GoldDragon
:
I ranked Nio, Xpeng followed by Li Auto as the most promising among the new kids on the block a few years back. Diversified from Nio back then and bought in the little brothers. But sold most of the little brothers when they were in their $40s and started pouring back to Nio. Now holding number of shares in the same order, with Nio as the majority of shares under the China EV portfolio. But prospect may change in time to come if Li Auto and Xpeng reinvest significant amount of their profits back into R&D.
GoldDragon : I ranked Nio, Xpeng followed by Li Auto as the most promising among the new kids on the block a few years back. Diversified from Nio back then and bought in the little brothers. But sold most of the little brothers when they were in their $40s and started pouring back to Nio. Now holding number of shares in the same order, with Nio as the majority of shares under the China EV portfolio. But prospect may change in time to come if Li Auto and Xpeng reinvest significant amount of their profits back into R&D.
Cui Nyonya Kueh OP GoldDragon : Ok thanks for sharing