由于电动汽车和基础设施的需求不断增长,对冲基金将目光投向了 BHP 和 Vale 等镍股。
Hedge funds eye nickel stocks like BHP and Vale due to rising demand from electric vehicles and infrastructure.
由于电动车辆和基础设施对镍的需求不断增长,对冲基金正在考虑将包括BHP、Vale和ATI在内的若干镍股票作为最高投资。
Hedge funds are considering several nickel stocks, including BHP, Vale, and ATI, as top investments due to the growing demand for nickel in electric vehicles and infrastructure.
预计到2032年,全球镍市场将在EV电池生产驱动下扩大到731.5亿美元。
The global nickel market is expected to expand to $73.15 billion by 2032, driven by EV battery production.
然而,由于供应增加,特别是来自印度尼西亚的供给增加,造成全球镍产量约50%,以及地缘政治紧张,市场面临挑战。
However, the market faces challenges from increased supply, especially from Indonesia, which produces about 50% of global nickel, and geopolitical tensions.
据Insider Monkey对对冲基金投资的分析,这些公司是受欢迎的选择,但没有明确命名最佳股.
Insider Monkey's analysis of hedge fund investments identifies these companies as popular choices but does not definitively name the best nickel stock.