>Li-Cycle Holdings Corp</b>(NYSE:LICY),&nbsp;<b>ChargePoint Holdings&nbsp;Inc</b>(NYSE:CHPT),&nbsp;<b>Evgo&nbsp;Inc</b>(NASDAQ:EVGO),&nbsp;<b>Electric Last Mile Solutions&nbsp;Inc</b>(NASDAQ:ELMS),&nbsp;<b>Xos&nbsp;Inc</b>(NASDAQ:XOS) and&nbsp;<b>Hyzon Motors Inc</b>(NASDAQ:HYZN), among others are well-positioned to benefit, Ives said.</p>\n<p>On the software front,&nbsp;connected data&nbsp;plays such as&nbsp;<b>Wejo Group Ltd</b>(NASDAQ:WEJO) are likely to benefit from the next generation of EVs and adoption taking hold over the next 12 to 18 months, he added.</p>\n<p><b>EV Valuations Reflecting Future Growth:</b>&nbsp;EV valuations continue to soar, leading many to wonder whether this is a bubble or the first stage of a decade-long EV metamorphosis, Ives said.</p>\n<p>\"The EV stocks are reflecting future parabolic growth and margin potential over the coming years, with now the execution/capacity story taking hold into 2022,\" the analyst wrote in the note.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nA Christmas Wish List For EV Makers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 08:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/12/24757706/a-christmas-wish-list-for-ev-makers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173048178","content_text":"Wall Street is unanimous about the massive electric vehicle market opportunity set to unfold in the coming years. Against this backdrop, an analyst at Wedbush pondered what could be on Christmas wish lists for the EV makers.\nChristmas Wish List:The EV sectors would be hoping for two things heading into Christmas and the end of the year, Ives said.\n\nModeration in the chip shortage that severely constrained production.\nHope the EV demand inflection predicted for 2022 materializes.\n\n$5T Market Opportunity Over Next Decade: The EV revolution expected to materialize in 2022 and beyond will translate to a $5 trillion market opportunity over the next decade, Ives said in the note. Tesla Inc(NASDAQ:TSLA) will be the major beneficiary of the inflection, the analyst said.\nOthers such as traditional automakers General Motors Company(NYSE:GM), Volkswagen AG(OTC:VWAGY) and Ford Motor Company(NYSE:F), as well as EV-focused vendorsCanoo Inc(NASDAQ:GOEV), Lucid Group Inc(NASDAQ:LCID), Fisker Inc(NYSE:FSR) and Rivian Automotive Inc(NASDAQ:RIVN) also stand to capitalize, he added.\nEurope and China have seen a clear acceleration in EV adoption. The U.S., with just 2% penetration, lags behind, the analyst noted.\nEV supply chain plays such as Li-Cycle Holdings Corp(NYSE:LICY), ChargePoint Holdings Inc(NYSE:CHPT), Evgo Inc(NASDAQ:EVGO), Electric Last Mile Solutions Inc(NASDAQ:ELMS), Xos Inc(NASDAQ:XOS) and Hyzon Motors Inc(NASDAQ:HYZN), among others are well-positioned to benefit, Ives said.\nOn the software front, connected data plays such as Wejo Group Ltd(NASDAQ:WEJO) are likely to benefit from the next generation of EVs and adoption taking hold over the next 12 to 18 months, he added.\nEV Valuations Reflecting Future Growth: EV valuations continue to soar, leading many to wonder whether this is a bubble or the first stage of a decade-long EV metamorphosis, Ives said.\n\"The EV stocks are reflecting future parabolic growth and margin potential over the coming years, with now the execution/capacity story taking hold into 2022,\" the analyst wrote in the note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}