Plug Power, EVgo, Enovix: Analyst Clean Tech Picks For Navigating Election Exposure, Hedging Uncertainty
Plug Power, EVgo, Enovix: Analyst Clean Tech Picks For Navigating Election Exposure, Hedging Uncertainty
EVgo, on the other hand, presents a more compelling case. As the election season heats up, clean tech stocks are becoming a focal point for investors looking to position their portfolios. The upcoming 45V Treasury guidance and broader policy changes could bring volatility or opportunity, depending on the stock.
隨着選舉季的升溫，清潔科技股正在成爲投資者定位其投資組合的焦點。即將到來的45V財政指導方針和更廣泛的政策變化可能帶來波動性或機會，取決於股票。
JPMorgan analyst Bill Peterson has weighed in with his top picks, dividing his recommendations into two camps: election-exposed plays like Plug Power Inc (NASDAQ:PLUG) and EVgo Inc. (NASDAQ:EVGO) and a safer hedge in Enovix Corp (NASDAQ:ENVX) for those seeking to sidestep election-related risks.
摩根大通分析師比爾·彼得森發表了他的首選股票，將他的推薦分爲兩個陣營：像普拉格能源公司（納斯達克:PLUG）和EVgo公司（納斯達克:EVGO）這樣的與選舉相關的投資組合，以及尋求規避與選舉相關風險的Enovix公司（納斯達克:ENVX）的更安全對沖。
Election Exposure: Plug Power, EVgo
選舉敏感性：普拉格能源，EVgo
Plug Power, a leading name in hydrogen fuel cell technology, is on investors' radar for its sensitivity to the outcome of the 45V Treasury guidance, which would offer tax incentives to projects that generate clean hydrogen with minimal lifecycle greenhouse gas emissions. While Peterson expects the guidance timing to be around November/December, he doesn't see election results having a major impact on its terms.
作爲氫燃料電芯技術的領先者，普拉格能源備受投資者關注，因爲它對45V財政指導結果的敏感性，這將爲生成具有最小生命週期溫室氣體排放的清潔氫項目提供稅收激勵。儘管彼得森預計指導的時間將在11月/12月左右，但他認爲選舉結果不會對其條款產生重大影響。
EVgo, on the other hand, presents a more compelling case.
另一方面，EVgo提出了一個更有說服力的案例。
Peterson views the company's path to profitability as accelerated by its access to low-cost capital from the Department of Energy (DOE), and if it can secure this capital, EVgo could see significant gains in the months following the election.
彼得森認爲，該公司通過其從能源部（DOE）獲得的低成本資本的獲取加速了實現盈利的路徑，如果能夠獲得這筆資本，EVgo在選舉後幾個月內可能會看到顯著增長。
Read Also: EVgo Vs. ChargePoint: Analyst Verdict On Which Stock Leads The EV Charging Race?
閱讀更多：EVgo Vs. ChargePoint：分析師對誰領導充電樁競賽的判斷？
Hedging Uncertainty: Enovix
對沖不確定性：Enovix
For those seeking to avoid the political risks tied to the U.S. election, Peterson favors Enovix.
對於那些希望避免與美國大選相關政治風險的人，彼得森偏愛Enovix。
With its focus on consumer electronics rather than EVs, and a manufacturing base in Malaysia, ENVX is largely insulated from election-driven policy changes. This diversification makes it an attractive option for investors wanting stability amidst the political noise.
Enovix專注於消費電子而不是電動汽車，並且在馬來西亞有製造基地，這使得ENVX在大選驅動的政策變化中基本上不受影響。這種多元化使其成爲那些想要在政治噪音中保持穩定的投資者的一個有吸引力的選擇。
As the election approaches, investors face two paths: capitalize on election-driven opportunities with Plug Power and EVgo, or hedge against volatility with Enovix.
隨着選舉的臨近，投資者面臨兩條道路：利用普拉格能源和EVgo帶來的大選驅動的機會，或者用Enovix對沖波動性。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
