Profile - To The Moon

Saker68

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- Saker68Saker68
  ·01-06 13:40
  Hope
  NIO Stock Should Rebound In 2025
  SummaryI believe NIO stock remains a solid speculative "Buy" for 2025 due to expected margin expansion, new model launches, and expanding market presence.The firm's Q3 results show increased deliverie
  NIO Stock Should Rebound In 2025
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- Saker68Saker68
  ·01-02
  Good news but price never raise. 🤧🤧
  Deutsche Bank Explains Why Nio Saw Strong Deliveries in Dec
  More promotion boosted December deliveries of the Nio brand, while the increase of Onvo was due to improving supply, said analysts at Deutsche Bank.
  Deutsche Bank Explains Why Nio Saw Strong Deliveries in Dec
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- Saker68Saker68
  ·01-01
  Where is the moon
  NIO Deliveres 31,138 Vehicles in December, up 72.9% YoY
  31,138 vehicles were delivered in December 2024,increasing by 72.9% year-over-year72,689 vehicles were delivered in the three months ended December 2024, increasing by 45.2% year-over-year221,970 vehi
  NIO Deliveres 31,138 Vehicles in December, up 72.9% YoY
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- Saker68Saker68
  ·2024-12-05
  Any idea for$Nano Dimension(NNDM)$
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- Saker68Saker68
  ·2024-12-05
  Great article, would you like to share it?
  @东北星：
  $Nano Dimension(NNDM)$ halted for merger news
  $Nano Dimension(NNDM)$ halted for merger news
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- Saker68Saker68
  ·2024-12-03
  $Tesla Motors(TSLA)$ Back below $300
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- Saker68Saker68
  ·2024-12-02
  $Wolfspeed Inc.(WOLF)$ Hit 15 by thí week ?
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- Saker68Saker68
  ·2024-11-22
  $Wolfspeed Inc.(WOLF)$ Better than yesterday 😂😂😂
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- Saker68Saker68
  ·2024-11-22
  $Wolfspeed Inc.(WOLF)$
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- Saker68Saker68
  ·2024-11-20
  $Wolfspeed Inc.(WOLF)$
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13:48","market":"sg","language":"en","title":"NIO Stock Should Rebound In 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=1113825399","media":"Seeking Alpha","summary":"SummaryI believe NIO stock remains a solid speculative \"Buy\" for 2025 due to expected margin expansion, new model launches, and expanding market presence.The firm's Q3 results show increased deliverie","content":"<html><head></head><body><h2 id=\"id_1975099837\">Summary</h2><ul style=\"\"><li><p>I believe NIO stock remains a solid speculative &#34;Buy&#34; for 2025 due to expected margin expansion, new model launches, and expanding market presence.</p></li><li><p>The firm&#39;s Q3 results show increased deliveries and margins, driven by the ONVO L60 and efficient cost management.</p></li><li><p>I believe NIO&#39;s ecosystem, including BaaS and power swap stations, enhances its market value and supports future growth.</p></li><li><p>Despite risks like high capital needs and competition, NIO&#39;s valuation remains attractive, justifying a &#34;Buy&#34; rating for 2025.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ddf0943a93f4ecd7825e6732cb46f8a\" alt=\"Andy Feng\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><h2 id=\"id_239350223\">Intro &amp; Thesis</h2><p>I&#39;ve been covering <strong>NIO Inc.</strong> (NYSE:NIO) stock for quite a long time here on Seeking Alpha. Since November 2022, I&#39;ve been bearish, but then I changed my stance to &#34;Neutral&#34; at the beginning of December 2023 and then finally issued a &#34;Buy&#34; rating, noting that NIO was looking interesting as a speculative &#34;Buy&#34; (that call was made in early March 2024). The last time I updated my coverage was at the end of September 2024: I noted that the tide was finally beginning to turn in NIO&#39;s favor. Unfortunately for my bullish view, the stock continued to slide lower, proving me wrong (or too early):</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7254e73b748b046769a1476c1bbfdc48\" alt=\"Seeking Alpha, my coverage of NIO stock\" title=\"Seeking Alpha, my coverage of NIO stock\" tg-width=\"640\" tg-height=\"384\"/><span>Seeking Alpha, my coverage of NIO stock</span></p><p>Despite that underperformance, I believe nothing is over for NIO. I believe the latest corporate action taken by the management as well as the overall trajectory of the company&#39;s business operations make NIO a solid stock pick for the medium turn. I expect to see a rebound in NIO&#39;s stock price during 2025.</p><h3 id=\"id_2659167178\">Latest Quarter Results Update</h3><p>NIO completed 61,855 deliveries for Q3 FY2024, up 7% QoQ, even as total revenue dropped 2.1% YoY to RMB 18.7 billion (mostly driven by the lower average selling price (ASP) &#34;due to product mix change, offset in part by the increased deliveries&#34;). Car sales, at RMB 16.7 billion, dropped 4.1% sequentially but increased 6.5%, which was &#34;a reflection of the rising role that NIO&#39;s new mass-market line - ONVO L60 - has played since it was introduced in late September&#34;, according to the management&#39;s commentary. As the management added, the ONVO brand should increase its production dramatically in the next few months, with monthly production reaching ~20,000 units per month already by March 2025:</p><blockquote><p><em>Now we are ramping up our supply chain capacity. Near the monthly production capacity is expected to hit 10,000 units in December and 20,000 units by March.</em></p><p>Source: Q3 earnings call, the CEO</p></blockquote><p>The CEO said on the call that there&#39;s very little overlap between NIO&#39;s brands with ONVO and that the latter only draws customers from brands such as Tesla&#39;s (TSLA) Model 3. He also drew attention to the L60&#39;s new technologies, which will take a while to roll out but will be very valuable once they are fully ramped.</p><p>NIO&#39;s increase in vehicle margin from 12.2% to 13.1% in the second quarter (compared to 11% in the first) was among the key third-quarter metrics, as far as I can see it. The company achieved this by incurring &#34;lower material costs per unit as NIO continuously upgrades its supply chain and manufacturing processes.&#34; Likewise, NIO&#39;s gross margin for the quarter climbed to 10.75%, up from 9.7% Q2 and 8% Q3 FY2023, due to &#34;efficient cost management and a strong set of high-margin products&#34;. On the other hand, if we overlay margin dynamics with the price of the stock for the last 3–5 years we will see that the correlation we were looking at no longer exists: the price of the stock started to disavow margin growth in early 2023, which looks kind of weird to me:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65f64dd351f41fba6605522de19b53bb\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>I don&#39;t think this discrepancy should last long if the margins continue to rise or just stabilize the way they are today.</p><p>NIO&#39;s success was not only in terms of volume and margin growth. They reported their &#34;Other sales&#34; (&#34;parts, accessories, after-sales services, and power solutions&#34;) grew 19.2% YoY (+11.9% QoQ) to RMB 2 billion on the increased demand of NIO&#39;s ecosystem, including its new battery-as-a-service ((BaaS)) business and expanding power swap network (NIO has 2,737 power swap stations in the area, providing more than 58 million swaps during Q3). According to Market.us data, the BaaS market is estimated to reach ~$61.2 billion by FY2033, with a CAGR of 22.8% during the forecast period (2024-2033), so I think NIO&#39;s Power Up Counties project, in which the company brings charging and swapping infrastructure to less-served areas, will only serve to make the company&#39;s ecosystem more valuable over time.</p><p>The increase in R&amp;D we saw recently should help NIO develop new vehicles, including the ET9 executive flagship sedan, slated for March 2025, and the Firefly sub-brand for the compact market. I&#39;m really looking forward to the Firefly brand since I think it’s going to allow NIO to sell at more price points as well, broadening its revenue stream.</p><blockquote><p><em>NIO launched a new brand last week, the low-cost Firefly brand. The new compact car from Firefly will cost as little as 148,800 yuan ($20,400) at launch. It also launched its most expensive model, the ET9, which starts at 788,000 yuan ($108,000), more than 5 times more! Clearly, NIO is trying to spread its wings into the high end of the market and the low end of the market in order to bring in more buyers, grow sales, and reach profitability. The company has a firm target to become profitable in 2026.</em></p><p>Source: cleantechinca.com</p></blockquote><p>I should say here a few words on the government policies in China - including increased EV buying subsidies and charging infrastructure funding - which seem quite positive drivers for NIO&#39;s expansion. I believe these actions should help the whole country ramp up EV use, especially in lower-end cities and rural communities, where NIO&#39;s ONVO and Firefly lines have the most chance to expand market share.</p><p>During the Q3 earnings call, the CEO said they were expecting 72,000-75,000 in total delivery units for Q4. On January 1, 2025, we found out that NIO actually delivered 72,689 vehicles in Q4, bringing total deliveries for FY2024 to 221,970 (the cumulative deliveries reached 671,564 as of December 31, 2024). So the actual figure came a bit below the midpoint of the guidance (73,500), which might have disappointed some investors. But I think that the delivery number looks good as it captures 98.9% of the midpoint figure.</p><p>I can&#39;t say that I like everything about the company&#39;s balance sheet, but NIO is definitely not in such a bad position at the moment. Yes, the current ~$6 billion in short-term liquidity is still enough for less than 2 years of operating expenses, but the debt-to-equity ratio dropped in Q3, which isn&#39;t bad.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/090daf09b2a78a353efe4b75b7fa4be8\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"503\"/><span>Data by YCharts</span></p><p>Most likely, as the business grows by scaling the production of new models, the company will resort to a combination of debt and equity, which may dilute the share of existing investors, but my impression is that the business will grow faster than the dilution rate. If this is the case, NIO&#39;s shareholders in general should theoretically build value over time.</p><h3 id=\"id_507652380\">NIO Stock Valuation Update</h3><p>NIO is quite difficult to value using conventional valuation multiples, but if we focus on the cash-to-market cap ratio, we&#39;ll see that this metric, although it has fallen from 60%, is still quite high and amounts to 37.9% today:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/36e0146bce851b5ce731714264b49406\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"486\"/><span>Data by YCharts</span></p><p>There are some peers in China that are valued more cheaply - Li Auto (LI) and Geely (OTCPK:GELYF), for example - but they are focused on quite different niches (especially true for Geely). If we look at EV-only luxury-like brands like Zeekr, then we see an undervaluation of NIO stock given its plans to expand to other segments shortly, as well as the scale of its BaaS business segment.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f55d304b64174f2a500ac544a1651e26\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"585\"/><span>Data by YCharts</span></p><p>Based on all of the above, I expect NIO stock should follow the company&#39;s margin expansion, which has been the case for years but stopped mattering two years ago. Expanding into lower-priced EV segments while cutting costs should help NIO generate the margins it needs going forward, driving the overall upside. Considering all this, the valuation still looks cheap, so I reiterate my &#34;Buy&#34; rating today. 2025 should be better for NIO than 2024, in my opinion.</p><h3 id=\"id_347212073\">Where Can I Be Wrong?</h3><p>While NIO’s business may have had some success lately, I’m not here to say that it is an unfailing business. The company has seen its ASP be hit by products like the ONVO L60, which could lower overall margins moving forward. Also, NIO introducing new models and brands requires massive capital infusions and OPEX, which also puts some pressure on the bottom-line going forward. As mentioned on the earnings call, the company expects to achieve a 15% vehicle margin in Q4 FY2024 and 20% margin by FY2025 &#34;based on scale efficiency and cost optimization&#34;, but keep in mind this is very lofty considering the current competition battle as it stands.</p><p>The undervaluation conclusions I&#39;ve come up with today also carry significant risks. The company has no earnings and is expected to break even only by FY2027. This makes today&#39;s purchase of the stock quite risky.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ffb9e4b8d57d9e72b1a29e1fcda13a6\" alt=\"Seeking Alpha, NIO\" title=\"Seeking Alpha, NIO\" tg-width=\"640\" tg-height=\"241\"/><span>Seeking Alpha, NIO</span></p><h2 id=\"id_1150060188\">The Bottom Line</h2><p>Despite the obvious risks to my thesis, I still believe that NIO is positioned quite favorably for 2025 - even better than last year. First, a number of new models are expected to hit the market, which should significantly expand the company&#39;s end market in China and abroad as early as the first half of 2025. Secondly, the swap station network that the company has today gives it an advantage over its competitors - if this network is further expanded, the margin should stabilize. As the margin stabilizes and increases on a consolidated basis - which is already happening - the stock price should eventually follow, in my view. Furthermore, the current valuation doesn&#39;t imply a significant premium over other peers in my opinion. For this reason, I rate NIO as a &#34;Buy&#34;.</p><p><em>Thank you for reading!</em></p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Should Rebound In 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Should Rebound In 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-06 13:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4747288-nio-stock-should-rebound-in-2025><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI believe NIO stock remains a solid speculative \"Buy\" for 2025 due to expected margin expansion, new model launches, and expanding market presence.The firm's Q3 results show increased ...</p>\n\n<a href=\"https://seekingalpha.com/article/4747288-nio-stock-should-rebound-in-2025\">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","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4747288-nio-stock-should-rebound-in-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113825399","content_text":"SummaryI believe NIO stock remains a solid speculative \"Buy\" for 2025 due to expected margin expansion, new model launches, and expanding market presence.The firm's Q3 results show increased deliveries and margins, driven by the ONVO L60 and efficient cost management.I believe NIO's ecosystem, including BaaS and power swap stations, enhances its market value and supports future growth.Despite risks like high capital needs and competition, NIO's valuation remains attractive, justifying a \"Buy\" rating for 2025.Andy FengIntro & ThesisI've been covering NIO Inc. (NYSE:NIO) stock for quite a long time here on Seeking Alpha. Since November 2022, I've been bearish, but then I changed my stance to \"Neutral\" at the beginning of December 2023 and then finally issued a \"Buy\" rating, noting that NIO was looking interesting as a speculative \"Buy\" (that call was made in early March 2024). The last time I updated my coverage was at the end of September 2024: I noted that the tide was finally beginning to turn in NIO's favor. Unfortunately for my bullish view, the stock continued to slide lower, proving me wrong (or too early):Seeking Alpha, my coverage of NIO stockDespite that underperformance, I believe nothing is over for NIO. I believe the latest corporate action taken by the management as well as the overall trajectory of the company's business operations make NIO a solid stock pick for the medium turn. I expect to see a rebound in NIO's stock price during 2025.Latest Quarter Results UpdateNIO completed 61,855 deliveries for Q3 FY2024, up 7% QoQ, even as total revenue dropped 2.1% YoY to RMB 18.7 billion (mostly driven by the lower average selling price (ASP) \"due to product mix change, offset in part by the increased deliveries\"). Car sales, at RMB 16.7 billion, dropped 4.1% sequentially but increased 6.5%, which was \"a reflection of the rising role that NIO's new mass-market line - ONVO L60 - has played since it was introduced in late September\", according to the management's commentary. As the management added, the ONVO brand should increase its production dramatically in the next few months, with monthly production reaching ~20,000 units per month already by March 2025:Now we are ramping up our supply chain capacity. Near the monthly production capacity is expected to hit 10,000 units in December and 20,000 units by March.Source: Q3 earnings call, the CEOThe CEO said on the call that there's very little overlap between NIO's brands with ONVO and that the latter only draws customers from brands such as Tesla's (TSLA) Model 3. He also drew attention to the L60's new technologies, which will take a while to roll out but will be very valuable once they are fully ramped.NIO's increase in vehicle margin from 12.2% to 13.1% in the second quarter (compared to 11% in the first) was among the key third-quarter metrics, as far as I can see it. The company achieved this by incurring \"lower material costs per unit as NIO continuously upgrades its supply chain and manufacturing processes.\" Likewise, NIO's gross margin for the quarter climbed to 10.75%, up from 9.7% Q2 and 8% Q3 FY2023, due to \"efficient cost management and a strong set of high-margin products\". On the other hand, if we overlay margin dynamics with the price of the stock for the last 3–5 years we will see that the correlation we were looking at no longer exists: the price of the stock started to disavow margin growth in early 2023, which looks kind of weird to me:Data by YChartsI don't think this discrepancy should last long if the margins continue to rise or just stabilize the way they are today.NIO's success was not only in terms of volume and margin growth. They reported their \"Other sales\" (\"parts, accessories, after-sales services, and power solutions\") grew 19.2% YoY (+11.9% QoQ) to RMB 2 billion on the increased demand of NIO's ecosystem, including its new battery-as-a-service ((BaaS)) business and expanding power swap network (NIO has 2,737 power swap stations in the area, providing more than 58 million swaps during Q3). According to Market.us data, the BaaS market is estimated to reach ~$61.2 billion by FY2033, with a CAGR of 22.8% during the forecast period (2024-2033), so I think NIO's Power Up Counties project, in which the company brings charging and swapping infrastructure to less-served areas, will only serve to make the company's ecosystem more valuable over time.The increase in R&D we saw recently should help NIO develop new vehicles, including the ET9 executive flagship sedan, slated for March 2025, and the Firefly sub-brand for the compact market. I'm really looking forward to the Firefly brand since I think it’s going to allow NIO to sell at more price points as well, broadening its revenue stream.NIO launched a new brand last week, the low-cost Firefly brand. The new compact car from Firefly will cost as little as 148,800 yuan ($20,400) at launch. It also launched its most expensive model, the ET9, which starts at 788,000 yuan ($108,000), more than 5 times more! Clearly, NIO is trying to spread its wings into the high end of the market and the low end of the market in order to bring in more buyers, grow sales, and reach profitability. The company has a firm target to become profitable in 2026.Source: cleantechinca.comI should say here a few words on the government policies in China - including increased EV buying subsidies and charging infrastructure funding - which seem quite positive drivers for NIO's expansion. I believe these actions should help the whole country ramp up EV use, especially in lower-end cities and rural communities, where NIO's ONVO and Firefly lines have the most chance to expand market share.During the Q3 earnings call, the CEO said they were expecting 72,000-75,000 in total delivery units for Q4. On January 1, 2025, we found out that NIO actually delivered 72,689 vehicles in Q4, bringing total deliveries for FY2024 to 221,970 (the cumulative deliveries reached 671,564 as of December 31, 2024). So the actual figure came a bit below the midpoint of the guidance (73,500), which might have disappointed some investors. But I think that the delivery number looks good as it captures 98.9% of the midpoint figure.I can't say that I like everything about the company's balance sheet, but NIO is definitely not in such a bad position at the moment. Yes, the current ~$6 billion in short-term liquidity is still enough for less than 2 years of operating expenses, but the debt-to-equity ratio dropped in Q3, which isn't bad.Data by YChartsMost likely, as the business grows by scaling the production of new models, the company will resort to a combination of debt and equity, which may dilute the share of existing investors, but my impression is that the business will grow faster than the dilution rate. If this is the case, NIO's shareholders in general should theoretically build value over time.NIO Stock Valuation UpdateNIO is quite difficult to value using conventional valuation multiples, but if we focus on the cash-to-market cap ratio, we'll see that this metric, although it has fallen from 60%, is still quite high and amounts to 37.9% today:Data by YChartsThere are some peers in China that are valued more cheaply - Li Auto (LI) and Geely (OTCPK:GELYF), for example - but they are focused on quite different niches (especially true for Geely). If we look at EV-only luxury-like brands like Zeekr, then we see an undervaluation of NIO stock given its plans to expand to other segments shortly, as well as the scale of its BaaS business segment.Data by YChartsBased on all of the above, I expect NIO stock should follow the company's margin expansion, which has been the case for years but stopped mattering two years ago. Expanding into lower-priced EV segments while cutting costs should help NIO generate the margins it needs going forward, driving the overall upside. Considering all this, the valuation still looks cheap, so I reiterate my \"Buy\" rating today. 2025 should be better for NIO than 2024, in my opinion.Where Can I Be Wrong?While NIO’s business may have had some success lately, I’m not here to say that it is an unfailing business. The company has seen its ASP be hit by products like the ONVO L60, which could lower overall margins moving forward. Also, NIO introducing new models and brands requires massive capital infusions and OPEX, which also puts some pressure on the bottom-line going forward. As mentioned on the earnings call, the company expects to achieve a 15% vehicle margin in Q4 FY2024 and 20% margin by FY2025 \"based on scale efficiency and cost optimization\", but keep in mind this is very lofty considering the current competition battle as it stands.The undervaluation conclusions I've come up with today also carry significant risks. The company has no earnings and is expected to break even only by FY2027. This makes today's purchase of the stock quite risky.Seeking Alpha, NIOThe Bottom LineDespite the obvious risks to my thesis, I still believe that NIO is positioned quite favorably for 2025 - even better than last year. First, a number of new models are expected to hit the market, which should significantly expand the company's end market in China and abroad as early as the first half of 2025. Secondly, the swap station network that the company has today gives it an advantage over its competitors - if this network is further expanded, the margin should stabilize. As the margin stabilizes and increases on a consolidated basis - which is already happening - the stock price should eventually follow, in my view. Furthermore, the current valuation doesn't imply a significant premium over other peers in my opinion. For this reason, I rate NIO as a \"Buy\".Thank you for reading!Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388225459769512,"gmtCreate":1735813080260,"gmtModify":1735813084084,"author":{"id":"4096526082871490","authorId":"4096526082871490","name":"Saker68","avatar":"https://community-static.tradeup.com/news/8cab987cef59f8582f895e008a777fea","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096526082871490","authorIdStr":"4096526082871490"},"themes":[],"htmlText":"Good news but price never raise. 🤧🤧","listText":"Good news but price never raise. 🤧🤧","text":"Good news but price never raise. 🤧🤧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388225459769512","repostId":"2500816915","repostType":2,"repost":{"id":"2500816915","kind":"highlight","pubTimestamp":1735810083,"share":"https://ttm.financial/m/news/2500816915?lang=&edition=fundamental","pubTime":"2025-01-02 17:28","market":"us","language":"en","title":"Deutsche Bank Explains Why Nio Saw Strong Deliveries in Dec","url":"https://stock-news.laohu8.com/highlight/detail?id=2500816915","media":"CnEVPost","summary":"More promotion boosted December deliveries of the Nio brand, while the increase of Onvo was due to improving supply, said analysts at Deutsche Bank.","content":"<html><head></head><body><blockquote><p>More promotion boosted December deliveries of the Nio brand, while the increase of Onvo was due to improving supply, said analysts at Deutsche Bank.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7fc3c48a0034a2a56cf9182be61bc8e\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"627\"/></p><p>Nio Inc reported record December deliveries yesterday, with both the main Nio brand and the Onvo sub-brand seeing significant growth.</p><p>Now, Deutsche Bank analyst Wang Bin&#39;s team has shared their thoughts.</p><p>Increased promotion and front-loading demand boosted Nio&#39;s deliveries in December, the team said in a research note sent to investors today.</p><p>Nio Inc delivered a record 31,138 vehicles in December, the first time it has seen deliveries exceed the 30,000 mark in a single month, data released yesterday showed.</p><p>This puts it at a record 72,689 vehicles delivered in the fourth quarter, within the guidance range of 72,000 to 75,000 vehicles.</p><p>The Nio main brand delivered 20,610 vehicles in December, up 14.42 percent from 18,012 in the same month last year and up 33.03 percent from 15,493 in November.</p><p>Onvo delivered 10,528 vehicles in December, up 107.16 percent from 5,082 in November. The Nio sub-brand launched its first model, the L60, on September 19 and deliveries began on September 28.</p><p>“We attribute Nio brand&#39;s sequential volume increase to its increased promotion in December,” Wang&#39;s team said.</p><p>Specifically, the Nio brand offered a RMB 5,000 ($680) &#34;repeat purchasing&#34; cash subsidy for its volume products ET5, ET5 Touring, ES6, EC6, and RMB 10,000 for its high-price products ET7, EC7, ES7, ES8, the team noted.</p><p>Nio brand also launched &#34;aged vehicle&#34; (10-30 days) cash discount of RMB 6,000 for volume products ET5, ET5 Touring, ES6, EC6, and RMB 8,000 for high-priced products ET7, EC7, ES7, ES8, according to the team.</p><p>For BaaS (battery as a service) customers, Nio offered one payment waiver after every three payments with up to 15 waiver in December. For comparison, it offered one payment waiver after every four payments with up to 12 waiver in November.</p><p>Meanwhile, the team believes the improvement in Nio-branded deliveries was also boosted by the front-loaded demand from January 2025 to December 2024, as some potential buyers may be concerned that the central government&#39;s RMB 20,000-per-vehicle trade-in subsidy may be eliminated or the amount of the subsidy reduced.</p><p>The team attributed the sequential volume increase of the Onvo brand to its improving supply, thanks to the introduction of additional battery suppliers.</p><p>Onvo currently has a strong order backlog on hand, the team noted.</p><p>($1 = RMB 7.2994)</p></body></html>","source":"cnevpost_highlight","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>Deutsche Bank Explains Why Nio Saw Strong Deliveries in Dec</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; 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}\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\">\nDeutsche Bank Explains Why Nio Saw Strong Deliveries in Dec\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-02 17:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2025/01/02/db-on-nio-deliveries-dec-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More promotion boosted December deliveries of the Nio brand, while the increase of Onvo was due to improving supply, said analysts at Deutsche Bank.Nio Inc reported record December deliveries ...</p>\n\n<a href=\"https://cnevpost.com/2025/01/02/db-on-nio-deliveries-dec-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4118":"综合性资本市场","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来","BK4566":"资本集团","BK4509":"腾讯概念","BK4588":"碎股","09866":"蔚来-SW","BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念"},"source_url":"https://cnevpost.com/2025/01/02/db-on-nio-deliveries-dec-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500816915","content_text":"More promotion boosted December deliveries of the Nio brand, while the increase of Onvo was due to improving supply, said analysts at Deutsche Bank.Nio Inc reported record December deliveries yesterday, with both the main Nio brand and the Onvo sub-brand seeing significant growth.Now, Deutsche Bank analyst Wang Bin's team has shared their thoughts.Increased promotion and front-loading demand boosted Nio's deliveries in December, the team said in a research note sent to investors today.Nio Inc delivered a record 31,138 vehicles in December, the first time it has seen deliveries exceed the 30,000 mark in a single month, data released yesterday showed.This puts it at a record 72,689 vehicles delivered in the fourth quarter, within the guidance range of 72,000 to 75,000 vehicles.The Nio main brand delivered 20,610 vehicles in December, up 14.42 percent from 18,012 in the same month last year and up 33.03 percent from 15,493 in November.Onvo delivered 10,528 vehicles in December, up 107.16 percent from 5,082 in November. The Nio sub-brand launched its first model, the L60, on September 19 and deliveries began on September 28.“We attribute Nio brand's sequential volume increase to its increased promotion in December,” Wang's team said.Specifically, the Nio brand offered a RMB 5,000 ($680) \"repeat purchasing\" cash subsidy for its volume products ET5, ET5 Touring, ES6, EC6, and RMB 10,000 for its high-price products ET7, EC7, ES7, ES8, the team noted.Nio brand also launched \"aged vehicle\" (10-30 days) cash discount of RMB 6,000 for volume products ET5, ET5 Touring, ES6, EC6, and RMB 8,000 for high-priced products ET7, EC7, ES7, ES8, according to the team.For BaaS (battery as a service) customers, Nio offered one payment waiver after every three payments with up to 15 waiver in December. For comparison, it offered one payment waiver after every four payments with up to 12 waiver in November.Meanwhile, the team believes the improvement in Nio-branded deliveries was also boosted by the front-loaded demand from January 2025 to December 2024, as some potential buyers may be concerned that the central government's RMB 20,000-per-vehicle trade-in subsidy may be eliminated or the amount of the subsidy reduced.The team attributed the sequential volume increase of the Onvo brand to its improving supply, thanks to the introduction of additional battery suppliers.Onvo currently has a strong order backlog on hand, the team noted.($1 = RMB 7.2994)","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387830571466960,"gmtCreate":1735715742315,"gmtModify":1735715746093,"author":{"id":"4096526082871490","authorId":"4096526082871490","name":"Saker68","avatar":"https://community-static.tradeup.com/news/8cab987cef59f8582f895e008a777fea","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096526082871490","authorIdStr":"4096526082871490"},"themes":[],"htmlText":"Where is the moon","listText":"Where is the moon","text":"Where is the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387830571466960","repostId":"1122190970","repostType":2,"repost":{"id":"1122190970","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1735715316,"share":"https://ttm.financial/m/news/1122190970?lang=&edition=fundamental","pubTime":"2025-01-01 15:08","market":"sg","language":"en","title":"NIO Deliveres 31,138 Vehicles in December, up 72.9% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1122190970","media":"Tiger Newspress","summary":"31,138 vehicles were delivered in December 2024,increasing by 72.9% year-over-year72,689 vehicles were delivered in the three months ended December 2024, increasing by 45.2% year-over-year221,970 vehi","content":"<html><head></head><body><ul style=\"\"><li><p><em>31,138 vehicles were delivered in December 2024,</em> <em>increasing by 72.9% year-over-year</em></p></li><li><p><em>72,689 vehicles were delivered in the three months ended December 2024, increasing by 45.2% year-over-year</em></p></li><li><p><em>221,970 vehicles were delivered in 2024 in total, increasing by 38.7% year-over-year</em></p></li><li><p><em>Cumulative deliveries reached 671,564 as of December 31, 2024</em>  </p></li></ul><p>NIO Inc. today announced its December, fourth quarter and full year 2024 delivery results.</p><p>The Company delivered 31,138 vehicles in December 2024, a new monthly high, representing an increase of 72.9% year-over-year. The deliveries consisted of 20,610 vehicles from the Company’s premium smart electric vehicle brand NIO, and 10,528 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO. The Company delivered 72,689 vehicles in the fourth quarter of 2024, a new quarterly record, representing an increase of 45.2% year-over-year. For the full year of 2024, the Company delivered 221,970 vehicles, reflecting an increase of 38.7% year-over-year. Cumulative deliveries reached 671,564 as of December 31, 2024.</p><p>At NIO Day 2024, the NIO ET9, our smart electric executive flagship was officially launched. The ET9 integrates NIO’s full-stack technological capabilities across 12 areas, offering flagship experiences to users in design, space, comfort, audio, intelligent systems, assisted and intelligent driving, safety, powertrain, and overall driving and riding performance. Deliveries of the ET9 are expected to commence in March 2025.</p><p>During the event, firefly, our small, smart, high-end electric car brand, was officially launched. Built upon NIO’s expertise in research and development, design capabilities, safety standards, and intelligent technologies, firefly embodies the brand’s DNA of being “vivid, thoughtful and solid.” Inspired by the spirit of “freedom to glow,” firefly aims to provide global users with a vivid driving experience and a thoughtfully designed, solid living space. The official launch of the firefly model is expected in April 2025.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Deliveres 31,138 Vehicles in December, up 72.9% YoY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Deliveres 31,138 Vehicles in December, up 72.9% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-01 15:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p><em>31,138 vehicles were delivered in December 2024,</em> <em>increasing by 72.9% year-over-year</em></p></li><li><p><em>72,689 vehicles were delivered in the three months ended December 2024, increasing by 45.2% year-over-year</em></p></li><li><p><em>221,970 vehicles were delivered in 2024 in total, increasing by 38.7% year-over-year</em></p></li><li><p><em>Cumulative deliveries reached 671,564 as of December 31, 2024</em>  </p></li></ul><p>NIO Inc. today announced its December, fourth quarter and full year 2024 delivery results.</p><p>The Company delivered 31,138 vehicles in December 2024, a new monthly high, representing an increase of 72.9% year-over-year. The deliveries consisted of 20,610 vehicles from the Company’s premium smart electric vehicle brand NIO, and 10,528 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO. The Company delivered 72,689 vehicles in the fourth quarter of 2024, a new quarterly record, representing an increase of 45.2% year-over-year. For the full year of 2024, the Company delivered 221,970 vehicles, reflecting an increase of 38.7% year-over-year. Cumulative deliveries reached 671,564 as of December 31, 2024.</p><p>At NIO Day 2024, the NIO ET9, our smart electric executive flagship was officially launched. The ET9 integrates NIO’s full-stack technological capabilities across 12 areas, offering flagship experiences to users in design, space, comfort, audio, intelligent systems, assisted and intelligent driving, safety, powertrain, and overall driving and riding performance. Deliveries of the ET9 are expected to commence in March 2025.</p><p>During the event, firefly, our small, smart, high-end electric car brand, was officially launched. Built upon NIO’s expertise in research and development, design capabilities, safety standards, and intelligent technologies, firefly embodies the brand’s DNA of being “vivid, thoughtful and solid.” Inspired by the spirit of “freedom to glow,” firefly aims to provide global users with a vivid driving experience and a thoughtfully designed, solid living space. The official launch of the firefly model is expected in April 2025.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122190970","content_text":"31,138 vehicles were delivered in December 2024, increasing by 72.9% year-over-year72,689 vehicles were delivered in the three months ended December 2024, increasing by 45.2% year-over-year221,970 vehicles were delivered in 2024 in total, increasing by 38.7% year-over-yearCumulative deliveries reached 671,564 as of December 31, 2024  NIO Inc. today announced its December, fourth quarter and full year 2024 delivery results.The Company delivered 31,138 vehicles in December 2024, a new monthly high, representing an increase of 72.9% year-over-year. The deliveries consisted of 20,610 vehicles from the Company’s premium smart electric vehicle brand NIO, and 10,528 vehicles from the Company’s family-oriented smart electric vehicle brand ONVO. The Company delivered 72,689 vehicles in the fourth quarter of 2024, a new quarterly record, representing an increase of 45.2% year-over-year. For the full year of 2024, the Company delivered 221,970 vehicles, reflecting an increase of 38.7% year-over-year. Cumulative deliveries reached 671,564 as of December 31, 2024.At NIO Day 2024, the NIO ET9, our smart electric executive flagship was officially launched. The ET9 integrates NIO’s full-stack technological capabilities across 12 areas, offering flagship experiences to users in design, space, comfort, audio, intelligent systems, assisted and intelligent driving, safety, powertrain, and overall driving and riding performance. Deliveries of the ET9 are expected to commence in March 2025.During the event, firefly, our small, smart, high-end electric car brand, was officially launched. Built upon NIO’s expertise in research and development, design capabilities, safety standards, and intelligent technologies, firefly embodies the brand’s DNA of being “vivid, thoughtful and solid.” Inspired by the spirit of “freedom to glow,” firefly aims to provide global users with a vivid driving experience and a thoughtfully designed, solid living space. The official launch of the firefly model is expected in April 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378324951933024,"gmtCreate":1733392292594,"gmtModify":1733392296246,"author":{"id":"4096526082871490","authorId":"4096526082871490","name":"Saker68","avatar":"https://community-static.tradeup.com/news/8cab987cef59f8582f895e008a777fea","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096526082871490","authorIdStr":"4096526082871490"},"themes":[],"htmlText":"Any idea for<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$&nbsp;</a>&nbsp;","listText":"Any idea for<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$&nbsp;</a>&nbsp;","text":"Any idea for$Nano Dimension(NNDM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378324951933024","isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378096823832616,"gmtCreate":1733336818708,"gmtModify":1733336822546,"author":{"id":"4096526082871490","authorId":"4096526082871490","name":"Saker68","avatar":"https://community-static.tradeup.com/news/8cab987cef59f8582f895e008a777fea","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096526082871490","authorIdStr":"4096526082871490"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378096823832616","repostId":"353223506243880","repostType":1,"repost":{"id":353223506243880,"gmtCreate":1727273095193,"gmtModify":1727273098640,"author":{"id":"3555028347433171","authorId":"3555028347433171","name":"东北星","avatar":"https://static.tigerbbs.com/0f926b776e0fbd431d86e05b1b63f9e0","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555028347433171","authorIdStr":"3555028347433171"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$&nbsp;</a><v-v data-views=\"1\"></v-v> halted for merger news&nbsp;","listText":"<a href=\"https://ttm.financial/S/NNDM\">$Nano Dimension(NNDM)$&nbsp;</a><v-v data-views=\"1\"></v-v> halted for merger news&nbsp;","text":"$Nano Dimension(NNDM)$ halted for merger news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353223506243880","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377689847017792,"gmtCreate":1733238961692,"gmtModify":1733238965478,"author":{"id":"4096526082871490","authorId":"4096526082871490","name":"Saker68","avatar":"https://community-static.tradeup.com/news/8cab987cef59f8582f895e008a777fea","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096526082871490","authorIdStr":"4096526082871490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Back below $300&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Back below $300&nbsp;","text":"$Tesla Motors(TSLA)$ Back below $300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377689847017792","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377306252390488,"gmtCreate":1733154934825,"gmtModify":1733154940665,"author":{"id":"4096526082871490","authorId":"4096526082871490","name":"Saker68","avatar":"https://community-static.tradeup.com/news/8cab987cef59f8582f895e008a777fea","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096526082871490","authorIdStr":"4096526082871490"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> Hit 15 by thí week ?","listText":"<a href=\"https://ttm.financial/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> Hit 15 by thí week ?","text":"$Wolfspeed Inc.(WOLF)$ Hit 15 by thí week ?","images":[{"img":"https://community-static.tradeup.com/news/c19082c3430aacb74d13d2bb171ed53c","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/377306252390488","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Your portfolio is looking fantastic! Keep up the excellent work with your value and swing trading strategies. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your portfolio is looking fantastic! Keep up the excellent work with your value and swing trading strategies. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your portfolio is looking fantastic! Keep up the excellent work with your value and swing trading strategies. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.💹💰Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. 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