20 EV faʻatau e mafai ona toe faʻateleina i le 2023

E tele auala eseese mo le aufaipisinisi e tietie ai i le EV trend. O se tasi o pisinisi e sili ona fiafia i ai, Tesla Inc.
TSLA,
+ 6.10%,
ua nutimomoia. O le Pule Sili o Elon Musk na fa'atau atu sea, i se vaega e fesoasoani i le fa'atupeina o lana fa'atauga o le Twitter, lea na ia fa'alilolilo ia Novema. E tusa ai ma faʻatusatusaga a Dow Jones Data ma MarketWatch, Ua faatau atu e Musk le $39.3 piliona tau o sea Tesla talu mai Novema 2021. Na ia fai mai i le vaiaso talu ai na te le toe faatau atu mo le itiiti ifo i le isi tausaga ma le afa.

O faʻatauga a Tesla ua pa'ū i le 68% i le 2022, lea na tuʻu ai se toso e le gata i le S&P 500
SPX,
+ 1.88%,
ae i luga o soʻo se tupe faʻatau fefaʻatauaʻiga e taulaʻi ile avanoa ole EV.

E le o lona uiga o tagata faʻatau poʻo malo o loʻo taumafai e faʻaitiitia le faʻafefe o greenhouses o loʻo 'alo ese mai taʻavale eletise. I lona Global EV Va'aiga mo le 2022, lomia ia Me, o le International Energy Agency na fai mai o le numera o taavale eletise i luga o le auala i le lalolagi atoa na faatoluina i le tolu tausaga i le 16.5 miliona i le 2021. E aofia ai ma taavale eletise (BEV) ma plug-in hybrids (PHEV). EV faʻatau i le 2021 toeitiiti faʻaluaina i le 6.6 miliona, e tusa ai ma le IEA, faʻatasi ai ma le BEV e tusa ma le 70% o faʻatauga "[a] i tausaga ua mavae."

In fua faatatau na toe faafou ia Oketopa, Fai mai le IEA i lalo o faiga faʻavae a le malo o loʻo i ai nei na faʻamoemoeina EV e sili atu nai lo le 25% o le aofaʻi o faʻatauga moli i le lalolagi atoa i le 2030, faʻatasi ai ma BEV e tusa ma le lua vaetolu o faʻatau. Ae i lalo o faiga faʻavae a le malo e fesoʻotaʻi ma se "faʻataʻitaʻiga o atinaʻe faʻaauau," o le IEA o loʻo fuafua e faʻatau atu le EV e sili atu i le 45% o le aofaʻi o faʻatauga taʻavale i le 2030.

A vaʻai i Tesla, o loʻo avea pea ma BEV bellwether, 343,830 taʻavale na tuʻuina atu i le kuata lona tolu o le 2022, i luga 42% mai le tausaga na muamua atu.

O le faʻatau atu e Musk o sea Tesla, faʻapea foʻi ma faʻalavelave uma i le maeʻa ai o lana Twitter faʻatau ma galue o se Pule Sili o le faʻasalalauga faʻasalalau lautele, atonu e le afaina ai le vaʻaiga umi mo le vaetamaina o le EV, tusa lava pe latou te tuʻuina se toso ile Tesla's. fa'atauga agai i luma.

O fa'atauga a Tesla na fa'ai'u i le 2021 fa'atasi ai ma le fa'asologa o tau i luma o le 120.3, lea na maualuga tele, fa'atusatusa i le P/E o le 21.4 mo le S&P 500.
SPX,
+ 1.88%.
Ae o le paʻu o le faʻasoa, faʻatasi ai ma le faʻatupulaia o tupe mama mo Tesla, ua faʻaititia ai lona P / E ratio i lalo i le 20, faʻatusatusa i le 16.5 mo le faasino igoa.

O lea ua le toe taugata ai Tesla, aemaise lava mo se kamupani o loʻo faʻatupulaia vave. E mafai ona e faʻamoemoeina nisi faʻalavelave pupuu mo Tesla, aemaise lava i le tapunia o lona falegaosimea i Shanghai, ma Musk's saga Twitter faifai pea. Masalo o se auala lautele i le avanoa EV e sili ona lelei mo tagata e teu tupe umi.

Su'e fa'asoa EV

E 'ese'ese auala lautele e ono fa'aaogaina e le aufaipisinisi e fa'atasi ai ma le fa'aaogaina o le EV i le tele o tausaga. O se tasi o auala e fai ai lenei mea o le taulaʻi atu lea i maa - aemaise lava le lithium ma isi mea mata e faʻaaogaina e fai ai. E lua tupe fefa'ataua'iga o lo'o mulimuli mai i lenei avanoa o le $3.5 piliona Global X Lithium & Battery Tech ETF
LIT,
+ 2.26%
ma le Wisdom Tree Battery Value Chain and Innovation Fund
WBAT,
+ 2.21%.

Mo le faʻataʻitaʻiga o faʻatauga a le EV o loʻo mulimuli mai, o loʻo matou amata i le umiaina o le tolu ETF o loʻo faʻaogaina auala lautele i le avanoa:

• Le Global X Autonomous & Electric Vehicles ETF
  DRIV,
  + 3.04%
  o lo'o umia 75 fa'asoa a kamupani i le lalolagi atoa o lo'o a'afia i vaega eseese o le atina'e ma le gaosiga o masini ta'avale tuto'atasi ma/po'o EV. E $800 miliona i aseta i lalo o le pulega ma o loʻo i ai se suiga o faʻatauga o maketi, ma Microsoft Corp.
  MSFT,
  + 2.84%
  e pei o le pito i luga o loʻo umia, faia ai le 3.1% o lana faila, e tusa ai ma le FactSet.

• Le $389 miliona iShares Self-Driving EV & Tech ETF
  IDRV,
  + 3.37%
  umia 116 sea. O lona tau pito i luga o le Eaton Corp.
  ETN,
  + 1.24%,
  lea e maua ai le 4.7% o le faila ma gaosia vaega eletise o loʻo faʻaaogaina i taavale.

• O le $192 miliona KraneShares Eletise Vehicle ma Future Mobility Index ETF
  KARS,
  + 2.25%
  umia sea o kamupani 64 o loʻo aʻafia i le atinaʻeina ma le gaosiga o le EV, ae faʻaopoopo le faʻaalia i le lithium ma le apamemea, faʻapea foʻi ma tekonolosi suauu. O lona umia tele (5.6% o le faila) o le Samsung SDI Co. Ltd.
  006400,
  -1.99%,
  lea e fai ai maa ma semiconductor.

E mafai ona e kiliki i luga o faʻailoga a le ETF taʻitasi e aʻoaʻo atili ma vaʻai se lisi o ana pito i luga 25 umia.

Faʻatasi, o le tolu ETF o loʻo umia 195 faʻasoa. Na matou fa'avasegaina le lisi i kamupani e 156 o lo'o ufiufi e le itiiti ifo ma le to'alima au'ili'ili na su'esu'eina e FactSet.

O mea nei e 20 i luga o le lisi ma le itiiti ifo i le 75% "faʻatau" poʻo faʻatusatusa tutusa o loʻo i ai le sili ona maualuga le gafatia i le isi 12 masina, e faʻavae i luga o tau faʻatatau:

Company	Togi	atunuu	Fa'asoa fa'atatau "fa'atau".	Tesema 28 tau	Tau fa'atatau	Faʻailoaina 12-masina faʻatupulaia gafatia
Li Auto Inc. Vasega A	2015, + 0.34%	ōmea	94%	74.25	222.47	200%
Innoviz Technologies Ltd.	INVZ, + 4.19%	Isalaeru	83%	3.58	9.50	165%
ChargePoint Holdings Inc. Vasega A	CHPT, + 6.57%	US	76%	8.31	20.82	150%
Piedmont Lithium Inc.	PLL, + 3.24%	US	100%	41.64	104.18	150%
XPeng Inc. Vasega A	9868, -0.53%	ōmea	83%	37.75	91.04	141%
Indie Semiconductor Inc. Vasega A	INDI, + 1.29%	US	83%	5.80	13.50	133%
Tianqi Lithium Corp. Vasega H	9696, -2.79%	ōmea	89%	59.05	132.42	124%
L & F Co. Ltd.	066970, + 1.23%	Kolea i Saute	93%	171,400.00	361,333.34	111%
Lithium Americas Corp.	LAC, + 0.71%	Kanata	93%	25.42	50.45	98%
Renesas Electronics Corp.	6723, -0.13%	Iapani	100%	1,187.00	2,190.00	84%
Coherent Corp.	COHR, + 7.51%	US	84%	32.22	59.19	84%
Iljin Materials Co. Ltd.	020150, + 0.19%	Kolea i Saute	91%	51,800.00	94,645.45	83%
Nio Inc. ADR Vasega A	tama, + 1.53%	ōmea	83%	9.80	17.81	82%
Guangzhou Automobile Group Co. Ltd. Vasega H	2238, -0.95%	ōmea	86%	5.25	8.75	67%
Ecopro BM Co. Ltd.	247540, -0.11%	Kolea i Saute	83%	92,200.00	151,891.30	65%
Kia Corp.	000270, -2.63%	Kolea i Saute	91%	60,900.00	97,652.17	60%
Stellantis NV	STLA, + 1.98%	Netherlands	76%	13.12	20.92	59%
BYD Company Ltd. Vasega H	1211, -1.04%	ōmea	89%	193.00	305.64	58%
Beijing Easpring Material Technology Co. Ltd. Vasega A	300073, -0.10%	ōmea	82%	57.92	91.62	58%
Shanghai Putailai New Energy Technology Co. Ltd. Vasega A	603659, -0.15%	ōmea	83%	53.78	83.06	54%
Punavai: FactSet

Kiliki i luga o fa'ailoga mo nisi fa'amatalaga e uiga i kamupani.

kiliki iinei mo Tomi Kilgore faʻamatalaga auiliili i le tamaoaiga o faʻamatalaga o loʻo avanoa mo le leai o se totogi ile MarketWatch quote page.

E leʻi faia e Tesla le lisi. Mai le 44 tagata su'esu'e na su'esu'eina e FactSet, 28 (po'o le 64%) fa'atatauina sea o le "fa'atau" po'o le tutusa. O le fa'atauga na tapunia i le $112.71 i le aso 28 o Tesema ma o le tau fa'atatau e $265.75. O loʻo faʻamoemoe le au suʻesuʻe e faʻaluaina faʻatau a Tesla i le isi tausaga.