Rivian was one of the few to buck the recent trend of high incentives and come out a winner.While many investors are currently pessimistic regarding the electric vehicle (EV) industry, as sales growth continues to creep along rather than explode higher, Rivian (RIVN -0.89%) continues to buck the trend with positive news. Not only did it exceed expectations with second-quarter deliveries, it also inked a massive potential $5 billion deal with Volkswagen AG, helping drive the stock up 93% over the past three ...

文章核心观点 - 尽管电动车(EV)行业最近遭遇了一些负面消息,但电动车在美国市场上仍然取得了小幅增长 [1][2] - 这种增长主要是由于汽车制造商提供了大量的促销优惠和折扣,而非真正的强劲需求 [5][6] - 特斯拉作为行业领导者,其注册量连续4个月下降,市场份额从60%下降到46% [7] - 其他品牌如起亚、Rivian和日产的注册量大幅增长,主要得益于大幅优惠力度 [8][9][10] 行业分析 - 电动车销量增长背后存在隐忧,汽车制造商陷入两难境地 [11] - 他们可以选择提供大幅优惠来刺激销量,但这会损害利润;或者保持较高价格但可能导致销量下滑 [11] - 投资者需要关注销量增长背后的驱动因素,而不仅仅关注销量数字本身 [12]

Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Rivian To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities investing in Rivian stock or options between August 12, 2022 and February 21, 2024 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). You may also click here for additional information: www.faruqilaw.com/RIVN.NEW YORK, July 19, 2024 / ...

文章核心观点 - Rivian Automotive (RIVN)股价已经从4月份的低点翻倍,目前与1月份的水平持平 [1][2] - 沃尔克斯瓦根(VWAGY)可能会向Rivian投资高达50亿美元,这被视为一个重大交易 [2] - 分析师预计Rivian的亏损将在8月初恶化,但如果公司能够表现出改善,股价可能会进一步上涨 [3] - Rivian目前的财务状况是自IPO以来最好的,如果股价大涨,这将是套现的好时机 [4] 公司经营情况总结 - Rivian在第二季度交付了13,790辆SUV,远超分析师预期的11,500辆,同时生产了9,612辆 [6] - 通过大幅降价刺激销售,Rivian可能会在收益表上出现利润率下降的情况 [8][9][10][11] - Rivian正准备推出新的更便宜的R2 SUV,售价约为45,000美元,比现有车型便宜很多 [12][13] - 混合动力车的增长可能会影响纯电动车的需求,Rivian需要解决续航焦虑等问题 [15][16] 投资评级 - 如果Rivian股价在8月份突破20美元并接近历史高点,这可能就是最好的时机了,因为所有利好消息都已经反映在股价中 [17][18][19] - 投资者应该准备在Rivian证明其盈利能力之前就抛售股票,因为未来还有更好的买入机会 [19]

文章核心观点 - 沃尔斯法戈银行将Rivian的目标价格从10美元上调至18美元,但维持"同等权重"评级[1][2][3] - 沃尔斯法戈银行上调目标价主要是因为Rivian第二季度交付量超出预期,EBITDA亏损预计也低于预期[2][3] - 但沃尔斯法戈银行对Rivian2024财年的财务表现仍持谨慎态度,预计将低于市场共识和公司指引[4] - Rivian股价近三个月上涨95%,得益于第二季度交付量强劲、6月份与大众合资的消息以及电动车行业整体情绪改善[5] - 作为一家初创公司,Rivian的估值仍存在挑战,尽管公司有高远目标,但短期内难以实现盈利[6] - 除沃尔斯法戈,其他分析师如瑞穆也上调了Rivian的目标价格[7]

文章核心观点 - Rivian Automotive (RIVN)股票在2024年遭受挫折,但最近有所反弹,主要得益于与大众汽车(Volkswagen)达成的50亿美元战略合作[1][2][3] - Rivian第二季度交付量超出预期,并重申了2024年57,000辆的产量目标,这些积极消息受到投资者的欢迎[3] - 尽管如此,投资者仍对Rivian未来的持续增长持谨慎态度,因为该公司一直面临着运营和生产方面的挑战[4] 关键要点总结 1. Rivian与大众汽车达成战略合作 - Rivian与大众汽车达成了50亿美元的战略合作,这推动了Rivian股价的反弹[2] - 这笔投资改善了Rivian的现金流前景,尽管仍然亏损,但资产负债表有所增强,降低了流动性风险[8] 2. Rivian交付表现超预期 - Rivian第二季度交付量约13,800辆电动车,同比增长9%,超出预期并大幅减少了库存[7] - 这些积极的销售数据和财务表现受到了投资者的欢迎[3] 3. Rivian R1T车型表现出色 - 根据Edmunds的测试,Rivian R1T电动皮卡在实际路况下的表现令人印象深刻,获得了正面评价[10][11][12] - Rivian还对R1T进行了硬件和软件升级,推出了新的高端车型,以提高利润率和盈利能力[12][13] 4. Rivian面临的挑战 - 尽管Rivian取得了一些积极进展,但该公司仍面临着生产问题等诸多挑战,需要解决这些问题才能为投资者带来长期价值[14][15][16]

In early 2024, Rivian lost the momentum it had built through 2023.Soaring 50% in 2023, Rivian (RIVN 2.51%) investors were surely excited after they cleaned up the New Year's Eve decorations and rang in 2024.But the past six months have largely been a letdown for the electric vehicle (EV) manufacturer's investors. Shares of Rivian plummeted 42.8% in the first six months of 2024, according to data provided by S&P Global Market Intelligence. The move is especially disheartening for Rivian investors in light of ...

文章核心观点 - 电动车制造商Rivian近三个月股价上涨93%,这可能是一个买入的好时机 [1][2] - Rivian与大众汽车达成合作,大众将投资最多50亿美元支持Rivian的发展 [3][4][5] - Rivian第二季度交付量超出预期,这给投资者带来了乐观情绪 [6][7] 公司概况 - Rivian是一家电动车初创公司,正在努力扩大产能和销量 [8][9][10] - 公司正在推出新车型,并推出了升级版车型以刺激需求 [9] - 尽管Rivian仍在大量烧钱,但投资者对其未来前景持乐观态度 [8][10] 行业动态 - 电动车行业正处于快速发展阶段,Rivian作为纯电动车初创公司在这个领域具有优势 [10] - 大型汽车制造商纷纷加大在电动车领域的投资和布局 [3][4][5] - 电动车行业竞争激烈,Rivian需要不断创新以保持竞争力 [5][9]

Rivian (NASDAQ:RIVN) is down over 90% from its IPO price, but investors still seem to hold out hope for Rivian stock. This, even though the company has been consistently missing production goals. Its Georgia facility’s plans were delayed because of cash flow issues. These factors have led to a bearish long-term trend known by most investors.However, this is also a stock that’s seen a swift uptick of late because of a key catalyst I’ll get to in a minute. So, the question is whether RIVN stock may be a buy g ...

文章核心观点 - 电动车市场正在录得增加的交付量和产量,预计到2030年将有2.5亿辆电动车上路 [1] - 特斯拉和Rivian股价在过去一个月分别上涨32%和65.28% [2][3] - Rivian股价在最近5个交易日内继续上涨21.37%,单日涨幅达8.08% [3] 行业分析 - Rivian股价突破了中长期下降趋势,表明下跌速度正在放缓,股价支撑位在15.30美元,阻力位在24.20美元 [8] - Rivian股价交易量呈现正面模式,即股价上涨时成交量增加,下跌时成交量减少,这种模式增强了股票的力量 [9] - Rivian股价的相对强弱指数(RSI)接近70,表明短期内股价动力强劲,买入压力推动股价上涨 [10] 公司分析 - Rivian第二季度交付量约13,800辆,同比增长9%,环比增长1%,超过预期约11,500辆 [20] - Rivian与大众汽车达成新协议,大众将投资50亿美元用于Rivian生产,进一步增强了华尔街的看好 [21] - 分析师对Rivian股价目标价存在分歧,平均目标价为17.26美元,较当前价格下跌4.69% [14][16][17][18][19]