💰New Alpha| Shake It Off: Is Tesla still invincible?
US Stocks open higher but close lower; yet $Tesla Motors(TSLA)$ drops over 6%, sparking market concerns.Three pillars of success in China auto market: BYD’s Scale, Huawei’s Technology, Xiaomi’s Marketing.Stay tuned and supercharge purchasing power with CashBoost!| Market recapOn January 3rd, all three major US stock indexes closed slightly lower. However, AI-related stocks remained resilient, with $NVIDIA(NVDA)$ rising around 3% and $Meta Platforms, Inc.(META)$ gaining over 2%. The $NASDAQ Golden Dragon China Index(HXC)$ fell by 1.5%.- Megacaps: $Tesla Motors(TSLA)$ dropped more
$XPeng Inc.(XPEV)$Among all the new energy companies, I believe Xpeng is a relatively safe choice. The reason is simple: Xpeng is still operating at a loss but has learned how to replicate popular products. As long as sales continue to rise and it moves toward profitability, there’s a compelling story for its stock price. In contrast, I'm very cautious about other profitable new energy brands. Once they start making profits, the market will price them based on their P/E ratios, and the intense competition in the domestic new energy sector can quickly erode those profits. Li $Li Auto(LI)$ serves as a warning in this regard, and I feel $Seres
August EV Sales Review: NIO Sales Soar to New Heights!
Major EV manufacturers released their August delivery numbers yesterday, and the results were a mixed bag.NIO, XPeng & Li AutoStarting with $NIO Inc.(NIO)$$NIO-SW(09866)$ , they delivered 20,176 units in August, a 4.4% increase year-over-year, marking their fourth consecutive month with over 20,000 units. This is solid for NIO, especially since they haven’t launched any new models recently and are relying on their existing lineup. For a company focusing solely on EV, maintaining monthly sales above 20,000 units is impressive.NIO also celebrated the launch of its new brand, ONVO, which kicked off with a “100 Stores Opening” event. ONVO L60 model will be available in 105 stores across 55 cities and 23
Earnings Digest | Does Li Auto Still Have a Future?
$Li Auto(LI)$$LI AUTO-W(02015)$ released its first-quarter earnings report yesterday, and the stock price plummeted nearly 20%! It was such a shocking scene.Last September, I pointed out that the success factor of Li Auto, $NIO Inc.(NIO)$$NIO Inc.(NIO.SI)$$NIO-SW(09866)$ and $XPeng Inc.(XPEV)$$XPENG-W(09868)$ relied on being early birds, but ultimately, they fell victim to intensifying competition. And now, Li Auto was following in the footsteps of XPENG and NIO. Who's next? Maybe