<p>电动汽车（EV）行业前景广阔，但也面临着重大挑战。由于关税导致的材料成本上升、不确定的经济形势以及消费者需求疲软，使得电动汽车的成功变得更加困难。</p>
<p>但在这个过渡时期，考虑哪些公司在电动汽车领域处于领先地位，以及它们当前的主导地位如何在市场条件改善后推动其股票上涨，并不是一个坏主意。</p>
<p>这就是为什么现在评估 <strong>福特</strong>(F -0.22%) 和 <strong>特斯拉</strong>(TSLA 2.85%) 的市场地位是值得的。两者都是各自领域的汽车巨头，但哪一家公司是更好的长期电动汽车股票呢？让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg2NjMvbmV3bW9kZWx5XzcxLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg2NjMvbmV3bW9kZWx5XzcxLmpwZyZ3PTcwMA"/></p>
<p>一辆特斯拉 Model Y。图片来源：特斯拉。</p>
<h2>电动汽车的优势：特斯拉</h2>
<p>考虑到特斯拉最初是一家电动汽车制造商，并不需要像福特那样转型，因此特斯拉拥有电动汽车的优势并不令人惊讶。但值得注意的是，特斯拉作为电动汽车领导者，与福特相比，领先了多远。</p>
<p>截至今年迄今为止，美国前 10 款畅销电动汽车中，有三款是特斯拉的——Cybertruck、Model Y 和 Model 3——而该公司在榜单上占据前两位。总的来说，今年上半年，特斯拉在美国的电动汽车销量估计达到了 721,000 辆。</p>
<p>福特在畅销电动汽车榜单上有两款令人印象深刻的车型：Lightning 皮卡和 Mustang Mach-E。但特斯拉和福特的差异在于它们的电动汽车销量，福特在今年前七个月的销量仅为 47,200 辆，远远落后。这意味着特斯拉的销量是福特的 15 倍以上。</p>
<p>不过，我要补充的是，特斯拉的销量正在严重下滑。该公司的汽车交付量比去年同期下降了 13%。尽管仍然处于领先地位，但显然如果想要保持这一地位，特斯拉还有很多工作要做。福特方面也在经历放缓，电动汽车销量下降了 10%。</p>
<h2>长期创新优势：特斯拉</h2>
<p>特斯拉的品牌目前受到影响，主要是由于首席执行官埃隆·马斯克过去在政府效率部的监督以及他两极分化的政治观点，这些都导致马斯克在管理公司时分心。</p>
<p>尽管如此，该公司正在展望一个远不止电动汽车的未来。它表示，今年已经开始生产 5,000 个 Optimus 人形机器人，并推出了一项有限的机器人出租车服务，这是马斯克更广泛的自动驾驶汽车愿景的一部分。</p>
<p>这两项业务都有潜在的盈利能力，但仍处于早期阶段。例如，根据 <strong>摩根士丹利</strong> 的估计，人形机器人到 2050 年将价值 5 万亿美元。</p>
<p>与此同时，福特仍在努力掌握电动汽车。首席执行官吉姆·法利最近表示，公司 “计划在明年在美国设计和制造一款突破性的电动汽车及平台。”</p>
<p>在汽车制造商努力在困难的销售环境中找到最佳行动方案时，我给予他们很大的宽容。但如果我必须在购买一家已经在电动汽车领域取得成功（并扩展到新的创新市场）的公司的股票和一家仍在努力掌握电动汽车的汽车制造商之间做出选择，我会选择前者。</p>
<h2>结论：特斯拉获胜，但可能还不适合立即购买</h2>
<p>仅仅因为一家公司在某方面表现优于另一家公司——在这种情况下是制造和销售电动汽车——并不意味着它的股票就一定值得购买。特斯拉在未来几年面临一些严重的障碍，包括确保马斯克专注于管理公司、扭转电动汽车销量以及（最终？）推出新车型。</p>
<p>因此，如果你决心购买电动汽车股票，并且只是在特斯拉和福特之间做出选择，那么我当然会选择特斯拉。但请知道，该公司的销量和收益目前正在下降，情况可能需要一段时间才能好转。</p>

福特汽车

特斯拉

<p>电动汽车（EV）行业面临着材料成本上升和消费者需求疲软等挑战。特斯拉在市场上领先，今年在美国售出了 721,000 辆电动汽车，而福特仅售出了 47,200 辆。尽管特斯拉目前销售下滑，但它正在扩展到机器人和自动驾驶汽车领域。福特仍在制定其电动汽车战略。虽然特斯拉是更好的长期投资，但潜在买家应对销售下降和管理问题保持谨慎</p>

<p>The electric vehicle (EV) industry holds a lot of promise, but it's also facing significant headwinds. Rising materials costs because of tariffs, an uncertain economy, and lackluster consumer demand are making it harder for EVs to be successful.</p>
<div class="lb-trans"><p>电动汽车（EV）行业前景广阔，但也面临着重大挑战。由于关税导致的材料成本上升、不确定的经济形势以及消费者需求疲软，使得电动汽车的成功变得更加困难。</p>
</div><p>But during this time of transition, it's not a bad idea to consider which companies are leaders in the EV space and how their current dominance could boost their stock in the coming years, after market conditions improve.</p>
<div class="lb-trans"><p>但在这个过渡时期，考虑哪些公司在电动汽车领域处于领先地位，以及它们当前的主导地位如何在市场条件改善后推动其股票上涨，并不是一个坏主意。</p>
</div><p>That's why it's worth assessing the positions of <strong>Ford</strong>(F -0.22%) and <strong>Tesla</strong>(TSLA 2.85%) right now. Both are automotive powerhouses in their own right, but which is the better long-term EV stock? Let's have a look.</p>
<div class="lb-trans"><p>这就是为什么现在评估 <strong>福特</strong>(F -0.22%) 和 <strong>特斯拉</strong>(TSLA 2.85%) 的市场地位是值得的。两者都是各自领域的汽车巨头，但哪一家公司是更好的长期电动汽车股票呢？让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg2NjMvbmV3bW9kZWx5XzcxLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828663%2Fnewmodely_71.jpg&amp;op=resize&amp;w=700"/></p>
<p>A Tesla Model Y. Image source: Tesla.</p>
<div class="lb-trans"><p>一辆特斯拉 Model Y。图片来源：特斯拉。</p>
</div><h2>The EV advantage: Tesla</h2>
<div class="lb-trans"><h2>电动汽车的优势：特斯拉</h2>
</div><p>It's no surprise that Tesla has the EV advantage, considering the company started as an EV maker and didn't have to transition to the industry the same way Ford did. But it's important to note just how far ahead Tesla is as an EV leader, compared to Ford.</p>
<div class="lb-trans"><p>考虑到特斯拉最初是一家电动汽车制造商，并不需要像福特那样转型，因此特斯拉拥有电动汽车的优势并不令人惊讶。但值得注意的是，特斯拉作为电动汽车领导者，与福特相比，领先了多远。</p>
</div><p>Out of the top 10 best-selling EVs in the U.S. so far this year, three of them are Teslas -- the Cybertruck, the Model Y, and the Model 3 -- and the company takes the top two spots on the list. In total, it has sold an estimated 721,000 EVs in the U.S. in the first half of this year.</p>
<div class="lb-trans"><p>截至今年迄今为止，美国前 10 款畅销电动汽车中，有三款是特斯拉的——Cybertruck、Model Y 和 Model 3——而该公司在榜单上占据前两位。总的来说，今年上半年，特斯拉在美国的电动汽车销量估计达到了 721,000 辆。</p>
</div><p>Ford has an impressive two models on the best-selling EV list: the Lightning pickup and the Mustang Mach-E. But where Tesla and Ford diverge is in how many EVs they sell, with Ford coming up woefully short at just 47,200 in the first seven months of this year. That amounts to Tesla selling more than 15 times the number of EVs Ford currently sells.</p>
<div class="lb-trans"><p>福特在畅销电动汽车榜单上有两款令人印象深刻的车型：Lightning 皮卡和 Mustang Mach-E。但特斯拉和福特的差异在于它们的电动汽车销量，福特在今年前七个月的销量仅为 47,200 辆，远远落后。这意味着特斯拉的销量是福特的 15 倍以上。</p>
</div><p>I will add, though, that Tesla's sales are severely slumping. The company's vehicle deliveries are down 13% from the year-ago quarter. It's still on top, but it clearly has its work cut out for it if it wants to stay there. Ford, for its part, is experiencing a slowdown, too, with EV sales down 10%.</p>
<div class="lb-trans"><p>不过，我要补充的是，特斯拉的销量正在严重下滑。该公司的汽车交付量比去年同期下降了 13%。尽管仍然处于领先地位，但显然如果想要保持这一地位，特斯拉还有很多工作要做。福特方面也在经历放缓，电动汽车销量下降了 10%。</p>
</div><h2>The long-term innovation advantage: Tesla</h2>
<div class="lb-trans"><h2>长期创新优势：特斯拉</h2>
</div><p>Tesla's brand is suffering right now, mostly in response to CEO Elon Musk's past involvement overseeing the Department of Government Efficiency and his polarizing political views, both of which have contributed to Musk being distracted from managing the company.</p>
<div class="lb-trans"><p>特斯拉的品牌目前受到影响，主要是由于首席执行官埃隆·马斯克过去在政府效率部的监督以及他两极分化的政治观点，这些都导致马斯克在管理公司时分心。</p>
</div><p>Despite this, the company is looking to a future that involves far more than EVs. It says it is already producing 5,000 Optimus humanoid robots this year and has launched a limited robotaxi service that's part of Musk's broader vision for autonomous vehicles.</p>
<div class="lb-trans"><p>尽管如此，该公司正在展望一个远不止电动汽车的未来。它表示，今年已经开始生产 5,000 个 Optimus 人形机器人，并推出了一项有限的机器人出租车服务，这是马斯克更广泛的自动驾驶汽车愿景的一部分。</p>
</div><p>Both of these businesses are potentially lucrative but are still in their early form. For example, humanoid robotics will be worth an estimated $5 trillion by 2050, according to <strong>Morgan Stanley</strong>.</p>
<div class="lb-trans"><p>这两项业务都有潜在的盈利能力，但仍处于早期阶段。例如，根据 <strong>摩根士丹利</strong> 的估计，人形机器人到 2050 年将价值 5 万亿美元。</p>
</div><p>Meanwhile, Ford is still trying to get a handle on EVs. CEO Jim Farley said recently that the company &#34;plans to design and build a breakthrough electric vehicle and platform in the U.S.&#34; next year.</p>
<div class="lb-trans"><p>与此同时，福特仍在努力掌握电动汽车。首席执行官吉姆·法利最近表示，公司 “计划在明年在美国设计和制造一款突破性的电动汽车及平台。”</p>
</div><p>I give a lot of leeway to automakers right now as they try to figure out the best course of action in a difficult selling environment. But if I had to choose between buying the stock of a company that's already successful with EVs (and expanding into new, innovative markets) and an automaker that's still trying to figure out electric vehicles, I'm going to choose the former.</p>
<div class="lb-trans"><p>在汽车制造商努力在困难的销售环境中找到最佳行动方案时，我给予他们很大的宽容。但如果我必须在购买一家已经在电动汽车领域取得成功（并扩展到新的创新市场）的公司的股票和一家仍在努力掌握电动汽车的汽车制造商之间做出选择，我会选择前者。</p>
</div><h2>Verdict: Tesla wins, but maybe hold off on buying just yet</h2>
<div class="lb-trans"><h2>结论：特斯拉获胜，但可能还不适合立即购买</h2>
</div><p>Just because one company is better than another at doing something -- in this case, making and selling EVs -- doesn't automatically make its stock a buy. Tesla has some serious hurdles to clear over the next few years, including ensuring Musk is laser-focused on managing the company, turning around EV sales, and (eventually?) launching a new vehicle model.</p>
<div class="lb-trans"><p>仅仅因为一家公司在某方面表现优于另一家公司——在这种情况下是制造和销售电动汽车——并不意味着它的股票就一定值得购买。特斯拉在未来几年面临一些严重的障碍，包括确保马斯克专注于管理公司、扭转电动汽车销量以及（最终？）推出新车型。</p>
</div><p>So, if you're bent on buying an EV stock and you're only deciding between Tesla and Ford, then I would certainly go with Tesla. But just know that the company's sales and earnings are on the decline right now, and it could take a while before things turn around.</p>
<div class="lb-trans"><p>因此，如果你决心购买电动汽车股票，并且只是在特斯拉和福特之间做出选择，那么我当然会选择特斯拉。但请知道，该公司的销量和收益目前正在下降，情况可能需要一段时间才能好转。</p>
</div>

Better EV Stock: Ford vs. Tesla

- 电动车行业面临材料成本上升和消费者需求疲软的挑战。  
- 特斯拉在美国电动车销量上遥遥领先，销售 721,000 辆，而福特仅为 47,200 辆。  
- 尽管特斯拉面临销售下滑，但其在创新和市场扩展方面仍具优势。  

哪只电动车股票更好：福特汽车还是特斯拉