NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 SMCI
Super Micro Computer
-- 47.910 
$NIO Inc (NIO.US)$$XPeng (XPEV.US)$ Since the release of new...
Since the release of new energy vehicle production and sales data in September, new energy vehicle stocks have been strengthening. Nio and Xiaopeng have risen in the US stock market. Tesla's stock price is close to a historical high.
Since the suspension of the Malaysian chip plant due to the epidemic in June, the global automotive industry chain, which is already short of core, has had a huge impact.
In July and August, the monthly sales of NIO and Ideo declined sharply due to the lack of core, and Tesla had to raise the sales price of some models due to the pressure of delivery. Expectations of a lack of core had investors worried about sales of new energy vehicles.
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
carririlin : Xiaopeng automobile did not mention the shortage of chips when the delivery data was released, but NiO automobile attributed the decline in delivery to the global semiconductor shortage
沉思的张飞 carririlin : He may be held some short position of XPEV today… hahaha. Hold it ! Dun sell
AhWeiwei : Xiaopeng is relatively stable
carririlin 沉思的张飞 : After continuously observing these stocks, I admit that electric vehicles have development potential
沉思的张飞 carririlin : Apple rising started from Apple allocated their manufacture capacity in China and Low down the price meanwhile Made it affordable… the same logic will apply to EV too! Refresh our memory, when is the timing Tesla start to
?? MoRe Or less is around the Shanghai Mega fab Started delivery Model 3 and Model Y!
carririlin 沉思的张飞 : What these enterprises have in common is to fully develop the Chinese market
沉思的张飞 carririlin : And meanwhile utilised the manufacturer power of China and advantage of the supply chain.