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Price Target Lowered at Jefferies
The downgrade hit the news wire shortly after close. I love it when they sneak in the news after hours.
Do you think this will have any effect on Tsla's share price?
$Tesla(TSLA.US$$XPeng(XPEV.US$$NIO Inc(NIO.US$
Do you think this will have any effect on Tsla's share price?
$Tesla(TSLA.US$$XPeng(XPEV.US$$NIO Inc(NIO.US$


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two key factors
with government support and increasing consumer interest, the electric vehicle (EV) market will experience strong tailwinds.
plus renewed consumer demand from China after the country’s reopening to the world could create tailwinds in the EV market.
plus renewed consumer demand from China after the country’s reopening to the world could create tailwinds in the EV market.
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The EV market in 23Q2: Price cuts and rising inventories
I hold a positive outlook for EV deliveries. This optimism comes from the growing global commitment to phase out internal combustion engines and transition to electric vehicles by both nations and automakers.
The expanding variety of EV models on the market is set to provide consumers with greater options and competitive pricing. Notably, charging infrastructure development is rapidly progressing. All these factors will drive the future ad...
The expanding variety of EV models on the market is set to provide consumers with greater options and competitive pricing. Notably, charging infrastructure development is rapidly progressing. All these factors will drive the future ad...
The EV market in 23Q2: Price cuts and rising inventories.
Delivery results from all EV makers are encouraging and i believe EV will continue to gain more market share from ICE.
2nd half is traditionally better for EV compared with 1st half of the year. People tends to make big purchase such as car in New Year season.
I will continue to increase my EV shares at the right price. Go in slowly and dont FOMO!
2nd half is traditionally better for EV compared with 1st half of the year. People tends to make big purchase such as car in New Year season.
I will continue to increase my EV shares at the right price. Go in slowly and dont FOMO!
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Top 10 Car Makers Globally
$BYD Company Limited(002594.SZ$ making it to the Top 10 list for the first time.
The biggest economy will eventually become the only economy.
The same thing here with China slowly surpassing Japan as the biggest car exporter.
When you have the highest demand concentrated in a single country, it is hard for you not to become the leader of the industry.
Those who control demand will have the highest innovation.
China has demonstrated their capability of going from "Good ...
The biggest economy will eventually become the only economy.
The same thing here with China slowly surpassing Japan as the biggest car exporter.
When you have the highest demand concentrated in a single country, it is hard for you not to become the leader of the industry.
Those who control demand will have the highest innovation.
China has demonstrated their capability of going from "Good ...

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Li Auto (LI) Technical Analysis Before Its Earning on 08 Aug Pre-Market
$Li Auto(LI.US$ is scheduled to release its Q2 2023 earnings report on 08 Aug before market open.
Li Auto has reached a new 52-week high of $47.33 intraday Monday, and it is on target to reach its previous record of $47.70 set in Nov 2020 (just a few months after its IPO).
Li Auto (LI) Deliveries Numbers
Li Auto have delivered about 87,000 units in the second quarter of 2023, up more than 200% from the roughly 29,000 deliver...
Li Auto has reached a new 52-week high of $47.33 intraday Monday, and it is on target to reach its previous record of $47.70 set in Nov 2020 (just a few months after its IPO).
Li Auto (LI) Deliveries Numbers
Li Auto have delivered about 87,000 units in the second quarter of 2023, up more than 200% from the roughly 29,000 deliver...



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Rivian Automotive (RIVN) Earnings Release Analysis 08 Aug 2023 Post Market
$Rivian Automotive(RIVN.US$ is expected to release their Q2 2023 earnings report on 08 Aug 2023 after market close.
On the deliveries side, Rivian has exceeded analyst expectations of around 11,000 by actually deliver 12,640 models in the second quarter this year.
The production has also picked up after a slow start to the year where only around 9,400 vehicles was produced in Q1 2023. Rivian made nearly 14,000 EVs in Q2 w...
On the deliveries side, Rivian has exceeded analyst expectations of around 11,000 by actually deliver 12,640 models in the second quarter this year.
The production has also picked up after a slow start to the year where only around 9,400 vehicles was produced in Q1 2023. Rivian made nearly 14,000 EVs in Q2 w...



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ColumnsWei Xiaoli Series 1: The delivery volume of "Wei Xiaoli" is divided, what did Li Auto do right?
Compared with sales volume, Li Auto is far ahead
Entering July, new energy car companies have successively announced delivery data for June. Among the new car-making forces, Wei Xiaoli's performance has accelerated differentiation. In June, the delivery volume of Li Auto continued to surge. Although the sales of XPEV and NIO rebounded from the previous month, they still did not reach the level of the...
Entering July, new energy car companies have successively announced delivery data for June. Among the new car-making forces, Wei Xiaoli's performance has accelerated differentiation. In June, the delivery volume of Li Auto continued to surge. Although the sales of XPEV and NIO rebounded from the previous month, they still did not reach the level of the...



ColumnsThree invetment themes to watch amid China's trifecta of stimulus
China has received a trifecta of stimulus to fast-track its economy, which will thrust Chinese consumer spending stocks, electric vehicle industry companies and building sector-related stocks into the spotlight.
For investors this represents an opporunity, 'as where macro funds go, investment flows'. What I mean by that is, what happens in the macro economic climate, typically dictates where funds go, and that tends to drive invest...
For investors this represents an opporunity, 'as where macro funds go, investment flows'. What I mean by that is, what happens in the macro economic climate, typically dictates where funds go, and that tends to drive invest...
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