EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News

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EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News

Barron's2021-05-03

April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...

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OlWestyWin
·2021-05-03
bad news my a$s
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2
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- Terry1989:
  Xpeng keeps going down. Cannot understand why
  2021-05-04
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- Honzell:
  Fly nio
  2021-05-03
  Reply
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RPRP
·2021-05-03
Please like and comment. Thanks.
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1
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- Otahman:
  Done help mee
  2021-05-03
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fongj
·2021-05-03
Hope they can catch up production in Q3.
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Atwosome
·2021-05-03
Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired to hurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the
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1
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Ajinomoto
·2021-05-03
Time to run on good news .
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- Ajinomoto:
  I think Tesla is AlreadY a household brand , Xpev is building brand . Xpev at my own Risk haha
  2021-05-03
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- samfernando:
  Would u like them over Tsla?
  2021-05-03
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zenthekid
·2021-05-03
Nio on discount ?
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1
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Rara08
·2021-05-03
Please fly as high as possible.
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HLian
·2021-05-03
Across the board, feel the pinch due to chip shortage
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Ivarboneless
·2021-05-03
Wow
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2
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Silverlitz
·2021-05-03
Chip shortage is a temporary problem. Long termEV growth is intact.
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CIA76
·2021-05-03
The companies are doing fine on sales. The problem is with production. They just don’t have enough chips. The other thing they can do is to raise prices of cars ?
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JAL
·2021-05-03
Good
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Derrick3388
·2021-05-03
Comment. Thanks
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- Rara08:
  ok
  2021-05-03
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绮绮888
·2021-05-03
The shortage of chips will be a crucial factor in whether they will be able to ramp up production
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justinC
·2021-05-03
Like
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- justinC:
  like
  2021-05-03
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xoomix
·2021-05-03
Drop 20% more would be good price to buy. Comment pls
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- weiyun:
  Agree like and comment back
  2021-05-03
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Edmunda
·2021-05-03
Like and comment please
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- Sul:
  Hi
  2021-05-04
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- Ashish:
  done
  2021-05-03
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Elaine0223
·2021-05-03
good prospect
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EddyAng
·2021-05-03
Please like and comment
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- Songy:
  Like and comment oks
  2021-05-03
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- XNOP593:
  Comment back pls
  2021-05-03
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NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. 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XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. 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Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4212150,"gmtCreate":1620077175145,"gmtModify":1680786823260,"authorId":3568630624134613,"author":{"id":3568630624134613,"authorId":3568630624134613,"name":"Terry1989","avatar":"https://static.tigerbbs.com/8272a89e76043ea5cf409608f7f69586","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108404398,"type":1,"supId":0,"prevId":0,"content":"Xpeng keeps going down. Cannot understand why","text":"Xpeng keeps going down. Cannot understand why","html":"Xpeng keeps going down. Cannot understand why"},{"id":4209704,"gmtCreate":1620048592143,"gmtModify":1680786785475,"authorId":3568931847727391,"author":{"id":3568931847727391,"authorId":3568931847727391,"name":"Honzell","avatar":"https://static.tigerbbs.com/c5e4223c2b23e2d2eefa7ae157cf5c19","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108404398,"type":1,"supId":0,"prevId":0,"content":"Fly nio","text":"Fly nio","html":"Fly nio"}],"langContent":"EN"},{"id":108403242,"gmtCreate":1620046602186,"gmtModify":1704337815503,"author":{"id":"3581990684944372","authorId":"3581990684944372","name":"RPRP","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Please like and comment. Thanks.","listText":"Please like and comment. Thanks.","text":"Please like and comment. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108403242","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4210491,"gmtCreate":1620052819804,"gmtModify":1680786800955,"authorId":3567482716620513,"author":{"id":3567482716620513,"authorId":3567482716620513,"name":"Otahman","avatar":"https://static.tigerbbs.com/dbd099972f177a5bb9c4f8a5666b4a77","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108403242,"type":1,"supId":0,"prevId":0,"content":"Done help mee","text":"Done help mee","html":"Done help mee"}],"langContent":"EN"},{"id":108573038,"gmtCreate":1620045975624,"gmtModify":1704337800883,"author":{"id":"3576237822910328","authorId":"3576237822910328","name":"fongj","avatar":"https://static.tigerbbs.com/9ce49c725fb9db07e6d4fad9c0dc7eef","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Hope they can catch up production in Q3.","listText":"Hope they can catch up production in Q3.","text":"Hope they can catch up production in Q3.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108573038","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108585766,"gmtCreate":1620041834755,"gmtModify":1704337738716,"author":{"id":"3571305152732730","authorId":"3571305152732730","name":"Atwosome","avatar":"https://static.tigerbbs.com/2085a92415ef32924f70d916d490adce","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":8,"crmLevelSwitch":1},"htmlText":"Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired to hurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the","listText":"Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired to hurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the","text":"Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired to hurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108585766","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108581087,"gmtCreate":1620041130849,"gmtModify":1704337732176,"author":{"id":"3577082443804507","authorId":"3577082443804507","name":"Ajinomoto","avatar":"https://static.tigerbbs.com/2cf9b6c2dc1db3b2efff9a5448092468","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Time to run on good news .&nbsp;","listText":"Time to run on good news .&nbsp;","text":"Time to run on good news .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108581087","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4209132,"gmtCreate":1620044241144,"gmtModify":1680786778211,"authorId":3577082443804507,"author":{"id":3577082443804507,"authorId":3577082443804507,"name":"Ajinomoto","avatar":"https://static.tigerbbs.com/2cf9b6c2dc1db3b2efff9a5448092468","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108581087,"type":1,"supId":0,"prevId":0,"content":"I think Tesla is AlreadY a household brand , Xpev is building brand . Xpev at my own Risk haha ","text":"I think Tesla is AlreadY a household brand , Xpev is building brand . Xpev at my own Risk haha ","html":"I think Tesla is AlreadY a household brand , Xpev is building brand . Xpev at my own Risk haha "},{"id":4209104,"gmtCreate":1620044024223,"gmtModify":1680786777775,"authorId":3577774343761638,"author":{"id":3577774343761638,"authorId":3577774343761638,"name":"samfernando","avatar":"https://static.tigerbbs.com/a0364524ada7527bd96fee8e8676450a","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108581087,"type":1,"supId":0,"prevId":0,"content":"Would u like them over Tsla?","text":"Would u like them over Tsla?","html":"Would u like them over Tsla?"}],"langContent":"EN"},{"id":108517667,"gmtCreate":1620040707359,"gmtModify":1704337727777,"author":{"id":"3579873267869781","authorId":"3579873267869781","name":"zenthekid","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Nio on discount ?&nbsp;","listText":"Nio on discount ?&nbsp;","text":"Nio on discount ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108517667","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108517371,"gmtCreate":1620040676793,"gmtModify":1704337726964,"author":{"id":"3579125484417577","authorId":"3579125484417577","name":"Rara08","avatar":"https://static.tigerbbs.com/ee915a47f3c554f599dce721c2397b4d","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":1,"crmLevelSwitch":0},"htmlText":"Please fly as high as possible.","listText":"Please fly as high as possible.","text":"Please fly as high as possible.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108517371","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108510726,"gmtCreate":1620040034265,"gmtModify":1704337715421,"author":{"id":"3582185683571273","authorId":"3582185683571273","name":"HLian","avatar":"https://static.tigerbbs.com/90bcdbd44874b70cbc71635ff588e5eb","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Across the board, feel the pinch due to chip shortage","listText":"Across the board, feel the pinch due to chip shortage","text":"Across the board, feel the pinch due to chip shortage","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108510726","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108534493,"gmtCreate":1620039854912,"gmtModify":1704337711523,"author":{"id":"3555543339613385","authorId":"3555543339613385","name":"Ivarboneless","avatar":"https://static.tigerbbs.com/3f76591f1325086e8566d40557800ab0","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1},"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108534493","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108534004,"gmtCreate":1620039796008,"gmtModify":1704337710511,"author":{"id":"3570362135363824","authorId":"3570362135363824","name":"Silverlitz","avatar":"https://static.tigerbbs.com/abc7af211be1f2d501fd1885af02f33e","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Chip shortage is a temporary problem. Long termEV growth is intact.","listText":"Chip shortage is a temporary problem. Long termEV growth is intact.","text":"Chip shortage is a temporary problem. Long termEV growth is intact.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108534004","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. 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Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108535793,"gmtCreate":1620039775212,"gmtModify":1704337710173,"author":{"id":"3578915479361128","authorId":"3578915479361128","name":"CIA76","avatar":"https://static.tigerbbs.com/fd00b4c0f45e915cd04782ef88ab8862","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"The companies are doing fine on sales. The problem is with production. They just don’t have enough chips.&nbsp;The other thing they can do is to raise prices of cars ?","listText":"The companies are doing fine on sales. The problem is with production. They just don’t have enough chips.&nbsp;The other thing they can do is to raise prices of cars ?","text":"The companies are doing fine on sales. The problem is with production. They just don’t have enough chips. The other thing they can do is to raise prices of cars ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108535793","repostId":1100001427,"repostType":2,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108597903,"gmtCreate":1620038604702,"gmtModify":1704337698819,"author":{"id":"3562065343211308","authorId":"3562065343211308","name":"JAL","avatar":"https://static.tigerbbs.com/b57729548097a2927fb4bc8a15074b8a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108597903","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108593358,"gmtCreate":1620037740174,"gmtModify":1704337690073,"author":{"id":"3571122265542784","authorId":"3571122265542784","name":"Derrick3388","avatar":"https://static.tigerbbs.com/fdb5ce05320a1a446ab0d788b0368648","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":7,"crmLevelSwitch":1},"htmlText":"Comment. Thanks&nbsp;","listText":"Comment. Thanks&nbsp;","text":"Comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108593358","repostId":1100001427,"repostType":2,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4208696,"gmtCreate":1620040691392,"gmtModify":1680786770904,"authorId":3579125484417577,"author":{"id":3579125484417577,"authorId":3579125484417577,"name":"Rara08","avatar":"https://static.tigerbbs.com/ee915a47f3c554f599dce721c2397b4d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108593358,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":108599629,"gmtCreate":1620037682961,"gmtModify":1704337689426,"author":{"id":"3578113725778313","authorId":"3578113725778313","name":"绮绮888","avatar":"https://static.tigerbbs.com/c653c85157ac2b1a1f94a9783a0fdf5e","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"The shortage of chips will be a crucial factor in whether they will be able to ramp up production&nbsp;","listText":"The shortage of chips will be a crucial factor in whether they will be able to ramp up production&nbsp;","text":"The shortage of chips will be a crucial factor in whether they will be able to ramp up production","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108599629","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108590077,"gmtCreate":1620037523199,"gmtModify":1704337687485,"author":{"id":"3580980349710552","authorId":"3580980349710552","name":"justinC","avatar":"https://static.tigerbbs.com/b1df8f1b7bfcecfea836a18bee080563","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108590077","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4208401,"gmtCreate":1620037531216,"gmtModify":1680786767257,"authorId":3580980349710552,"author":{"id":3580980349710552,"authorId":3580980349710552,"name":"justinC","avatar":"https://static.tigerbbs.com/b1df8f1b7bfcecfea836a18bee080563","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108590077,"type":1,"supId":0,"prevId":0,"content":"<u>like</u>","text":"<u>like</u>","html":"<u>like</u>"}],"langContent":"EN"},{"id":108506669,"gmtCreate":1620037069551,"gmtModify":1704337681080,"author":{"id":"3576157272608324","authorId":"3576157272608324","name":"xoomix","avatar":"https://static.tigerbbs.com/81fb577501c623c67fc3decd73850f8a","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Drop 20% more&nbsp;would be good price&nbsp;to buy. Comment pls","listText":"Drop 20% more&nbsp;would be good price&nbsp;to buy. Comment pls","text":"Drop 20% more would be good price to buy. Comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/108506669","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4208731,"gmtCreate":1620041166889,"gmtModify":1680786770643,"authorId":3580425558261791,"author":{"id":3580425558261791,"authorId":3580425558261791,"name":"weiyun","avatar":"https://static.tigerbbs.com/477c415682361148f065d9de1aa8c930","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108506669,"type":1,"supId":0,"prevId":0,"content":"Agree like and comment <u>back</u>","text":"Agree like and comment <u>back</u>","html":"Agree like and comment <u>back</u>"}],"langContent":"EN"},{"id":108506320,"gmtCreate":1620037055360,"gmtModify":1704337680595,"author":{"id":"3578711990628369","authorId":"3578711990628369","name":"Edmunda","avatar":"https://static.tigerbbs.com/2669448bbd2f82fff36c5995b5f75903","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108506320","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4211345,"gmtCreate":1620058053534,"gmtModify":1680786807092,"authorId":3574907349119317,"author":{"id":3574907349119317,"authorId":3574907349119317,"name":"Sul","avatar":"https://static.tigerbbs.com/6dfee0d15d037961b672f45e47463c23","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108506320,"type":1,"supId":0,"prevId":0,"content":"<u>Hi</u>","text":"<u>Hi</u>","html":"<u>Hi</u>"},{"id":4208358,"gmtCreate":1620037071671,"gmtModify":1680786772136,"authorId":3554959936968759,"author":{"id":3554959936968759,"authorId":3554959936968759,"name":"Ashish","avatar":"https://static.tigerbbs.com/3be2c16a3f991c655e70424d200c7389","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108506320,"type":1,"supId":0,"prevId":0,"content":"done","text":"done","html":"done"}],"langContent":"EN"},{"id":108506982,"gmtCreate":1620037038446,"gmtModify":1704337680433,"author":{"id":"3571284884909590","authorId":"3571284884909590","name":"Elaine0223","avatar":"https://static.tigerbbs.com/0b28723f6e5a8051960fcc8366f1e5ce","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":0},"htmlText":"good prospect","listText":"good prospect","text":"good prospect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/108506982","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News</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\">\nEV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":108508347,"gmtCreate":1620036981489,"gmtModify":1704337679626,"author":{"id":"3573172201528943","authorId":"3573172201528943","name":"EddyAng","avatar":"https://static.tigerbbs.com/ff92cec8e8c5cef32f390c8687242f26","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108508347","repostId":1100001427,"repostType":4,"repost":{"id":"1100001427","pubTimestamp":1620036530,"share":"https://www.laohu8.com/m/news/1100001427?lang=&edition=full","pubTime":"2021-05-03 18:08","market":"us","language":"en","title":"EV Stocks NIO and XPeng Reported Impressive Deliveries. Why That’s Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1100001427","media":"Barron's","summary":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for ","content":"<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.</p><p>The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.</p><p>Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.</p><p>The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.</p><p>XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.</p><p>XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.</p><p>Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.</p><p>Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of the</p><p>S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</p><p>NIO stock is down about 18% this year.</p>","source":"lsy1610680873436","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>EV Stocks NIO and XPeng Reported Impressive Deliveries. 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Why That’s Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (...</p>\n\n<a href=\"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/nio-xpeng-report-delivery-numbers-both-impressive-and-ominous-51619966966?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100001427","content_text":"April deliveries from Chinese electric vehicle makers NIO and XPeng offer investors some reason for hope and some reason for concern.The pair reported April delivery figures over the weekend. NIO (ticker: NIO), for its part, reported it delivered 7,102 vehicles, up 125% year over year. The year-over-year change, however, doesn’t matter. NIO is a high-growth company and has been adding capacity rapidly. Deliveries were at about the same level as recent months. NIO delivered 7,257 vehicles in March.Current manufacturing capacity is about 7,500 vehicles a month, but production hasn’t been able to hit that level because of the global semiconductor shortage roiling the automotive industry.The 7,100 figure puts NIO on track to hit is second quarter delivery guidance of roughly 21,000 vehicles given this past week when the company reported stronger than expected first-quarter numbers. That’s a positive. Still, management said on their earnings conference call that the chip shortage was expected to get worse in May, leaving investors some lingering concern over how deliveries will develop in the final two months of the quarter.XPeng (XPEV) reported deliveries of 5,147 vehicles in April. That, like those of NIO, is a huge year-over-year increase. XPeng delivered 5,102 vehicles in March, but month-to-month deliveries are flat while the semiconductor shortage persists.XPeng hasn’t reported first quarter numbers yet. It’s slated to do so on May 13. There isn’t any second quarter delivery guidance for investors to weigh. The company’s news release included a rundown of recent announcements including the use of lidar sensors to enhance autonomous driving features and new battery chemistries that will help reduce vehicle cost. But it didn’t mention the chip shortage.Going into Monday trading, the news is likely good enough for both stocks. There is no negative surprise hidden in either press release.Shares of both companies have had a roughly ride so far in 2020. High valuation, new EV competition in China and the chip shortage have all conspired tohurt investor sentiment. XPeng shares are down about 30% this year, far worse than comparable gains of theS&P 500 and Dow Jones Industrial Average.NIO stock is down about 18% this year.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4208354,"gmtCreate":1620037034557,"gmtModify":1680786771940,"authorId":3570676891706485,"author":{"id":3570676891706485,"authorId":3570676891706485,"name":"Songy","avatar":"https://community-static.tradeup.com/news/9f6175f06caf65b3067b901953f098bd","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.07","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108508347,"type":1,"supId":4208349,"prevId":0,"content":"Like and comment oks ","text":"Like and comment oks ","html":"Like and comment oks "},{"id":4208349,"gmtCreate":1620037002556,"gmtModify":1680786769394,"authorId":3577092942653022,"author":{"id":3577092942653022,"authorId":3577092942653022,"name":"XNOP593","avatar":"https://static.tigerbbs.com/732877c9630f22cc8eb6bebac5e10f6d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108508347,"type":1,"supId":0,"prevId":0,"content":"Comment back pls","text":"Comment back pls","html":"Comment back pls"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":29,"commentSize":19,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}