EV stocks could be one of the best relative safe havens for growth investors

2021-08-02

READ THIS IF YOU WANT FACTS INSTEAD OF CRAMER BS

In a research note sent to investors on Friday, Yu's team reiterated its view from last week: The latest news "reaffirms our belief China EV stocks could be one of the best relative safe havens for growth investors," Yu's team said, adding that they expect increasing fund flows, further supported by Hong Kong listings and future inclusion to SH-HK Connect mechanism.

In our discussions, the government is making a clear push for hardware tech ("hard" tech instead of software/internet) such as EVs, batteries, semiconductors, and aerospace. Unique to electric vehicles, we see continued strong government support both at central and local level due to the creation of manufacturing jobs, the promotion of a cleaner environment, and the desire to export to foreign markets.

$NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$ $Li Auto(LI)$ $Xiaomi Corp.(XIACY)$

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Comments

SGpHANtom
2021-08-04
SGpHANtom
the pullback its knee jerk. Market don't like uncertainty. sell first ask later.
DenisL
2021-08-03
DenisL
Lots run way

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Market don't like uncertainty. sell first ask later.","text":"the pullback its knee jerk. Market don't like uncertainty. sell first ask later.","html":"the pullback its knee jerk. 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