LCID & NIO - Contrasting Fortunes Despite Losses
@BrianTycangco鄭彥渊:
$Lucid Group Inc(LCID)$ is worth $10B and “killing it” after delivering just 2,781 units in 3Q24 and losing $1B.😂 $NIO Inc.(NIO)$ $NIO-SW(09866)$ is worth $10B and “failing to deliver” after selling 61,855 units in 3Q24 and losing $1B.🙃One is losing $360K per unit and “killing it!”One is losing $16K per unit and has a “weak outlook.” $LEAPMOTOR(09863)$ is just an absolute standout right now in China’s very competitive EV market. Image