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Diskussioner
ugo lézin
ugo lézin
Frankrig
9t
Do you remember the "60 swaps per station per day" breakeven target? I think it's worth revisiting. Back in 2024, William Li said a swap station could break even at around 60 swaps per day. Two years later, $NIO (Nio Inc.-ADR) has gone from roughly 2,000 to 4,000+ swap stations, while... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
1d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO has officially completed its 4,000th battery swap station in China, marking another major milestone as the first batch of fifth-generation swap stations begins rolling out. ➜ The new Gen-5 battery swap stations feature integrated Firefly promotional displays,... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
3d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO will deliver its 20,000th ES9 this week. The flagship SUV reached its first 10,000 deliveries in just 30 days, setting a speed record in China’s RMB 500,000 premium EV segment. ➜ The NIO ES8 achieved an overall customer satisfaction score well above the industry... Vis Oversæt
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ugo lézin
Frankrig
4d
Redigeret
$NIO (Nio Inc.-ADR) news recap: ➜ NIO brand's average transaction price reached about $ 64,010 in July. Based on 20,008 deliveries, the main NIO brand generated roughly RMB 8.7 billion in monthly revenue. ➜ Qin Lihong said NIO's average selling price is now close to that of traditional luxury... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
7d
$NIO (Nio Inc.-ADR) news recap: ➜ NIO Group delivered 35,934 vehicles in July, up 71.0% year on year and above Li Auto’s roughly 30,000 units. NIO delivered 20,008 vehicles, ONVO 10,155, and Firefly 5,771, representing growth of 57.9%, 69.9%, and 143.9%, respectively. ➜ From January to July, NIO Group... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
8d
My Q2 adjusted EPS prediction: somewhere between $ 0.03 and $ 0.08 per ADS. $NIO (Nio Inc.-ADR) delivered 107,658 vehicles in Q2, up 29% from 83,465 in Q1. In Q1, the company achieved a 19% gross margin and posted a small adjusted net profit despite seasonally lower volumes. If margins remain stable... Vis Oversæt
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NIO
Nio Inc.-ADR
4.74
0 (0.00%)
ugo lézin
ugo lézin
Frankrig
8d
Tiny $NIO (Nio Inc.-ADR) news recap: ➜ NIO has officially begun the large-scale deployment of its fifth-generation battery swap stations in China. William Li reaffirmed the target of adding more than 1,000 new stations in 2026, bringing the nationwide network to over 4,600 stations. ➜ NIO has been... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
9d
Hermès is (probably) one of the most interesting opportunities right now And the reason is simple: as public investors, we have very little access to REAL luxury. Most of what we can buy on the stock market is “fake luxury.” Before LVMH ( $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) ) shareholders... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
9d
Fed keeps rates unchanged at 3.5–3.75%, as expected. But the interesting part: 3 officials dissented, while several Fed members are openly discussing the possibility of higher rates if inflation stays sticky. June CPI was softer, but gasoline prices are rising again amid Middle East volatility. September... Vis Oversæt
ugo lézin
ugo lézin
Frankrig
9d
$NIO (Nio Inc.-ADR) news recap: ➜ People’s Daily says China’s pure EV market was reshaped in H1 2026, with domestic players such as NIO surpassing Tesla across multiple dimensions and leadership in the high-end pure EV segment changing hands. ➜ NIO has completed 119 million cumulative battery swaps.... Vis Oversæt

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Strategi: Værdi

China for growth. Swiss francs for strength. PhD candidate in experimental economics NIO
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