<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/04/kumpan-electric-30d7430ywf4-unsplash-1-scaled.jpg?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://invezz.com/wp-content/uploads/2024/04/kumpan-electric-30d7430ywf4-unsplash-1-scaled.jpg"/></p>
<p>锂对电动车的意义就如数据中心对人工智能的意义。</p>
<p>锂的价格在最近几周有所上涨，但仍然远低于 2023 年中期的高点。尽管如此，以下是我们推荐的五只被低估的美国锂股票，适合长期投资。</p>
<h2>阿尔贝马尔公司 (NYSE: ALB)</h2>
<p>根据晨星的评估，阿尔贝马尔在过去 10 个月内股价减半，这使其被认为是 “实质性低估”。该金融服务公司对$ALB 在锂价持续回升中获益充满信心。</p>
<p>事实上，纽约上市公司的 275 美元目标价表明其股价有潜力翻倍。</p>
<p>阿尔贝马尔之所以进入我们四月被低估的美国锂股票名单，也是因为预计到 2032 年，中国锂需求将年均增长 20.4%，而供应仅增长 6.0%。</p>
<p>请注意，$ALB 正处于 “万物电气化” 的核心——不仅仅是电动车。因此，在电动车市场再次复苏时，它可以推动其他行业的需求。</p>
<h2>阿特拉斯锂业公司 (NASDAQ: ATLX)</h2>
<p>阿特拉斯是美国锂股票中的一个不错选择，特别是如果你的资金有限。这家总部位于佛罗里达州的 2 亿美元公司拥有足够的资金支持 2024 年的生产。</p>
<p>$ATLX 承诺在今年最后一个季度达到每年 150,000 吨的生产目标。但使这只股票更具吸引力的是，预计其产量将在明年中期翻倍至 300,000 吨。</p>
<p>这家纳斯达克上市公司最近宣布已获得三井物产的资金支持。</p>
<p>阿特拉斯锂业公司在撰写时特别值得拥有，因为它最近与比亚迪和特斯拉供应商建立了合作关系，但其股票迄今对这一好消息没有反应。$ATLX 目前不支付股息。</p>
<h2>皮德蒙特锂业 (NASDAQ: PLL)</h2>
<p>皮德蒙特之所以进入我们被低估的美国锂股票名单，是因为它位于美国电动车供应链的核心。</p>
<p>$PLL 在 2024 年值得投资，因为其最新报告季度的毛利率超过 50%。</p>
<p>这家总部位于北卡罗来纳州的公司拥有超过 7000 万美元的现金及现金等价物和超过 2500 万美元的季度净收入，显示出财务稳定性。</p>
<p>拥有皮德蒙特股票的其他令人兴奋的理由包括与 Sayona Mining 的合作、近 20% 的 Vinland Lithium 股份，以及本周获得的 Gatson County 的采矿许可证，正如 Invezz 在此报道的那样。</p>
<h2>锂美洲公司 (NYSE: LAC)</h2>
<p>锂美洲公司是一只被低估的美国锂股票，今年迄今股价下跌 25%，部分原因是它本周宣布了公开发行的定价。</p>
<p>$LAC 在美国和阿根廷都有低成本、高质量的资产。这种分布降低了投资者面临的地缘政治风险。</p>
<p>锂美洲公司现在更具吸引力，因为通用汽车承诺向其投资 6.5 亿美元。该传统汽车制造商去年与这家纽约上市公司签署了供应协议。</p>
<p>请注意，$LAC 不太可能在 2026 年之前开始生产，但其 Thacker Pass 资产有潜力每年平均带来 11 亿美元的 EBITDA。</p>
<h2>EnerSys (NYSE: ENS)</h2>
<p>EnerSys 因两个略有不同的原因进入我们立即购买的被低估的美国锂股票名单。</p>
<p>首先，它目前的市值低于 40 亿美元，适合潜在的收购。其次，它目前支付的股息收益率接近 1.0%，虽然不高，但仍然比名单上大多数其他公司要好。</p>
<p>值得一提的是，EnerSys 并不是一家纯粹的锂股票。但其商业模式的多样性使其作为投资更具吸引力，因为它限制了与锂价波动相关的风险。</p>
<p>$ENS 计划下个月公布季度财务业绩。市场共识预计其每股收益为 2.02 美元，远高于去年同期的 1.82 美元。</p>
<p>这篇文章《5 只被低估的美国锂股票，适合立即购买以获取长期回报》最早出现在 Invezz 上。</p>

美国雅宝公司

艾诺斯

ATLX

<p>这篇文章强调了五只被低估的美国锂股票，适合长期投资：1) 阿尔贝马公司（Albemarle Corporation，NYSE: ALB）因锂需求上升被视为被低估，潜在目标价为 275 美元。2) 阿特拉斯锂业公司（Atlas Lithium Corp，NASDAQ: ATLX）计划在 2024 年中期将产量翻倍，并已获得资金支持。3) 皮德蒙特锂业（Piedmont Lithium，NASDAQ: PLL）拥有强劲的利润率和财务稳定性。4) 锂美洲公司（Lithium Americas Corp，NYSE: LAC）拥有大量投资和低成本资产，尽管生产将在 2026 年开始。5) 艾诺斯（EnerSys，NYSE: ENS）提供股息并有被收购的潜力，尽管不是纯粹的锂股票</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/04/kumpan-electric-30d7430ywf4-unsplash-1-scaled.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2024/04/kumpan-electric-30d7430ywf4-unsplash-1-scaled.jpg"/></p>
<p>Lithium is to electric vehicles as data centres is to artificial intelligence.</p>
<div class="lb-trans"><p>锂对电动车的意义就如数据中心对人工智能的意义。</p>
</div><p>The price of Lithium may have gained a bit in recent weeks but it’s still down significantly from its high in mid-2023. Having said that, here is our list of the top five undervalued U.S. lithium stocks to buy for long-term returns.</p>
<div class="lb-trans"><p>锂的价格在最近几周有所上涨，但仍然远低于 2023 年中期的高点。尽管如此，以下是我们推荐的五只被低估的美国锂股票，适合长期投资。</p>
</div><h2>Albemarle Corporation (NYSE: ALB)</h2>
<div class="lb-trans"><h2>阿尔贝马尔公司 (NYSE: ALB)</h2>
</div><p>Albemarle has been cut in half over the past 10 months which makes it “materially undervalued” as per Morningstar. The financial services firm is confident that $ALB will benefit from a continued recovery in lithium prices.</p>
<div class="lb-trans"><p>根据晨星的评估，阿尔贝马尔在过去 10 个月内股价减半，这使其被认为是 “实质性低估”。该金融服务公司对$ALB 在锂价持续回升中获益充满信心。</p>
</div><p>In fact, its $275 price objective on the New York listed firm signals potential for its stock to well over double from here.</p>
<div class="lb-trans"><p>事实上，纽约上市公司的 275 美元目标价表明其股价有潜力翻倍。</p>
</div><p>Albemarle makes up to our list of top undervalued U.S. lithium stocks to buy in April also because China is expected to deliver a 20.4% annual increase in lithium demand through 2032 versus an increase in supply of just 6.0%.</p>
<div class="lb-trans"><p>阿尔贝马尔之所以进入我们四月被低估的美国锂股票名单，也是因为预计到 2032 年，中国锂需求将年均增长 20.4%，而供应仅增长 6.0%。</p>
</div><p>Note that $ALB sits right at the heart of “electrification of everything” – and not just EVs. So, it can drive demand from other sectors while the electric vehicles space picks up again.</p>
<div class="lb-trans"><p>请注意，$ALB 正处于 “万物电气化” 的核心——不仅仅是电动车。因此，在电动车市场再次复苏时，它可以推动其他行业的需求。</p>
</div><h2>Atlas Lithium Corp (NASDAQ: ATLX)</h2>
<div class="lb-trans"><h2>阿特拉斯锂业公司 (NASDAQ: ATLX)</h2>
</div><p>Atlas is a great pick in U.S. lithium stocks particularly if you’re somewhat restricted in terms of capital. The $200 million company based out of Florida has sufficient funds to support production in 2024.</p>
<div class="lb-trans"><p>阿特拉斯是美国锂股票中的一个不错选择，特别是如果你的资金有限。这家总部位于佛罗里达州的 2 亿美元公司拥有足够的资金支持 2024 年的生产。</p>
</div><p>$ATLX is committed to hit 150,000 tonnes per annum production in the final quarter of this year. But what makes this stock even more attractive are expectations that its production will double to 300,000 tpa by mid next year.</p>
<div class="lb-trans"><p>$ATLX 承诺在今年最后一个季度达到每年 150,000 吨的生产目标。但使这只股票更具吸引力的是，预计其产量将在明年中期翻倍至 300,000 吨。</p>
</div><p>The Nasdaq-listed firm recently announced to have secured funding from Mitsui &amp; Co as well.</p>
<div class="lb-trans"><p>这家纳斯达克上市公司最近宣布已获得三井物产的资金支持。</p>
</div><p>Atlas Lithium Corp is particularly worth owning at writing because it has recently partnered with BYD and Tesla suppliers but its stock has not responded to the good news so far. $ATLX does not, however, pay a dividend yield for now.</p>
<div class="lb-trans"><p>阿特拉斯锂业公司在撰写时特别值得拥有，因为它最近与比亚迪和特斯拉供应商建立了合作关系，但其股票迄今对这一好消息没有反应。$ATLX 目前不支付股息。</p>
</div><h2>Piedmont Lithium (NASDAQ: PLL)</h2>
<div class="lb-trans"><h2>皮德蒙特锂业 (NASDAQ: PLL)</h2>
</div><p>Piedmont is on our list of top undervalued U.S. lithium stocks for long-term returns because it sits right at the heart of the EV supply chain in the United States.</p>
<div class="lb-trans"><p>皮德蒙特之所以进入我们被低估的美国锂股票名单，是因为它位于美国电动车供应链的核心。</p>
</div><p>$PLL is worth an investment in 2024 for an impressive gross profit margin that came in above 50% in its latest reported quarter.</p>
<div class="lb-trans"><p>$PLL 在 2024 年值得投资，因为其最新报告季度的毛利率超过 50%。</p>
</div><p>Cash and equivalents of over $70 million and more than $25 million of quarterly net income spells financial stability for this company based out of North Carolina, United States.</p>
<div class="lb-trans"><p>这家总部位于北卡罗来纳州的公司拥有超过 7000 万美元的现金及现金等价物和超过 2500 万美元的季度净收入，显示出财务稳定性。</p>
</div><p>Other exciting reasons to own Piedmont stock include a partnership with Sayona Mining, a near 20% stake in Vinland Lithium, and approval for a mining permit in Gatson County that it secured this week as Invezz reported here.</p>
<div class="lb-trans"><p>拥有皮德蒙特股票的其他令人兴奋的理由包括与 Sayona Mining 的合作、近 20% 的 Vinland Lithium 股份，以及本周获得的 Gatson County 的采矿许可证，正如 Invezz 在此报道的那样。</p>
</div><h2>Lithium Americas Corp (NYSE: LAC)</h2>
<div class="lb-trans"><h2>锂美洲公司 (NYSE: LAC)</h2>
</div><p>Lithium Americas Corp is an undervalued U.S. lithium stock following a 25% decline year-to-date part of which materialised after it announced pricing of a public offering this week.</p>
<div class="lb-trans"><p>锂美洲公司是一只被低估的美国锂股票，今年迄今股价下跌 25%，部分原因是它本周宣布了公开发行的定价。</p>
</div><p>$LAC has low-cost, high-quality assets not just in the United States but in Argentina as well. That split minimises the exposure for its investors to geopolitical risks as well.</p>
<div class="lb-trans"><p>$LAC 在美国和阿根廷都有低成本、高质量的资产。这种分布降低了投资者面临的地缘政治风险。</p>
</div><p>Lithium Americas is all the more attractive now that General Motors has pledged $650 million to it in investment. The legacy automaker signed a supply agreement with the New York listed firm last year as well.</p>
<div class="lb-trans"><p>锂美洲公司现在更具吸引力，因为通用汽车承诺向其投资 6.5 亿美元。该传统汽车制造商去年与这家纽约上市公司签署了供应协议。</p>
</div><p>Note that $LAC is unlikely to kick off production until 2026 but its Thacker Pass asset has the potential to bring in $1.1 billion in EBITDA on average on an annual basis.</p>
<div class="lb-trans"><p>请注意，$LAC 不太可能在 2026 年之前开始生产，但其 Thacker Pass 资产有潜力每年平均带来 11 亿美元的 EBITDA。</p>
</div><h2>EnerSys (NYSE: ENS)</h2>
<div class="lb-trans"><h2>EnerSys (NYSE: ENS)</h2>
</div><p>EnerSys makes it to our list of undervalued U.S. lithium stocks to buy immediately for two somewhat different reasons.</p>
<div class="lb-trans"><p>EnerSys 因两个略有不同的原因进入我们立即购买的被低估的美国锂股票名单。</p>
</div><p>First, it currently has a market cap of under $4.0 billion which makes it suitable for a potential takeover. Second, it does pay a dividend yield of nearly 1.0% at writing which isn’t much but is still better than nothing as is the case with the majority of other names on this list.</p>
<div class="lb-trans"><p>首先，它目前的市值低于 40 亿美元，适合潜在的收购。其次，它目前支付的股息收益率接近 1.0%，虽然不高，但仍然比名单上大多数其他公司要好。</p>
</div><p>It is worth mentioning here that EnerSys is not a pure-play lithium stock. But the diversity of its business model makes it all the more attractive as an investment in general since it limits the risks related to lithium price volatility.</p>
<div class="lb-trans"><p>值得一提的是，EnerSys 并不是一家纯粹的锂股票。但其商业模式的多样性使其作为投资更具吸引力，因为它限制了与锂价波动相关的风险。</p>
</div><p>$ENS is scheduled to report its quarterly financial results next month. Consensus is for it to earn $2.02 a share – much higher than $1.82 per share a year ago.</p>
<div class="lb-trans"><p>$ENS 计划下个月公布季度财务业绩。市场共识预计其每股收益为 2.02 美元，远高于去年同期的 1.82 美元。</p>
</div><p>The post 5 undervalued U.S. lithium stocks to buy immediately for long-term returns appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章《5 只被低估的美国锂股票，适合立即购买以获取长期回报》最早出现在 Invezz 上。</p>
</div>

5 只被低估的美国锂股票，建议立即购买以获取长期回报