Carlota
12-18

$蔚来(NIO)$ NIO’s price swings may seem unsettling, but it’s likely just market noise. The EV industry is heating up, and NIO is strategically positioned to benefit. Strong policy incentives and growing demand make the recent pullback an attractive buying opportunity. For believers in the electric vehicle revolution, NIO provides a compelling path to long-term growth.

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  • Guavaxf30
    ·12-19
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    I believe NIO is being very prudent and pacing correctly. All the aggressive push we are seeing from others are resulting in lower gross profit and greater cash burn. Nio is concentrating in rolling out new models in China and then Europe first.
    This is a good strategy as, first with more models, you cover a larger audience. Secondly, by concentrating in China first, you do not have to invest much additionally as you are tapping into existing infrastructure already there.
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  • AnaiAnai
    ·12-18
    Nio needs to beat the nearest peers like XPeng Zeekr Xiaomi and other stronger players from China like Geely Li Auto and top EV maker BYD is still long to go. Cost cutting is a must for Nio in order to be profitable. Too much money spent on unprofitable ventures is tough for Nio to be profitable any time soon. The CEO promises want to be profitable in 2026 is still on paper not real yet.
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