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2023-08-01

After Volkswagen Invests XPEV, EV Industry Enters Into Intelligent Competition

$Volkswagen AG(VWAGY)$ , an old car company, invested 700 million dollars in $XPeng Inc.(XPEV)$ , a new force of Chinese automotive industry, which triggered heated discussions in the industry and also marked that the competition between new-energy vehicles has entered a new stage.As the industry with the strongest growth potential in recent years, China's new energy vehicle market has formed a trend of "two super and multiple strong" after fierce competition.Under the leadership of $BYD Co., Ltd.(BYDDY)$ and $Tesla Motors(TSLA)$ 's "dual superpowers", traditional car companies and new car manufacturing forces have tak
After Volkswagen Invests XPEV, EV Industry Enters Into Intelligent Competition
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2023-08-28

Chengdu Auto Show:AITO, NIO or BMW? Who will cross the Rubicon River?

Nowadays, the official data released is getting fewer and fewer, and the morning of the first day of Media Day is slightly deserted. In the afternoon, ordinary audiences are gradually entering, and the crowd is still surging. But looking over the entire first weekend, it wasn't even as exciting as the Chengdu Auto Show that was cut off last year, and even the scalpers at the entrance were a bit disappointed.  In the entire joint venture car industry segment, there are only two booths worth visiting: one is the Ford Beyond that showcases Bronco and Ranger (strictly not a joint venture), and the other is the Hyundai that released the performance car Elantra N (which is actually an imported car). In every car show these years, we have been talking about the increasing volume of the
Chengdu Auto Show:AITO, NIO or BMW? Who will cross the Rubicon River?
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2023-07-20

50 Core points of $TSLA's Business & Forecasts Mentioned in the Conference Call

Key points from $Tesla Motors(TSLA)$ ‘s Q2 Earnings conference call.Musk said that even with a slight drop in production capacity this year, $Tesla Motors(TSLA)$ will still meet its delivery target of 1.8 million.The most Musk-style sentence is that the demand for Cybertruck is too great, and you can’t even see where the demand boundary is.And, Tesla said it is negotiating with an auto giant to authorize its Fully Self-Driving (FSD) driver assistance technology, and allow current FSD users to transfer their qualifications to a new car in Q3.Below are 50 points related to Q2 earnings, fully self-driving technology development , Dojo supercomputer, Humanoid Robot Optimus, Cybertruck, Supercharger Business,T
50 Core points of $TSLA's Business & Forecasts Mentioned in the Conference Call
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2023-11-15

Xpeng Q3: Huge loss doesn't matter? It's all about sales!

$XPeng Inc.(XPEV)$ $XPENG-W(09868)$ has just released its third quarter report, revealing a slight miss on revenue expectations and a record-breaking loss, causing its pre-market stock price to plummet by nearly 4%.Special commend: How to achieve an 8%* annualized yield on your Tiger Vault Fund?Specifically, Xpeng's revenue in the third quarter was 8.53 billion yuan, an increase of 25% year-on-year, but slightly less than the 8.58 billion yuan expected by analysts:Revenue growth is within market expectations, because Xpeng announces sales every month, although less than market expectations, but the range is not large. Therefore, the r
Xpeng Q3: Huge loss doesn't matter? It's all about sales!
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2023-11-02

BYD may surpass Tesla to become the new king of BEV in 2023

$Tesla Motors(TSLA)$ and Buffett-backed Chinese company $BYD Co., Ltd.(BYDDY)$ are the world's largest makers of electric vehicles, and the two companies are increasingly competing directly in China and many parts of the world.In the field of electric vehicles, start-ups such as $NIO Inc.(NIO)$, $Li Auto(LI)$ , $XPeng Inc.(XPEV)$, $Rivian Automotive, Inc.(RIVN)$ and $Lucid Group Inc(LCID)$ have attracted a lot of attention. However, the electric vehicle strategies of traditional automakers such a
BYD may surpass Tesla to become the new king of BEV in 2023
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2023-11-28

$Tesla’s first Cybertruck appeared in San Diego, Watch TSLA This Week

$Tesla Motors(TSLA)$ ’s first Cybertruck has appeared and been put on display at the SoCal showroom at UTC Mall in San Diego, California.Cybertruck has arrived at Tesla's California store, and new car delivery events will be held at the Texas GigafactoryOne X-platform netizen also saw the real truck in Boston.According to the news, the new truck is about 5.67 meters long, 2.03 meters wide, about 1.79 meters high, with a wheelbase of about 3.63 meters. The dual-motor version weighs about 3028 kilograms, and the three-motor version weighs about 3128 kilograms.Tesla CEO Elon Musk said on a podcast on October 31 that Tesla’s goal is to produce 200,000 electric pickup Cybertrucks per year.Does this Cybertruck entice you?
$Tesla’s first Cybertruck appeared in San Diego, Watch TSLA This Week
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2024-10-26

Tesla Shares Soar to 11-Year High, Yet Some Analysts Bearish

On Thursday, $Tesla Motors(TSLA)$ 's stock soared nearly 22%, marking its best single-day performance since 2013. Elon Musk’s net worth jumped by $33.5 billion in a single day, further solidifying his lead on Bloomberg's billionaire index.Q3 Results: Earnings Beat, Revenue MissOn Wednesday, Tesla reported revenue of $25.18 billion, falling slightly short of analysts' $25.37 billion expectations, but up 8% year-over-year. Adjusted earnings per share (EPS) hit $0.72, beating the expected $0.58 by a wide margin.Boosting profits this quarter was $739 million in revenue from regulatory credits, a major factor in Tesla's margin lift. JPMorgan analysts warned, however, that this credit-based boost might be “unsustainable.” Automakers are required to hold
Tesla Shares Soar to 11-Year High, Yet Some Analysts Bearish
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2024-03-19

Earnings Digest | XPeng has no future!

Just now, $XPeng Inc.(XPEV)$ $XPENG-W(09868)$ released its fourth-quarter report, and the stock price rose over 3% in the pre-market.The strong trend made people mistakenly believe that the financial report was amazing, but after careful examination, there was not a single bit of optimistic information besides the reduction in losses.Specifically, XPeng's fourth-quarter revenue reached 13.05 billion yuan, a year-on-year increase of 153.9%.The surge in revenue was mainly driven by sales, with 60,792 vehicles delivered in the fourth quarter, an increase of 173.8% compared to the same period in 2022.However, the revenue per vehicle in the fourth quarter was 203,000 yuan, a decrease of 3.3% compared to the s
Earnings Digest | XPeng has no future!
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2024-10-25

Tesla Soars 22%, Best Single-Day Performance in 11 Years!

图片On Thursday, $Tesla Motors(TSLA)$ ’s stock skyrocketed by 22%, marking its best single-day performance since 2013, following a better-than-expected earnings report.Strong Earnings ReportTesla reported Q3 revenue of $25.18 billion, slightly below analysts’ expectations of $25.37 billion but still an 8% increase from the previous year. The adjusted earnings per share (EPS) came in at $0.72, surpassing the average forecast of $0.58.JPMorgan analysts noted, “Given that investors have gotten used to Tesla's earnings missing expectations, we expect this surprise to trigger a strong positive response on Thursday.”Tesla’s profit margin was bolstered by $739 million in environmental regulatory credits. Analysts at JPMorgan pointed out that this is a “pot
Tesla Soars 22%, Best Single-Day Performance in 11 Years!
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2023-08-28

Chengdu Auto Show:Who will cross the Rubicon River?AITO, NIO or BMW?

Nowadays, the official data released is getting fewer and fewer, and the morning of the first day of Media Day is slightly deserted. In the afternoon, ordinary audiences are gradually entering, and the crowd is still surging. But looking over the entire first weekend, it wasn't even as exciting as the Chengdu Auto Show that was cut off last year, and even the scalpers at the entrance were a bit disappointed. In the entire joint venture car industry segment, there are only two booths worth visiting: one is the Ford Beyond that showcases Bronco and Ranger (strictly not a joint venture), and the other is the Hyundai that released the performance car Elantra N (which is actually an imported car). In every car show these years, we have been talking about the increasing volume of the domes
Chengdu Auto Show:Who will cross the Rubicon River?AITO, NIO or BMW?

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