I'm Angeline on our sector today is electric vehicles, and our guest is Patrick Healy.

我是Angeline，今天我們的部門是電動車，我們的嘉賓是Patrick Healy。

Off caliber financial partners.

關口徑的金融合作夥伴。

Tesla's stock market rally is well publicized, but the industry makes up not only coal makers but chipmakers on telecommunications companies.

特斯拉的股市漲勢很好宣傳，但行業構成不僅有煤炭製造商，還有電信公司的芯片製造商。

Among a long list of tech firms that form part off this sector.

在一長串的科技公司名單中，形成了這個部門的一部分。

The Stocks Global Electric Vehicle index is one of only a handful of indexes attract the sector and includes big players such as Tesler, China's Be wide and South Korea's Kia Motors as its top holdings.

斯托克全球電動汽車指數是僅有的幾個吸引該行業的指數之一，並將特斯勒、中國的貝寬和韓國的起亞汽車等大企業列為其首要持股對象。

It's up 36% over the past year, while this index, the S and P can show evey index is up over 200%.

過去一年漲了36%，而這個指數，S和P可以顯示evey指數漲幅超過200%。

But despite these gains, there are many challenges facing A sector has low penetration on a heavy reliance on subsidies.

但儘管取得了這些成果，A部門還面臨著許多挑戰，嚴重依賴補貼，滲透率低。

So should investors be putting their money into the sector for more On this?

那麼，投資者是否應該將資金投入到這個行業中，以獲得更多的上?

I'm now joined by Patrick Healy, the president, off caliber financial partners.

我現在加入帕特里克・希利，總裁， 關閉口徑金融合作夥伴。

How much of the recent gains our policy driven can policy shift consumer behavior?

最近我們的政策驅動的收益，有多少是政策可以轉變消費者行為的？

Yeah, there's definitely a lot of investor enthusiasm and sentiment towards where the puck is going, so to speak, and certainly with the new administration coming in and there, commitment and desire towards a greener economy.

是的，肯定有很多投資者的熱情和情緒對冰球的走向，可以這麼說，當然，隨著新政府的到來，還有，承諾和願望對一個更綠色的經濟。

Ah, lot of investors and some speculators are front running that that initiative, Um, there will be a lot of money spent on green infrastructure that supports the electric vehicle market and all of the tension markets accordingly.

啊，很多投資者和一些投機者都在前面跑，這個舉措，嗯，會有很多錢花在綠色基礎設施上，支持電動汽車市場和所有的緊張市場相應。

But I think there's a lot of enthusiasm.

但我認為有很多的熱情。

I think you need to be invested in the space because that's where the puck is going, as I said, and I think you certainly want to spread your bets around and not be too concentrated in any one day, Patrick valuations are now quite advanced.

我認為你需要投資於這個空間，因為那是冰球的發展方向，正如我所說，我認為你當然希望將你的賭注分散開來，不要過於集中在任何一天，帕特里克的估值現在已經相當先進。

There is this froth justified, given low levels of sales, a lack of infrastructure and reliance on government subsidies.

在銷售水準低、基礎設施缺乏、依賴政府補貼的情況下，這種保麗龍是否合理。

Yeah, whether it's justified or not, that's what makes the market.

是啊，不管它是否合理，這就是市場的原因。

But we're in a very accommodative monetary policy environment, zero interest rates and the Fed has committed to keeping them very low for the next several years, so that gives investors a lot of confidence that they don't have rates creeping up on them in the short term.

但我們現在處於一個非常寬鬆的貨幣政策環境，零利率，而且美聯儲承諾在未來幾年內將利率保持在很低的水準，所以這給了投資者很大的信心，短期內不會出現利率攀升的情況。

So that's a runway to invest and clearly that the move towards a greener economy has a lot of legs.

所以，這是一個投資的跑道，顯然，走向綠色經濟的腳步很大。

It's not a speculative trade valuations, maybe getting a little ahead of ourselves.

這不是一個投機性的交易估值，可能有點超前了。

But it will be up to the management of the companies to deliver on the revenue projections that they've stated in their communications.

但能否實現各公司管理層在溝通中所說的收入預測，就看各公司的管理層了。

So if you want to position yourself in the sector, how would you get in?

那麼如果你想把自己定位在這個行業，你會如何進入呢？

Which sub sectors would you look into?

你會關注哪些子行業？

Is it raw materials?

是原材料嗎？

Is it the technology?

是技術的原因嗎？

Yeah, I'm certainly invested in electric vehicle companies, start ups as well as more mature companies.

是的，我當然會投資電動車公司，創業公司以及比較成熟的公司。

Battery technology.

電池技術。

I think it's still a little bit further out on the horizon, and you've seen some real froth in some of those names.

我覺得還是有點遠了，你看有些名字真的很愣。

I think ultimately it will be a game changer for the industry.

我認為最終會改變行業的遊戲規則。

Um, but we may be four or five years out on some of that battery technology on Finally, Patrick, would you buy a hold or a sell on this sector?

最後，帕特里克，你會買入持有還是賣出這個行業？

I'm long and I'm a long term investor, So I am committed to holding my position through volatility, and you're going to experience that?

我是多頭，我是長線投資者，所以我致力於通過波動來持倉，你會經歷嗎？

Um, just a word of warning.

嗯，只是一個字的警告。

As an investor, if you're inexperienced, you probably wanna get exposure through E T f or a handful of E T F.

作為一個投資者，如果你沒有經驗，你可能想通過E T f或少量的E T F來獲得曝光。

Just because you have the manager that could make those decisions for you and check emotions at the door.

只是因為你有經理，可以為你做這些決定，在門口檢查情緒。

But I am very bullish on the sector.

但我非常看好這個行業。

Long term.

長期來看。

I'm not trying to get too caught up in the short term volatility because I'm expecting that to take place.

我並不想太過糾結於短期的波動，因為我期待這種情況的發生。

Thank you very much.

非常感謝你。

That was Patrick Healy off caliber financial partners.

那是Patrick Healy從口徑的財務合夥人那裡得到的。

Before I go, here are some of the top stories in the sector.

在我走之前，這裡有一些部門的熱門新聞。

US.

美國：

President Joe Biden has vowed to replace the U.

喬-拜登總統發誓要取代美國。

S.

S.

Government's fleet of 650,000 vehicles with electric models as part of a policy shift towards clean energy.

政府的65萬輛汽車配備了電動車型，這是轉向清潔能源政策的一部分。

Biden made the comments in a speech on Monday in which he also pledged to Onley by E.

拜登是在週一的一次演講中做出上述評論的，他還承諾將在昂利由E。

V s that were made in America as of July 2020 the U S government owned Onley 3215 electric vehicles.

V s是在美國製造的，截至2020年7月，美國S政府擁有的Onley 3215電動汽車。

It would cost $20 billion orm, or to replace the entire fleet.

這將耗費200億美元，或者更換整個艦隊。

Well major Royal Dutch Shell announced it is buying the owner off Britain's biggest EV charging network, You Beatrice City.

好大的荷蘭皇家殼牌公司宣佈，將把英國最大的電動汽車充電網絡優必選城的業主買下來。

The deal to acquire 2700 on street charge points will be completed by the end of the year on his part of shells aimed to become net zero emissions by 2050 or sooner on finally US charging network.

收購2700個街頭充電點的交易將在年底前完成，他的部分外殼旨在到2050年或更早成為淨零排放的最後美國充電網絡。

E V Go Services has agreed to go public through a merger with a special purpose acquisition company named Climate Change.

E V Go服務已同意通過與一家名為 "氣候變化 "的特殊目的收購公司合併上市。

Crisis.

危機。

Real Impact in a deal that values evey go at $2.6 billion this so called SPAC deal is the latest in the E V space, which has seen Nikola and Fiscal go public through this route.

真正的影響在交易中，價值evey去26億美元這筆所謂的SPAC交易是E V領域最新的交易，其中尼古拉和Fiscal通過這個途徑上市。

That is your roundup of the electric vehicle sector.

這就是你對電動車行業的總結。

I'm Angeline on and this is Reuters.

我是安吉麗娜，這裡是路透社。