<p>2024 年电动汽车（EV）销售增长放缓的一个可能原因是产品线变得陈旧。行业领导者特斯拉最近推出了独特的 Cybertruck，但对畅销的 Model Y 或更实惠的 Model 3 并未进行重大升级或设计更改。</p>
<p>Rivian Automotive（RIVN -7.26%）可能从这种情况中得到启示，更积极地为客户提供新选择。即使宣布了 2026 年下一代 R2 车辆平台的计划，Rivian 也改进了其 R1 车型系列。现在公司获得了大笔新的资本注入。</p>
<p>股价今年以来仍下跌超过 30%，现在可能是一个适合购买股票的时机。</p>
<h2>大投资者与 Rivian 合作</h2>
<p>Rivian 作为一家初创公司的一个优势是与亚马逊的关系。这家电商巨头是早期投资者，同时还为 Rivian 的电动货车提供了现有的 10 万辆订单。这些货车为其生产线提供了一个良好的基础，目前约占公司收入的 20%。</p>
<p>现在公司还与大众（VWAGY -0.42%）达成了一项新的投资协议。这家全球汽车巨头将最初以 4.75% 的有利收益率投资 10 亿美元给 Rivian，形式为可转换票据。但这只是两家汽车制造商之间新合作的开始。</p>
<p>大众同意在 2026 年前总共向 Rivian 投资高达 50 亿美元。其中包括 20 亿美元投资于普通股。另外 20 亿美元将用于成立一家合资企业（JV），开发下一代软件平台和电气架构，将用于两家公司的电动汽车。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83Nzg4MjUvcml2aWFuLXIyLXN1di5wbmcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83Nzg4MjUvcml2aWFuLXIyLXN1di5wbmcmdz03MDA"/></p>
<p>图片来源：Rivian Automotive。</p>
<p>对于 Rivian 投资者来说，这是一个重大消息，因为公司在扩大生产和销售并为新的 R2 车型做准备时一直在消耗现金。截至 3 月 31 日，公司现金及等价物约为 79 亿美元。但这比一年前的近 120 亿美元有所下降。这导致公司重新关注成本节约。据创始人兼首席执行官 R.J. Scaringe 称，Rivian 据报道已经为其货车生产削减了 35% 的材料成本，并为其他生产线实现了类似的节省率。</p>
<h2>现在是否应该购买 Rivian 股票？</h2>
<p>此时对 Rivian 的押注是对下一代 R2 和 R3 车型的押注。这些平台将具有更低的价格点，应该能吸引更广泛范围的潜在 EV 买家。Rivian 已通过为 2024 年 Rivian 车主提供在美国和加拿大使用特斯拉超级充电站的权限，扩大了对其产品的兴趣。</p>
<p>是否持有股票取决于个人的风险承受能力。股票可能会波动，就像大众投资宣布时所经历的那样。但随着这笔资本注入，风险至少有所降低。公司已表示预计今年第四季度将实现正的毛利润。该交易还验证了 Rivian 的垂直一体化 EV 技术。</p>
<p>Rivian 现在比其他 EV 初创公司拥有几个优势，并且已经与行业领导者特斯拉有所区别。亚马逊的货车订单不仅有助于维持其订单簿，而且该协议不再是独家的。当 Rivian 有了额外的生产能力时，它将能够向其他客户推广其电动货车。</p>
<p>现在其与大众的合作带来了新的节省成本的电动汽车技术的潜力。这笔交易可能至少在未来两年内不会再进行另一轮资本募集。</p>
<p>认为 EV 将继续受到欢迎的投资者应该将 Rivian 视为一个购买机会，即使股价已经因大众的消息而飙升。Rivian 仍有可能失败的风险。</p>

RIVN

<p>Rivian，一家电动汽车（EV）公司，正在调整其产品线，并从亚马逊和大众等投资者那里获得资本注入。有望引入新的节省成本技术，并期望实现正的毛利润，Rivian 被视为对于对电动汽车日益增长的受欢迎度感兴趣的投资者来说是一个购买机会。然而，仍然存在失败的风险</p>

<p>One possible reason for the slowdown in electric vehicle (EV) sales growth in 2024 is a lineup of options that has been growing stale. Industry leader <strong>Tesla</strong> recently launched its unique Cybertruck, but it hasn't made any major upgrades or design changes to the top-selling Model Y or more affordable Model 3.</p>
<div class="lb-trans"><p>2024 年电动汽车（EV）销售增长放缓的一个可能原因是产品线变得陈旧。行业领导者特斯拉最近推出了独特的 Cybertruck，但对畅销的 Model Y 或更实惠的 Model 3 并未进行重大升级或设计更改。</p>
</div><p><strong>Rivian Automotive</strong>(RIVN -7.26%) may be taking a hint from that situation and is being more aggressive with offering customers new options. Even after announcing its plans for a 2026 next-generation R2 vehicle platform, Rivian revamped its lineup of R1 vehicles. Now the company has a large new capital injection.</p>
<div class="lb-trans"><p>Rivian Automotive（RIVN -7.26%）可能从这种情况中得到启示，更积极地为客户提供新选择。即使宣布了 2026 年下一代 R2 车辆平台的计划，Rivian 也改进了其 R1 车型系列。现在公司获得了大笔新的资本注入。</p>
</div><p>With the stock still trading down by more than 30% year to date, now may well turn out to be an opportune time to buy shares.</p>
<div class="lb-trans"><p>股价今年以来仍下跌超过 30%，现在可能是一个适合购买股票的时机。</p>
</div><h2>Big investor teams up with Rivian</h2>
<div class="lb-trans"><h2>大投资者与 Rivian 合作</h2>
</div><p>One advantage for Rivian as a start-up was its relationship with <strong>Amazon</strong>. The e-commerce giant was an early investor but also has an existing 100,000-vehicle order for Rivian's electric delivery vans. Those vans provide a nice baseline for its production lines and are currently bringing in about 20% of the company's revenue.</p>
<div class="lb-trans"><p>Rivian 作为一家初创公司的一个优势是与亚马逊的关系。这家电商巨头是早期投资者，同时还为 Rivian 的电动货车提供了现有的 10 万辆订单。这些货车为其生产线提供了一个良好的基础，目前约占公司收入的 20%。</p>
</div><p>Now the company also has a new investment agreement with <strong>Volkswagen</strong>(VWAGY -0.42%). The global auto giant will initially invest $1 billion with Rivian in the form of a convertible note with a favorable yield of 4.75%. But that's just the beginning of a new partnership between the two automakers.</p>
<div class="lb-trans"><p>现在公司还与大众（VWAGY -0.42%）达成了一项新的投资协议。这家全球汽车巨头将最初以 4.75% 的有利收益率投资 10 亿美元给 Rivian，形式为可转换票据。但这只是两家汽车制造商之间新合作的开始。</p>
</div><p>Volkswagen has agreed to invest a total of up to $5 billion with Rivian through 2026. The balance includes $2 billion invested in common stock. Another $2 billion will be used for a joint venture (JV) to develop next-generation software platforms and electrical architecture to be used in both companies' EVs.</p>
<div class="lb-trans"><p>大众同意在 2026 年前总共向 Rivian 投资高达 50 亿美元。其中包括 20 亿美元投资于普通股。另外 20 亿美元将用于成立一家合资企业（JV），开发下一代软件平台和电气架构，将用于两家公司的电动汽车。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83Nzg4MjUvcml2aWFuLXIyLXN1di5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F778825%2Frivian-r2-suv.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Rivian Automotive.</p>
<div class="lb-trans"><p>图片来源：Rivian Automotive。</p>
</div><p>This is big news for Rivian investors because the company has been using up its cash as it ramps up production and sales and prepares for its new R2 models. The company had about $7.9 billion in cash and equivalents as of March 31. But that was down from nearly $12 billion one year earlier. That's led to a renewed focus on cost savings. Rivian reportedly cut 35% out of material cost for its van production and achieved a similar savings rate for its other production lines, according to founder and CEO R.J. Scaringe.</p>
<div class="lb-trans"><p>对于 Rivian 投资者来说，这是一个重大消息，因为公司在扩大生产和销售并为新的 R2 车型做准备时一直在消耗现金。截至 3 月 31 日，公司现金及等价物约为 79 亿美元。但这比一年前的近 120 亿美元有所下降。这导致公司重新关注成本节约。据创始人兼首席执行官 R.J. Scaringe 称，Rivian 据报道已经为其货车生产削减了 35% 的材料成本，并为其他生产线实现了类似的节省率。</p>
</div><h2>Should you buy Rivian now?</h2>
<div class="lb-trans"><h2>现在是否应该购买 Rivian 股票？</h2>
</div><p>A bet on Rivian at this point is a bet on the next-generation R2 and R3 models. Those platforms will have lower price points and should appeal to a wider range of potential EV buyers. Rivian should have already broadened interest in its products by providing 2024 Rivian owners access to Tesla's Supercharger network in the U.S. and Canada.</p>
<div class="lb-trans"><p>此时对 Rivian 的押注是对下一代 R2 和 R3 车型的押注。这些平台将具有更低的价格点，应该能吸引更广泛范围的潜在 EV 买家。Rivian 已通过为 2024 年 Rivian 车主提供在美国和加拿大使用特斯拉超级充电站的权限，扩大了对其产品的兴趣。</p>
</div><p>Whether to own shares depends on one's own risk tolerance. The stock can be volatile, as exemplified by the pop it experienced when the Volkswagen investment was announced. But the risk has decreased at least somewhat with this capital injection. The company has already said it expects to achieve a positive gross profit in the fourth quarter of this year. The deal also validated Rivian's vertically integrated EV technology.</p>
<div class="lb-trans"><p>是否持有股票取决于个人的风险承受能力。股票可能会波动，就像大众投资宣布时所经历的那样。但随着这笔资本注入，风险至少有所降低。公司已表示预计今年第四季度将实现正的毛利润。该交易还验证了 Rivian 的垂直一体化 EV 技术。</p>
</div><p>Rivian now has several advantages over other EV start-ups and also has differentiated itself from industry leader Tesla. Not only does the Amazon delivery van order help sustain its order book, but that agreement is no longer exclusive. When Rivian has additional production capacity, it will be able to market its electric vans to other customers as well.</p>
<div class="lb-trans"><p>Rivian 现在比其他 EV 初创公司拥有几个优势，并且已经与行业领导者特斯拉有所区别。亚马逊的货车订单不仅有助于维持其订单簿，而且该协议不再是独家的。当 Rivian 有了额外的生产能力时，它将能够向其他客户推广其电动货车。</p>
</div><p>Now its Volkswagen partnership brings the potential for new cost-saving EV technologies. And the deal likely takes another capital raise off the table for at least the next two years.</p>
<div class="lb-trans"><p>现在其与大众的合作带来了新的节省成本的电动汽车技术的潜力。这笔交易可能至少在未来两年内不会再进行另一轮资本募集。</p>
</div><p>Investors who think EVs will continue to increase in popularity should look at Rivian as a buying opportunity, even now that the stock has surged from the Volkswagen news. There is still a non-zero chance that Rivian will fail.</p>
<div class="lb-trans"><p>认为 EV 将继续受到欢迎的投资者应该将 Rivian 视为一个购买机会，即使股价已经因大众的消息而飙升。Rivian 仍有可能失败的风险。</p>
</div>

Is Rivian the Best Electric Vehicle (EV) Stock for You?

- 特斯拉未对畅销的 Model Y 和更实惠的 Model 3 进行重大升级或设计更改，可能导致 2024 年电动车销售增长放缓。
- Rivian 公司推出新的 R1 车型系列，并获得大额资本注入，股价年初下跌超过 30%，或许是购买股票的良机。
- Rivian 与亚马逊和大众汽车达成新的投资协议，有望推动下一代电动车型的发展，提高成本效益，增加市场吸引力。

Rivian 是最适合你的电动汽车（EV）股票吗？