<p>“自動駕駛汽車已經在共享出行和貨運領域到來了，” 高盛研究分析師馬克·德萊尼在今年夏天寫道。“我們認為，投資者現在的關鍵關注點是自動駕駛汽車的增長速度以及市場規模，而不是技術是否可行。”</p>
<p>這是一個令人興奮的聲明。<strong>高盛</strong> 的研究還估計，從 2025 年到 2030 年，機器人出租車的共享出行市場將實現大約 90% 的年複合增長率，到那時，自動駕駛汽車將以僅佔美國共享出行市場 8% 的份額，創造約 70 億美元的年收入。隨着自動駕駛汽車、機器人出租車和無人駕駛卡車上路，未來有很大的增長空間。</p>
<p>許多投資者對無人駕駛汽車股票的潛力感到好奇，但許多人尚不確定該從哪裏入手。以下是三隻值得考慮的潛在巨頭無人駕駛汽車股票。</p>
<h2>一切都與芯片有關</h2>
<p><strong>亞德諾</strong>（ADI -5.28%）是全球最大的模擬和混合信號芯片製造商之一，在模擬信號處理芯片領域具有顯著的強勢地位。在未來幾年，該公司在汽車、通信設備、醫療設備和工廠自動化設備中，隨着更先進和更高價的半導體內容的填充，處於良好的發展位置。</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>圖片來源：Getty Images。</p>
<p>對於亞德諾來説，汽車行業是一個特別引人注目且前景廣闊的終端市場，半導體是啓用傳感器、主動安全系統和先進信息娛樂系統所必需的。但這只是現狀。電動汽車（EV）每輛車的半導體芯片含量更高，而無人駕駛電動汽車的含量更高。此外，值得一提的是，ADI 在電動汽車的電池管理系統中佔據市場份額領先地位。</p>
<h2>電動汽車將推動鋰需求</h2>
<p><strong>阿爾貝馬</strong>（ALB -6.72%）是全球最大的鋰生產商之一，輕鬆產生其總利潤的絕大部分。它從智利、美國及兩個澳大利亞礦山的合資企業中提取鋰。趣聞：其智利業務是全球最低成本的鋰來源之一，使其產品和定價受到需求。阿爾貝馬還擁有美國和阿根廷的資源，這些資源仍處於早期開發階段，這將使公司能夠在未來提升鋰的產量。</p>
<p>考慮到電動汽車的普及率不斷提高，並最終走向主流，認為該公司在未來十年甚至更長時間內可能實現全球鋰需求的兩位數年增長並非完全不切實際。</p>
<p>現在可能是展望未來並開始小規模投資這隻股票的好時機。這是因為競爭對手 <strong>寧德時代</strong>（CATL）的一個鋰礦因許可證到期而暫時關閉。該關閉預計將持續六到十二個月，但最終只持續了一個月，這意味着鋰市場在短期內將保持供過於求，但價格可能在 2026 年中到晚些時候上漲。</p>
<p>更好的是，根據晨星的估計，長期鋰價格應平均約為每公噸 20,000 美元，而當前價格大約為每公噸 9,500 美元。</p>
<h2>電池的聖盃</h2>
<p>在過去六個月中，<strong>量子躍遷</strong>（QS -1.93%）讓投資者嚐到了未來市場份額增長的滋味，在此期間股價飆升了 310%。量子躍遷正處於其故事的極早期階段，試圖以商業規模生產固態鋰金屬電池，這尚未實現。</p>
<p>這些固態電池在五個關鍵指標上表現出色：能量密度、充電速度、使用壽命、安全性和成本效益。基本上，量子躍遷正在努力加快電池的測試和生產過程，這將大大推動電動汽車行業的發展。</p>
<p>量子躍遷最近也讓投資者嚐到了現實的滋味。在紙面上，這些電池可能成為電動汽車行業的聖盃，但許多投資者仍然抱有 “我看到才相信” 的心態。雖然這很公平，但量子躍遷確實讓其技術從紙面上跳出來，展示了一輛裝備有 QSE-5 電池單元的杜卡迪摩托車，這些電池單元是通過量子躍遷備受期待的 Cobra 生產工藝生產的——這一工藝距離商業規模生產水平又近了一步。</p>
<h2>記住這些名字</h2>
<p>電動汽車正在慢慢佔領全球道路——在某些地區的速度比其他地區更快——而無人駕駛汽車也在逐漸獲得 traction，因為公司在努力解決技術問題，政策制定者在篩選和確定法規。</p>
<p>道路上肯定會有巨大的波折，且這條路漫長。但這三家公司通過阿爾貝馬的鋰提供了對無人駕駛汽車未來的曝光，隨着電動汽車在道路上佔據主導地位，鋰的需求將持續高漲；同時，亞德諾的半導體芯片也將受到電動無人駕駛汽車的巨大需求。與此同時，如果量子躍遷能夠實現固態電池的商業規模生產，可能會成為一代人的贏家。</p>
<p>如果你對投資汽車行業的長期未來感興趣，請將這三隻股票列入你的觀察名單；它們可能最終會成為巨頭。</p>

亞德諾

<p>高盛預測自動駕駛汽車市場將顯著增長，特別是在機器人出租車領域，預計 2025 年至 2030 年期間年均增長率將達到 90%。值得關注的三隻股票是：亞德諾，汽車應用半導體芯片的領導者；Albemarle，一家主要的鋰生產商，隨着電動車普及而有望增長；以及 QuantumScape，正在開發可能會徹底改變電動車行業的固態電池。這些公司代表了在不斷發展的無人駕駛汽車領域的潛在投資機會</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>“自動駕駛汽車已經在共享出行和貨運領域到來了，” 高盛研究分析師馬克·德萊尼在今年夏天寫道。“我們認為，投資者現在的關鍵關注點是自動駕駛汽車的增長速度以及市場規模，而不是技術是否可行。”</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>這是一個令人興奮的聲明。<strong>高盛</strong> 的研究還估計，從 2025 年到 2030 年，機器人出租車的共享出行市場將實現大約 90% 的年複合增長率，到那時，自動駕駛汽車將以僅佔美國共享出行市場 8% 的份額，創造約 70 億美元的年收入。隨着自動駕駛汽車、機器人出租車和無人駕駛卡車上路，未來有很大的增長空間。</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>許多投資者對無人駕駛汽車股票的潛力感到好奇，但許多人尚不確定該從哪裏入手。以下是三隻值得考慮的潛在巨頭無人駕駛汽車股票。</p>
</div><h2>It's all about the chip</h2>
<div class="lb-trans"><h2>一切都與芯片有關</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>亞德諾</strong>（ADI -5.28%）是全球最大的模擬和混合信號芯片製造商之一，在模擬信號處理芯片領域具有顯著的強勢地位。在未來幾年，該公司在汽車、通信設備、醫療設備和工廠自動化設備中，隨着更先進和更高價的半導體內容的填充，處於良好的發展位置。</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>圖片來源：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>對於亞德諾來説，汽車行業是一個特別引人注目且前景廣闊的終端市場，半導體是啓用傳感器、主動安全系統和先進信息娛樂系統所必需的。但這只是現狀。電動汽車（EV）每輛車的半導體芯片含量更高，而無人駕駛電動汽車的含量更高。此外，值得一提的是，ADI 在電動汽車的電池管理系統中佔據市場份額領先地位。</p>
</div><h2>EVs will drive lithium demand</h2>
<div class="lb-trans"><h2>電動汽車將推動鋰需求</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>阿爾貝馬</strong>（ALB -6.72%）是全球最大的鋰生產商之一，輕鬆產生其總利潤的絕大部分。它從智利、美國及兩個澳大利亞礦山的合資企業中提取鋰。趣聞：其智利業務是全球最低成本的鋰來源之一，使其產品和定價受到需求。阿爾貝馬還擁有美國和阿根廷的資源，這些資源仍處於早期開發階段，這將使公司能夠在未來提升鋰的產量。</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>考慮到電動汽車的普及率不斷提高，並最終走向主流，認為該公司在未來十年甚至更長時間內可能實現全球鋰需求的兩位數年增長並非完全不切實際。</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>現在可能是展望未來並開始小規模投資這隻股票的好時機。這是因為競爭對手 <strong>寧德時代</strong>（CATL）的一個鋰礦因許可證到期而暫時關閉。該關閉預計將持續六到十二個月，但最終只持續了一個月，這意味着鋰市場在短期內將保持供過於求，但價格可能在 2026 年中到晚些時候上漲。</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，根據晨星的估計，長期鋰價格應平均約為每公噸 20,000 美元，而當前價格大約為每公噸 9,500 美元。</p>
</div><h2>The holy grail of batteries</h2>
<div class="lb-trans"><h2>電池的聖盃</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>在過去六個月中，<strong>量子躍遷</strong>（QS -1.93%）讓投資者嚐到了未來市場份額增長的滋味，在此期間股價飆升了 310%。量子躍遷正處於其故事的極早期階段，試圖以商業規模生產固態鋰金屬電池，這尚未實現。</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>這些固態電池在五個關鍵指標上表現出色：能量密度、充電速度、使用壽命、安全性和成本效益。基本上，量子躍遷正在努力加快電池的測試和生產過程，這將大大推動電動汽車行業的發展。</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>量子躍遷最近也讓投資者嚐到了現實的滋味。在紙面上，這些電池可能成為電動汽車行業的聖盃，但許多投資者仍然抱有 “我看到才相信” 的心態。雖然這很公平，但量子躍遷確實讓其技術從紙面上跳出來，展示了一輛裝備有 QSE-5 電池單元的杜卡迪摩托車，這些電池單元是通過量子躍遷備受期待的 Cobra 生產工藝生產的——這一工藝距離商業規模生產水平又近了一步。</p>
</div><h2>Remember these names</h2>
<div class="lb-trans"><h2>記住這些名字</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>電動汽車正在慢慢佔領全球道路——在某些地區的速度比其他地區更快——而無人駕駛汽車也在逐漸獲得 traction，因為公司在努力解決技術問題，政策制定者在篩選和確定法規。</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>道路上肯定會有巨大的波折，且這條路漫長。但這三家公司通過阿爾貝馬的鋰提供了對無人駕駛汽車未來的曝光，隨着電動汽車在道路上佔據主導地位，鋰的需求將持續高漲；同時，亞德諾的半導體芯片也將受到電動無人駕駛汽車的巨大需求。與此同時，如果量子躍遷能夠實現固態電池的商業規模生產，可能會成為一代人的贏家。</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>如果你對投資汽車行業的長期未來感興趣，請將這三隻股票列入你的觀察名單；它們可能最終會成為巨頭。</p>
</div>

三隻值得買入並至少持有十年的無人駕駛汽車股票