萬軍無兵策天鳳 commented on a stock · Jul 6, 2024 09:42

Where is the future of NIO located?

$NIO Inc (NIO.US)$ To be honest, it's not just Nio that dropped yesterday in the automotive sector. Those who complain every day are either previously trapped or want to short Nio, unaware that now is the best time to enter.

Factors affecting the stock price recently:

1. Impact of tariffs

2. Change in management

All of the above will indeed have an impact on it, but in my opinion they are not issues, it will soon bounce back. For those blindly worshiping Nio, here is a simple explanation of Nio's profit model:

1. Battery swapping stations: You may think that building battery swapping stations is expensive, how can it make money? Is it just a gimmick to increase sales by swapping batteries? In fact, the reserve batteries of the swapping stations can be used in advance to recharge the batteries during off-peak electricity price times. Although you may feel that the price difference is not much, when the quantity is considered, it is very considerable (collaboration with various manufacturers/interconnection of battery swapping technologies are all aimed at allowing more vehicles to use NIO's swapping stations). This is why NIO is crazily building swapping stations, not just for servicing the batteries of vehicles, but to achieve multiple benefits. It is indeed burning money in the early stages, which is why it cannot make a profit temporarily, all in preparation, this is the right path.

2. Recently, there has been considerable controversy over selling coffee. Those who criticize this are simply mindlessly complaining. With the increasing number of battery swapping stations, why not engage in this purely profitable business? That's what being smart means.

3. Looking at the market records of previous years, it is known that the highest increase in July, aside from the detours like making smartphones, NIO, which has found the right path, has a promising future.

July 🚀🚀🚀

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萬軍無兵策天鳳

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