Key Points Rivian's stock is down big since going public in 2021. Contrarian investors could be getting a steal. 10 stocks we like better than Rivian Automotive › As one of the best investors in history, Warren Buffett has uttered many quotable comments over the years. And while he hasn't directly discussed Rivian Automotive (NASDAQ: RIVN) in public, his holding company was an early investor in a competitor, BYD, which has become one of the largest EV stocks in the world. Still, there are two famo ...

Buyers in the US looking to take advantage of the federal electric vehicle tax credit have one last day to hunt for a good deal. Wording in the One Big Beautiful Bill Act that killed the $7,500 federal EV tax credit set a hard Sept. 30 deadline for claiming the tax credit, but the IRS is giving buyers and automakers a break by allowing a “written binding contract” for the purchase of the vehicle to qualify for the credit in lieu of delivery of that vehicle by Sept. 30. Over the weekend, automakers like G ...

Shares of Rivian Automotive (NASDAQ:RIVN) lost 2.77% over the past five trading sessions after gaining 4.82% the five prior. ...

法案核心内容 - 特朗普总统签署了名为“大而美的法案”的标志性税收和支出法律 [1][8] - 法案取消了消费者购买符合条件的新电动汽车或插电式混合动力车时可获得的7500美元税收抵免 [3] - 法案取消了购买二手电动汽车时可获得的4000美元税收抵免 [3] - 法案追溯性地取消了2022车型年及之后所有年份的企业平均燃油经济性罚款 [8] 对电动汽车行业的影响 - 电动汽车税收抵免原定于2032年结束 但新法案将其终止日期提前至9月30日 [4] - 税收抵免的终止使纯电动汽车制造商失去了与内燃机汽车竞争的重要价格优势 [6] - 缺乏前期成本优势可能导致未来买家选择传统的汽油和柴油动力汽车 [7] - 内燃机汽车加油仅需几分钟 而电动汽车充电可能需要一小时到一整天 [7] - 法案的行动几乎肯定会淘汰部分企业 并大大增加纯电动汽车制造商与内燃机汽车竞争的难度 [14] 对特斯拉的具体影响 - 税收抵免适用于特斯拉销售的大部分车型 包括Model 3轿车、全轮驱动Model X SUV、单电机和双电机Cybertruck以及多个版本的Model Y SUV [5] - 对于特斯拉而言 出售监管积分对其盈利能力起着关键作用 [11] - 若无监管积分 特斯拉在2025年第一季度将报告税前亏损 [11] - 特斯拉持续超过一半的税前收入来自不可持续和/或非创新来源 如出售汽车监管积分和现金利息收入 [12] 对Rivian和Lucid的影响 - Rivian和Lucid的电动汽车定价通常高于税收抵免截止的制造商建议零售价范围 [5] - 两家公司一直试图通过租赁即将上市的车型来利用7500美元的电动汽车税收抵免 [5] - 法案将最小化Rivian和Lucid的监管税收抵免收入 [13] - 尽管拥有大量现金储备和知名财务支持 但两家公司仍在持续巨额亏损 长期成功远未得到保证 [13] 对监管积分市场的影响 - 政府机构向纯电动汽车制造商提供汽车监管积分 这些公司再将积分出售给未达到合规目标的传统汽车制造商 [11] - 随着企业平均燃油经济性法规的约束力因法案而消失 美国汽车监管积分市场将严重萎缩 [12]

Rivian stock price has rebounded in the past few weeks, moving from the August low of $11.53 to $16 today. It is hovering at its highest level since May 27, with its market capitalization being over $... ...

Key Points Electric vehicle makers are still exploring the best way to pursue growth. Rivian is gearing up to offer new, more affordable EV models. Lucid is pursuing an opportunity in robotaxis by partnering with Uber. 10 stocks we like better than Rivian Automotive › Investors have long searched for the next Tesla (NASDAQ: TSLA). It's no wonder why. Since 2010, Tesla shares have increased in value by more than 34,000%. Two of the most popular electric vehicle (EV) stocks today are Rivian Automo ...

核心观点 - 文章探讨Rivian Automotive与特斯拉股价走势之间可能存在的相关性 并提出基于此相关性的投资机会分析 [5][6][13] 股价表现与相关性 - Rivian股价从年内低点反弹近50% 特斯拉从年内低点反弹99% [9] - 两家公司股价在2024年末至2025年初走势相似 特斯拉于2024年12月17日创下当时历史新高 Rivian于2025年1月3日创下当时一年新高 [10] - 2025年第一季度两家公司股价均出现回调 随后反弹走势相近 特斯拉反弹更为显著 近期创下年内新高 较历史高点低不到8% Rivian较年内高点低不到7% [12] - 从技术分析角度看 特斯拉股价通常先于Rivian回调或上涨 若特斯拉股价近期反转 Rivian可能仍有上涨空间 [15] 公司基本面对比 - 特斯拉作为“科技七巨头”之一 市值为1.47万亿美元 Rivian市值为192.7亿美元 [7] - 两家公司均为美国电动汽车制造商 共同点包括开发更实惠车型以吸引买家 采用直销模式绕过传统经销商 重视软件和性能以区别于传统汽车制造商并转向电动汽车生产 [8][11] 市场与行业动态 - 华尔街分析师给予Rivian股票“持有”评级 基于24位分析师预测 其12个月平均目标价为13.72美元 较当前价格有12.85%的下行空间 目标价区间为6.10美元至21.00美元 [14] - 特斯拉的12个月平均目标价较当前交易价格低26.21% 同样获得“持有”共识评级 [15]

公司发展里程碑 - 2024年底首次实现适度毛利润 标志着从车辆销售中获得的收入超过生产成本[5] - 2025年第二季度交付量超过1万辆 达到规模化生产水平[6] - 获得科技巨头亚马逊和大众汽车等关键合作伙伴支持 大众汽车根据业务目标达成情况提供新资金[9] 产品与生产规划 - 拥有备受认可的电动卡车和电动配送货车 后者被零售巨头亚马逊广泛使用[3] - 计划明年推出面向大众市场的新款R2卡车 预计将进一步提升产量规模[6] 财务与股价表现 - 股价较历史高点下跌约90% 但过去一年上涨近23% 表现优于标普500指数17%的涨幅[2][12] - 需要数年时间才能实现可持续盈利 目前仍需投入业务发展和研发[9] 行业竞争环境 - 当前电动汽车行业竞争远比特斯拉进入市场时激烈 几乎所有传统汽车制造商都已进入该领域[10] - 众多新兴电动汽车制造商已失败退出市场 即使成功也可能仅实现适度利润[10][13] 投资前景评估 - 执行风险仍然存在 若未来未能达成目标可能引发投资者悲观情绪[11] - 保守投资者建议暂缓投资 至少等待R2车型上市后评估市场反应[14] - 在多元化投资组合中可能帮助达到百万富翁地位 但需要认识风险并考虑长期投资周期[13]

Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the stocks Jim Cramer shared his opinions on. During the lightning round, when a caller asked about the stock, Cramer said: “Here’s the problem… They spent a lot of money on that factory. I think that if we’re, if we have a slowdown, and the Fed doesn’t bail us out, I think you’re going to find that stock, you can buy that stock lower. So I say, wait, wait, wait. Don’t pull the trigger here… It’s up on a spike.” michael-fousert-YhXlYJYlr3c-unsplash Rivia ...

Skip to content S&P 500 6,678.00 +0.11% Dow Jones 46,441.20 +0.14% Nasdaq 100 24,668.00 +0.13% Russell 2000 2,465.46 +0.19% FTSE 100 9,239.00 +0.24% Nikkei 225 45,711.50 +0.12% Stock Market Live September 25: S&P 500 (VOO) Tumbles on Improved Jobs Report Home >Investing >Rivian Turnaround Crippled by Recall Investing Rivian Turnaround Crippled by Recall ByDouglas A. McIntyre Sep 25, 2025 Â |Â Updated 6:32 AM ET This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive ...