<p>想要为您的投资组合增加长期增长潜力吗？看看电动汽车股票。</p>
<p>许多电动汽车制造商近年来销量飙升。然而，它们的股价并不总是跟随上涨，这在多年来创造了几次引人注目的买入机会。本月看起来是一个特别好的入市时机。</p>
<p>如果您想要参与全球电动汽车的普及 —— 这是一个真正的跨几十年增长机会的故事 —— 那么这两只股票适合您。其中一只您可能已经听说过。但另一只是一颗未经雕琢的钻石。</p>
<h2>不要犹豫购买特斯拉股票</h2>
<p>也许世界上最受欢迎的电动汽车制造商是特斯拉 (TSLA -8.78%)。其风头正劲的首席执行官埃隆·马斯克（Elon Musk）经常成为新闻焦点。凭借近 1000 亿美元的销售额，特斯拉主导着包括美国在内的几个主要市场的电动汽车行业。</p>
<p>您可能已经熟悉该公司的产品线。特斯拉提供像 Roadster、Model X、Cybertruck 和 Model S 这样的高端车型。但它也提供一些大众市场的车辆。这些通常是价格低于 5 万美元的车辆，这是一个常见的基准，用于判断一辆汽车或卡车是否能够为大众所接受。</p>
<p>虽然特斯拉确实涉足其他市场，如能源生产和储存，但其超过 90% 的收入仍与其电动汽车业务相关。虽然其豪华车型帮助其打响知名度，但真正让特斯拉的销售额在过去十年增长超过 1000% 的是其两款大众市场车型 —— Model Y 和 Model 3。毕竟，通过一辆 5 万美元的车可以实现的销量可能比通过一辆 10 万美元的车实现的销量高一个数量级。</p>
<p>由于今年电动汽车行业的销售增长低于预期，大多数电动汽车生产商的股票都受到了影响。特斯拉并未对这些压力免疫，但其估值仍不像一个明显的便宜货。目前股价为销售额的 7.9 倍 —— 大约是将近两年前的水平，当时季度销售增长约为 30%。</p>
<p>但今天对特斯拉的押注并不是关于短期的 —— 而是关于未来几十年电动汽车的增长轨迹。国际能源署预测，未来几十年电动汽车需求将保持两位数增长。而特斯拉拥有大多数电动汽车初创公司梦寐以求的东西：资本准入。</p>
<p>因此，虽然该股票并不像下一个列表中的股票那样便宜，但特斯拉对于那些希望押注在具有长期电动汽车采用潜力的公司上的投资者来说仍然是一个合理的投资。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/8a2e9f5c93b54ababe98c4d920189108.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/8a2e9f5c93b54ababe98c4d920189108.png"/></p>
<p>TSLA PS Ratio data by YCharts.</p>
<h2>这只电动汽车股票看起来像一颗隐藏的宝石</h2>
<p>想要投资下一个特斯拉？不妨看看 <strong>Rivian</strong>(RIVN 2.34%)。这家电动汽车制造商目前可能还没有特斯拉那样的品牌认知度，但在未来几年，情况可能会迅速改变。</p>
<p>该公司计划于 2026 年推出其首批大众市场车型 —— R2、R3 和 R3X。如果特斯拉是一个参照，销量可能会在随后的几年内迅速增长 1000% 以上。</p>
<p>尽管即将到来的销售增长，Rivian 股票在销售价格比上与特斯拉相比交易时享有较大折扣。这是怎么回事？</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3412c6959f523a53d1be6789418100ab.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/3412c6959f523a53d1be6789418100ab.png"/></p>
<p>RIVN PS Ratio data by YCharts.</p>
<p>作为一个销售额仅为 50 亿美元的较小竞争对手，市场可以理解地对 Rivian 能否实现其销售增长持怀疑态度。虽然特斯拉是一个成功故事，但在电动汽车领域，破产的公司远多于成功的公司。Rivian 不仅需要筹集数十亿美元的额外资本来支持其推出计划，还需要扩大制造能力，这是其历史上任何时候都没有过的规模。当然，它还需要生产人们喜爱且价格适中的汽车。</p>
<p>由于这些担忧，Rivian 股票在 2024 年已经下跌了大约 55%，而特斯拉股票的跌幅要小得多，仅为 12%。这为愿意承担额外风险以换取识别下一个大型电动汽车品牌的高潜力回报的投资者提供了本月的绝佳买入机会。</p>

RIVN

特斯拉

<p>这篇文章重点介绍了两只值得考虑在十月购买的电动汽车（EV）股票：特斯拉和 Rivian。特斯拉作为领先的电动汽车制造商，尤其是其大众市场车型，销量增长显著，尽管面临股价压力。该公司在电动汽车市场上具有良好的长期增长前景。Rivian 虽然知名度较低，但预计将在 2026 年推出大众市场车型，为投资者提供潜在的高回报机会，尽管目前存在怀疑情绪，今年股价大幅下跌。这两只股票为希望从电动汽车行业增长中获利的投资者提供了引人注目的机会</p>

<p>Want to add massive long-term growth potential to your portfolio? Check out electric car stocks.</p>
<div class="lb-trans"><p>想要为您的投资组合增加长期增长潜力吗？看看电动汽车股票。</p>
</div><p>Many EV makers have seen their sales skyrocket in recent years. Yet their stock prices haven't always followed suit, creating several compelling buying opportunities over the years. This month looks like an especially great time to jump in.</p>
<div class="lb-trans"><p>许多电动汽车制造商近年来销量飙升。然而，它们的股价并不总是跟随上涨，这在多年来创造了几次引人注目的买入机会。本月看起来是一个特别好的入市时机。</p>
</div><p>If you want to buy into the world's adoption of EVs -- a story that is truly a multi-decade growth opportunity -- then these two stocks are for you. One you've likely heard of. But the other is a diamond in the rough.</p>
<div class="lb-trans"><p>如果您想要参与全球电动汽车的普及 —— 这是一个真正的跨几十年增长机会的故事 —— 那么这两只股票适合您。其中一只您可能已经听说过。但另一只是一颗未经雕琢的钻石。</p>
</div><h2>Don't be shy about buying shares in Tesla</h2>
<div class="lb-trans"><h2>不要犹豫购买特斯拉股票</h2>
</div><p>Perhaps the most popular EV maker in the world is <strong>Tesla</strong>(TSLA -8.78%). Its boisterous CEO, Elon Musk, is constantly making the news. And with nearly $100 billion in sales, Tesla dominates the EV industry of several major markets, the U.S. included.</p>
<div class="lb-trans"><p>也许世界上最受欢迎的电动汽车制造商是特斯拉 (TSLA -8.78%)。其风头正劲的首席执行官埃隆·马斯克（Elon Musk）经常成为新闻焦点。凭借近 1000 亿美元的销售额，特斯拉主导着包括美国在内的几个主要市场的电动汽车行业。</p>
</div><p>You're likely already familiar with the company's lineup. Tesla offers premium models like the Roadster, Model X, Cybertruck, and the Model S. But it also offers a few mass-market vehicles. These are typically vehicles under the $50,000 price mark, a common benchmark for gleaning whether a car or truck will be accessible to the masses.</p>
<div class="lb-trans"><p>您可能已经熟悉该公司的产品线。特斯拉提供像 Roadster、Model X、Cybertruck 和 Model S 这样的高端车型。但它也提供一些大众市场的车辆。这些通常是价格低于 5 万美元的车辆，这是一个常见的基准，用于判断一辆汽车或卡车是否能够为大众所接受。</p>
</div><p>While Tesla does have exposure to other markets like energy generation and storage, more than 90% of its revenue is still tied to its EV business. And while its luxury models helped put it on the map, it really was its two mass-market models -- the Model Y and Model 3 -- that helped Tesla's sales grow by more than 1,000% over the past decade. After all, the volumes that can be achieved through a $50,000 car are perhaps an order of magnitude higher than what can be achieved with a $100,000 car.</p>
<div class="lb-trans"><p>虽然特斯拉确实涉足其他市场，如能源生产和储存，但其超过 90% 的收入仍与其电动汽车业务相关。虽然其豪华车型帮助其打响知名度，但真正让特斯拉的销售额在过去十年增长超过 1000% 的是其两款大众市场车型 —— Model Y 和 Model 3。毕竟，通过一辆 5 万美元的车可以实现的销量可能比通过一辆 10 万美元的车实现的销量高一个数量级。</p>
</div><p>Due to weaker-than-expected sales growth this year for the EV industry, the stocks of most EV producers have suffered. Tesla hasn't been immune to these pressures, but its valuation still doesn't look like an obvious bargain. Shares currently trade at 7.9 times sales -- roughly what they traded for nearly two years ago, when quarterly sales growth was around 30%.</p>
<div class="lb-trans"><p>由于今年电动汽车行业的销售增长低于预期，大多数电动汽车生产商的股票都受到了影响。特斯拉并未对这些压力免疫，但其估值仍不像一个明显的便宜货。目前股价为销售额的 7.9 倍 —— 大约是将近两年前的水平，当时季度销售增长约为 30%。</p>
</div><p>But a bet on Tesla today isn't about the near term -- it's about the multidecade growth trajectory for EVs in general. The IEA forecasts EV demand to grow by double digits for decades to come. And Tesla has what most EV start-ups only dream of: access to capital.</p>
<div class="lb-trans"><p>但今天对特斯拉的押注并不是关于短期的 —— 而是关于未来几十年电动汽车的增长轨迹。国际能源署预测，未来几十年电动汽车需求将保持两位数增长。而特斯拉拥有大多数电动汽车初创公司梦寐以求的东西：资本准入。</p>
</div><p>So while the stock isn't as big of a bargain as the next stock on this list, Tesla is still a reasonable investment for those looking to bet on EV companies with the best chance of riding the long-term EV adoption wave.</p>
<div class="lb-trans"><p>因此，虽然该股票并不像下一个列表中的股票那样便宜，但特斯拉对于那些希望押注在具有长期电动汽车采用潜力的公司上的投资者来说仍然是一个合理的投资。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/8a2e9f5c93b54ababe98c4d920189108.png" alt="" original-src="https://media.ycharts.com/charts/8a2e9f5c93b54ababe98c4d920189108.png"/></p>
<p>TSLA PS Ratio data by YCharts.</p>
<div class="lb-trans"><p>TSLA PS Ratio data by YCharts.</p>
</div><h2>This EV stock looks like a hidden gem</h2>
<div class="lb-trans"><h2>这只电动汽车股票看起来像一颗隐藏的宝石</h2>
</div><p>Want to invest in the next Tesla? Look no further than <strong>Rivian</strong>(RIVN 2.34%). The EV maker might not have the brand-name recognition of Tesla right now, but in the coming years, that could change quickly.</p>
<div class="lb-trans"><p>想要投资下一个特斯拉？不妨看看 <strong>Rivian</strong>(RIVN 2.34%)。这家电动汽车制造商目前可能还没有特斯拉那样的品牌认知度，但在未来几年，情况可能会迅速改变。</p>
</div><p>The company expects to release its first mass-market vehicles -- the R2, R3, and R3X -- beginning in 2026. And if Tesla is any indication, sales could quickly rise by 1,000% more in the years that follow.</p>
<div class="lb-trans"><p>该公司计划于 2026 年推出其首批大众市场车型 —— R2、R3 和 R3X。如果特斯拉是一个参照，销量可能会在随后的几年内迅速增长 1000% 以上。</p>
</div><p>Despite this impending sales ramp, Rivian shares trade at a steep discount to Tesla on a price-to-sales basis. What's going on?</p>
<div class="lb-trans"><p>尽管即将到来的销售增长，Rivian 股票在销售价格比上与特斯拉相比交易时享有较大折扣。这是怎么回事？</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3412c6959f523a53d1be6789418100ab.png" alt="" original-src="https://media.ycharts.com/charts/3412c6959f523a53d1be6789418100ab.png"/></p>
<p>RIVN PS Ratio data by YCharts.</p>
<div class="lb-trans"><p>RIVN PS Ratio data by YCharts.</p>
</div><p>As a smaller competitor with a sales base of just $5 billion, the market is understandably skeptical that Rivian can execute on its sales ramp. While Tesla is a success story, there have been many more bankruptcies in the EV space than successes. Rivian not only needs to raise billions in additional capital to support its launch plans, but also to scale up manufacturing capabilities greater than any other time in its history. And then, of course, it needs to produce cars that people love at a price point they can afford.</p>
<div class="lb-trans"><p>作为一个销售额仅为 50 亿美元的较小竞争对手，市场可以理解地对 Rivian 能否实现其销售增长持怀疑态度。虽然特斯拉是一个成功故事，但在电动汽车领域，破产的公司远多于成功的公司。Rivian 不仅需要筹集数十亿美元的额外资本来支持其推出计划，还需要扩大制造能力，这是其历史上任何时候都没有过的规模。当然，它还需要生产人们喜爱且价格适中的汽车。</p>
</div><p>Due to these concerns, Rivian shares have fallen by roughly 55% in 2024, versus a much lesser 12% decline for Tesla shares. This has created a great buying opportunity this month for investors willing to take on extra risk in exchange for the high potential returns involved in identifying the next big EV brand.</p>
<div class="lb-trans"><p>由于这些担忧，Rivian 股票在 2024 年已经下跌了大约 55%，而特斯拉股票的跌幅要小得多，仅为 12%。这为愿意承担额外风险以换取识别下一个大型电动汽车品牌的高潜力回报的投资者提供了本月的绝佳买入机会。</p>
</div>

2 Top Electric Vehicle (EV) Stocks to Buy in October

- 电动车股票被认为具有长期增长潜力，尤其是特斯拉和 Rivian。  
- 特斯拉在电动车市场占据主导地位，销售增长超过 1000%。  
- Rivian 预计将于 2026 年推出新车型，但面临资金和生产挑战。  

10 月份值得购买的两只顶级电动汽车股票