---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40995931.md"
description: "$NIO Inc(NIO.US) The guidance is optimistic, but the reality is harsh. It feels like the impact of XPeng GX on Ledao wasn't considered, but there will be a large five-seater version of the ES8 later."
datetime: "2026-05-21T14:09:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40995931.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40995931.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40995931.md)
author: "[宇宙大爆炸](https://longbridge.com/en/profiles/636902.md)"
---

# $NIO Inc(NIO.US) The guidance is optimistic, but t…


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## Comments (8)

- **长桥诺大王 · 2026-05-21T14:29:01.000Z**: The situation for Nio will be quite severe next, because its full-size models can only engage in a price war, selling for over 400,000 yuan, and even battery leasing is only 290,000 yuan. This is clearly the level of a low-end brand. If large cars can only be sold at this price, how can its mid-to-l
  - **宇宙大爆炸** (2026-05-21T14:37:56.000Z): First, survive. The overall environment for Chinese concept stocks and business is just like this. Robotaxi might be the opportunity later.
  - **长桥诺大王** (2026-05-21T14:49:37.000Z): Can't survive anymore. Haven't you seen that XPeng has already driven the price of a full-size large car down to 260k? The fate of Nio, XPeng, and Li Auto is a slow suicide.
  - **宇宙大爆炸** (2026-05-21T14:52:30.000Z): It's better to short with this conviction.😂
- **长桥诺大王 · 2026-05-21T14:28:57.000Z**: Smart one, the earnings report just barely met expectations. Even if it's a bit better than expected, it's still just meeting expectations. The good news has already been fully priced in.
- **已老实 · 2026-05-21T14:10:13.000Z**: Here comes its g9L again.
  - **宇宙大爆炸** (2026-05-21T14:11:13.000Z): The competition is so fierce, where are there so many high-net-worth users to support the brand premium?