XPeng Stock Discussion

JimLuo : Very bullish on the eVTOL track, china has a complete supply chain, as well as the BeiDou system, combined with china's own geographical features (many mountains and hills, lakes), in the next three years, eVTOL will definitely produce a "BYD" level giant.

73162089 : The number is too small for such a bit country.

bullrider_21 OP JimLuo : Ehang is the leader in China now.

Dragon Fish : Overnight up 3.71% already. You didn't see it?

Cui Nyonya Kueh OP Dragon Fish : All green, except Nio red colour.

TMW1986 : Short sellers are back with more shorts. Tough fight. Hope bulls can unite.

Cui Nyonya Kueh OP TMW1986 : seems like a dead cat bounce... hsi futures so fast red liao

bullrider_21 : HK market trades the whole day. I think they close 1 hour earlier than SG.

知足不能常乐 : Pj

Jwu007 : Great analysis

bullrider_21 OP Jwu007 : Thanks

Jwu007 : Nio vs xpev: Comparing the most recent quarterly results, the switch of market caps of the two, and the product lineup for the next two years, one sees clearly which company is better. XPEV is on the way to become a Great Company. Disclaimer: I have xpev but not nio shares. DYODD

73162089 : NIO is much better than XPeng in products matrix, customer services and unique battery swapping infrastructure.  NIO is positioned as high end electric cars with product prices are almost double of XPENG's

Dragon Fish 73162089 : Yes. Recurring income is the best income. Nio must make the Battery Swap Stations the most important source of income after EV sales. But Nio needs to sell more EVs in order to breakeven by next year end. Any delay to achieve 1 mil EV on the road is a failure to breakeven for Nio. CEO issues a warning letter to all Nio staff to buck up else will lose to XPeng is a very important message whether Nio will survive or not in the next 2 years. No more last chance if Nio fails this time.

70214852 : Hope to be acquired by a company soon, this is the best outcome for NIO.