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$KUAISHOU-W(01024.HK) is already fully invested and leveraged, all in.

$KUAISHOU-W(01024.HK) will definitely rise by 50% before the end of the year, and it could even double.

$KUAISHOU-W(01024.HK) is expected to double. A once-in-a-lifetime opportunity

$KUAISHOU-W(01024.HK) A large amount of trapped capital has been sold off.

$NIO-SW(09866.HK) Here it comes! Profit!

$GAC GROUP(02238.HK) firmly bullish, add positions on pullback

$NIO Inc(NIO.US)The valuation of Nio, XPeng, and Li Auto is unreasonable, while GAC and Geely offer better value for money. It's absurd that Nio, XPeng, and Li Auto are approaching Geely's market cap, being only 3-4 times that of GAC. There's no real barrier in EV manufacturing - none of them make their own batteries, and AI can be developed with enough money. The high valuation premium enjoyed by Nio, XPeng, and Li Auto will eventually correct.

$NIO-SW(09866.HK) compared to Geely, NIO-Xpeng-Li Auto are all ridiculously expensive

$NIO-SW(09866.HK) If it weren't for the current financial situation, I would definitely buy. Still, I find it hard to believe they'll turn a profit in Q4. Even when XPeng's sales surged, they only managed to reduce losses. Moreover, the gross margins for the ES8 and the L90 are still unclear. Given Li Bin's cost control and various sales and marketing expenses, it's hard to be optimistic. I don't see much upside from here.

$NIO-SW(09866.HK)Nio is the only one among Nio, XPeng, and Li Auto with negative net asset value, and it will definitely report huge losses in the second quarter. Li Auto and XPeng can afford poor sales of one model, but Nio is at a critical juncture of survival—winning could double its value, while losing could mean zero. If the sales don't exceed 10,000 units, there's no possibility of profitability in Q4. If Nio fails to achieve profitability in Q4 and lacks external financing (which seems difficult, as it has already exhausted most financing options), Nio is literally finished.

$NIO-SW(09866.HK) I'm optimistic about battery swapping, but not necessarily about Nio. It's still too early for a turnaround for Nio, and the Q2 losses won't be much less than Q1. The L60 and L90 products are decent, but Nio's financial situation is too dire. If it can't turn a profit in Q4, the debt and interest alone could crush Nio. I'm not sure about the gross margin of the L90, but a rough estimate suggests it won't be high, and there's no sign of the next high-volume model. The L90 needs to be a big hit with a decent gross margin to give Nio a ticket to survival; otherwise, it might even become Nio's last somewhat popular model.

$NIO Inc(NIO.US) is no longer about eliminating the unqualified, like companies such as HiPhi leaving the market. Only the ultimate king of competition can survive. Richard Yu is too terrifying.

$NIO Inc(NIO.US) Play for a rebound, out.

$XJ ELECTRICS(02619.HK) Before Yingtong went public, the founder distributed hundreds of millions in dividends, while Xiangjiang Electric didn't distribute a single cent before its IPO, with 500 million in cash on the books. How can such a conscientious company have this stock price?

$NIO Inc(NIO.US) Additionally, the so-called world model is far below expectations, and autonomous driving is also at the bottom among new forces.

$NIO Inc(NIO.US) Qin Lihong certainly did not reduce his holdings because he cashed out long ago and now has almost no equity left. What is there to reduce?

$NIO Inc(NIO.US) Li Bin's personality is not likable on one hand, lacking marketing skills, and on the other hand, not inclusive enough to attract top manufacturing executives. He keeps hiring executives from companies like P&G and Disney. His wife doesn't seem to be helpful either.

$NIO Inc(NIO.US) is clearly on the verge of collapse, yet still clinging to brand value. They shouldn't have launched Ledao in the first place! The sales network is still separate, requiring new stores! If Nio had launched a cheaper sub-series and poached a manufacturing executive from Geely or another automaker to be Ledao's president, it would have probably sold like hotcakes, easily outperforming Disney's Ai Ticheng by a mile!

$NIO Inc(NIO.US) is now all about cost-effectiveness, whether it's Xiaomi's commitment to a hardware net profit margin of no more than 5% or Leapmotor being labeled as half the price of Li Auto, topping the new energy vehicle sector. Li Bin's mindset seems stuck in the last century, still thinking about premium pricing and high margins. To put it bluntly, even at the brink of failure, he's still focusing on models like the ES9 rather than volume-selling vehicles.

$NIO Inc(NIO.US)The new generation 5566 has lost the possibility of mass sales. Can the ET9 compete with Aito? The competition for the L60 is also extremely fierce, and the L90 almost has no chance of mass sales. Whether it's Xiaomi's YU7 or Leapmotor, or other automakers, it's almost impossible to create a gap with these competitors. A company that is almost on the verge of bankruptcy makes sales even more difficult. The latest news is about the ES9, another car that won't sell in large quantities. It's really over.

$NIO Inc(NIO.US)No need to say more, it's all over. Li Bin holds press conferences every day, one after another, like the ET9 salon. Almost none of the executives come from a manufacturing background.

$NIO-SW(09866.HK) As expected, the net assets have been wiped out.

$NIO Inc(NIO.US)In April, during the Xiaomi yu7 launch event, I usually don't short this kind of candlestick chart, but now I'm getting a bit itchy to do so.

$NIO Inc(NIO.US) Judging from the situation, the Q2 sales are far worse than Q1, and it's a foregone conclusion that the Q2 net assets will be zero.

$NIO Inc(NIO.US)Nio's sales have almost no hope left. The stock price reversal can only depend on whether CATL is interested in acquiring it. With a market cap of just 50 billion, it might only take 20 billion to gain control, which would be a drop in the bucket for CATL. After all, CATL has been wanting to get into battery swapping anyway.