<p>每个人都想找到下一个特斯拉（纳斯达克股票代码：TSLA）。但投资电动汽车（EV）领域可能会很困难。多家电动汽车公司多年来破产，区分好坏也很困难。</p>
<p>幸运的是，特斯拉为成功奠定了明确的模板。目前有一家电动汽车股票看起来非常有吸引力。但只有一种投资策略可能会成功。</p>
<h2>特斯拉如何成为巨大成功</h2>
<p>2006 年，特斯拉首席执行官埃隆·马斯克向公众揭示了&#34;特斯拉汽车的秘密总体规划&#34;。他的文章开头是&#34;众所周知，特斯拉汽车的初始产品是一款名为特斯拉 Roadster 的高性能电动跑车。然而，一些读者可能不知道的是，我们的长期计划是生产一系列车型，包括价格合理的家用轿车。</p>
<p>马斯克总结了特斯拉的总体规划：</p>
<ul>
<li>制造一款跑车</li>
<li>利用这笔资金制造一款价格合理的轿车</li>
<li>利用这笔资金制造一款更加实惠的轿车</li>
</ul>
<p>如今，特斯拉在实现长期愿景方面是巨大的成功象征。特斯拉 Roadster 取得了成功，但由于其 10 万美元以上的售价，其市场始终很小。</p>
<p>特斯拉需要证明其制造实力，并向公众展示电动汽车可以很酷和令人兴奋。它利用这一成功设计、制造并交付了两款新车型：Model S 和 Model X。这些车型仍然很昂贵，但为特斯拉引入了数十万新车主。</p>
<p>特斯拉随后利用其声誉和资本准入推出了两款新的大众市场车型，Model 3 和 Model Y。这两款价格更实惠的车型使特斯拉在过去十年内将营收增长了超过 1000%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/de4bba03b6ca231b43771b0fcbd783ae.png?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://media.ycharts.com/charts/de4bba03b6ca231b43771b0fcbd783ae.png"/></p>
<p>特斯拉营收（TTM）数据来源：YCharts。</p>
<p>特斯拉的总体规划为其估值带来了奇迹。该公司目前价值约 8000 亿美元。与此同时，另一家公司的估值仅为 110 亿美元——然而，它正在无缺地执行特斯拉已被证明的总体规划。</p>
<h2>Rivian 可能成为下一个大型电动汽车股票</h2>
<p>在追随特斯拉成功模板方面，很少有电动汽车公司看起来像 <strong>Rivian</strong>(RIVN 3.85%) 那样有吸引力。</p>
<p>2018 年，Rivian 宣布推出其 R1T 和 R1S 车型。与特斯拉早期车型一样，R1T 和 R1S 是超豪华、高品质、无妥协的车辆，价格可以轻松超过 10 万美元。消费者反馈非常好。消费者报告发现，Rivian 的客户满意度和忠诚度水平是所有汽车制造商中最高的——无论是电动还是其他类型。约 86% 的 Rivian 车主表示他们会再次购买 Rivian。没有其他品牌超过 80% 的水平。</p>
<p>Rivian 将如何利用其新获得的声誉和销售基础？与特斯拉一样，建造更实惠的汽车。今年早些时候，该公司推出了三款新车型：R2、R3 和 R3X。预计所有这些车型的起售价都将低于 5 万美元。达到这个价格点帮助特斯拉赢得了数百万人的认可。如果 Rivian 能够执行，它应该会取得很大成功。</p>
<p>如果 Rivian 能复制特斯拉的成功，为什么其市值仅略高于 100 亿美元？首先，预计其新车型最早要到 2026 年才能上路。其次，所需的制造设施甚至还没有完工。第三，由于车辆制造资金密集，该公司仍在快速亏损。然而，管理层预计到 2024 年底将实现正毛利。最后，Rivian 正试图在一个多年来看到许多破产的市场领域——电动汽车领域竞争。</p>
<p>很明显，市场对 Rivian 的计划持怀疑态度，尽管它正在执行一个被证明能够实现增长的模型，并已证明其能够制造顾客喜爱的车辆。然而，接下来的几年将至关重要。如果 Rivian 能够执行，它将像特斯拉一样成为家喻户晓的品牌，这一结果可能会导致其估值迅速扩张。</p>
<p>公司无法保证保持其能够以合理价格获取资本市场的能力或迅速启动其制造能力。它将不得不在一个竞争激烈的行业中推广其车辆。然而，正是这种不确定性为有耐心的投资者提供了目前 Rivian 股票的一个有利的入场点。如果您能保持耐心，Rivian 的崛起最终可能会像特斯拉一样。</p>

RIVN

<p>这篇文章讨论了作为一支有潜力的电动汽车（EV）股票的 Rivian（RIVN），将其策略比作特斯拉。Rivian 获得了较高的客户满意度评级，并计划推出更实惠的车型，类似于特斯拉的做法。然而，延迟的车型推出、不完整的制造设施以及持续的财务亏损等挑战在市场上引发了怀疑。尽管存在这些障碍，Rivian 执行其增长战略的能力可能会导致显著的估值增长，使其成为对于有耐心的投资者而言具有吸引力的投资机会</p>

<p>Everyone wants to find the next <strong>Tesla</strong>(NASDAQ: TSLA). But investing in the electric vehicle (EV) space can be difficult. Many EV companies have gone bankrupt over the years, and separating the good from the bad can be difficult.</p>
<div class="lb-trans"><p>每个人都想找到下一个特斯拉（纳斯达克股票代码：TSLA）。但投资电动汽车（EV）领域可能会很困难。多家电动汽车公司多年来破产，区分好坏也很困难。</p>
</div><p>Thankfully, Tesla established a clear template for success. And right now, there's one EV stock that looks extremely attractive. But there's only one investment strategy likely to succeed.</p>
<div class="lb-trans"><p>幸运的是，特斯拉为成功奠定了明确的模板。目前有一家电动汽车股票看起来非常有吸引力。但只有一种投资策略可能会成功。</p>
</div><h2>This is how Tesla became a massive success</h2>
<div class="lb-trans"><h2>特斯拉如何成为巨大成功</h2>
</div><p>In 2006, Tesla CEO Elon Musk revealed &#34;The Secret Tesla Motors Master Plan&#34; to the public. &#34;As you know, the initial product of Tesla Motors is a high-performance electric sports car called the Tesla Roadster,&#34; his essay began. &#34;However, some readers may not be aware of the fact that our long term plan is to build a wide range of models, including affordably priced family cars.&#34;</p>
<div class="lb-trans"><p>2006 年，特斯拉首席执行官埃隆·马斯克向公众揭示了&#34;特斯拉汽车的秘密总体规划&#34;。他的文章开头是&#34;众所周知，特斯拉汽车的初始产品是一款名为特斯拉 Roadster 的高性能电动跑车。然而，一些读者可能不知道的是，我们的长期计划是生产一系列车型，包括价格合理的家用轿车。</p>
</div><p>Musk summarized the master plan for Tesla:</p>
<ul>
<li>Build a sports car</li>
<li>Use that money to build an affordable car</li>
<li>Use that money to build an even more affordable car</li>
</ul>
<div class="lb-trans"><p>马斯克总结了特斯拉的总体规划：</p>
<ul>
<li>制造一款跑车</li>
<li>利用这笔资金制造一款价格合理的轿车</li>
<li>利用这笔资金制造一款更加实惠的轿车</li>
</ul>
</div><p>Today, Tesla is a huge symbol of success when it comes to executing on long-term visions. The Tesla Roadster was a success, but given its $100,000-plus price point, its market was always small.</p>
<div class="lb-trans"><p>如今，特斯拉在实现长期愿景方面是巨大的成功象征。特斯拉 Roadster 取得了成功，但由于其 10 万美元以上的售价，其市场始终很小。</p>
</div><p>Tesla needed to prove its manufacturing chops, and show the public that EVs could be cool and exciting. It used this success to design, build, and deliver two new models: The Model S and Model X. These models were still expensive, but introduced Tesla to hundreds of thousands of new owners.</p>
<div class="lb-trans"><p>特斯拉需要证明其制造实力，并向公众展示电动汽车可以很酷和令人兴奋。它利用这一成功设计、制造并交付了两款新车型：Model S 和 Model X。这些车型仍然很昂贵，但为特斯拉引入了数十万新车主。</p>
</div><p>Tesla then used its reputation and access to capital to debut two new mass market models, the Model 3 and Model Y. These two models, with much more affordable price points, allowed Tesla to grow its revenue by more than 1,000% over the last decade.</p>
<div class="lb-trans"><p>特斯拉随后利用其声誉和资本准入推出了两款新的大众市场车型，Model 3 和 Model Y。这两款价格更实惠的车型使特斯拉在过去十年内将营收增长了超过 1000%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/de4bba03b6ca231b43771b0fcbd783ae.png" alt="" original-src="https://media.ycharts.com/charts/de4bba03b6ca231b43771b0fcbd783ae.png"/></p>
<p>TSLA Revenue (TTM) data by YCharts.</p>
<div class="lb-trans"><p>特斯拉营收（TTM）数据来源：YCharts。</p>
</div><p>Tesla's master plan worked wonders for its valuation. The company is currently worth around $800 billion. Another company, meanwhile, is valued at just $11 billion -- yet it's executing Tesla's proven master plan flawlessly.</p>
<div class="lb-trans"><p>特斯拉的总体规划为其估值带来了奇迹。该公司目前价值约 8000 亿美元。与此同时，另一家公司的估值仅为 110 亿美元——然而，它正在无缺地执行特斯拉已被证明的总体规划。</p>
</div><h2>Rivian could be the next big EV stock</h2>
<div class="lb-trans"><h2>Rivian 可能成为下一个大型电动汽车股票</h2>
</div><p>When it comes to following Tesla's template for success, few EV companies look as attractive as <strong>Rivian</strong>(RIVN 3.85%).</p>
<div class="lb-trans"><p>在追随特斯拉成功模板方面，很少有电动汽车公司看起来像 <strong>Rivian</strong>(RIVN 3.85%) 那样有吸引力。</p>
</div><p>In 2018, Rivian announced the debut of its R1T and R1S models. Like Tesla's earlier models, the R1T and R1S were ultra-luxury, high-quality, no-compromise vehicles with price points that could easily surpass $100,000 with certain options. Consumer feedback was fantastic. Consumer Reports found that Rivian has the highest customer satisifcation and loyalty levels of any auto manufacturer -- electric or otherwise. Around 86% of Rivian owners said they would buy another Rivian. No other brand was above the 80% mark.</p>
<div class="lb-trans"><p>2018 年，Rivian 宣布推出其 R1T 和 R1S 车型。与特斯拉早期车型一样，R1T 和 R1S 是超豪华、高品质、无妥协的车辆，价格可以轻松超过 10 万美元。消费者反馈非常好。消费者报告发现，Rivian 的客户满意度和忠诚度水平是所有汽车制造商中最高的——无论是电动还是其他类型。约 86% 的 Rivian 车主表示他们会再次购买 Rivian。没有其他品牌超过 80% 的水平。</p>
</div><p>What will Rivian do with its newfound reputation and sales base? Exactly what Tesla did: Build more affordable cars. Earlier this year, the company revealed three new models: The R2, R3, and R3X. All are expected to debut with starting prices under $50,000. It was meeting this price point that helped put Tesla on the map for millions of people. If Rivian can execute, it should prove very successful.</p>
<div class="lb-trans"><p>Rivian 将如何利用其新获得的声誉和销售基础？与特斯拉一样，建造更实惠的汽车。今年早些时候，该公司推出了三款新车型：R2、R3 和 R3X。预计所有这些车型的起售价都将低于 5 万美元。达到这个价格点帮助特斯拉赢得了数百万人的认可。如果 Rivian 能够执行，它应该会取得很大成功。</p>
</div><p>If Rivian can replicate Tesla's success, why is its market cap hovering just above $10 billion? First, its new models aren't expected to hit the road until 2026 at the earliest. Second, the required manufacturing facilities aren't even complete yet. Third, the company is still losing money at a rapid clip since vehicle manufacturing is capital intensive. However, management expects to reach positive gross profits by the end of 2024. Finally, Rivian is trying to compete in a market segment -- electric vehicles -- that has seen many bankruptcies over the years.</p>
<div class="lb-trans"><p>如果 Rivian 能复制特斯拉的成功，为什么其市值仅略高于 100 亿美元？首先，预计其新车型最早要到 2026 年才能上路。其次，所需的制造设施甚至还没有完工。第三，由于车辆制造资金密集，该公司仍在快速亏损。然而，管理层预计到 2024 年底将实现正毛利。最后，Rivian 正试图在一个多年来看到许多破产的市场领域——电动汽车领域竞争。</p>
</div><p>It's clear that the market is skeptical of Rivian's plans, even though it is executing on a proven model for growth, and has demonstrated its ability to manufacture vehicles that customers love. The next few years, however, will be pivotal. Rivian will become a household name like Tesla if it can execute, a result that will likely see a rapid expansion in its valuation.</p>
<div class="lb-trans"><p>很明显，市场对 Rivian 的计划持怀疑态度，尽管它正在执行一个被证明能够实现增长的模型，并已证明其能够制造顾客喜爱的车辆。然而，接下来的几年将至关重要。如果 Rivian 能够执行，它将像特斯拉一样成为家喻户晓的品牌，这一结果可能会导致其估值迅速扩张。</p>
</div><p>There's no guarantee that the company will retain its ability to tap capital markets affordably or get its manufacturing capabilities up and running quickly. It will have to market its vehicles in a hypercompetitive industry. Yet it is this uncertainty that provides patient investors with a lucrative entry point for Rivian stock right now. If you can remain patient, Rivian's rise could eventually mirror Tesla's.</p>
<div class="lb-trans"><p>公司无法保证保持其能够以合理价格获取资本市场的能力或迅速启动其制造能力。它将不得不在一个竞争激烈的行业中推广其车辆。然而，正是这种不确定性为有耐心的投资者提供了目前 Rivian 股票的一个有利的入场点。如果您能保持耐心，Rivian 的崛起最终可能会像特斯拉一样。</p>
</div>

The Ultimate Electric Vehicle (EV) Stock to Buy With $1,000 Right Now

- Rivian 正在执行特斯拉的成功模板，计划推出更实惠的电动车型。  
- 目前，Rivian 的市值约为 110 亿美元，面临制造设施和盈利能力挑战。  
- 如果成功，Rivian 可能成为下一个特斯拉，吸引耐心投资者。

现在用 1000 美元购买的最佳电动汽车（EV）股票