EV cov khoom lag luam tau raug ntaus txij li Suav Covid-19 inflections nrawm rau lub Peb Hlis. Shares ntawm NIO tau nqis 25% txij thaum kawg ntawm lub Peb Hlis. Tshuag hauv cov phooj ywg
XPeng
(XPEV) thiab
Li Pib
(LI) poob qis 20% thiab 12% nyob rau tib lub sijhawm, feem.
Tesla
(TSLA) shares poob txog 39%.
Muaj lwm yam tseem ceeb ua rau tus nqi sib koom, xws li kev nce nqi thiab, nyob rau hauv rooj plaub ntawm Tesla, CEO Elon Musk's muaj peev xwm yuav of
Twitter
(TWTR). Tab sis Covid lockdowns hauv Suav teb tau yog qhov teeb meem loj heev.
Hnub Thursday dhau los, Wedbush kws tshuaj ntsuam Dan Ives txiav nws Tesla nqi phiaj mus txog $1,000 los ntawm $1,400 hais txog Suav headwinds. Kev kwv yees rau Tesla cov khoom xa tuaj tau poob mus rau kwv yees li 275,000 units txij thaum Lub Ob Hlis lig siab txog 350,000 units. Qhov ntawd yog tag nrho vim kev tsim khoom kaw thiab qeeb ntawm lub tuam txhab Shanghai cog. Thiab kev kwv yees rau NIO qhov kev muag khoom thib ob tau mus txog li $ 1.7 nphom los ntawm lub Ob Hlis kawg ntawm ntau tshaj $ 2.1 nphom.
"NIO tuaj yeem pom nws cov khoom lag luam rov qab mus rau qib kev kaw ua ntej uas muaj peev xwm nyob rau lub Rau Hli, vim tias lub Tsib Hlis ntau lawm tau zoo dua lub lim tiam dhau ib lub lim tiam nrog Shanghai rov qhib," sau Rakesh hauv tsab ntawv ceeb toom hnub Sunday. Nws pom NIO cov nroj tsuag nce mus txog 240,000 lub tsheb hauv ib xyoos los ntawm peb lub hlis twg. NIO tau xa txog 95,000 units hauv 12 lub hlis dhau los. "NIO tau tsim nyog rau ntau tus neeg muab khoom lag luam rau cov khoom tseem ceeb kom tsis txhob muaj feem cuam tshuam rau yav tom ntej ntawm kev ntim khoom nruj," tus kws tshuaj ntsuam ntxiv.
Ntxiv nrog rau cov xov xwm tsim khoom, Rakesh kuj tau sau tseg tias lub tuam txhab tau ua tiav ntawm nws cov kev pabcuam tsav tsheb siab heev, European expansion cov phiaj xwm thiab cov nqi roj teeb. NIO siv ntau dua, tus nqi qis, lithium-hlau-phosphate roj teeb chemistry hauv nws lub tsheb. Qhov ntawd yog ib kauj ruam ntau tus neeg tsim EV tau ua los pab tiv thaiv tus nqi nce.
Rakesh yog NIO bull. Nws tus nqi sib faib Yuav thiab muaj $ 60 tus nqi phiaj rau kev sib koom. Qhov ntawd yog kwv yees li 264% saum toj no $ 16.44 qib sib koom kaw rau hnub Friday. Qhov kev xa rov qab yog qhov siab vim tias qhov kev sib koom tsis zoo tau raug ntaus. Los rau hnub Monday kev lag luam, NIO Tshuag tau tawm txog 48% xyoo rau hnub tim thiab 70% los ntawm nws lub Xya Hli 52-lub lim tiam siab ntawm ntau dua $ 55 ib feem.
Kev nce nqi paj laum, kev nce nqi, thiab kev ntshai txog kev tshem tawm ntawm Teb Chaws Asmeskas cov npe txawv teb chaws cov khoom lag luam uas tsis ua raws li US cov qauv kev suav nyiaj tau hnyav rau NIO shares.
Rakesh tsis yog ib leeg hauv nws txoj kev xav. Ntau tshaj 94% ntawm cov kws tshuaj ntsuam suav nrog NIO cov nqi khoom lag luam yuav. Cov nruab nrab Buy-rating ratio rau stocks
S&P 500
yog hais txog 58%. Qhov nruab nrab kws tshuaj ntsuam nqi phiaj tsuas yog hais txog $ 39, qis dua Rakesh, tab sis nce ntau dua 130% los ntawm qib tsis ntev los no.
NIO cov khoom lag luam poob qis txog 0.7% hauv kev ua lag luam thaum ntxov hnub Monday. XPeng tshaj tawm cov nyiaj tau los uas yeej Wall Street kwv yees, tab sis kev taw qhia rau lub quarter thib ob yog me ntsis qis dua li cov kws tshuaj ntsuam tau kwv yees. Covid-19 yog qhov laj thawj rau kev taw qhia tsis muaj zog. Qhov ntawd tej zaum yuav hnyav rau NIO shares ib yam nkaus.
XPeng Tshuag poob txog 0.3% hauv kev lag luam ua ntej. S&P 500 thiab
Dow Jones Muaj Nruab Nrab
yav tom ntej yog ob qho tib si nce txog 0.9%.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]