原文发表于美国时间2021-11-26

发生了什么事情？

美国银行（BoA）估计电动汽车业的公司IPO将出现激增，不过热衷于此的交易者可能需要谨慎对待。

这意味着什么？

电动汽车在未来会越来越受欢迎，包括电动车、电池和充电站制造商在内的该行业的公司们一直在努力募集资金以满足不断增长的需求。

这些公司不断地通过IPO在全球各地的股票市场上市，热衷于此的投资者也一直积极地参与。

请看最近上市的Rivian公司：这家电动皮卡制造商在本月稍早时候创下今年最大规模的IPO记录，共募集了120亿美元，其股价较IPO发行价上涨了47%。

其他电动汽车公司也将跟随Rivian的步伐上市，故而美国银行作出大胆的预测：该银行认为电动汽车业在2023年底之前将通过IPO上市的方式募集总额约1000亿美元的资金。

为何值得关注？

对于市场而言：狂热的投资

投资者们已将电动汽车公司的估值推高至历史高点，该行业领导者特斯拉一家公司的股价就在过去两年时间里飙涨了近1600%。

不过研究机构Research Affiliates警告称，这可能是所谓的“市场错觉”的信号，即一个热门行业的全部公司的估值同步上涨，即便作为竞争对手们的公司不可能都成为行业内的赢家。

当对行业的狂热退潮时，你最好希望自己持有的是赢家的股票。

更大的图景：美国加速电池生产

电动汽车们需要电池提供动力，这就是电池制造商们努力跟上行业发展的原因：据彭博社报道，电池行业前十的制造商预期在2022年将其总产能提高近三倍。

行业前十的电池制造商的总部均在亚洲，中国生产了全球80%的电池。

不过美国试图改变此种局面：美国国会在上周通过一项法案，将向美国的电池制造商及材料供应商提供60亿美元的支援款项。

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这篇文章已被翻译成中文。原英文作者Finimize。如英文版本和中文版本之间有任何不一致，以英文版本为准。该文章中的分析仅为提供信息，不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容，不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买，出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前，您应该考虑是否适合您的具体情况，并在必要时寻求专业建议。

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