EV sales are surging, but stocks are slumping. Why?
While global electric vehicle (EV) sales volumes and Chinese market penetration continue to expand, pure-play automaker equities remain down approximately 20% year-to-date amid competitive pricing headwinds. Capital flows indicate a broader structural reallocation from downstream vehicle assembly toward upstream battery manufacturing and critical mineral producers.
Today's watchlist BYD, Marvell, Elevra Lithium
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The skinny
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