新能源汽车分到的钱也不少 The spending package is said to include $174 billion for electric vehicles. It’s challenging to convey its impact relative to the industry given the multitude of players from big tech to automakers whose businesses are diversified. But for context, take Tesla as a sector proxy. Its market cap is $632 billion. The federal government is about to pour about 1/3 of Tesla’s market cap into the sector, a clear stamp of approval. The motivation isn’t just clean energy, but competing with China, a leader in electrification.The latest price action begs the question: is it priced in? The EV rise has been parabolic, but investors once said that about Tesla too. Now it’s a tech heavyweight. And that doesn’t take into account federal fleets about to be transformed and other public incentives to make the switch (like lower price tags or perhaps short-term rises in gas prices.)