The outlook for Zacks Automotive – Foreignindustry is currently dim, as vehicle sales growth in major markets like China, Europe and Japan is expected to slow down due to weaker demand stemming from economic pressure. China's exports are likely to be impacted by US and EU tariffs on its electric vehicles. Despite a rate cut by the European Central Bank, vehicle sales growth in Europe is anticipated to moderate. However, the industry's valuation is favorable as it is trading at a discount compared to the S&P ...

文章核心观点 - 巴菲特旗下伯克希尔-哈撒韦公司近期减持了比亚迪公司的股票,这是其在过去两年内第二次减持该股 [1][2] - 比亚迪在2023年底超越特斯拉成为全球最大的电动车制造商,但其股价已从2022年高点下跌约30% [3] - 巴菲特一向奉行长期持股的投资策略,但最近的减持可能是看好其他更好的投资机会 [4][6] 行业分析 - 欧盟将对从中国进口的电动车征收38.1%的关税,这可能引发更长期的贸易战 [7][8] - 电动车制造是一个资本密集型行业,许多电动车公司都面临融资困难,即使是特斯拉也在应对消费者偏好变化的挑战 [11] - 许多投资者认为电动车股票的风险已经超过了收益,许多初创公司可能会破产,但比亚迪作为中国公司,其财务信息对美国投资者来说更不透明 [12] 公司分析 - 巴菲特的合伙人查理·芒格在过去曾大力推荐过比亚迪,但芒格去世后可能影响了巴菲特对该公司的看法 [8][9] - 伯克希尔-哈撒韦公司在通用汽车的持股比例不到比亚迪的一半,这表明其对比亚迪的看重程度有所下降 [5] - 尽管分析师给予比亚迪"买入"评级,但一些顶级分析师认为还有其他5只股票更值得关注 [13][14]

文章核心观点 - 伯克希尔哈撒韦继续减持其在中国最大电动车制造商比亚迪的大量股份 [2][3] - 伯克希尔哈撒韦最初在2008年以约2.3亿美元的价格购买了约2.25亿股比亚迪股票,这一投资收益丰厚,因为中国及其他地区的电动车市场出现了爆发式增长 [4] 公司概况 - 伯克希尔哈撒韦是比亚迪的早期投资者,得益于已故查理·芒格 [2] - 伯克希尔哈撒韦已经通过出售1.3百万股香港上市股票获得3.98亿美元,这使其持股比例从7%下降到6.9% [3] 行业发展 - 中国及其他地区的电动车市场出现了爆发式增长 [4]

BYD Atto 3 electric vehicle was parked at the street ESezer/iStock Editorial via Getty Images On a recent trip to Israel I was quite surprised to learn that BYD (OTCPK:BYDDY), a little known automaker based in China, for the first time had attained No. 1 brand status among consumers in the Jewish state based on unit sales for April. Previously, Hyundai Motor owned that distinction. A few years back the Israeli government lowered the automotive sales tax, which can run as high as 50% on internal combustion e ...

Chinese electric vehicle (EV) makers such as BYD (OTCMKTS:BYDDY) and Nio (NYSE:NIO) have certainly seen very different market reactions to their impressive growth rates. BYD has turned into a dominant China-based player in the global EV market. A more regional and pure-play EV stock focused on the domestic Chinese market, Nio hasn’t seen the same sort of tailwinds in recent years. That said, there has been some intriguing commentary made from Chinese EV makers in recent interviews today. The Secretary Gener ...

EV stocks are grappling with lower sales and dwindling profit margins, which has left investors wary of the sector’s long-term outlook. However, the high-end EV market lull offers an excellent opportunity to scoop up some undervalued EV stocks. Though the industry is up against major challenges, denying the sector’s incredible long-term potential is tough. These three EV stocks are some of the best picks to bank on amidst the industry’s weakness. The first is the Chinese EV juggernaut BYD (OTCMKTS:BYDDY), w ...

EVs are the future. As the world leaves behind gas-fueled cars, they are slowly shifting towards more widespread usage of electric cars. They can be cheaper to own, are subsidized by the US government, do not rely on gas supply, and are environmentally friendly. Electric vehicles are becoming so popular that 1 in every 5 cars sold in the U.S. is an EV. The potential that EVs possess is also reflected in the stock market. The EV industry is expected to grow at a compounding annual growth rate of 15.5% from 2 ...

Autonomous driving is no longer a futuristic dream but is becoming a present-day reality. While U.S. giants, including Tesla (TSLA) and Alphabet’s Waymo, have been making great strides in the technological revolution, Chinese automakers are ready to hit the road with their self-driving cars. China's Ministry of Industry and Information Technology recently approved a list of nine domestic automakers who will begin testing their autonomous vehicles (AVs) on specific Chinese roads, marking a significant milest ...

In the world of EV stocks, Tesla (NASDAQ:TSLA) stock remains king. The U.S. EV maker continues to demand the highest valuation of its peers and is among the most noted and respected brands in the space. However, a series of macro and company-specific issues have hit this stock over the past year. Demand for EVs has waned, as consumers appear to be nearing their limits in terms of the amount they can borrow, given where interest rates are. This has led to sector-wide price cuts, with Tesla leading the way. M ...

Chinese EV stocks to buy have taken the market by storm, with BYD (OTCMKTS:BYDDF) leading the charge as a clear frontrunner. Not only have they dominated the domestic market, but they continue to spread their tentacles across the globe. Chinese EV exports shot up by 77% in 2023, reaching 1.2 million cars. Moreover, BYD knocked EV pioneer Tesla (NASDAQ:TSLA) off its perch to become the largest seller of battery EVs during the fourth-quarter (Q4) of 2023. However, with the Biden Administration’s sweeping tari ...