<p>電動汽車（EV）股票目前是市場上最炙手可熱、最受爭議的證券之一。造成這種情況的原因包括技術的相對新穎性以及對潛在更環保交通形式的廣泛興奮。然而，一些更大的宏觀經濟壓力和挫折導致該行業面臨一些固有的不穩定性。畢竟，由於製造和開發這些技術的成本，電動汽車對於相當大一部分消費者來説在經濟上是無法承受的。</p>
<p>最終，這些問題很可能會得到解決，因為當前的高成本模型為未來更高效、成本更低的製造過程提供資金支持。然而，直接投資電動汽車製造商仍然存在風險，原因是上述宏觀經濟壓力，如通貨膨脹和貿易政策。</p>
<p>因此，投資者可能希望考慮持有電動汽車股票的製造供應鏈中的公司。這是因為這些公司通常可以通過提高價格或相應改進供應方法來規避經濟障礙的直接影響。因此，考慮一下對該行業至關重要的三家電動汽車股票。</p>
<h2>鋰電池科技 ETF - Global X（LIT）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：shutterstock.com/eamesBot</p>
<p>投資電動汽車供應鏈的一個挑戰在於其地理分佈，因為許多最大的電池公司如 <strong>Contemporary Apmerex Technology</strong> 和 <strong>LG Energy Solution</strong> 在亞洲股市上交易，普通零售投資者無法接觸。決心的投資者可以通過購買像 <strong>Global X 鋰電池科技 ETF</strong>（NYSEARCA:<strong>LIT</strong>）這樣的交易所交易基金來規避這一問題。</p>
<p>該基金有兩個特點優勢。首先，其年初至今的表現使其接近 52 周最低點，這意味着現在的股價約為 39 美元。這個可接觸的價格使投資者能夠廣泛獲得前述外國電池股票，而無需為每一家公司承擔個別風險。</p>
<p>此外，該基金還持有鋰公司和汽車製造商的股份，這意味着它代表了整個電動汽車行業的一個垂直切片。因此，這隻 ETF 可能是那些希望從該行業獲利的投資者的一個很好的起點。</p>
<h2>EnerSys（ENS）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：ESB Professional / Shutterstock.com</p>
<p>雖然許多投資者直接關注成品電動汽車產品，如車輛或電池，但重要的是要記住使該行業可行所需的深度電氣工程技術。這個幕後市場是電池和電力分配巨頭 <strong>EnerSys</strong>（NYSE:<strong>ENS</strong>）的亮點。這是因為在過去的二十年裏，該公司專注於研究和開發諸如儲能、功率電子和軟件等技術，所有這些技術都與能源在各種設備之間的高效傳輸和管理有關。</p>
<p>該公司能源管理業務的一個成功部分是其收購策略。其領導層具有極高的能力，能夠確定其產品組合的良好匹配並收購之。其最近完成的對 Bren-Tronics 的收購就是一個例子。雖然 Bren-Tronics 主要是國防工業供應商，但其對高效鋰電能源傳輸技術的專有知識可能會非常有用。它可以改進 ENS 的其他產品，如充電站和電池管理模塊。</p>
<h2>安森美半導體（ON）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>來源：Shutterstock</p>
<p>對於傳統和電動汽車市場都至關重要的 <strong>安森美半導體</strong>（NASDAQ:<strong>ON</strong>）自從 2023 年 10 月發佈業績不佳以來，股價一直處於較廣泛下跌趨勢。然而，在當前的估值水平下，公司展現出具有吸引力的 14.32 倍市盈率，同時仍然是電動汽車市場的主要電氣化技術提供商。</p>
<p>儘管其 2024 年第一季度財報並沒有給投資者帶來太多激動，因為其收入同比下降了 5%，毛利率下降了 90 個基點，但該公司在電動汽車市場的地位仍使其成為一個可行的投資機會。一個值得關注的新產品線是其直流超快速車輛充電套件，旨在改進和解決 110 億美元的充電市場，預計到 2027 年將以 26% 的複合年增長率增長。</p>
<p>儘管其財務方面的失誤可能會讓一些投資者望而卻步，但 ON 的產品和廣泛多樣化使其成為今年夏天值得考慮的最佳電動汽車股票之一，因為該行業正在迎來高潮。</p>
<p><em>在發佈日期，Viktor Zarev 在本文提到的證券中沒有（直接或間接）任何頭寸。本文中表達的觀點屬於作者個人，受到 InvestorPlace.com</em> <em>出版指南</em> _的約束。</p>
<p>_在發佈日期，負責編輯在本文提到的證券中沒有（直接或間接）任何頭寸。</p>
<p>Viktor Zarev 是一位科學家、研究員和作家，專門通過對準確性和理解的執着來解釋技術股票複雜的世界。</p>
<p>汽車、消費者自由裁量權、電動汽車</p>

自動駕駛電動車與技術 ETF - iShares

電動車&未來交通指數 ETF - KraneShares

鋰電池

自動駕駛和電動汽車 ETF - GlobalX

艾諾斯

<p>電動汽車（EV）股票因為具有更環保的交通潛力而備受青睞，但由於製造成本而面臨不穩定性。投資於 EV 股票的製造供應鏈可以降低風險。考慮投資於鋰電池和電池技術的 Global X 鋰電池科技 ETF（LIT）、EnerSys（ENS）和 ON Semiconductor（ON）作為有前景的選擇。LIT 以可負擔的價格提供了外國電池股票的投資機會。EnerSys 專注於能源傳輸技術和收購。儘管 ON Semiconductor 最近遭遇財務挫折，但是在 EV 市場中是主要的電氣化技術提供商。這些股票為投資者提供了在 EV 行業中的投資機會</p>

<p>Electric vehicle (EV) stocks are among the hottest and most debated securities on the market right now. Reasons for this include the relative novelty of the technology and the broader excitement around a potential greener form of transportation. Yet, some larger macroeconomic pressures and setbacks have caused the sector to face some built-in instability. After all, due to the cost of manufacturing and developing these technologies, EVs are financially out of reach for a substantial chunk of consumers.</p>
<div class="lb-trans"><p>電動汽車（EV）股票目前是市場上最炙手可熱、最受爭議的證券之一。造成這種情況的原因包括技術的相對新穎性以及對潛在更環保交通形式的廣泛興奮。然而，一些更大的宏觀經濟壓力和挫折導致該行業面臨一些固有的不穩定性。畢竟，由於製造和開發這些技術的成本，電動汽車對於相當大一部分消費者來説在經濟上是無法承受的。</p>
</div><p>Eventually, these issues are likely to be ironed out, as the current high-cost models serve as funding for the future of more efficient and cost-effective manufacturing processes. Yet, investing in EV automakers directly still poses risks due to the aforementioned macroeconomic pressures such as inflation and trade policies.</p>
<div class="lb-trans"><p>最終，這些問題很可能會得到解決，因為當前的高成本模型為未來更高效、成本更低的製造過程提供資金支持。然而，直接投資電動汽車製造商仍然存在風險，原因是上述宏觀經濟壓力，如通貨膨脹和貿易政策。</p>
</div><p>As such, investors might want to consider taking positions in EV stocks that are part of the manufacturing supply chain. That’s because these companies can often escape the direct impact of economic hurdles by raising prices or improving supply methods accordingly. Thus, consider three EV stocks that are critical to the industry.</p>
<div class="lb-trans"><p>因此，投資者可能希望考慮持有電動汽車股票的製造供應鏈中的公司。這是因為這些公司通常可以通過提高價格或相應改進供應方法來規避經濟障礙的直接影響。因此，考慮一下對該行業至關重要的三家電動汽車股票。</p>
</div><h2>Global X Lithium &amp; Battery Tech ETF (LIT)</h2>
<div class="lb-trans"><h2>鋰電池科技 ETF - Global X（LIT）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: shutterstock.com/eamesBot</p>
<div class="lb-trans"><p>來源：shutterstock.com/eamesBot</p>
</div><p>One challenge with investing in the EV supply chain stems from its geographic distribution, as many of the biggest battery companies like <strong>Contemporary Apmerex Technology</strong> and <strong>LG Energy Solution</strong> trade on Asian stock markets inaccessible to the average retail investor. Determined investors can circumvent this by buying an exchange-traded fund like the <strong>Global X Lithium &amp; Battery Tech ETF</strong> (NYSEARCA:<strong>LIT</strong>).</p>
<div class="lb-trans"><p>投資電動汽車供應鏈的一個挑戰在於其地理分佈，因為許多最大的電池公司如 <strong>Contemporary Apmerex Technology</strong> 和 <strong>LG Energy Solution</strong> 在亞洲股市上交易，普通零售投資者無法接觸。決心的投資者可以通過購買像 <strong>Global X 鋰電池科技 ETF</strong>（NYSEARCA:<strong>LIT</strong>）這樣的交易所交易基金來規避這一問題。</p>
</div><p>This fund has two particular advantages. First, its year-to-date performance has left it close to its 52-week low, meaning it now trades at around $39 a share. This accessible price allows investors to get broad access to the aforementioned foreign battery stocks without having to take on the individual risk for each one.</p>
<div class="lb-trans"><p>該基金有兩個特點優勢。首先，其年初至今的表現使其接近 52 周最低點，這意味着現在的股價約為 39 美元。這個可接觸的價格使投資者能夠廣泛獲得前述外國電池股票，而無需為每一家公司承擔個別風險。</p>
</div><p>Furthermore, the fund has holdings in lithium companies and automakers as well, meaning it represents a vertical slice of the EV industry as a whole. Thus, this ETF could be a good starting point for investors who want to profit from the industry.</p>
<div class="lb-trans"><p>此外，該基金還持有鋰公司和汽車製造商的股份，這意味着它代表了整個電動汽車行業的一個垂直切片。因此，這隻 ETF 可能是那些希望從該行業獲利的投資者的一個很好的起點。</p>
</div><h2>EnerSys (ENS)</h2>
<div class="lb-trans"><h2>EnerSys（ENS）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: ESB Professional / Shutterstock.com</p>
<div class="lb-trans"><p>來源：ESB Professional / Shutterstock.com</p>
</div><p>While many investors focus directly on the finished EV product like a vehicle or a battery, it’s important to remember the depth of electrical engineering technology needed to make the industry viable. This behind-the-scenes market is where battery and power distribution giant <strong>EnerSys</strong>(NYSE:<strong>ENS</strong>) shines. That’s because, for the last two decades, the company has specialized in researching and developing technologies like energy storage, power electronics and software all related to the efficient transfer and management of energy across various devices.</p>
<div class="lb-trans"><p>雖然許多投資者直接關注成品電動汽車產品，如車輛或電池，但重要的是要記住使該行業可行所需的深度電氣工程技術。這個幕後市場是電池和電力分配巨頭 <strong>EnerSys</strong>（NYSE:<strong>ENS</strong>）的亮點。這是因為在過去的二十年裏，該公司專注於研究和開發諸如儲能、功率電子和軟件等技術，所有這些技術都與能源在各種設備之間的高效傳輸和管理有關。</p>
</div><p>One successful part of the company’s energy management ventures has been its acquisition strategy. Its leadership has a tremendous ability to identify a good fit for its product portfolio and acquire it. An example of this is its recently completed purchase of Bren-Tronics. While Bren-Tronics is primarily a defense industry supplier, its proprietary knowledge of high-efficiency lithium power transfer technologies could make it exceptionally useful. It can improve ENS’s other products like charging stations and battery management modules.</p>
<div class="lb-trans"><p>該公司能源管理業務的一個成功部分是其收購策略。其領導層具有極高的能力，能夠確定其產品組合的良好匹配並收購之。其最近完成的對 Bren-Tronics 的收購就是一個例子。雖然 Bren-Tronics 主要是國防工業供應商，但其對高效鋰電能源傳輸技術的專有知識可能會非常有用。它可以改進 ENS 的其他產品，如充電站和電池管理模塊。</p>
</div><h2>ON Semiconductor (ON)</h2>
<div class="lb-trans"><h2>安森美半導體（ON）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Shutterstock</p>
<div class="lb-trans"><p>來源：Shutterstock</p>
</div><p>Critical to both the traditional and electric vehicle markets, <strong>ON Semiconductor</strong> (NASDAQ:<strong>ON</strong>) has seen its share value struggle since an earnings miss put it on a broader downtrend in October 2023. At its current valuation, however, the company exhibits an attractive 14.32x price-to-earnings ratio while still being a major provider of electrification technology to the broader EV market.</p>
<div class="lb-trans"><p>對於傳統和電動汽車市場都至關重要的 <strong>安森美半導體</strong>（NASDAQ:<strong>ON</strong>）自從 2023 年 10 月發佈業績不佳以來，股價一直處於較廣泛下跌趨勢。然而，在當前的估值水平下，公司展現出具有吸引力的 14.32 倍市盈率，同時仍然是電動汽車市場的主要電氣化技術提供商。</p>
</div><p>While its first-quarter earnings report for 2024 did not provide much excitement to investors as its revenue decreased 5% year-over-year and its gross margin decreased by 90 basis points, the company’s position in the EV market still makes it a viable investing opportunity. One new product line to keep an eye on is its direct current, Ultra-Fast vehicle charging suite, which aims to improve and address the $1.1 billion charging market as it is projected to grow by a 26% compound annual growth rate by 2027.</p>
<div class="lb-trans"><p>儘管其 2024 年第一季度財報並沒有給投資者帶來太多激動，因為其收入同比下降了 5%，毛利率下降了 90 個基點，但該公司在電動汽車市場的地位仍使其成為一個可行的投資機會。一個值得關注的新產品線是其直流超快速車輛充電套件，旨在改進和解決 110 億美元的充電市場，預計到 2027 年將以 26% 的複合年增長率增長。</p>
</div><p>While its financial stumbles might put some investors off, ON’s products and broad diversification make it one of the best EV stocks to consider this summer as the industry hits its stride.</p>
<div class="lb-trans"><p>儘管其財務方面的失誤可能會讓一些投資者望而卻步，但 ON 的產品和廣泛多樣化使其成為今年夏天值得考慮的最佳電動汽車股票之一，因為該行業正在迎來高潮。</p>
</div><p><em>On the date of publication, Viktor Zarev did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<div class="lb-trans"><p><em>在發佈日期，Viktor Zarev 在本文提到的證券中沒有（直接或間接）任何頭寸。本文中表達的觀點屬於作者個人，受到 InvestorPlace.com</em> <em>出版指南</em> _的約束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在發佈日期，負責編輯在本文提到的證券中沒有（直接或間接）任何頭寸。</p>
</div><p>Viktor Zarev is a scientist, researcher, and writer specializing in explaining the complex world of technology stocks through dedication to accuracy and understanding.</p>
<div class="lb-trans"><p>Viktor Zarev 是一位科學家、研究員和作家，專門通過對準確性和理解的執着來解釋技術股票複雜的世界。</p>
</div><p>Automotive, Consumer Discretionary, Electric Vehicles</p>
<div class="lb-trans"><p>汽車、消費者自由裁量權、電動汽車</p>
</div>

3 支可能讓你這個夏天難忘的電動汽車股票