Do you like to buy what others are selling? If so, then there’s a blood-in-the-streets moment with electric vehicle manufacturer Rivian Automotive (NASDAQ:RIVN) for you to take advantage of. When you find out why some short-term traders panic-sold RIVN stock, you should be excited about this rare opportunity.It’s amazing, how the market can be so fickle sometimes. One day, stock traders like Rivian Automotive because the company announced its plans to introduce an affordable $45,000 electric SUV, the R2, in ...

Tesla (TSLA -1.62%) achieved something that was thought to be virtually impossible. It built an electric vehicle (EV) company (from the ground up!) and ultimately was able to take on the auto industry's largest competitors. Rivian Automotive (RIVN -1.67%) has similar dreams, but investors hoping that Rivian is the next Tesla need to watch closely to see if Rivian can start to mend this sizable problem in 2024.It isn't easy to build a car companyIf you wanted to build an online retailer you could pretty easi ...

Rivian (NASDAQ:RIVN) stock is down by 47% this year, although the electric vehicle (EV) company has a major card up its sleeve.Earlier this month, Rivian unveiled its R2 SUV and also shocked its shareholders by revealing two additional vehicles, the R3 and its performance variant, the R3X. As of March 8, the R2 had already received over 68,000 reservations. Reservations cost $100 for U.S. customers and $150 for Canadian customers, with an expected delivery date during the first half of 2026.The R2 resembles ...

A spate of bad news (namely, a poorly received quarterly earnings release) knocked Rivian Automotive (NASDAQ:RIVN) stock lower last month. This month the market reacted positively to two early March announcements. The news is temporarily boosting the stock, maintaining it at $10 to $12 per share.So, this means investors now can slowly buy in before the next rally, right? Not so fast. If you are of the view that RIVN has bottomed out, consider it best to think otherwise. Rivian’s low-teens price floor could ...

After a difficult week and an even worse month, Rivian (NASDAQ:RIVN) stock is riding high again on two positive updates.Last week brought the unveiling of the firm’s lower-cost R2 electric vehicle (EV) platform, which promises to help boost shares in the long term. However, that’s not why shares are up today. First off, recent data shows that Rivian enjoyed a positive start to the year in terms of registrations, despite RIVN stock struggling. Plus, the electric truck producer will now be able to offer drive ...

The tech sector is up 12% year-to-date and a remarkable 48% over the past 12 months, powering the broader markets. Particularly, the semiconductor industry is growing, with Nvidia (NASDAQ:NVDA) leading the charge; its stock is up around three-fourths this year. The best tech stocks are expected to maintain this momentum, according to Deloitte’s 2024 technology industry outlook. The three best tech stocks we will examine are those involved in the electric vehicle (EV) industry and the streaming sphere. In bo ...

文章核心观点 - 里维安（Rivian）推出的R2、R3和R3X车型引发投资者关注，更实惠的电动汽车或释放新客户需求，助力公司迈向盈利；同时，公司新签电动货车客户对投资者是利好消息 [1] 分组1：进军商业领域 - 投资者关注R2车型超6.8万的预订量，但公司关键业务围绕电动货车；里维安仍要在2030年前向亚马逊交付10万辆货车，独家合作结束为拓展类似客户创造机会 [2] - 公司伊利诺伊州工厂预计产能达21.5万辆，2024年产量指引仅5.7万辆，在2026年初生产R2跨界车之前有充足空间承接电动货车订单 [2] 分组2：合作详情及意义 - 摩根·奥尔森（Morgan Olson）是JP Poindexter & Co的部门，被选中为加拿大邮政制造电动配送货车，里维安将为这些货车提供平台 [3] - 该交易体现里维安的生产灵活性，公司将帮助电动化并调整平台用于右舵车辆；为只想购买平台和电池组而非完整货车的企业打开市场；提升了公司电动货车进军商业领域的可信度 [3][4] 分组3：2025年展望 - 管理层表示今年将进行试点项目、测试和谈判，为2025年里维安签订众多电动货车商业客户协议奠定基础 [5] - 未来几年里维安的电动货车业务可能像即将推出的R2跨界车一样受到关注，与JP Poindexter & Co的合作可能是更大合作的开端 [5]

文章核心观点 - 电动汽车行业面临高利率、充电基础设施、高价市场饱和及缺乏平价选择等问题，Rivian公司2024年生产指引令人失望，但仍有发展机会 [1] 行业现状 - 电动汽车行业面临高利率使消费者购车犹豫、充电基础设施挑战、高价市场饱和及缺乏平价选择等问题 [1] - 电动汽车需求放缓致锂价下降，2022 - 2023年锂离子电池组价格下降14%，南加州索尔顿海新发现锂储量或使长期锂价保持低位 [4] 公司动态 产品生产调整 - 公司推出R2跨界车、R3和R3X，将R2初始生产提前至伊利诺伊州工厂，原计划在佐治亚州工厂生产的时间稍有延迟，此调整将R2生产时间提前至2026年上半年并节省约23亿美元 [2] 政府激励措施 - 伊利诺伊州正与公司协商激励协议，佐治亚州曾为公司计划建设的工厂提供15亿美元激励措施，伊利诺伊州激励方案金额可能低于佐治亚州但仍有影响 [2][3] 成本与盈利预期 - 2023年底公司现金为94亿美元，全年运营亏损约57亿美元，电池价格下降或使电动汽车生产成本低于内燃机汽车，公司有望先实现毛利润转正再实现盈利 [3][4] 生产计划与市场预期 - 公司2024年生产指引远低于华尔街预期的近8.2万辆，预计产量为5.7万辆，工厂产能有望达每年21.5万辆 [3][5] 发展策略与前景 - 管理层计划通过第二季度停产更换新供应商提高效率实现毛利润转正，结合R2生产加速、利用伊利诺伊州工厂过剩产能及可能的激励措施，公司2024年仍有发展路径 [5]

全球电动汽车市场 - 全球电动汽车市场预计在2024年将增长27%[1] Rivian汽车公司 - Rivian汽车公司是2021年新兴的电动汽车制造商，目前是美国最大的电池动力车辆销售商之一[2] - Rivian公司推出了高端电动皮卡R1T和商用电动货车，与亚马逊签署了10万辆车的交易[3] - Rivian公司计划推出更多产品，包括高端SUV R1S和价格更实惠的R2 SUV和R3系列[4] Rivian公司的挑战 - Rivian公司目前仍然亏损，需要增加交付量以实现正现金流[6] - Rivian公司的高端产品需求已达到顶峰，可能需要降价以吸引更多消费者[7] - Rivian公司面临现金燃烧风险，如果新产品生产出现问题，可能在未来几年燃烧数十亿美元[8] - 投资者需要密切关注Rivian公司是否能够增加交付量而不降价，否则公司将继续亏损[9] - Rivian公司股价自2021年上市以来已经下跌93%，目前市值为120亿美元[10] - Rivian公司目前面临现金燃烧和交付增长困难，需要在未来几年执行才能渡过难关[12] - 如果对Rivian公司持乐观态度并想购买股票，最好保持头寸较小，以防止全盘押注[13]

Rivian汽车新闻 - Rivian发布第二代和第三代电动汽车，股价下跌超过50%[1] - Piper Sandler分析师将Rivian股票评级从持有升级为买入，目标股价上涨[2] - Rivian的第二代电动汽车是中型SUV，价格比R1S低约3万美元，基础价格为45000美元[3] - 公司决定在伊利诺伊工厂生产R2，节省超过20亿美元[4] - Rivian在电动汽车初创公司中拥有独特的车型阵容，电动货车可能成为更有吸引力的原因[5] - 超过20亿美元的资本节省有助于延长Rivian的成功时间框架[6]