<p>2024 年電動汽車（EV）銷售增長放緩的一個可能原因是產品線變得陳舊。行業領導者特斯拉最近推出了獨特的 Cybertruck，但對暢銷的 Model Y 或更實惠的 Model 3 並未進行重大升級或設計更改。</p>
<p>Rivian Automotive（RIVN -7.26%）可能從這種情況中得到啓示，更積極地為客户提供新選擇。即使宣佈了 2026 年下一代 R2 車輛平台的計劃，Rivian 也改進了其 R1 車型系列。現在公司獲得了大筆新的資本注入。</p>
<p>股價今年以來仍下跌超過 30%，現在可能是一個適合購買股票的時機。</p>
<h2>大投資者與 Rivian 合作</h2>
<p>Rivian 作為一家初創公司的一個優勢是與亞馬遜的關係。這家電商巨頭是早期投資者，同時還為 Rivian 的電動貨車提供了現有的 10 萬輛訂單。這些貨車為其生產線提供了一個良好的基礎，目前約佔公司收入的 20%。</p>
<p>現在公司還與大眾（VWAGY -0.42%）達成了一項新的投資協議。這家全球汽車巨頭將最初以 4.75% 的有利收益率投資 10 億美元給 Rivian，形式為可轉換票據。但這只是兩家汽車製造商之間新合作的開始。</p>
<p>大眾同意在 2026 年前總共向 Rivian 投資高達 50 億美元。其中包括 20 億美元投資於普通股。另外 20 億美元將用於成立一家合資企業（JV），開發下一代軟件平台和電氣架構，將用於兩家公司的電動汽車。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83Nzg4MjUvcml2aWFuLXIyLXN1di5wbmcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83Nzg4MjUvcml2aWFuLXIyLXN1di5wbmcmdz03MDA"/></p>
<p>圖片來源：Rivian Automotive。</p>
<p>對於 Rivian 投資者來説，這是一個重大消息，因為公司在擴大生產和銷售併為新的 R2 車型做準備時一直在消耗現金。截至 3 月 31 日，公司現金及等價物約為 79 億美元。但這比一年前的近 120 億美元有所下降。這導致公司重新關注成本節約。據創始人兼首席執行官 R.J. Scaringe 稱，Rivian 據報道已經為其貨車生產削減了 35% 的材料成本，併為其他生產線實現了類似的節省率。</p>
<h2>現在是否應該購買 Rivian 股票？</h2>
<p>此時對 Rivian 的押注是對下一代 R2 和 R3 車型的押注。這些平台將具有更低的價格點，應該能吸引更廣泛範圍的潛在 EV 買家。Rivian 已通過為 2024 年 Rivian 車主提供在美國和加拿大使用特斯拉超級充電站的權限，擴大了對其產品的興趣。</p>
<p>是否持有股票取決於個人的風險承受能力。股票可能會波動，就像大眾投資宣佈時所經歷的那樣。但隨着這筆資本注入，風險至少有所降低。公司已表示預計今年第四季度將實現正的毛利潤。該交易還驗證了 Rivian 的垂直一體化 EV 技術。</p>
<p>Rivian 現在比其他 EV 初創公司擁有幾個優勢，並且已經與行業領導者特斯拉有所區別。亞馬遜的貨車訂單不僅有助於維持其訂單簿，而且該協議不再是獨家的。當 Rivian 有了額外的生產能力時，它將能夠向其他客户推廣其電動貨車。</p>
<p>現在其與大眾的合作帶來了新的節省成本的電動汽車技術的潛力。這筆交易可能至少在未來兩年內不會再進行另一輪資本募集。</p>
<p>認為 EV 將繼續受到歡迎的投資者應該將 Rivian 視為一個購買機會，即使股價已經因大眾的消息而飆升。Rivian 仍有可能失敗的風險。</p>

RIVN

<p>Rivian，一家電動汽車（EV）公司，正在調整其產品線，並從亞馬遜和大眾等投資者那裏獲得資本注入。有望引入新的節省成本技術，並期望實現正的毛利潤，Rivian 被視為對於對電動汽車日益增長的受歡迎度感興趣的投資者來説是一個購買機會。然而，仍然存在失敗的風險</p>

<p>One possible reason for the slowdown in electric vehicle (EV) sales growth in 2024 is a lineup of options that has been growing stale. Industry leader <strong>Tesla</strong> recently launched its unique Cybertruck, but it hasn't made any major upgrades or design changes to the top-selling Model Y or more affordable Model 3.</p>
<div class="lb-trans"><p>2024 年電動汽車（EV）銷售增長放緩的一個可能原因是產品線變得陳舊。行業領導者特斯拉最近推出了獨特的 Cybertruck，但對暢銷的 Model Y 或更實惠的 Model 3 並未進行重大升級或設計更改。</p>
</div><p><strong>Rivian Automotive</strong>(RIVN -7.26%) may be taking a hint from that situation and is being more aggressive with offering customers new options. Even after announcing its plans for a 2026 next-generation R2 vehicle platform, Rivian revamped its lineup of R1 vehicles. Now the company has a large new capital injection.</p>
<div class="lb-trans"><p>Rivian Automotive（RIVN -7.26%）可能從這種情況中得到啓示，更積極地為客户提供新選擇。即使宣佈了 2026 年下一代 R2 車輛平台的計劃，Rivian 也改進了其 R1 車型系列。現在公司獲得了大筆新的資本注入。</p>
</div><p>With the stock still trading down by more than 30% year to date, now may well turn out to be an opportune time to buy shares.</p>
<div class="lb-trans"><p>股價今年以來仍下跌超過 30%，現在可能是一個適合購買股票的時機。</p>
</div><h2>Big investor teams up with Rivian</h2>
<div class="lb-trans"><h2>大投資者與 Rivian 合作</h2>
</div><p>One advantage for Rivian as a start-up was its relationship with <strong>Amazon</strong>. The e-commerce giant was an early investor but also has an existing 100,000-vehicle order for Rivian's electric delivery vans. Those vans provide a nice baseline for its production lines and are currently bringing in about 20% of the company's revenue.</p>
<div class="lb-trans"><p>Rivian 作為一家初創公司的一個優勢是與亞馬遜的關係。這家電商巨頭是早期投資者，同時還為 Rivian 的電動貨車提供了現有的 10 萬輛訂單。這些貨車為其生產線提供了一個良好的基礎，目前約佔公司收入的 20%。</p>
</div><p>Now the company also has a new investment agreement with <strong>Volkswagen</strong>(VWAGY -0.42%). The global auto giant will initially invest $1 billion with Rivian in the form of a convertible note with a favorable yield of 4.75%. But that's just the beginning of a new partnership between the two automakers.</p>
<div class="lb-trans"><p>現在公司還與大眾（VWAGY -0.42%）達成了一項新的投資協議。這家全球汽車巨頭將最初以 4.75% 的有利收益率投資 10 億美元給 Rivian，形式為可轉換票據。但這只是兩家汽車製造商之間新合作的開始。</p>
</div><p>Volkswagen has agreed to invest a total of up to $5 billion with Rivian through 2026. The balance includes $2 billion invested in common stock. Another $2 billion will be used for a joint venture (JV) to develop next-generation software platforms and electrical architecture to be used in both companies' EVs.</p>
<div class="lb-trans"><p>大眾同意在 2026 年前總共向 Rivian 投資高達 50 億美元。其中包括 20 億美元投資於普通股。另外 20 億美元將用於成立一家合資企業（JV），開發下一代軟件平台和電氣架構，將用於兩家公司的電動汽車。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83Nzg4MjUvcml2aWFuLXIyLXN1di5wbmcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F778825%2Frivian-r2-suv.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Rivian Automotive.</p>
<div class="lb-trans"><p>圖片來源：Rivian Automotive。</p>
</div><p>This is big news for Rivian investors because the company has been using up its cash as it ramps up production and sales and prepares for its new R2 models. The company had about $7.9 billion in cash and equivalents as of March 31. But that was down from nearly $12 billion one year earlier. That's led to a renewed focus on cost savings. Rivian reportedly cut 35% out of material cost for its van production and achieved a similar savings rate for its other production lines, according to founder and CEO R.J. Scaringe.</p>
<div class="lb-trans"><p>對於 Rivian 投資者來説，這是一個重大消息，因為公司在擴大生產和銷售併為新的 R2 車型做準備時一直在消耗現金。截至 3 月 31 日，公司現金及等價物約為 79 億美元。但這比一年前的近 120 億美元有所下降。這導致公司重新關注成本節約。據創始人兼首席執行官 R.J. Scaringe 稱，Rivian 據報道已經為其貨車生產削減了 35% 的材料成本，併為其他生產線實現了類似的節省率。</p>
</div><h2>Should you buy Rivian now?</h2>
<div class="lb-trans"><h2>現在是否應該購買 Rivian 股票？</h2>
</div><p>A bet on Rivian at this point is a bet on the next-generation R2 and R3 models. Those platforms will have lower price points and should appeal to a wider range of potential EV buyers. Rivian should have already broadened interest in its products by providing 2024 Rivian owners access to Tesla's Supercharger network in the U.S. and Canada.</p>
<div class="lb-trans"><p>此時對 Rivian 的押注是對下一代 R2 和 R3 車型的押注。這些平台將具有更低的價格點，應該能吸引更廣泛範圍的潛在 EV 買家。Rivian 已通過為 2024 年 Rivian 車主提供在美國和加拿大使用特斯拉超級充電站的權限，擴大了對其產品的興趣。</p>
</div><p>Whether to own shares depends on one's own risk tolerance. The stock can be volatile, as exemplified by the pop it experienced when the Volkswagen investment was announced. But the risk has decreased at least somewhat with this capital injection. The company has already said it expects to achieve a positive gross profit in the fourth quarter of this year. The deal also validated Rivian's vertically integrated EV technology.</p>
<div class="lb-trans"><p>是否持有股票取決於個人的風險承受能力。股票可能會波動，就像大眾投資宣佈時所經歷的那樣。但隨着這筆資本注入，風險至少有所降低。公司已表示預計今年第四季度將實現正的毛利潤。該交易還驗證了 Rivian 的垂直一體化 EV 技術。</p>
</div><p>Rivian now has several advantages over other EV start-ups and also has differentiated itself from industry leader Tesla. Not only does the Amazon delivery van order help sustain its order book, but that agreement is no longer exclusive. When Rivian has additional production capacity, it will be able to market its electric vans to other customers as well.</p>
<div class="lb-trans"><p>Rivian 現在比其他 EV 初創公司擁有幾個優勢，並且已經與行業領導者特斯拉有所區別。亞馬遜的貨車訂單不僅有助於維持其訂單簿，而且該協議不再是獨家的。當 Rivian 有了額外的生產能力時，它將能夠向其他客户推廣其電動貨車。</p>
</div><p>Now its Volkswagen partnership brings the potential for new cost-saving EV technologies. And the deal likely takes another capital raise off the table for at least the next two years.</p>
<div class="lb-trans"><p>現在其與大眾的合作帶來了新的節省成本的電動汽車技術的潛力。這筆交易可能至少在未來兩年內不會再進行另一輪資本募集。</p>
</div><p>Investors who think EVs will continue to increase in popularity should look at Rivian as a buying opportunity, even now that the stock has surged from the Volkswagen news. There is still a non-zero chance that Rivian will fail.</p>
<div class="lb-trans"><p>認為 EV 將繼續受到歡迎的投資者應該將 Rivian 視為一個購買機會，即使股價已經因大眾的消息而飆升。Rivian 仍有可能失敗的風險。</p>
</div>

Is Rivian the Best Electric Vehicle (EV) Stock for You?

- 特斯拉未對暢銷的 Model Y 和更實惠的 Model 3 進行重大升級或設計更改，可能導致 2024 年電動車銷售增長放緩。
- Rivian 公司推出新的 R1 車型系列，並獲得大額資本注入，股價年初下跌超過 30%，或許是購買股票的良機。
- Rivian 與亞馬遜和大眾汽車達成新的投資協議，有望推動下一代電動車型的發展，提高成本效益，增加市場吸引力。

Rivian 是最適合你的電動汽車（EV）股票嗎？