Batteries Are What Will Spark Electrical Vehicle Sales. And Auto Makers Are Buying In.
www.barrons.com
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EV移行が進んでいる会社の株は上がってますが、逆に競争が激しくなるのでテスラ株は伸び悩み。今年に入ってテスラは15％ダウンでGM、フォード、VWが40％アップ。それぞれ2030年ぐらいまでに50％をEV。
Despite the possibility of higher capital spending, investors appear to be happy to see traditional auto makers invest in the future. GM, Ford and VW shares are up about 40% year to date on average, better than comparable gains of the S&P 500 and Dow Jones Industrial Average. Tesla stock, on the other hand, is down about 15% year to date, possibly because EV competition is heating up.
