Red Guppy
:
21k stagnant for 4 months still long to beat Tesla. Xpeng is catching up aggressively. Nio needs to maintain the leading against XPeng. The nearest competitor.
With$NIO Inc (NIO.US)$up as much as 67.5% in one month, incredible incentive for short-term profit-taking. Possible catalysts to surge above this resistance: - Strong guidance on ONVO deliveries that match the bullish outlook of 20k/month by March 2025 (already got 30k non-cancellable orders). - Current deliveries of Nio-branded EVs to sustain 20k+ per month (estimates by watchers put it at 21k for September). - More stimulus measures from Beijing/PBoC...
TWP PaPa
:
it is good that Nio climb slow. We got more time to accumulate from other source of income and hold on to it hoping the elevation of price is stable.
Simon 5183
:
It's a good thing, the quality was originally poor, now adding rushed manufacturing makes it even worse, and in the end, most people choose tesla.
On Sept. 23, the Commerce Department proposed rules banning Chinese-origin technology in "connected cars" sold in the U.S., citing national security concerns. The goal is to prevent Chinese surveillance or access to critical infrastructure through these vehicles. However, the rules could negatively impact American automakers like$General Motors (GM.US)$and$Ford Motor (F.US)$, which produce vehicles in China. These include popular models lik...
"The Biden administration just handed China’s burgeoning EV sector a big loss. I’m talking about the loss of access to the U.S. car market – the world’s second-largest. Today, the U.S. Commerce Department proposed to ban outright the use of Chinese-developed software and hardware in connected vehicles on America’s roads. Connected vehicles mean automobiles that can access the Internet or mobile ...
Jensen Philanthropy
:
Garbage $Tesla (TSLA.US)$ , need ways like this to even be on par with Chinese EV, another classic case of Apple smartphones losing to Chinese smartphones, US is on their path towards downfall
Software is the driving force of nearly all future consumer devices, especially EVs. Like iOS is to$Apple (AAPL.US)$, proprietary software that allows devices to function the way they should and provide the desired experience is critical to a product's success. It cannot just be discarded or replicated by another to suit particular markets. For instance, t...
5
1
Report
SWISS_NIO
:
Due to the lack of any technological alternative to keep up with the competition, using desperate measures like this is an indicator of the situation...
$Tesla (TSLA.US)$recently filed a wireless charging patent, which could be a significant development showcased at the upcoming robotaxi event on October 10. This new tech may be integrated into Tesla’s autonomous robotaxi fleet, potentially improving efficiency and safety in EV charging. The patent describes a system to optimize wireless charging settings, and the event is rumored to include live demonstrations of autonomous...
Chinese EV names weak this Monday on news that US lawmakers will push to ban Chinese software/hardware relating to connected and self-driving vehicles. This effectively makes it impossible to sell Chinese EVs in the US market even if they open up factories inland. BUT none have any meaningful presence in the US as of today. Opportunity lost? It depends. We might have a change in administration soon. In the meantime, China's home market is booming and exports to emerging markets are going from s...
Red Guppy
:
bad news again. If Trump becomes president in Nov election he will make the Chinese EV unable to sell in the US market. Chinese EVs need to set up manufacturing plants in the US in order to sell there.
NakamuraKyo
:
I don't think Trump administration will do any aggressive move on China EV in US market as Elon now in his team, any back fire may bring direct hit on China Tesla. To be fair, China EVs should setup assembly plant in both EU and US for longer play.
Cui Nyonya Kueh :
Red Guppy : 21k stagnant for 4 months still long to beat Tesla. Xpeng is catching up aggressively. Nio needs to maintain the leading against XPeng. The nearest competitor.
標普500 Cui Nyonya Kueh :