<p>“自动驾驶汽车已经在共享出行和货运领域到来了，” 高盛研究分析师马克·德莱尼在今年夏天写道。“我们认为，投资者现在的关键关注点是自动驾驶汽车的增长速度以及市场规模，而不是技术是否可行。”</p>
<p>这是一个令人兴奋的声明。<strong>高盛</strong> 的研究还估计，从 2025 年到 2030 年，机器人出租车的共享出行市场将实现大约 90% 的年复合增长率，到那时，自动驾驶汽车将以仅占美国共享出行市场 8% 的份额，创造约 70 亿美元的年收入。随着自动驾驶汽车、机器人出租车和无人驾驶卡车上路，未来有很大的增长空间。</p>
<p>许多投资者对无人驾驶汽车股票的潜力感到好奇，但许多人尚不确定该从哪里入手。以下是三只值得考虑的潜在巨头无人驾驶汽车股票。</p>
<h2>一切都与芯片有关</h2>
<p><strong>亚德诺</strong>（ADI -5.28%）是全球最大的模拟和混合信号芯片制造商之一，在模拟信号处理芯片领域具有显著的强势地位。在未来几年，该公司在汽车、通信设备、医疗设备和工厂自动化设备中，随着更先进和更高价的半导体内容的填充，处于良好的发展位置。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY4ODUvc2VtaWNvbmR1Y3Rvci5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY4ODUvc2VtaWNvbmR1Y3Rvci5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>对于亚德诺来说，汽车行业是一个特别引人注目且前景广阔的终端市场，半导体是启用传感器、主动安全系统和先进信息娱乐系统所必需的。但这只是现状。电动汽车（EV）每辆车的半导体芯片含量更高，而无人驾驶电动汽车的含量更高。此外，值得一提的是，ADI 在电动汽车的电池管理系统中占据市场份额领先地位。</p>
<h2>电动汽车将推动锂需求</h2>
<p><strong>阿尔贝马</strong>（ALB -6.72%）是全球最大的锂生产商之一，轻松产生其总利润的绝大部分。它从智利、美国及两个澳大利亚矿山的合资企业中提取锂。趣闻：其智利业务是全球最低成本的锂来源之一，使其产品和定价受到需求。阿尔贝马还拥有美国和阿根廷的资源，这些资源仍处于早期开发阶段，这将使公司能够在未来提升锂的产量。</p>
<p>考虑到电动汽车的普及率不断提高，并最终走向主流，认为该公司在未来十年甚至更长时间内可能实现全球锂需求的两位数年增长并非完全不切实际。</p>
<p>现在可能是展望未来并开始小规模投资这只股票的好时机。这是因为竞争对手 <strong>宁德时代</strong>（CATL）的一个锂矿因许可证到期而暂时关闭。该关闭预计将持续六到十二个月，但最终只持续了一个月，这意味着锂市场在短期内将保持供过于求，但价格可能在 2026 年中到晚些时候上涨。</p>
<p>更好的是，根据晨星的估计，长期锂价格应平均约为每公吨 20,000 美元，而当前价格大约为每公吨 9,500 美元。</p>
<h2>电池的圣杯</h2>
<p>在过去六个月中，<strong>量子跃迁</strong>（QS -1.93%）让投资者尝到了未来市场份额增长的滋味，在此期间股价飙升了 310%。量子跃迁正处于其故事的极早期阶段，试图以商业规模生产固态锂金属电池，这尚未实现。</p>
<p>这些固态电池在五个关键指标上表现出色：能量密度、充电速度、使用寿命、安全性和成本效益。基本上，量子跃迁正在努力加快电池的测试和生产过程，这将大大推动电动汽车行业的发展。</p>
<p>量子跃迁最近也让投资者尝到了现实的滋味。在纸面上，这些电池可能成为电动汽车行业的圣杯，但许多投资者仍然抱有 “我看到才相信” 的心态。虽然这很公平，但量子跃迁确实让其技术从纸面上跳出来，展示了一辆装备有 QSE-5 电池单元的杜卡迪摩托车，这些电池单元是通过量子跃迁备受期待的 Cobra 生产工艺生产的——这一工艺距离商业规模生产水平又近了一步。</p>
<h2>记住这些名字</h2>
<p>电动汽车正在慢慢占领全球道路——在某些地区的速度比其他地区更快——而无人驾驶汽车也在逐渐获得 traction，因为公司在努力解决技术问题，政策制定者在筛选和确定法规。</p>
<p>道路上肯定会有巨大的波折，且这条路漫长。但这三家公司通过阿尔贝马的锂提供了对无人驾驶汽车未来的曝光，随着电动汽车在道路上占据主导地位，锂的需求将持续高涨；同时，亚德诺的半导体芯片也将受到电动无人驾驶汽车的巨大需求。与此同时，如果量子跃迁能够实现固态电池的商业规模生产，可能会成为一代人的赢家。</p>
<p>如果你对投资汽车行业的长期未来感兴趣，请将这三只股票列入你的观察名单；它们可能最终会成为巨头。</p>

亚德诺

<p>高盛预测自动驾驶汽车市场将显著增长，特别是在机器人出租车领域，预计 2025 年至 2030 年期间年均增长率将达到 90%。值得关注的三只股票是：亚德诺，汽车应用半导体芯片的领导者；Albemarle，一家主要的锂生产商，随着电动车普及而有望增长；以及 QuantumScape，正在开发可能会彻底改变电动车行业的固态电池。这些公司代表了在不断发展的无人驾驶汽车领域的潜在投资机会</p>

<p>&#34;Autonomous vehicles have arrived for both rideshare and trucking,&#34; Goldman Sachs Research analyst Mark Delaney wrote this summer. &#34;We believe the key focus for investors is now on the pace at which AVs [autonomous vehicles] will grow and how big the market will become, rather than if the technology works.&#34;</p>
<div class="lb-trans"><p>“自动驾驶汽车已经在共享出行和货运领域到来了，” 高盛研究分析师马克·德莱尼在今年夏天写道。“我们认为，投资者现在的关键关注点是自动驾驶汽车的增长速度以及市场规模，而不是技术是否可行。”</p>
</div><p>That's an exciting statement. <strong>Goldman Sachs</strong>' research also estimates that robotaxis' rideshare market will post a compound annual growth rate of roughly 90% from 2025 to 2030, at which point autonomous vehicles will generate about $7 billion in annual revenue with only 8% of the U.S. rideshare market. There's a lot of growth to be had as autonomous vehicles, robotaxis, and driverless trucks hit the roads.</p>
<div class="lb-trans"><p>这是一个令人兴奋的声明。<strong>高盛</strong> 的研究还估计，从 2025 年到 2030 年，机器人出租车的共享出行市场将实现大约 90% 的年复合增长率，到那时，自动驾驶汽车将以仅占美国共享出行市场 8% 的份额，创造约 70 亿美元的年收入。随着自动驾驶汽车、机器人出租车和无人驾驶卡车上路，未来有很大的增长空间。</p>
</div><p>Many investors are intrigued by the potential of driverless car stocks, but many aren't quite sure where to look yet. Here are three potentially monster driverless car stocks to consider.</p>
<div class="lb-trans"><p>许多投资者对无人驾驶汽车股票的潜力感到好奇，但许多人尚不确定该从哪里入手。以下是三只值得考虑的潜在巨头无人驾驶汽车股票。</p>
</div><h2>It's all about the chip</h2>
<div class="lb-trans"><h2>一切都与芯片有关</h2>
</div><p><strong>Analog Devices</strong>(ADI -5.28%) is one of the world's largest makers of analog and mixed-signal chips, with a notably strong presence in analog signal processing chips. In the years ahead, the company is well positioned to thrive as more advanced and higher-priced semiconductor content fills automobiles, communications equipment, medical devices, and factory automation equipment.</p>
<div class="lb-trans"><p><strong>亚德诺</strong>（ADI -5.28%）是全球最大的模拟和混合信号芯片制造商之一，在模拟信号处理芯片领域具有显著的强势地位。在未来几年，该公司在汽车、通信设备、医疗设备和工厂自动化设备中，随着更先进和更高价的半导体内容的填充，处于良好的发展位置。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY4ODUvc2VtaWNvbmR1Y3Rvci5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836885%2Fsemiconductor.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>An especially intriguing and promising end market for Analog Devices is the automotive sector, where semiconductors are required to enable sensors, active safety systems, and advanced infotainment systems. But that's just the status quo. Electric vehicles (EVs) have even more semiconductor chip content per car, and driverless electric vehicles even more than that. Also, just for bonus points, ADI is positioned with a market share lead in battery management systems for electric vehicles.</p>
<div class="lb-trans"><p>对于亚德诺来说，汽车行业是一个特别引人注目且前景广阔的终端市场，半导体是启用传感器、主动安全系统和先进信息娱乐系统所必需的。但这只是现状。电动汽车（EV）每辆车的半导体芯片含量更高，而无人驾驶电动汽车的含量更高。此外，值得一提的是，ADI 在电动汽车的电池管理系统中占据市场份额领先地位。</p>
</div><h2>EVs will drive lithium demand</h2>
<div class="lb-trans"><h2>电动汽车将推动锂需求</h2>
</div><p><strong>Albemarle</strong>(ALB -6.72%) is one of the world's largest lithium producers, which easily generates the majority of its total profits. It produces lithium from its own salt brine assets in Chile, the United States, and two joint venture interests in Australian mines. Fun fact: Its Chilean operation is among the world's lowest-cost sources of lithium, putting its product and pricing in demand. Albemarle also owns resources in the U.S. and Argentina that are still in the early development phase, which will enable the company to boost its lithium volumes down the road.</p>
<div class="lb-trans"><p><strong>阿尔贝马</strong>（ALB -6.72%）是全球最大的锂生产商之一，轻松产生其总利润的绝大部分。它从智利、美国及两个澳大利亚矿山的合资企业中提取锂。趣闻：其智利业务是全球最低成本的锂来源之一，使其产品和定价受到需求。阿尔贝马还拥有美国和阿根廷的资源，这些资源仍处于早期开发阶段，这将使公司能够在未来提升锂的产量。</p>
</div><p>It isn't at all far-fetched to think that as EV adoption increases, and eventually goes mainstream,, the company could post double-digit annual growth in global lithium demand over the next decade and perhaps longer.</p>
<div class="lb-trans"><p>考虑到电动汽车的普及率不断提高，并最终走向主流，认为该公司在未来十年甚至更长时间内可能实现全球锂需求的两位数年增长并非完全不切实际。</p>
</div><p>And now might be a good time to look to the future and start a small position in this stock. That's because a lithium mine of rival <strong>Contemporary Amperex Technology Co., Limited</strong> (CATL) was temporarily shut down due to expired permits. That shutdown was expected to last six to 12 months, though ended up being only one month, meaning the lithium market will remain oversupplied for the near term, but prices could rise by mid-to-late 2026.</p>
<div class="lb-trans"><p>现在可能是展望未来并开始小规模投资这只股票的好时机。这是因为竞争对手 <strong>宁德时代</strong>（CATL）的一个锂矿因许可证到期而暂时关闭。该关闭预计将持续六到十二个月，但最终只持续了一个月，这意味着锂市场在短期内将保持供过于求，但价格可能在 2026 年中到晚些时候上涨。</p>
</div><p>Better yet, according to Morningstar estimates, long-term lithium prices should average around $20,000 per metric ton, compared to current prices of roughly $9,500 per metric ton.</p>
<div class="lb-trans"><p>更好的是，根据晨星的估计，长期锂价格应平均约为每公吨 20,000 美元，而当前价格大约为每公吨 9,500 美元。</p>
</div><h2>The holy grail of batteries</h2>
<div class="lb-trans"><h2>电池的圣杯</h2>
</div><p>Over the past six months, <strong>QuantumScape</strong>(QS -1.93%) gave investors a taste of what future share gains could look like, soaring 310% over that time frame. QuantumScape is in the extreme early stages of its story and is attempting to produce solid-state lithium-metal batteries at commercial volume, which has yet to be done.</p>
<div class="lb-trans"><p>在过去六个月中，<strong>量子跃迁</strong>（QS -1.93%）让投资者尝到了未来市场份额增长的滋味，在此期间股价飙升了 310%。量子跃迁正处于其故事的极早期阶段，试图以商业规模生产固态锂金属电池，这尚未实现。</p>
</div><p>These solid-state batteries would excel in five critical metrics: energy density, charging speed, lifespan, safety, and cost-effectiveness. Basically, QuantumScape is hard at work ramping up testing and accelerating the production process of batteries that would propel the EV industry forward significantly.</p>
<div class="lb-trans"><p>这些固态电池在五个关键指标上表现出色：能量密度、充电速度、使用寿命、安全性和成本效益。基本上，量子跃迁正在努力加快电池的测试和生产过程，这将大大推动电动汽车行业的发展。</p>
</div><p>QuantumScape also gave investors a taste of reality recently. On paper, these batteries may become be holy grail for the EV industry, but many investors remain in an &#34;I'll believe it when I see it&#34; mindset. While that's fair, QuantumScape did let its technology jump off the paper and demonstrated a Ducati motorcycle equipped with QSE-5 battery cells, which were produced using QuantumScape's highly anticipated Cobra production process -- a process that's one step closer to commercial volume production levels.</p>
<div class="lb-trans"><p>量子跃迁最近也让投资者尝到了现实的滋味。在纸面上，这些电池可能成为电动汽车行业的圣杯，但许多投资者仍然抱有 “我看到才相信” 的心态。虽然这很公平，但量子跃迁确实让其技术从纸面上跳出来，展示了一辆装备有 QSE-5 电池单元的杜卡迪摩托车，这些电池单元是通过量子跃迁备受期待的 Cobra 生产工艺生产的——这一工艺距离商业规模生产水平又近了一步。</p>
</div><h2>Remember these names</h2>
<div class="lb-trans"><h2>记住这些名字</h2>
</div><p>Electric vehicles are slowly taking over global roads -- in some regions faster than others -- and driverless vehicles are also slowly gaining traction as companies work through the technology and policy makers sift through and determine regulations.</p>
<div class="lb-trans"><p>电动汽车正在慢慢占领全球道路——在某些地区的速度比其他地区更快——而无人驾驶汽车也在逐渐获得 traction，因为公司在努力解决技术问题，政策制定者在筛选和确定法规。</p>
</div><p>There will be massive bumps in the road, to be sure, and the road is a long one. But these three companies offer exposure to the future of driverless vehicles through Albemarle's lithium, which should continue to be in high demand as EVs take over the roads, and through Analog Devices' semiconductor chips, which will see huge demand from electric driverless vehicles. Meanwhile, QuantumScape could be a generational winner if the company executes commercial volume of solid-state batteries.</p>
<div class="lb-trans"><p>道路上肯定会有巨大的波折，且这条路漫长。但这三家公司通过阿尔贝马的锂提供了对无人驾驶汽车未来的曝光，随着电动汽车在道路上占据主导地位，锂的需求将持续高涨；同时，亚德诺的半导体芯片也将受到电动无人驾驶汽车的巨大需求。与此同时，如果量子跃迁能够实现固态电池的商业规模生产，可能会成为一代人的赢家。</p>
</div><p>If you're interested in investing in the long-term future of the automotive industry, keep these three stocks on your watch list; they could end up being monsters.</p>
<div class="lb-trans"><p>如果你对投资汽车行业的长期未来感兴趣，请将这三只股票列入你的观察名单；它们可能最终会成为巨头。</p>
</div>

三只值得买入并至少持有十年的无人驾驶汽车股票