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Ck1991
2023-07-01
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Ck1991
2023-07-28
Don't
NIO Surges As Volkswagen Invests In XPeng - Don't Be Tempted
Ck1991
2022-06-14
600..
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","listText":"Don't ","text":"Don't","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202792093872384","repostId":"2354144035","repostType":2,"repost":{"id":"2354144035","kind":"highlight","pubTimestamp":1690507251,"share":"https://ttm.financial/m/news/2354144035?lang=&edition=fundamental","pubTime":"2023-07-28 09:20","market":"us","language":"en","title":"NIO Surges As Volkswagen Invests In XPeng - Don't Be Tempted","url":"https://stock-news.laohu8.com/highlight/detail?id=2354144035","media":"seekingalpha","summary":"According to reports in China, an NIO-Mercedes-Benz partnership could be in the works, although there's no confirmation yet. Mercedes-Benz competes with NIO in similar market segments, which makes a partnership viable. Also, CEO Ola Kaellenius articulated recently that the company will \"prioritize the Chinese market in its upcoming wave of electric vehicles starting from 2025.\" There were suggestions: \"Mercedes would use Nio's battery swap network and build next-generation models based on Nio's standards.\" However, t","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\"/></p><p>A stunning recovery by NIO Inc. (NYSE:NIO) stock as it surged well past my previous bearish thesis, as sellers were utterly demolished. As such, I consider my sell thesis on NIO invalidated, but I must highlight that I didn't execute any short-sell calls.</p><p>I had already exited my positions in NIO and redeployed my funds into other stocks. Hence, I remain invested, but not in China's leading pure-play premium EV maker. Despite that, I must admit I missed NIO's significant rally, as I didn't anticipate buyers returning with a vengeance.</p><p>However, I also updated investors in my previous article that "NIO still holds promise," suggesting high-conviction investors could still consider keeping their positions. Given NIO's recent significant outperformance, these holders have been duly rewarded, as several factors contributed to NIO's recent optimism. However, one stood out as the critical driving force this week, as it led to a spike in NIO's price action, likely taking out short-sellers in NIO, as it posted a short interest as a percentage of float of 7.7% in mid-July.</p><p>Notably, XPeng (XPEV) and Volkswagen (OTCPK:VWAGY) announced a significant announcement this week. Volkswagen has decided to invest $700M into a partnership with XPeng, which sent XPEV to levels last seen in August 2022.</p><p>Morgan Stanley opined that Volkswagen's investment is significant, as it could herald the "beginning of potential strategic partnerships in the Chinese EV market." With Volkswagen struggling to maintain momentum in China as it lost its market leadership recently to BYD Company (OTCPK:BYDDY), the German automaker is under significant pressure to defend its competitive edge in its critical Chinese market.</p><p>Hence, I assessed that Volkswagen's investment seems timely, as it needs to address its software challenges. Moreover, XPEV's stock traded close to its December 2022 lows earlier this month, indicating a potential opportunity. With Volkswagen paying about $15 per ADS to acquire a 4.99% stake in XPeng, investors rushed in, pushing XPEV to nearly $22 yesterday.</p><p>Volkswagen's investment is expected to open up higher margin revenue streams for the embattled XPeng, as it struggles to scale its hardware sales, given BYD's competitive edge. As such, I believe the market has likely reflected the possibility of Nio entering into a potential partnership with another leading automaker looking to cement its market share in China.</p><p>Who could it be? According to reports in China, an NIO-Mercedes-Benz partnership could be in the works, although there's no confirmation yet. Mercedes-Benz (OTCPK:MBGAF) competes with NIO in similar market segments, which makes a partnership viable. Also, CEO Ola Kaellenius articulated recently that the company will "prioritize the Chinese market in its upcoming wave of electric vehicles starting from 2025."</p><p>There were suggestions: "Mercedes would use Nio's battery swap network and build next-generation models based on Nio's standards." However, there isn't any confirmation on that rumor, suggesting investors who bought on NIO's recent surge could be seen as attempting to "front-run" the market.</p><p>However, Deutsche Bank (DB) analysts reminded that "Nio's platform requires battery swap technology, which may not be attractive to traditional car companies." In addition, the company's expansion into other sub-brands could make potential "collaborations complex." Therefore, I assessed that NIO holders who added to the recent surge could be disappointed if such a partnership does not pan out soon.</p><p>Nio has performed better with its recent June delivery performance as it delivered 10.71K vehicles, markedly above its May lows of 6.16K. However, it's still far below the requirements needed to attain its 250K annualized target, suggesting to investors its upcoming July deliveries will be carefully assessed.</p><p>Based on recent insurance registration data, "as of July 23, Nio sold 12,700 vehicles during the month." Therefore, Nio is on track to outperform June's metrics but is still far below its monthly target. As such, a sharp second-half growth inflection is looking unlikely, indicating that the recent spike is likely linked to the XPeng-Volkswagen partnership. With that in mind, I don't encourage investors to join the bandwagon, hoping that Nio has what it takes to turn it around consistently.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64bcfc82a4330ba2b47f7bf675932859\" tg-width=\"640\" tg-height=\"340\"/></p><p>NIO price chart (weekly) (TradingView)</p><p></p><p>With NIO taking out its March 2023 highs, my Sell thesis has been invalidated. As such, investors who want another validated sell level to cut exposure must remain patient.</p><p>However, investors who waited for a significant surge to cut exposure can still consider using the recent spike to exit if they don't expect Nio's forward operating performance to justify the recent buying sentiments.</p><p>With that in mind, I return to the sidelines as we anticipate NIO's next moves and upcoming deliveries.</p><p><em>Rating: Hold (Revised from Sell).</em></p></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 Surges As Volkswagen Invests In XPeng - Don't Be Tempted</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 Surges As Volkswagen Invests In XPeng - Don't Be Tempted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-28 09:20 GMT+8 <a href=https://seekingalpha.com/article/4620394-nio-surges-as-volkswagen-invests-in-xpeng-dont-be-tempted><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stunning recovery by NIO Inc. (NYSE:NIO) stock as it surged well past my previous bearish thesis, as sellers were utterly demolished. As such, I consider my sell thesis on NIO invalidated, but I ...</p>\n\n<a href=\"https://seekingalpha.com/article/4620394-nio-surges-as-volkswagen-invests-in-xpeng-dont-be-tempted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","XPEV":"小鹏汽车","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4509":"腾讯概念","BK4566":"资本集团","DB":"德意志银行","BK4526":"热门中概股","BK4588":"碎股","BK4552":"Archegos爆仓风波概念","BK4118":"综合性资本市场","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4620394-nio-surges-as-volkswagen-invests-in-xpeng-dont-be-tempted","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2354144035","content_text":"A stunning recovery by NIO Inc. (NYSE:NIO) stock as it surged well past my previous bearish thesis, as sellers were utterly demolished. As such, I consider my sell thesis on NIO invalidated, but I must highlight that I didn't execute any short-sell calls.I had already exited my positions in NIO and redeployed my funds into other stocks. Hence, I remain invested, but not in China's leading pure-play premium EV maker. Despite that, I must admit I missed NIO's significant rally, as I didn't anticipate buyers returning with a vengeance.However, I also updated investors in my previous article that \"NIO still holds promise,\" suggesting high-conviction investors could still consider keeping their positions. Given NIO's recent significant outperformance, these holders have been duly rewarded, as several factors contributed to NIO's recent optimism. However, one stood out as the critical driving force this week, as it led to a spike in NIO's price action, likely taking out short-sellers in NIO, as it posted a short interest as a percentage of float of 7.7% in mid-July.Notably, XPeng (XPEV) and Volkswagen (OTCPK:VWAGY) announced a significant announcement this week. Volkswagen has decided to invest $700M into a partnership with XPeng, which sent XPEV to levels last seen in August 2022.Morgan Stanley opined that Volkswagen's investment is significant, as it could herald the \"beginning of potential strategic partnerships in the Chinese EV market.\" With Volkswagen struggling to maintain momentum in China as it lost its market leadership recently to BYD Company (OTCPK:BYDDY), the German automaker is under significant pressure to defend its competitive edge in its critical Chinese market.Hence, I assessed that Volkswagen's investment seems timely, as it needs to address its software challenges. Moreover, XPEV's stock traded close to its December 2022 lows earlier this month, indicating a potential opportunity. With Volkswagen paying about $15 per ADS to acquire a 4.99% stake in XPeng, investors rushed in, pushing XPEV to nearly $22 yesterday.Volkswagen's investment is expected to open up higher margin revenue streams for the embattled XPeng, as it struggles to scale its hardware sales, given BYD's competitive edge. As such, I believe the market has likely reflected the possibility of Nio entering into a potential partnership with another leading automaker looking to cement its market share in China.Who could it be? According to reports in China, an NIO-Mercedes-Benz partnership could be in the works, although there's no confirmation yet. Mercedes-Benz (OTCPK:MBGAF) competes with NIO in similar market segments, which makes a partnership viable. Also, CEO Ola Kaellenius articulated recently that the company will \"prioritize the Chinese market in its upcoming wave of electric vehicles starting from 2025.\"There were suggestions: \"Mercedes would use Nio's battery swap network and build next-generation models based on Nio's standards.\" However, there isn't any confirmation on that rumor, suggesting investors who bought on NIO's recent surge could be seen as attempting to \"front-run\" the market.However, Deutsche Bank (DB) analysts reminded that \"Nio's platform requires battery swap technology, which may not be attractive to traditional car companies.\" In addition, the company's expansion into other sub-brands could make potential \"collaborations complex.\" Therefore, I assessed that NIO holders who added to the recent surge could be disappointed if such a partnership does not pan out soon.Nio has performed better with its recent June delivery performance as it delivered 10.71K vehicles, markedly above its May lows of 6.16K. However, it's still far below the requirements needed to attain its 250K annualized target, suggesting to investors its upcoming July deliveries will be carefully assessed.Based on recent insurance registration data, \"as of July 23, Nio sold 12,700 vehicles during the month.\" Therefore, Nio is on track to outperform June's metrics but is still far below its monthly target. As such, a sharp second-half growth inflection is looking unlikely, indicating that the recent spike is likely linked to the XPeng-Volkswagen partnership. With that in mind, I don't encourage investors to join the bandwagon, hoping that Nio has what it takes to turn it around consistently.NIO price chart (weekly) (TradingView)With NIO taking out its March 2023 highs, my Sell thesis has been invalidated. As such, investors who want another validated sell level to cut exposure must remain patient.However, investors who waited for a significant surge to cut exposure can still consider using the recent spike to exit if they don't expect Nio's forward operating performance to justify the recent buying sentiments.With that in mind, I return to the sidelines as we anticipate NIO's next moves and upcoming deliveries.Rating: Hold (Revised from Sell).","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193261833437320,"gmtCreate":1688212580541,"gmtModify":1688218241784,"author":{"id":"3575261619818198","authorId":"3575261619818198","name":"Ck1991","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575261619818198","authorIdStr":"3575261619818198"},"themes":[],"htmlText":"Buy or sell?","listText":"Buy or sell?","text":"Buy or sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193261833437320","repostId":"1164950140","repostType":2,"repost":{"id":"1164950140","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1688206200,"share":"https://ttm.financial/m/news/1164950140?lang=&edition=fundamental","pubTime":"2023-07-01 18:10","market":"hk","language":"en","title":"XPeng Delivers 8,620 Smart EVs, Representing a 15% Increase Over the Prior Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1164950140","media":"Tiger Newspress","summary":"XPeng Inc. today announced its vehicle delivery results for June and the second quarter 2023.In June 2023, XPENG delivered 8,620 Smart EVs, representing a 15% increase over the prior month, with the P","content":"<html><head></head><body><p>XPeng Inc. today announced its vehicle delivery results for June and the second quarter 2023.</p><p style=\"text-align: start;\">In June 2023, XPENG delivered 8,620 Smart EVs, representing a 15% increase over the prior month, with the P7 series deliveries up 17% over the prior month. The Company has achieved positive delivery growth for five consecutive months. Total Smart EV deliveries for the second quarter of 2023 were 23,205 units, representing a quarter-over-quarter increase of 27%. As of June 30, 2023, XPENG has delivered over 300,000 Smart EVs.</p><p style=\"text-align: start;\">The XPENG G6 Ultra Smart Coupe SUV was officially launched on June 29, offering five trim packages and priced between RMB209,900 and RMB276,900. Since its launch, the G6 has been attracting widespread market attention and receiving top-rated reviews.</p><p style=\"text-align: start;\">Initial deliveries of the G6 are set to begin this month, and display vehicles have arrived at showrooms nationwide and are ready for test drives. The industry-leading ADAS function, XNGP, is readily available on all G6 Max versions immediately upon delivery.</p><p style=\"text-align: start;\">In addition to G6's launch in China, XPENG plans to roll out its "AI Valet Driver" capabilities for all XNGP-equipped vehicles, starting in the fourth quarter of 2023. The "AI Valet Driver" mode allows users to customize smart driving routes based on their preferences in a variety of cities across China, making driving safer and more efficient in everyday driving scenarios. Deployment is scheduled to start in the fourth quarter of 2023. Notably, XPENG is the only automaker brand in China to have rolled out City NGP functions in all four of China's top-tier cities - Guangzhou, Shenzhen, Shanghai and Beijing.</p></body></html>","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>XPeng Delivers 8,620 Smart EVs, Representing a 15% Increase Over the Prior Month</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\">\nXPeng Delivers 8,620 Smart EVs, Representing a 15% Increase Over the Prior Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-01 18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>XPeng Inc. today announced its vehicle delivery results for June and the second quarter 2023.</p><p style=\"text-align: start;\">In June 2023, XPENG delivered 8,620 Smart EVs, representing a 15% increase over the prior month, with the P7 series deliveries up 17% over the prior month. The Company has achieved positive delivery growth for five consecutive months. Total Smart EV deliveries for the second quarter of 2023 were 23,205 units, representing a quarter-over-quarter increase of 27%. As of June 30, 2023, XPENG has delivered over 300,000 Smart EVs.</p><p style=\"text-align: start;\">The XPENG G6 Ultra Smart Coupe SUV was officially launched on June 29, offering five trim packages and priced between RMB209,900 and RMB276,900. Since its launch, the G6 has been attracting widespread market attention and receiving top-rated reviews.</p><p style=\"text-align: start;\">Initial deliveries of the G6 are set to begin this month, and display vehicles have arrived at showrooms nationwide and are ready for test drives. The industry-leading ADAS function, XNGP, is readily available on all G6 Max versions immediately upon delivery.</p><p style=\"text-align: start;\">In addition to G6's launch in China, XPENG plans to roll out its "AI Valet Driver" capabilities for all XNGP-equipped vehicles, starting in the fourth quarter of 2023. The "AI Valet Driver" mode allows users to customize smart driving routes based on their preferences in a variety of cities across China, making driving safer and more efficient in everyday driving scenarios. Deployment is scheduled to start in the fourth quarter of 2023. Notably, XPENG is the only automaker brand in China to have rolled out City NGP functions in all four of China's top-tier cities - Guangzhou, Shenzhen, Shanghai and Beijing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164950140","content_text":"XPeng Inc. today announced its vehicle delivery results for June and the second quarter 2023.In June 2023, XPENG delivered 8,620 Smart EVs, representing a 15% increase over the prior month, with the P7 series deliveries up 17% over the prior month. The Company has achieved positive delivery growth for five consecutive months. Total Smart EV deliveries for the second quarter of 2023 were 23,205 units, representing a quarter-over-quarter increase of 27%. As of June 30, 2023, XPENG has delivered over 300,000 Smart EVs.The XPENG G6 Ultra Smart Coupe SUV was officially launched on June 29, offering five trim packages and priced between RMB209,900 and RMB276,900. Since its launch, the G6 has been attracting widespread market attention and receiving top-rated reviews.Initial deliveries of the G6 are set to begin this month, and display vehicles have arrived at showrooms nationwide and are ready for test drives. The industry-leading ADAS function, XNGP, is readily available on all G6 Max versions immediately upon delivery.In addition to G6's launch in China, XPENG plans to roll out its \"AI Valet Driver\" capabilities for all XNGP-equipped vehicles, starting in the fourth quarter of 2023. The \"AI Valet Driver\" mode allows users to customize smart driving routes based on their preferences in a variety of cities across China, making driving safer and more efficient in everyday driving scenarios. Deployment is scheduled to start in the fourth quarter of 2023. Notably, XPENG is the only automaker brand in China to have rolled out City NGP functions in all four of China's top-tier cities - Guangzhou, Shenzhen, Shanghai and Beijing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052775229,"gmtCreate":1655215722261,"gmtModify":1676535585842,"author":{"id":"3575261619818198","authorId":"3575261619818198","name":"Ck1991","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575261619818198","authorIdStr":"3575261619818198"},"themes":[],"htmlText":"600..","listText":"600..","text":"600..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052775229","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":193261833437320,"gmtCreate":1688212580541,"gmtModify":1688218241784,"author":{"id":"3575261619818198","authorId":"3575261619818198","name":"Ck1991","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575261619818198","authorIdStr":"3575261619818198"},"themes":[],"htmlText":"Buy or sell?","listText":"Buy or sell?","text":"Buy or sell?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193261833437320","repostId":"1164950140","repostType":2,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202792093872384,"gmtCreate":1690519793723,"gmtModify":1690520883764,"author":{"id":"3575261619818198","authorId":"3575261619818198","name":"Ck1991","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575261619818198","authorIdStr":"3575261619818198"},"themes":[],"htmlText":"Don't ","listText":"Don't ","text":"Don't","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202792093872384","repostId":"2354144035","repostType":2,"repost":{"id":"2354144035","kind":"highlight","pubTimestamp":1690507251,"share":"https://ttm.financial/m/news/2354144035?lang=&edition=fundamental","pubTime":"2023-07-28 09:20","market":"us","language":"en","title":"NIO Surges As Volkswagen Invests In XPeng - Don't Be Tempted","url":"https://stock-news.laohu8.com/highlight/detail?id=2354144035","media":"seekingalpha","summary":"According to reports in China, an NIO-Mercedes-Benz partnership could be in the works, although there's no confirmation yet. Mercedes-Benz competes with NIO in similar market segments, which makes a partnership viable. Also, CEO Ola Kaellenius articulated recently that the company will \"prioritize the Chinese market in its upcoming wave of electric vehicles starting from 2025.\" There were suggestions: \"Mercedes would use Nio's battery swap network and build next-generation models based on Nio's standards.\" However, t","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\"/></p><p>A stunning recovery by NIO Inc. (NYSE:NIO) stock as it surged well past my previous bearish thesis, as sellers were utterly demolished. As such, I consider my sell thesis on NIO invalidated, but I must highlight that I didn't execute any short-sell calls.</p><p>I had already exited my positions in NIO and redeployed my funds into other stocks. Hence, I remain invested, but not in China's leading pure-play premium EV maker. Despite that, I must admit I missed NIO's significant rally, as I didn't anticipate buyers returning with a vengeance.</p><p>However, I also updated investors in my previous article that "NIO still holds promise," suggesting high-conviction investors could still consider keeping their positions. Given NIO's recent significant outperformance, these holders have been duly rewarded, as several factors contributed to NIO's recent optimism. However, one stood out as the critical driving force this week, as it led to a spike in NIO's price action, likely taking out short-sellers in NIO, as it posted a short interest as a percentage of float of 7.7% in mid-July.</p><p>Notably, XPeng (XPEV) and Volkswagen (OTCPK:VWAGY) announced a significant announcement this week. Volkswagen has decided to invest $700M into a partnership with XPeng, which sent XPEV to levels last seen in August 2022.</p><p>Morgan Stanley opined that Volkswagen's investment is significant, as it could herald the "beginning of potential strategic partnerships in the Chinese EV market." With Volkswagen struggling to maintain momentum in China as it lost its market leadership recently to BYD Company (OTCPK:BYDDY), the German automaker is under significant pressure to defend its competitive edge in its critical Chinese market.</p><p>Hence, I assessed that Volkswagen's investment seems timely, as it needs to address its software challenges. Moreover, XPEV's stock traded close to its December 2022 lows earlier this month, indicating a potential opportunity. With Volkswagen paying about $15 per ADS to acquire a 4.99% stake in XPeng, investors rushed in, pushing XPEV to nearly $22 yesterday.</p><p>Volkswagen's investment is expected to open up higher margin revenue streams for the embattled XPeng, as it struggles to scale its hardware sales, given BYD's competitive edge. As such, I believe the market has likely reflected the possibility of Nio entering into a potential partnership with another leading automaker looking to cement its market share in China.</p><p>Who could it be? According to reports in China, an NIO-Mercedes-Benz partnership could be in the works, although there's no confirmation yet. Mercedes-Benz (OTCPK:MBGAF) competes with NIO in similar market segments, which makes a partnership viable. Also, CEO Ola Kaellenius articulated recently that the company will "prioritize the Chinese market in its upcoming wave of electric vehicles starting from 2025."</p><p>There were suggestions: "Mercedes would use Nio's battery swap network and build next-generation models based on Nio's standards." However, there isn't any confirmation on that rumor, suggesting investors who bought on NIO's recent surge could be seen as attempting to "front-run" the market.</p><p>However, Deutsche Bank (DB) analysts reminded that "Nio's platform requires battery swap technology, which may not be attractive to traditional car companies." In addition, the company's expansion into other sub-brands could make potential "collaborations complex." Therefore, I assessed that NIO holders who added to the recent surge could be disappointed if such a partnership does not pan out soon.</p><p>Nio has performed better with its recent June delivery performance as it delivered 10.71K vehicles, markedly above its May lows of 6.16K. However, it's still far below the requirements needed to attain its 250K annualized target, suggesting to investors its upcoming July deliveries will be carefully assessed.</p><p>Based on recent insurance registration data, "as of July 23, Nio sold 12,700 vehicles during the month." Therefore, Nio is on track to outperform June's metrics but is still far below its monthly target. As such, a sharp second-half growth inflection is looking unlikely, indicating that the recent spike is likely linked to the XPeng-Volkswagen partnership. With that in mind, I don't encourage investors to join the bandwagon, hoping that Nio has what it takes to turn it around consistently.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64bcfc82a4330ba2b47f7bf675932859\" tg-width=\"640\" tg-height=\"340\"/></p><p>NIO price chart (weekly) (TradingView)</p><p></p><p>With NIO taking out its March 2023 highs, my Sell thesis has been invalidated. As such, investors who want another validated sell level to cut exposure must remain patient.</p><p>However, investors who waited for a significant surge to cut exposure can still consider using the recent spike to exit if they don't expect Nio's forward operating performance to justify the recent buying sentiments.</p><p>With that in mind, I return to the sidelines as we anticipate NIO's next moves and upcoming deliveries.</p><p><em>Rating: Hold (Revised from Sell).</em></p></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 Surges As Volkswagen Invests In XPeng - Don't Be Tempted</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 Surges As Volkswagen Invests In XPeng - Don't Be Tempted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-28 09:20 GMT+8 <a href=https://seekingalpha.com/article/4620394-nio-surges-as-volkswagen-invests-in-xpeng-dont-be-tempted><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stunning recovery by NIO Inc. (NYSE:NIO) stock as it surged well past my previous bearish thesis, as sellers were utterly demolished. As such, I consider my sell thesis on NIO invalidated, but I ...</p>\n\n<a href=\"https://seekingalpha.com/article/4620394-nio-surges-as-volkswagen-invests-in-xpeng-dont-be-tempted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","XPEV":"小鹏汽车","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4509":"腾讯概念","BK4566":"资本集团","DB":"德意志银行","BK4526":"热门中概股","BK4588":"碎股","BK4552":"Archegos爆仓风波概念","BK4118":"综合性资本市场","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4620394-nio-surges-as-volkswagen-invests-in-xpeng-dont-be-tempted","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2354144035","content_text":"A stunning recovery by NIO Inc. (NYSE:NIO) stock as it surged well past my previous bearish thesis, as sellers were utterly demolished. As such, I consider my sell thesis on NIO invalidated, but I must highlight that I didn't execute any short-sell calls.I had already exited my positions in NIO and redeployed my funds into other stocks. Hence, I remain invested, but not in China's leading pure-play premium EV maker. Despite that, I must admit I missed NIO's significant rally, as I didn't anticipate buyers returning with a vengeance.However, I also updated investors in my previous article that \"NIO still holds promise,\" suggesting high-conviction investors could still consider keeping their positions. Given NIO's recent significant outperformance, these holders have been duly rewarded, as several factors contributed to NIO's recent optimism. However, one stood out as the critical driving force this week, as it led to a spike in NIO's price action, likely taking out short-sellers in NIO, as it posted a short interest as a percentage of float of 7.7% in mid-July.Notably, XPeng (XPEV) and Volkswagen (OTCPK:VWAGY) announced a significant announcement this week. Volkswagen has decided to invest $700M into a partnership with XPeng, which sent XPEV to levels last seen in August 2022.Morgan Stanley opined that Volkswagen's investment is significant, as it could herald the \"beginning of potential strategic partnerships in the Chinese EV market.\" With Volkswagen struggling to maintain momentum in China as it lost its market leadership recently to BYD Company (OTCPK:BYDDY), the German automaker is under significant pressure to defend its competitive edge in its critical Chinese market.Hence, I assessed that Volkswagen's investment seems timely, as it needs to address its software challenges. Moreover, XPEV's stock traded close to its December 2022 lows earlier this month, indicating a potential opportunity. With Volkswagen paying about $15 per ADS to acquire a 4.99% stake in XPeng, investors rushed in, pushing XPEV to nearly $22 yesterday.Volkswagen's investment is expected to open up higher margin revenue streams for the embattled XPeng, as it struggles to scale its hardware sales, given BYD's competitive edge. As such, I believe the market has likely reflected the possibility of Nio entering into a potential partnership with another leading automaker looking to cement its market share in China.Who could it be? According to reports in China, an NIO-Mercedes-Benz partnership could be in the works, although there's no confirmation yet. Mercedes-Benz (OTCPK:MBGAF) competes with NIO in similar market segments, which makes a partnership viable. Also, CEO Ola Kaellenius articulated recently that the company will \"prioritize the Chinese market in its upcoming wave of electric vehicles starting from 2025.\"There were suggestions: \"Mercedes would use Nio's battery swap network and build next-generation models based on Nio's standards.\" However, there isn't any confirmation on that rumor, suggesting investors who bought on NIO's recent surge could be seen as attempting to \"front-run\" the market.However, Deutsche Bank (DB) analysts reminded that \"Nio's platform requires battery swap technology, which may not be attractive to traditional car companies.\" In addition, the company's expansion into other sub-brands could make potential \"collaborations complex.\" Therefore, I assessed that NIO holders who added to the recent surge could be disappointed if such a partnership does not pan out soon.Nio has performed better with its recent June delivery performance as it delivered 10.71K vehicles, markedly above its May lows of 6.16K. However, it's still far below the requirements needed to attain its 250K annualized target, suggesting to investors its upcoming July deliveries will be carefully assessed.Based on recent insurance registration data, \"as of July 23, Nio sold 12,700 vehicles during the month.\" Therefore, Nio is on track to outperform June's metrics but is still far below its monthly target. As such, a sharp second-half growth inflection is looking unlikely, indicating that the recent spike is likely linked to the XPeng-Volkswagen partnership. With that in mind, I don't encourage investors to join the bandwagon, hoping that Nio has what it takes to turn it around consistently.NIO price chart (weekly) (TradingView)With NIO taking out its March 2023 highs, my Sell thesis has been invalidated. As such, investors who want another validated sell level to cut exposure must remain patient.However, investors who waited for a significant surge to cut exposure can still consider using the recent spike to exit if they don't expect Nio's forward operating performance to justify the recent buying sentiments.With that in mind, I return to the sidelines as we anticipate NIO's next moves and upcoming deliveries.Rating: Hold (Revised from Sell).","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052775229,"gmtCreate":1655215722261,"gmtModify":1676535585842,"author":{"id":"3575261619818198","authorId":"3575261619818198","name":"Ck1991","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575261619818198","authorIdStr":"3575261619818198"},"themes":[],"htmlText":"600..","listText":"600..","text":"600..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052775229","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
