<p>电动汽车（EV）股票目前是市场上最炙手可热、最受争议的证券之一。造成这种情况的原因包括技术的相对新颖性以及对潜在更环保交通形式的广泛兴奋。然而，一些更大的宏观经济压力和挫折导致该行业面临一些固有的不稳定性。毕竟，由于制造和开发这些技术的成本，电动汽车对于相当大一部分消费者来说在经济上是无法承受的。</p>
<p>最终，这些问题很可能会得到解决，因为当前的高成本模型为未来更高效、成本更低的制造过程提供资金支持。然而，直接投资电动汽车制造商仍然存在风险，原因是上述宏观经济压力，如通货膨胀和贸易政策。</p>
<p>因此，投资者可能希望考虑持有电动汽车股票的制造供应链中的公司。这是因为这些公司通常可以通过提高价格或相应改进供应方法来规避经济障碍的直接影响。因此，考虑一下对该行业至关重要的三家电动汽车股票。</p>
<h2>锂电池科技 ETF - Global X（LIT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：shutterstock.com/eamesBot</p>
<p>投资电动汽车供应链的一个挑战在于其地理分布，因为许多最大的电池公司如 <strong>Contemporary Apmerex Technology</strong> 和 <strong>LG Energy Solution</strong> 在亚洲股市上交易，普通零售投资者无法接触。决心的投资者可以通过购买像 <strong>Global X 锂电池科技 ETF</strong>（NYSEARCA:<strong>LIT</strong>）这样的交易所交易基金来规避这一问题。</p>
<p>该基金有两个特点优势。首先，其年初至今的表现使其接近 52 周最低点，这意味着现在的股价约为 39 美元。这个可接触的价格使投资者能够广泛获得前述外国电池股票，而无需为每一家公司承担个别风险。</p>
<p>此外，该基金还持有锂公司和汽车制造商的股份，这意味着它代表了整个电动汽车行业的一个垂直切片。因此，这只 ETF 可能是那些希望从该行业获利的投资者的一个很好的起点。</p>
<h2>EnerSys（ENS）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：ESB Professional / Shutterstock.com</p>
<p>虽然许多投资者直接关注成品电动汽车产品，如车辆或电池，但重要的是要记住使该行业可行所需的深度电气工程技术。这个幕后市场是电池和电力分配巨头 <strong>EnerSys</strong>（NYSE:<strong>ENS</strong>）的亮点。这是因为在过去的二十年里，该公司专注于研究和开发诸如储能、功率电子和软件等技术，所有这些技术都与能源在各种设备之间的高效传输和管理有关。</p>
<p>该公司能源管理业务的一个成功部分是其收购策略。其领导层具有极高的能力，能够确定其产品组合的良好匹配并收购之。其最近完成的对 Bren-Tronics 的收购就是一个例子。虽然 Bren-Tronics 主要是国防工业供应商，但其对高效锂电能源传输技术的专有知识可能会非常有用。它可以改进 ENS 的其他产品，如充电站和电池管理模块。</p>
<h2>安森美半导体（ON）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Shutterstock</p>
<p>对于传统和电动汽车市场都至关重要的 <strong>安森美半导体</strong>（NASDAQ:<strong>ON</strong>）自从 2023 年 10 月发布业绩不佳以来，股价一直处于较广泛下跌趋势。然而，在当前的估值水平下，公司展现出具有吸引力的 14.32 倍市盈率，同时仍然是电动汽车市场的主要电气化技术提供商。</p>
<p>尽管其 2024 年第一季度财报并没有给投资者带来太多激动，因为其收入同比下降了 5%，毛利率下降了 90 个基点，但该公司在电动汽车市场的地位仍使其成为一个可行的投资机会。一个值得关注的新产品线是其直流超快速车辆充电套件，旨在改进和解决 110 亿美元的充电市场，预计到 2027 年将以 26% 的复合年增长率增长。</p>
<p>尽管其财务方面的失误可能会让一些投资者望而却步，但 ON 的产品和广泛多样化使其成为今年夏天值得考虑的最佳电动汽车股票之一，因为该行业正在迎来高潮。</p>
<p><em>在发布日期，Viktor Zarev 在本文提到的证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者个人，受到 InvestorPlace.com</em> <em>出版指南</em> _的约束。</p>
<p>_在发布日期，负责编辑在本文提到的证券中没有（直接或间接）任何头寸。</p>
<p>Viktor Zarev 是一位科学家、研究员和作家，专门通过对准确性和理解的执着来解释技术股票复杂的世界。</p>
<p>汽车、消费者自由裁量权、电动汽车</p>

自动驾驶电动车与技术 ETF - iShares

电动车&未来交通指数 ETF - KraneShares

锂电池

自动驾驶和电动汽车 ETF - GlobalX

艾诺斯

<p>电动汽车（EV）股票因为具有更环保的交通潜力而备受青睐，但由于制造成本而面临不稳定性。投资于 EV 股票的制造供应链可以降低风险。考虑投资于锂电池和电池技术的 Global X 锂电池科技 ETF（LIT）、EnerSys（ENS）和 ON Semiconductor（ON）作为有前景的选择。LIT 以可负担的价格提供了外国电池股票的投资机会。EnerSys 专注于能源传输技术和收购。尽管 ON Semiconductor 最近遭遇财务挫折，但是在 EV 市场中是主要的电气化技术提供商。这些股票为投资者提供了在 EV 行业中的投资机会</p>

<p>Electric vehicle (EV) stocks are among the hottest and most debated securities on the market right now. Reasons for this include the relative novelty of the technology and the broader excitement around a potential greener form of transportation. Yet, some larger macroeconomic pressures and setbacks have caused the sector to face some built-in instability. After all, due to the cost of manufacturing and developing these technologies, EVs are financially out of reach for a substantial chunk of consumers.</p>
<div class="lb-trans"><p>电动汽车（EV）股票目前是市场上最炙手可热、最受争议的证券之一。造成这种情况的原因包括技术的相对新颖性以及对潜在更环保交通形式的广泛兴奋。然而，一些更大的宏观经济压力和挫折导致该行业面临一些固有的不稳定性。毕竟，由于制造和开发这些技术的成本，电动汽车对于相当大一部分消费者来说在经济上是无法承受的。</p>
</div><p>Eventually, these issues are likely to be ironed out, as the current high-cost models serve as funding for the future of more efficient and cost-effective manufacturing processes. Yet, investing in EV automakers directly still poses risks due to the aforementioned macroeconomic pressures such as inflation and trade policies.</p>
<div class="lb-trans"><p>最终，这些问题很可能会得到解决，因为当前的高成本模型为未来更高效、成本更低的制造过程提供资金支持。然而，直接投资电动汽车制造商仍然存在风险，原因是上述宏观经济压力，如通货膨胀和贸易政策。</p>
</div><p>As such, investors might want to consider taking positions in EV stocks that are part of the manufacturing supply chain. That’s because these companies can often escape the direct impact of economic hurdles by raising prices or improving supply methods accordingly. Thus, consider three EV stocks that are critical to the industry.</p>
<div class="lb-trans"><p>因此，投资者可能希望考虑持有电动汽车股票的制造供应链中的公司。这是因为这些公司通常可以通过提高价格或相应改进供应方法来规避经济障碍的直接影响。因此，考虑一下对该行业至关重要的三家电动汽车股票。</p>
</div><h2>Global X Lithium &amp; Battery Tech ETF (LIT)</h2>
<div class="lb-trans"><h2>锂电池科技 ETF - Global X（LIT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: shutterstock.com/eamesBot</p>
<div class="lb-trans"><p>来源：shutterstock.com/eamesBot</p>
</div><p>One challenge with investing in the EV supply chain stems from its geographic distribution, as many of the biggest battery companies like <strong>Contemporary Apmerex Technology</strong> and <strong>LG Energy Solution</strong> trade on Asian stock markets inaccessible to the average retail investor. Determined investors can circumvent this by buying an exchange-traded fund like the <strong>Global X Lithium &amp; Battery Tech ETF</strong> (NYSEARCA:<strong>LIT</strong>).</p>
<div class="lb-trans"><p>投资电动汽车供应链的一个挑战在于其地理分布，因为许多最大的电池公司如 <strong>Contemporary Apmerex Technology</strong> 和 <strong>LG Energy Solution</strong> 在亚洲股市上交易，普通零售投资者无法接触。决心的投资者可以通过购买像 <strong>Global X 锂电池科技 ETF</strong>（NYSEARCA:<strong>LIT</strong>）这样的交易所交易基金来规避这一问题。</p>
</div><p>This fund has two particular advantages. First, its year-to-date performance has left it close to its 52-week low, meaning it now trades at around $39 a share. This accessible price allows investors to get broad access to the aforementioned foreign battery stocks without having to take on the individual risk for each one.</p>
<div class="lb-trans"><p>该基金有两个特点优势。首先，其年初至今的表现使其接近 52 周最低点，这意味着现在的股价约为 39 美元。这个可接触的价格使投资者能够广泛获得前述外国电池股票，而无需为每一家公司承担个别风险。</p>
</div><p>Furthermore, the fund has holdings in lithium companies and automakers as well, meaning it represents a vertical slice of the EV industry as a whole. Thus, this ETF could be a good starting point for investors who want to profit from the industry.</p>
<div class="lb-trans"><p>此外，该基金还持有锂公司和汽车制造商的股份，这意味着它代表了整个电动汽车行业的一个垂直切片。因此，这只 ETF 可能是那些希望从该行业获利的投资者的一个很好的起点。</p>
</div><h2>EnerSys (ENS)</h2>
<div class="lb-trans"><h2>EnerSys（ENS）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: ESB Professional / Shutterstock.com</p>
<div class="lb-trans"><p>来源：ESB Professional / Shutterstock.com</p>
</div><p>While many investors focus directly on the finished EV product like a vehicle or a battery, it’s important to remember the depth of electrical engineering technology needed to make the industry viable. This behind-the-scenes market is where battery and power distribution giant <strong>EnerSys</strong>(NYSE:<strong>ENS</strong>) shines. That’s because, for the last two decades, the company has specialized in researching and developing technologies like energy storage, power electronics and software all related to the efficient transfer and management of energy across various devices.</p>
<div class="lb-trans"><p>虽然许多投资者直接关注成品电动汽车产品，如车辆或电池，但重要的是要记住使该行业可行所需的深度电气工程技术。这个幕后市场是电池和电力分配巨头 <strong>EnerSys</strong>（NYSE:<strong>ENS</strong>）的亮点。这是因为在过去的二十年里，该公司专注于研究和开发诸如储能、功率电子和软件等技术，所有这些技术都与能源在各种设备之间的高效传输和管理有关。</p>
</div><p>One successful part of the company’s energy management ventures has been its acquisition strategy. Its leadership has a tremendous ability to identify a good fit for its product portfolio and acquire it. An example of this is its recently completed purchase of Bren-Tronics. While Bren-Tronics is primarily a defense industry supplier, its proprietary knowledge of high-efficiency lithium power transfer technologies could make it exceptionally useful. It can improve ENS’s other products like charging stations and battery management modules.</p>
<div class="lb-trans"><p>该公司能源管理业务的一个成功部分是其收购策略。其领导层具有极高的能力，能够确定其产品组合的良好匹配并收购之。其最近完成的对 Bren-Tronics 的收购就是一个例子。虽然 Bren-Tronics 主要是国防工业供应商，但其对高效锂电能源传输技术的专有知识可能会非常有用。它可以改进 ENS 的其他产品，如充电站和电池管理模块。</p>
</div><h2>ON Semiconductor (ON)</h2>
<div class="lb-trans"><h2>安森美半导体（ON）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>来源：Shutterstock</p>
</div><p>Critical to both the traditional and electric vehicle markets, <strong>ON Semiconductor</strong> (NASDAQ:<strong>ON</strong>) has seen its share value struggle since an earnings miss put it on a broader downtrend in October 2023. At its current valuation, however, the company exhibits an attractive 14.32x price-to-earnings ratio while still being a major provider of electrification technology to the broader EV market.</p>
<div class="lb-trans"><p>对于传统和电动汽车市场都至关重要的 <strong>安森美半导体</strong>（NASDAQ:<strong>ON</strong>）自从 2023 年 10 月发布业绩不佳以来，股价一直处于较广泛下跌趋势。然而，在当前的估值水平下，公司展现出具有吸引力的 14.32 倍市盈率，同时仍然是电动汽车市场的主要电气化技术提供商。</p>
</div><p>While its first-quarter earnings report for 2024 did not provide much excitement to investors as its revenue decreased 5% year-over-year and its gross margin decreased by 90 basis points, the company’s position in the EV market still makes it a viable investing opportunity. One new product line to keep an eye on is its direct current, Ultra-Fast vehicle charging suite, which aims to improve and address the $1.1 billion charging market as it is projected to grow by a 26% compound annual growth rate by 2027.</p>
<div class="lb-trans"><p>尽管其 2024 年第一季度财报并没有给投资者带来太多激动，因为其收入同比下降了 5%，毛利率下降了 90 个基点，但该公司在电动汽车市场的地位仍使其成为一个可行的投资机会。一个值得关注的新产品线是其直流超快速车辆充电套件，旨在改进和解决 110 亿美元的充电市场，预计到 2027 年将以 26% 的复合年增长率增长。</p>
</div><p>While its financial stumbles might put some investors off, ON’s products and broad diversification make it one of the best EV stocks to consider this summer as the industry hits its stride.</p>
<div class="lb-trans"><p>尽管其财务方面的失误可能会让一些投资者望而却步，但 ON 的产品和广泛多样化使其成为今年夏天值得考虑的最佳电动汽车股票之一，因为该行业正在迎来高潮。</p>
</div><p><em>On the date of publication, Viktor Zarev did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<div class="lb-trans"><p><em>在发布日期，Viktor Zarev 在本文提到的证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者个人，受到 InvestorPlace.com</em> <em>出版指南</em> _的约束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在发布日期，负责编辑在本文提到的证券中没有（直接或间接）任何头寸。</p>
</div><p>Viktor Zarev is a scientist, researcher, and writer specializing in explaining the complex world of technology stocks through dedication to accuracy and understanding.</p>
<div class="lb-trans"><p>Viktor Zarev 是一位科学家、研究员和作家，专门通过对准确性和理解的执着来解释技术股票复杂的世界。</p>
</div><p>Automotive, Consumer Discretionary, Electric Vehicles</p>
<div class="lb-trans"><p>汽车、消费者自由裁量权、电动汽车</p>
</div>

3 支可能让你这个夏天难忘的电动汽车股票