文章核心观点 - Rivian Automotive (RIVN)是一家有潜力成为下一个特斯拉的电动汽车制造商 [1][2][3][4][6] - Rivian正在执行特斯拉的成长策略,首先推出高端车型,然后推出大众市场车型 [2][3] - Rivian即将实现毛利润,有望在未来几年内大幅增长收入 [4][7] 根据相关目录分别进行总结 Rivian的发展策略 - Rivian首先推出高品质的高端车型,如R1T和R1S,以证明自己的制造能力 [2] - Rivian计划推出三款定价在50,000美元以下的大众市场车型,如R2、R3和R3X [3] - 这与特斯拉的发展策略类似,先推出高端车型,再推出大众市场车型 [3] Rivian的财务表现 - 目前Rivian每销售一辆车都在亏损,约3.2万美元 [4] - 但Rivian预计在第四季度实现"适度毛利润" [4] - Rivian今年计划生产约57,000辆车,与去年持平 [4] Rivian的估值 - Rivian目前市值仅110亿美元,估值较低 [6] - 如果Rivian的销售增长与特斯拉类似,到2030年有望实现300亿美元的年收入 [7] - 按特斯拉的估值水平,Rivian未来市值有望超过600亿美元,投资者可获得巨大收益 [7]

文章核心观点 - 因生产问题，Rivian汽车公司股价连续两月两位数下跌，最新公告使其股价本月进一步下探，未来或继续走低 [1] 股价表现 - 截至7月的三个月里Rivian股价大幅上涨后难以为继，近两月连续两位数下跌，8月跌近14%，9月再跌20.6% [1] 生产问题 - 原计划今年生产57000辆车并在四季度实现正毛利，但面临零部件短缺问题，几周前曾暂停为亚马逊生产电动配送车 [2] - 公司将全年产量预期下调至47000 - 49000辆，原因是R1和RCV平台共享组件短缺 [2] 盈利压力 - 虽预计今年交付50500 - 52000辆车，但四季度实现适度毛利存不确定性，零部件短缺或使采购成本增加，固定成本分摊到更少产量上也会影响利润 [3] 未来规划 - 公司计划在可预见的未来推出中型SUV R2和中型跨界车R3，R2预计2026年开始生产，这将需要数十亿美元投资 [3] 分析师观点 - 摩根士丹利分析师Adam Jonas将Rivian股价目标从每股16美元下调至13美元，认为公司在财务审慎的情况下推动竞争计算进步的能力有限，资本支出将高于预期 [4] - 公司股价反弹需有力催化剂，短期内可能是四季度实现正毛利，但目前不确定 [4]

文章核心观点 - Rivian正面临生产挑战,其新工厂建设也将延迟 [1] - 公司需要大规模融资才能推进下一个工厂的建设 [1] 公司情况 - Rivian正在努力提高产能,但面临重重困难 [1] - 公司将在不久后耗尽现金,需要进行大规模融资 [1] 行业分析 - 电动车制造商Rivian正在努力解决生产问题 [1] - 公司需要大约100亿美元的资金来推进新工厂建设 [1]

Shares of Rivian Automotive, Inc. (RIVN) fell 3.2% to $10.44 after it announced third-quarter 2024 production and delivery results and lowered its 2024 production guidance. The electric vehicle maker (EV) produced 13,157 vehicles at its manufacturing facility in Normal, IL, down from 16,304 units in the same quarter of 2023. It delivered 10,018 vehicles, down from 15,564 units in the same period last year. Deliveries also missed expectations. FactSet's compiled analyst estimates anticipated third-quarter de ...

文章核心观点 - 投资者可从电动汽车行业获利，当前很多人在寻找下一个特斯拉，推荐关注特斯拉和Rivian Automotive两家公司 [1] 特斯拉相关情况 - 若2010年6月投资1000美元买特斯拉股票，如今价值超15.6万美元 [1] - 特斯拉市值达8500亿美元，当前股价较过去几年便宜，因营收增长大幅下滑，今年公司整体营收下降，市销率从20多降至10以下 [2] - 特斯拉过去营收增长大幅下滑后，因电动汽车销量跃升和新车型推出而好转，虽2023年初以来电动汽车交付量基本持平且短期内难改变，但下周机器人出租车活动马斯克将更强调自动驾驶汽车、人工智能和机器人概念 [3] - 若看好电动汽车股票，特斯拉仍是值得投资的公司 [3] Rivian Automotive相关情况 - Rivian Automotive增长潜力大，今年早些时候营收同比增长率超80%，虽近期因行业压力和车型成熟增长速度与特斯拉趋同，但未来增长空间大 [5] - 今年早些时候Rivian宣布三款新车型R2、R3和R3X，预计售价均低于5万美元，适合大众市场 [7] - 虽今年电动汽车销售放缓，但长期预测显示未来几年将大幅增长，预计2027年乘用车电动汽车销量超3000万辆，2040年达每年7300万辆 [7] - Rivian新车型预计2026年上市，投资者可锁定市值仅110亿美元，市销率仅2.1，远低于特斯拉的8.8 [7] - 投资Rivian需承受其提升制造能力和向对电动汽车仍存疑虑的消费者推销新车型带来的波动，但它具备成为下一个特斯拉的特征 [8]

As Rivian's stock falls, its options dwindle.Rivian (RIVN -3.15%) announced this morning that it will only produce 47,000 to 49,000 vehicles this year, down from a previously expected 57,000 vehicles. Management blamed supply shortages, but this highlights operational challenges at the company, which Travis Hoium discusses in this video.*Stock prices used were end-of-day prices of Oct. 4, 2024. The video was published on Oct. 4, 2024. ...

文章核心观点 - Rivian股价持续下跌，当前处于多年来最低估值，虽有巨大上涨潜力，但投资存在不确定性，若投资者愿意提前投资并耐心等待，该股票是不错的机会 [1][2][7] 股价表现 - Rivian股价持续下跌，上月跌破每股13美元，现低于每股12美元，仅比11美元高出几美分 [1] 估值分析 - Rivian市值110亿美元，过去12个月销售额约50亿美元，市销率为2.2倍；Lucid Group市值80亿美元，同期销售额约6.7亿美元，市销率为12.1倍；特斯拉市销率为9.6倍 [2][3] 营收增长 - 上季度Lucid营收增长率达33%，Rivian降至3.3%，特斯拉为2.3% [2][3] 发展前景 - Rivian最大增长驱动力要几年后才会出现，若投资者愿意提前投资并耐心持有，股票有显著上涨潜力 [4] - 2026年起Rivian将开始交付R2车型，2027年预计交付R3和R3X车型，未来几年销售额有望像特斯拉一样大幅增长 [5][6] 投资建议 - 若Rivian能顺利执行计划，股价低于12美元时是绝佳买入时机，但公司需要数十亿美元额外资金，且其大众市场车型能否保持高品质声誉存在不确定性 [7]

Shares of Rivian (RIVN, Financial) experienced a significant decline of 4.87% following the company's announcement to lower its annual 2024 production estimate, citing ongoing supply chain issues. The stock is currently trading at $10.25.Rivian Automotive Inc, listed under the ticker RIVN, faces a series of challenges that are impacting its market performance. The company's recent production estimate adjustment underscores persistent supply chain disruptions and component shortages that have hindered its ma ...

Key TakeawaysRivian missed quarterly delivery expectations and cut its 2024 production guidance as it faces a parts shortage.The EV maker said it has difficulty getting a component used in production of its R1S SUV and RCV commercial van.Rivian said the problem began in the third quarter and has become more acute in recent weeks. Rivian Automotive (RIVN) shares sank Friday as the electric vehicle maker missed third-quarter delivery estimates and slashed its full-year production outlook because of difficulti ...

Rivian Automotive (RIVN, Financial) faces a setback as it cuts its FY24 production guidance by up to 10,000 units due to worsening component shortages. This follows earlier warnings from CEO Robert Scaringe about supplier-related issues. Despite this, Rivian had maintained its guidance, showing some optimism in overcoming these challenges.RIVN's revised FY24 production outlook is now 47,000-49,000 vehicles, down from 57,000. This announcement has caused a sharp decline in share prices, which have dropped ne ...