• 迷茫小散 : You are rational, but it's useless, meme stocks, what principles are you talking about?

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• TechWhiz : haha, they always be detractors but they smart money will be right in the longer term.
  buy

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• bullrider_21 OP 迷茫小散 : Yes, meme stock. It may surge, but then fall back.

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• bullrider_21 OP TechWhiz : Longer term. When? Many years later?

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• Berry Strawberry : Waymo, Zoox and Cruise etc. will benefit much more from a streamlined federal approval process for autonomous vehicles, simply because they have done more testing miles than Tesla, and have even obtained approvals in states with demanding regulations. In other words, these other companies are at a stage where they are more "ready" to obtain federal approval when it becomes reality (which in itself is still in the future). Whereas Tesla has not submitted any testing logs nor applied for autonomous vehicles licences. By all accounts, Tesla's FSD seems to be a charismatic man's pipe dream at the moment, and still very far away from being ready. It's not about how personally close Musk is to Trump, it's about the road safety of all Americans. I don't think anyone wants to walk on the roads of America constantly being in fear of being in an accident caused by an autonomous vehicle, due to inadequate regulations.

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• Big Dipper : No

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• Bear Bear Craig OP Big Dipper : Problem

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• soyabean89 :

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• 104712493 : 1. Revenue Growth and Sales Momentum
  NIO has shown consistent growth in vehicle deliveries, driven by a strong product lineup that includes premium SUVs and sedans. Its Battery-as-a-Service (BaaS) model boosts recurring revenue and attracts cost-sensitive buyers.
  Recent international expansion into Europe further diversifies revenue streams.
  NIO operates in the premium EV market, which has higher margins compared to XPeng's mid-market focus.
  XPeng focuses on mid-tier EVs and has shown significant growth, particularly with models like the P7 sedan and the G6 SUV.
  Its competitive pricing strategy appeals to a broader customer base, which could drive volume sales.
  XPeng is a leader in autonomous driving technology (XPILOT), which enhances the value of its vehicles and generates potential software revenue.
  Advantage: NIO has higher margins due to its premium positioning, but XPeng could see faster growth in the mid-market segment due to broader affordability.
  2. Profit Margins
  NIO's premium positioning enables higher gross margins, but heavy investments in battery-swapping infrastructure and R&D pressure short-term profitability.
  Margins improve as production scales, especially with increased exports.
  XPeng's lower vehicle prices compress margins. It relies on scaling production and software-based revenue streams to improve profitability.
  XPeng has been aggressive in cost reduction through platform development and localization.
  Advantage: NIO has better margin potential in the premium segment, but XPeng’s cost-focused strategy could yield steady long-term profitability.

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• Dragon Fish : Everyone is picking Nio. Why? Bcos Nio price is at the bottom and Xpeng is at the high. If you use simple maths to count of course Nio will have a better percentage. This is common sense.

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• Cui Nyonya Kueh : I voted $XPeng (XPEV.US)$

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• 73162089 : The prices of NIO cars are 50% higher than XPeng's. The number of cars sold by NIO is also much higher than XPeng during the Q3.

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• Lucas Cheah : Both $XPeng (XPEV.US)$  and $NIO Inc (NIO.US)$  are key players in China’s burgeoning electric vehicle (EV) market, with unique strengths and challenges shaping their earnings prospects. Here's a detailed analysis:
  $XPeng (XPEV.US)$
  1. Growth in Smart EV Technology:
  XPeng’s focus on advanced autonomous driving features, such as its XPilot system, positions it as a leader in smart EV technology. For example, the company’s G6 SUV integrates cutting-edge software and hardware, appealing to tech-savvy consumers and differentiating it from competitors.
  2. International Expansion:
  XPeng is expanding into European markets like Norway, Sweden, and Denmark, where EV adoption is high. This diversification provides additional revenue streams beyond the domestic market.
  $NIO Inc (NIO.US)$
  1. Premium Positioning:
  NIO targets the higher-end EV market, with vehicles like the ET7 sedan and ES8 SUV, offering luxury features and excellent build quality. Its innovative Battery-as-a-Service (BaaS) model reduces upfront costs for customers and generates recurring revenue.
  2. Expansion Beyond China:
  NIO is also focusing on international markets, particularly in Europe, where premium EVs are in demand. This complements its domestic growth strategy.
  $XPeng (XPEV.US)$  offers potential for tech-focused growth, while $NIO Inc (NIO.US)$  provides stability with its luxury market and recurring revenue streams. Both companies are positioned for success in the EV market, but NIO’s premium pricing and diversified revenue model may offer more consistent earnings growth.

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