Stunned investor yog tej zaum xav tias yuav ua li cas nws tau ua phem heev sai sai. Muaj qee tus neeg sib tw los liam. Ntshai ntsig txog US tshem tawm ntawm Suav cov khoom lag luam rov tshwm sim hauv 2022. Dab tsi ntxiv, kev nce nqi ntxiv nrog rau Covid-19 tau teeb meem. Tseem, NIO cov phooj ywg
XPeng
(XPEV) thiab
Li Pib
(LI) tau ntsib cov teeb meem tib yam, thiab cov khoom ntawm ob tus neeg tsim khoom EV tau tuav zoo dua li NIO Tshuag.
Nws nyuaj rau cem NIO kev tswj hwm rau txhua qhov kev ua tsis tau zoo. Lub tuam txhab yeej tsis tau plam Wall Street qhov muag kwv yees thaum tshaj tawm peb lub hlis twg los yog cov lej puv xyoo. Thiab NIO tseem qhia ntxiv qauv tshiab rau Suav EV cov neeg yuav khoom. Qhov tseeb tshiab NIO qauv yog SUV dubbed lub ES7.
Qhov teeb meem rau cov Tshuag yog tsuas yog chav tsev loj hlob. NIO tau daig nyob rau hauv thaj tsam ntawm kwv yees li 10,000 lub hlis xa khoom yuav luag ib xyoos. Cov tub ua lag luam loj hlob pom tias qhov tsis tsim nyog.
"NIO yog cov lus ceeb toom rau Tesla thiab tag nrho EV kev lag luam," Wedbush kws tshuaj ntsuam Dan Ives qhia Barron tus. "Nws yog txhua yam hais txog qhov ntsuas thiab ntau lawm, [uas] thaum kawg tau los ua NIO's albatross xyoo tas los. Ntau yam tau tsoo raws li kev loj hlob qeeb zuj zus. "
Ives tsis npog NIO Tshuag, tab sis nws yog Tesla (TSLA) bull, rating shares Buy. Nws tus nqi phiaj yog $1,000 ib feem.
Rov qab rau thaum ntxov 2021, luv luv tom qab NIO tuav ib qho kev tshwm sim rau cov neeg siv khoom thiab cov tub ua lag luam, sib koom ua lag luam li ntawm 18 zaug kwv yees 2021 muag. Tesla thaum lub sijhawm tau ua lag luam txog li 16 lub sijhawm kwv yees muag. Tag nrho cov khoom lag luam poob qis hauv kev lag luam dais, tab sis NIO Tshuag tam sim no pauv rau kwv yees li 4 zaug kwv yees 2022 muag, luv nqi loj rau 8 npaug ntau rau Tesla shares.
Tesla ntau yam tau tuav tau zoo dua vim tias lub tuam txhab tau tswj kom muaj kev loj hlob sai dua li NIO. Tesla tau qhib cov chaw tsim khoom tshiab thiab nthuav dav nws cov nroj tsuag uas twb muaj lawm kom nws cov khoom xa tuaj nce mus rau peb lub hlis twg thiab xyoo dhau los.
Tesla thawj peb lub hlis twg 2022 kev xa khoom tau nce txog 68% los ntawm tib lub sijhawm xyoo dhau los. NIO cov khoom xa tuaj tau nce txog 28%. Thiab txawm hais tias Covid-muaj feem cuam tshuam kev lag luam qeeb, Tesla lub quarter thib ob xa khoom xav tias yuav loj hlob li ntawm 30% xyoo tas los. NIO's Q2 kev xa khoom yuav tsum loj hlob ze rau 10%.
(Tesla tau xa ntau dua ib lab EVs hauv 12 lub hlis dhau los. NIO tau xa tawm kwv yees li 128,000.)
Cov lus rau Tesla cov tub ua lag luam yog qhov yooj yim pom: Tsom ntsoov rau kev xa khoom loj hlob. Phab ntsa Street cia siab tias Tesla yuav xa txog 1.4 lab lub tsheb hauv 2022, nce los ntawm 936,000 khoom xa tuaj rau xyoo 2021. Hauv 2023 thiab 2024, kev xa khoom xav tau kwv yees li 2.1 lab thiab 2.6 lab, feem.
Tesla, los ntawm 2024, tuaj yeem tsim tau 2.5 lab lossis ntau lub tsheb tawm ntawm nws qhov kev tsim khoom uas twb muaj lawm, uas suav nrog cov nroj tsuag hauv California, Texas, Thiab Lub teb chaws Yelemees raws li zoo raws li Tuam Tshoj. Dab tsi ntxiv, nws tau coj Tesla kwv yees li ob xyoos los ntawm kev tawg hauv av ntawm tsob ntoo mus rau lub tsheb dov tawm ntawm cov kab sib dhos. Cov neeg lag luam yuav tsum tau xav txog qhov chaw tshiab, lossis kev nthuav dav tseem ceeb hauv cov hneev taw uas twb muaj lawm, los ntawm lub sijhawm no rau xyoo tom ntej. Yog tias ib tus tsis nyob ntawm txoj kev, Tesla Tshuag tuaj yeem ntsib teeb meem zoo li NIO.
Cov lus rau NIO cov tub ua lag luam tsuas yog yooj yim pom: Tau txais kev loj hlob mus ntxiv. NIO tau nthuav dav nws lub peev xwm hauv 2022. Nws cia siab tias yuav ncav cuag li ntawm 40,000 thiab 50,000 units ntawm peb lub hlis twg muaj peev xwm tsim tau nyob rau ib nrab xyoo 2022. Cov teeb meem ntawm cov saw hlau yuav ua rau lub ntsej muag muaj peev xwm. Yog tias kev tswj hwm NIO tuaj yeem dhau los thiab tau txais cov khoom xa tuaj tau nce ntxiv, cov tub ua lag luam yuav tsum muaj kev cuam tshuam nrog kev pab.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]
