$NIO Inc.(NIO)$ is being squee

2022-12-05

$NIO Inc.(NIO)$ is being squeezed by Chinese competitor BYD, market leaders TESLA, as well as legacy carmakers FORD, VOLKSWAGEN and GENERAL MOTORS [Cool] Despite all time high sales almost every month, somehow NIO has yet to become profitable which should be concerning, especially since they are expected to spend even more in the coming months to compete with the abovementioned manufacturers. [Victory]

NIO And XPeng: Don't Choose The One Getting Squeezed Out

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Comments

JC888
2022-12-05
JC888
The mkt is huge. If an EV doesn't appeal to customers it will die a natural death.
Its the law of the Biz jubgle.
It can happen to any EV.
Why just single out NIO.?
What abt US EVs like Lucid, Lords Downe, Fisker, Faraday? They haven't even produce any EV commercially!
Can explain why dun focus on these US EV makers?
The probability of them goin bankrupt are much higher no?
- JC888Reply慢的老人:
  Whahaha I have some nio shares too... Hee hee
- 慢的老人ReplyJC888:
  Not offended. I wasn't singling out NIO, I was just sharing my views based on the points in this article. Self is (or was) a NIO shareholder and my concerns are legitimate. I also do not care for those US EV manufacturers.
- JC888Reply慢的老人:
  Do you think the comparison is off balanced?
  This was my highlights intention.
  If u are offended by my feedback, I offer to delete it... Just thot its an open forum for all feedbacks... Let me know OK. Tks
- 慢的老人:
  This article was talking about NIO and XPeng, not the US EV makers. I didn't single out NIO and I do not bad mouth other companies.
Shungou
2022-12-05
Shungou
Tough to compete in this industry
lowmy
2022-12-05
lowmy
I think Nio will carve out its own niche
Svengers19
2022-12-05
Svengers19
Thanks for sharing
Susunehneh
2022-12-05
Susunehneh
Warm up comment
Vincent1968
2022-12-05
Vincent1968
follow

Leave a comment

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[Victory]","highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":21,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9964586246","repostId":2288925832,"repostType":4,"repost":{"id":"2288925832","pubTimestamp":1670121245,"share":"https://www.laohu8.com/m/news/2288925832?lang=&edition=full","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><h2>Thesis</h2>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.<h2>Competition In China Has Intensified</h2>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.<h2>XPeng Restructures</h2><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>XPeng Vehicle margins % (Company filings)Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.<img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/>XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:<blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.<h2>Rotate To NIO<img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/>NIO Deliveries (Company filings)</h2>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:<blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.<h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2>Maintain Speculative Buy on NIO and Hold on XPEV.<img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/>XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.<img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/>NIO price chart (weekly) (TradingView)NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO And XPeng: Don't Choose The One Getting Squeezed Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO.SI":"蔚来","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","NIO":"蔚来","BK4555":"新能源车","BK4509":"腾讯概念","BK4526":"热门中概股"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1092,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":344,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":105067991,"gmtCreate":1670200117148,"gmtModify":1670200130128,"authorId":3570103090255456,"author":{"id":3570103090255456,"authorId":3570103090255456,"name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.29","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":0,"prevId":0,"content":"The mkt is huge. If an EV doesn't appeal to customers it will die a natural death. \nIts the law of the Biz jubgle. \nIt can happen to any EV. \nWhy just single out NIO.? \nWhat abt US EVs like Lucid, Lords Downe, Fisker, Faraday? They haven't even produce any EV commercially! \nCan explain why dun focus on these US EV makers? \nThe probability of them goin bankrupt are much higher no? ","text":"The mkt is huge. If an EV doesn't appeal to customers it will die a natural death. \nIts the law of the Biz jubgle. \nIt can happen to any EV. \nWhy just single out NIO.? \nWhat abt US EVs like Lucid, Lords Downe, Fisker, Faraday? They haven't even produce any EV commercially! \nCan explain why dun focus on these US EV makers? \nThe probability of them goin bankrupt are much higher no? ","html":"The mkt is huge. If an EV doesn't appeal to customers it will die a natural death. \nIts the law of the Biz jubgle. \nIt can happen to any EV. \nWhy just single out NIO.? \nWhat abt US EVs like Lucid, Lords Downe, Fisker, Faraday? They haven't even produce any EV commercially! \nCan explain why dun focus on these US EV makers? \nThe probability of them goin bankrupt are much higher no? ","likeSize":0,"commentSize":4,"subComments":[{"id":105072884,"gmtCreate":1670213769362,"gmtModify":1670213784838,"authorId":3570103090255456,"author":{"id":3570103090255456,"authorId":3570103090255456,"name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.29","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":3582028884093480,"repliedAuthor":{"id":3582028884093480,"authorId":3582028884093480,"name":"慢的老人","avatar":"https://static.tigerbbs.com/d8809bb976396889eb133162af0901b8","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.08","exceedPercentage":"80.12%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":9964586246,"type":1,"supId":105067991,"prevId":105072596,"content":"Whahaha I have some nio shares too... Hee hee","text":"Whahaha I have some nio shares too... Hee hee","html":"Whahaha I have some nio shares too... Hee hee"},{"id":105072596,"gmtCreate":1670212652853,"gmtModify":1670212666678,"authorId":3582028884093480,"author":{"id":3582028884093480,"authorId":3582028884093480,"name":"慢的老人","avatar":"https://static.tigerbbs.com/d8809bb976396889eb133162af0901b8","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.08","exceedPercentage":"80.12%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3570103090255456,"repliedAuthor":{"id":3570103090255456,"authorId":3570103090255456,"name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.29","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"objectId":9964586246,"type":1,"supId":105067991,"prevId":105070201,"content":"Not offended. I&nbsp; wasn't singling out NIO, I was just sharing my views based on the points in this article. Self is (or was) a NIO shareholder and my concerns are legitimate. I also do not care for those US EV manufacturers.","text":"Not offended. I&nbsp; wasn't singling out NIO, I was just sharing my views based on the points in this article. Self is (or was) a NIO shareholder and my concerns are legitimate. I also do not care for those US EV manufacturers.","html":"Not offended. I&nbsp; wasn't singling out NIO, I was just sharing my views based on the points in this article. Self is (or was) a NIO shareholder and my concerns are legitimate. I also do not care for those US EV manufacturers."},{"id":105070201,"gmtCreate":1670206071734,"gmtModify":1670206085453,"authorId":3570103090255456,"author":{"id":3570103090255456,"authorId":3570103090255456,"name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.29","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":3582028884093480,"repliedAuthor":{"id":3582028884093480,"authorId":3582028884093480,"name":"慢的老人","avatar":"https://static.tigerbbs.com/d8809bb976396889eb133162af0901b8","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.08","exceedPercentage":"80.12%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":9964586246,"type":1,"supId":105067991,"prevId":105070057,"content":"Do you think the comparison is off balanced? \nThis was my highlights intention. \nIf u are offended by my feedback, I offer to delete it... Just thot its an open forum for all feedbacks... Let me know OK. Tks","text":"Do you think the comparison is off balanced? \nThis was my highlights intention. \nIf u are offended by my feedback, I offer to delete it... Just thot its an open forum for all feedbacks... Let me know OK. Tks","html":"Do you think the comparison is off balanced? \nThis was my highlights intention. \nIf u are offended by my feedback, I offer to delete it... Just thot its an open forum for all feedbacks... Let me know OK. Tks"},{"id":105070057,"gmtCreate":1670205814532,"gmtModify":1670205827637,"authorId":3582028884093480,"author":{"id":3582028884093480,"authorId":3582028884093480,"name":"慢的老人","avatar":"https://static.tigerbbs.com/d8809bb976396889eb133162af0901b8","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.08","exceedPercentage":"80.12%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":105067991,"prevId":0,"content":"This article was talking about NIO and XPeng, not the US EV makers. I didn't single out NIO and I do not bad mouth other companies.","text":"This article was talking about NIO and XPeng, not the US EV makers. I didn't single out NIO and I do not bad mouth other companies.","html":"This article was talking about NIO and XPeng, not the US EV makers. I didn't single out NIO and I do not bad mouth other companies."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":105069902,"gmtCreate":1670205645537,"gmtModify":1670205658360,"authorId":3585374186568444,"author":{"id":3585374186568444,"authorId":3585374186568444,"name":"Shungou","avatar":"https://static.tigerbbs.com/f6e6be94f96866fa41be592e567fcacd","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":0,"prevId":0,"content":"Tough to compete in this industry","text":"Tough to compete in this industry","html":"Tough to compete in this industry","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":105065826,"gmtCreate":1670189600217,"gmtModify":1670189614192,"authorId":4119580313188952,"author":{"id":4119580313188952,"authorId":4119580313188952,"name":"lowmy","avatar":"https://community-static.tradeup.com/news/345f98dd7282a0e36140fa9086542ee8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":0,"prevId":0,"content":"I think Nio will carve out its own niche","text":"I think Nio will carve out its own niche","html":"I think Nio will carve out its own niche","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":105065744,"gmtCreate":1670189227719,"gmtModify":1670189245082,"authorId":3582336414789652,"author":{"id":3582336414789652,"authorId":3582336414789652,"name":"Svengers19","avatar":"https://static.tigerbbs.com/6fdf90ae5f065baeb154898ca8d848d2","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.25","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":0,"prevId":0,"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":105065726,"gmtCreate":1670189061651,"gmtModify":1670189074925,"authorId":4108203511090970,"author":{"id":4108203511090970,"authorId":4108203511090970,"name":"Susunehneh","avatar":"https://community-static.tradeup.com/news/c3cc66ff964ec8df93fcb066ce5d7543","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":0,"prevId":0,"content":"Warm up comment","text":"Warm up comment","html":"Warm up comment","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":105065802,"gmtCreate":1670189531924,"gmtModify":1670189545125,"authorId":3586393315819735,"author":{"id":3586393315819735,"authorId":3586393315819735,"name":"Vincent1968","avatar":"https://community-static.tradeup.com/news/7f106edb1e06baf3c68462c050422f46","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9964586246,"type":1,"supId":0,"prevId":0,"content":"follow","text":"follow","html":"follow","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9964586246"}