kooko
09-26

$NIO Inc.(NIO)$ If the market is fair, Nio should only rise for the rest of the year. Their guidance says they expect Sept to be between 20-22k. That would mean Q3 is the first quarter with 3 20k months. If they can keep that momentum for Q3, they should also be able to keep it for Q4 with its traditionally strong Nov and Dec sales. Onvo is coming a little late to impact Q3, but Q4 should not only have strong main brand sales but be a full quarter of Onvo deliveries.

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