XPEV, NIO & LI Earnings Out: Which One Is the Best Play?

NIO is still posting losses, with a Q3 net loss of ¥3.48 billion, though this marks a narrowing of over 30%. At the same time, the company’s overall gross margin reached 13.9%, the highest in three years, and both operating cash flow and free cash flow turned positive. This time, NIO not only expressed confidence in achieving profitability in Q4 but also set more ambitious targets, aiming for full-year profitability next year. Li Auto’s Q3 revenue fell 36% year over year, with a net loss of 624 million yuan. Its Q4 guidance came in nearly 30% below expectations.

avatarWeChats
09-20
🚗 NIO Rallies 5 Days Straight! Is $8.50 Just the Start? NIO is back in the fast lane. The stock has notched five straight green sessions, hitting fresh year highs after UBS upgraded from “Neutral” to “Buy” with a PT of $8.50 (up from $6.20). Citi had already thrown in its own bullish call earlier, giving NIO something it hasn’t had in months — Wall Street momentum. Adding to the drama, NIO closed a $1B equity raise at $5.57 per ADR (HK$43.36 per Class A share). Instead of tanking on dilution fears, shares ripped higher. For bulls, that’s a sign investors now see NIO’s fundraise as growth capital rather than a cash-burn warning. --- 📊 Why This Rally Feels Different 1. Analysts shifting tone: Dual upgrades from UBS and Citi suggest institutions believe NIO is stabilising after a rough patch.
avatarxc__
08-27

NIO's October Sales Boom: Double Down or Cash Out at $10?

$NIO Inc.(NIO)$ NIO's shares have doubled since April 2025 lows, surging over 90% from its June trough to $6.70 as of August 26, 2025, outpacing the Hang Seng Index's 9% gain in the same period. Morgan Stanley's recent report highlights strong ES8 orders, forecasting monthly sales of 40,000–50,000 units starting in October 2025, potentially driving Q3 deliveries to 78,000-80,000, a 8.3%-11.1% quarter-over-quarter growth. With Q2 deliveries at 103,181 units (up 241.58% year-over-year) and a net loss narrowing to $0.93 billion, NIO's fundamental story is evolving, but questions linger amid brutal unit economics and competition from BYD. The S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $109,887 reflect a bullish backdrop, but tariffs (
NIO's October Sales Boom: Double Down or Cash Out at $10?
avatarxc__
08-23

XPeng +11%, NIO +9%: Your Winning EV Play in China's Boom?

XPeng ( $XPeng Inc.(XPEV)$ ) soared 11.68% to close at $22.75 on the NYSE, marking its strongest single-day gain since May, while NIO ( $NIO Inc.(NIO)$ ) jumped 9.27% to $5.54, wiping out two weeks of losses. Both stocks outperformed the Chinese EV sector, where Li Auto held steady and BYD edged up 1%, fueled by a renewed EV subsidy rush in China. With XPeng up 70% year-to-date and NIO showing resilience, the market buzzes with opportunity. But unit economics remain a challenge amid fierce competition. Is XPeng your bet for its transformation, or does NIO’s recovery signal value? Will NIO dip below its prior low of $5.00? What’s your target price? This deep dive explores the rally’s drivers, risks, and you
XPeng +11%, NIO +9%: Your Winning EV Play in China's Boom?
avatarKYHBKO
09-01

<Part 2 of 5> Salesforce? - Earnings Calendar (01Sep25)

Earnings Calendar (01Sep25) The earnings of NIO, Salesforce, UI Path and Macy's would be interesting in the coming week. Both technical analysis and analyst sentiment suggest a positive outlook for the stock. Technical indicators point to a "strong buy" rating, while a consensus of analysts recommends a "buy" with a one-year price target of $344.62. This target represents a potential upside of 34.49% from the current price. In the past year, the stock has already seen a price increase of 1.9%. Below is a summary of Salesforce, Inc. (NYSE: CRM) earnings and financial metrics for fiscal year 2025, based on the provided data and additional context from recent earnings reports: Revenue: Salesforce’s revenue grew significantly from $6.6 billion in 2016 to $37.8 billion in fiscal 2025 (ended Jan
<Part 2 of 5> Salesforce? - Earnings Calendar (01Sep25)
avatarxc__
08-25

NIO's ES8 Revolution: Is This the EV Stock to Double Down On?

$NIO Inc.(NIO)$ NIO's shares exploded 14.44% to a 2025 high after unveiling its revamped ES8 SUV, a lower-priced powerhouse set to challenge rivals in China's booming EV market. The company's operational transformation, highlighted by the ES8's 900V architecture, extended battery range, and dual-motor setup, has investors buzzing about its potential to broaden appeal and boost sales. With Q2 deliveries surging 241.58% to 103,181 units and a 15.56% revenue jump to RMB 18.27 billion, NIO's turnaround story is gaining traction. Against a S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $115,000, the VIX at 14.49 signals calm, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add uncertainty. Up 70% in two months and doubl
NIO's ES8 Revolution: Is This the EV Stock to Double Down On?

【China Asset Select】05 Northbound Trading Guide: Using Hong Kong ETFs for Cross-Market Arbitrage

Over the past two years, Chinese assets have been like a roller coaster—plunging all the way down, but in doing so, catching the eyes of global investors once again.Valuation recovery story: A-shares went through a prolonged compression, and today their overall P/E ratios have dropped to historical lows, like “quality goods on sale.”The Hong Kong label: The Hang Seng Index and Hang Seng Tech Index still carry the title of “the world’s cheapest market,” cheap enough to make investors take a second look.Smart money in motion: Southbound capital continues to pour in, with ETFs like Hang Seng China Enterprises (HSCEI) and Hang Seng Tech repeatedly hitting record turnover. Beneath the noise lies opportunity.Policy momentum: From growth stabilization to capital market reforms, policy has acted a
【China Asset Select】05 Northbound Trading Guide: Using Hong Kong ETFs for Cross-Market Arbitrage
avatarShyon
09-02
I find it interesting to see NIO's $NIO Inc.(NIO)$  $NIO Inc.(NIO.SI)$  $NIO-SW(09866)$  stock swinging from a 20% drop to a 2% rise after its earnings release today. The data shows a Q2 revenue of RMB 19.01 billion, up from RMB 17.45 billion in the same period last year, which indicates some positive growth. However, the net loss of RMB 5.141 billion, compared to RMB 5.126 billion a year earlier, suggests that profitability remains elusive, with losses staying nearly unchanged. This mix of growth and stagnation in losses raises questions about NIO's financial trajectory. Looking at the revenue increase, I think it reflects NIO's e

CN Assets Pick|03 Tech Rivalry: How China’s “7 Sisters” Stack Up Against Wall Street’s Big Tech

In recent days, China’s A-share market has ignited a long-awaited rally—Shanghai’s benchmark index broke through a ten-year high, and the total market capitalization of A-shares surpassed the landmark ¥100 trillion for the first time. This wave of momentum has drawn fresh attention to “China assets,” especially the potential of its technology sector.Over the past decade, when people think of the world’s most influential tech companies, their minds go straight to Wall Street’s “Big Tech Seven”: $Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NVIDIA(NVDA)$
CN Assets Pick|03 Tech Rivalry: How China’s “7 Sisters” Stack Up Against Wall Street’s Big Tech
avatarxc__
08-20

XPeng-NIO EV Boom: Your Next Big Bet in China’s Electric Surge?

$XPeng Inc.(XPNGF)$ $NIO Inc.(NIO)$ China’s electric vehicle (EV) market is sizzling as XPeng and NIO lead the charge, with XPeng’s stock climbing nearly 5% and NIO soaring 8% yesterday, August 19, 2025. XPeng’s Q2 revenue doubled to a record $2.55 billion, with net losses narrowing 63% to $90 million, driven by 103,181 vehicle deliveries—a 242% year-over-year leap. NIO’s rally, fueled by CEO William Li’s “harvest season” optimism and a bullish technical pattern, hints at a breakout from its current $7.50 price, up from a 52-week low of $4.10. With the S&P 500 at 6,466.58, Bitcoin at $124,002, and oil at $75/barrel amid 30-35% tariffs, the EV sector shines, though the VIX at 14.49 suggests hidden vola
XPeng-NIO EV Boom: Your Next Big Bet in China’s Electric Surge?

“NIO Doubles Off the Lows — But Is the ES8 Enough to Justify the Hype?

$NIO Inc.(NIO)$ A Rapid Rally Raises Big Questions NIO Inc. (NYSE: NIO) has become a name synonymous with both optimism and skepticism in the electric vehicle (EV) space. For years, the Shanghai-based automaker was seen as China’s answer to Tesla — a premium EV brand that could bring aspirational luxury to a rapidly growing middle class. But after several years of financial struggles, operational hurdles, and intense competition, NIO’s stock had collapsed to just under $3 in April 2025. At that point, many investors believed the company was in danger of being marginalized in China’s fiercely competitive EV market. Fast forward just a few months, and the picture looks very different. NIO shares have more than doubled, trading around the $6 mark, and
“NIO Doubles Off the Lows — But Is the ES8 Enough to Justify the Hype?
Has NIO’s Fundamental Story Really Changed, and Is $6 Still Worth Buying? 1. What’s Driving the Rally ES8 Launch & Strategic Pricing NIO recently unveiled its third-generation ES8 SUV, positioned aggressively—priced at RMB 416,800 (~USD 58,000), and as low as RMB 308,800 (~USD 43,000) under its Battery-as-a-Service (BaaS) model. This represents a c. 25% reduction compared to its predecessor, while still maintaining positive gross margins by leveraging cost reductions in materials, economies of scale, and in-house technologies . Sales Momentum & Market Reaction The reduced pricing and value proposition have struck a chord with investors—NIO's stock is up ~76% from April lows . Q2 deliveries reached 72,056 vehicles—a 26% YoY gain—outpacing Tesla's decline in China . Additionally, Q2

NIO Jumps 53% in 7 Days – What the Charts Show Next

$NIO Inc.(NIO.SI)$ strong rally in August was driven by the launch of its new third-generation ES8 SUV, supported by aggressive pricing under its Battery-as-a-Service (BaaS) model. Investor sentiment was also boosted by analyst upgrades and optimism over stronger demand for both the ES8 and the Onvo L90 SUV. (Source: https://www.barrons.com/articles/nio-stock-price-tesla-ev-a7ddf198?) Chart Perspective: From a longer-term view, NIO is still in a broader downtrend. However, price action in recent months is showing signs of a potential trend change, with higher lows (HL) and higher highs (HH) beginning to form. Support levels: Recent low around 5.94. More immediate support seen near 6.36, where a bullish candle suggests buyers are stepping in
NIO Jumps 53% in 7 Days – What the Charts Show Next
avatarShyon
09-01
I am still holding my long-trapped NIO $NIO Inc.(NIO.SI)$   shares, entered at a higher price, and even with the recent strong rebound, I have not yet reached breakeven—there's still a long way to go. The upcoming earnings report has me on edge, as past disappointments have shaken my confidence in the company's ability to deliver. I am hoping for a positive surprise this time, especially since I have a position in it, and I am keeping my fingers crossed for a turnaround. The projected revenue growth is a small ray of hope, but the anticipated loss tempers my optimism. I want to believe that the new models can sustain the momentum, particularly with the strong performance of Chinese EVs lately. As someone
NIO movement is a bit odd.  Slow to rebound in uoside, I was thinking to myself there is a sligh up. i took up the chance to exit my small holding in NIO. I took a 25% loss and put 75% recover to buy another upside stock.  Dear trader, you must have à buying list and selling list. You also must has patient and wait good entry and exit point.  Rdgs Fast Trade 
I think that the revenue recognition model should have been evaluated by the auditors as NIO was listed in US before GIC made the investment. If the auditors made a mistake, their professional insurers will cover. But the issues is, and I might be wrong, can GIC sue the auditors directly or they have to sue NIO who will in turn ask their auditors.

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avatarLimwy
10-16
$NIO Inc.(NIO)$  bad news today. So sell or don't sell????
avatarWeChats
08-25
🚗 NIO Doubles Since April! Is $6 Just the Beginning—or the Top? NIO ($NIO Inc.(NIO)$  ) has been on a wild ride. The stock has doubled since April, surging another 70% in just the past two months, fueled by buzz around its new ES8 launch and hopes that the company is finally turning a corner. But here’s the key question for retail investors: is this a real transformation story… or just another speculative run in China’s crowded EV race? ⚡ --- 📈 Why NIO Rallied So Hard Momentum started building after the ES8 SUV launch, which was priced lower than previous models. That positioned NIO more competitively in China’s price-sensitive EV market. Combine that with Beijing’s signals of more policy support for EV adoption, and retail traders piled
avatarJL1973
10-18

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avatarMySGX
10-18

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