$XPeng(XPEV.US)XPeng was bought at $26 last year and has been held until now as the largest position without any changes, serving as a long-term core holding. Compared to Tesla as a benchmark, XPeng is undervalued by several times. Although there is a gap between XPeng and Tesla, it is still the most similar and closest to Tesla globally. Currently, the market has not fully priced in XPeng's AI segment, mainly valuing it as a new energy vehicle manufacturer, which is the root of its undervaluation. However, XPeng's AI capabilities, especially in physical world AI, are the best in China.
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