东北星
2020-12-30

Forgive my Mandarin as I am from an english speaking country. The way I see so many comments to short sell Xpeng and talks about how it is a thief, stealing tesla technology really ouzzled me. Which technology out there are not copied in a way or another? That is how innovation starts right? I take your idea and improve on it. I personally never touched a Xpeng P7 or G3. All I did was watch the reviews by their drivers in china and most recently ,Norway.

As to why i feel $XPeng Inc.(XPEV)$$Li Auto(LI)$$NIO Inc.(NIO)$ will be moving forward in 2021 is due to the fundamentals. Not only China is moving towards an increase in EV market, but around the world. So moving ahead, we can see their sales increase, and with it the valuation of the companies. Yes, the EV market is very competitive moving forward. But these 3 companies are ahead of the tradition automakers because these automakers still have to keep their bread and butter manufacturing. They don't have the full capacity to produce the EVs compared to these 100% EV companies. 

And since Xpeng started deliveries in Norway, we can see more of these deliveries in europe, and eventually US. So to conclude, there is absolutely nothing wrong short selling whichever companies, and I sincerely hope the best for you. But I will be betting against you ,because I will be adding more and more shares of these 3，as I see the potentials and actual products that are well loved by people. This will be my guiding principles to biying stocks. Not based on technical analysis 100%. 

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Comments

  • 东北星
    2020-12-31
    东北星
    you are right. our eggs cannot be all placed in the same basket. that is why i also have other stocks such as $Alibaba(BABA)$ , $Palantir Technologies Inc.(PLTR)$ , $Barrick Gold Corp(GOLD)
  • 哈V
    2020-12-30
    哈V
    you have to understand that there are several other ev players in china though they are not offered in NYSE or Nasdaq.  and we have to count in several other big car manufacturers
  • 哈V
    2020-12-30
    哈V
    it makes no sense to me at all that you buy in all 3 Chinese ev's and expose your risk to maximum.
    • 哈VReplySqiux: 
      yes but once they are in a bearish situation then you've no room to manipulate
    • SqiuxReply哈V: 
      谢谢[贱笑]
    • 哈VReplySqiux: 
      a better strategy is that you put at least 1/3 of your money to something irrelevant to ev to hedge your investment
    • 哈VReplySqiux: 
      this is kind of investment 101 but of course all are at your own discretion
    • Sqiux: 
      小钱适合all in
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