<p><strong>蔚来汽车</strong>(NIO 14.44%) 一直以来都是投资者关注的股票。这家年轻的电动车制造商成功地在中国庞大的电动车市场中确立了自己的地位，并在近年来建立了一个庞大的换电网络，并推出了多个品牌。</p>
<p>如果投资者在中国经济放缓的背景下寻找一些好消息，不妨关注一下蔚来汽车的消息，这使得其股票在周二交易中上涨了大约 5%。</p>
<h2>蔚来汽车保持竞争力</h2>
<p>说中国的电动车市场目前充满挑战是轻描淡写。蓬勃发展的国内品牌在技术上取得了惊人的进步，并在成本上大幅低于外国品牌。这导致了一场残酷的价格战，一系列年轻的电动车制造商竞相保护市场份额并保持竞争力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzAyNzIvbmlvLWZpcmVmbHktZXYtZm90b3Mtb2ZpY2lhaXMtNi5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzAyNzIvbmlvLWZpcmVmbHktZXYtZm90b3Mtb2ZpY2lhaXMtNi5qcGcmdz03MDA"/></p>
<p>一辆 Firefly，这是蔚来汽车的新品牌之一。图片来源：蔚来汽车。</p>
<p>更糟糕的是，全球最大的对冲基金桥水基金刚刚发布了其在第二季度对投资组合所做的调整，包括出售中国股票 <strong>阿里巴巴</strong>、<strong>百度</strong> 和蔚来汽车等。部分原因可能是中国经济放缓。7 月份新贷款下降，这是近二十年来的首次收缩，这引发了对更大经济衰退的担忧。</p>
<h2>这里有一些好消息，主要是</h2>
<p>在宣布 <strong>特斯拉</strong> 将在中国推出其新的六座 Model Y L SUV 后，蔚来汽车宣布对其所有长续航电动车型进行降价。它通过将可选的长续航电池包价格降低 2780 美元，降低了其所有长续航车型的成本。</p>
<p>对消费者来说更好的消息是，那些已经购买但尚未收到长续航电池包车辆的消费者将自动受益于新的定价，而在今年 1 月 1 日至 8 月 18 日之间交付的消费者将获得 20,000 元（约 2,785 美元）的折扣券。</p>
<p>一些额外的好消息，以及对蔚来汽车未来的一个线索，最近也被传达出来。在 2025 年至 2026 年之间，蔚来汽车计划在新加坡、乌兹别克斯坦和哥斯达黎加等新市场展开业务，并得到当地合作伙伴的支持。</p>
<p>但或许更有趣的是，蔚来汽车表示将很快推出其首款右舵车型，面向英国和东南亚市场。这反过来可能表明其有意最终在美国和中美洲市场销售。</p>
<p>虽然降价确实会对公司的收入和利润率施加压力，但目前更重要的是保护市场份额，并将较弱的竞争对手挤出市场。蔚来汽车还证明了通过提高运营效率和降低成本来支持利润率的能力。</p>
<h2>这对蔚来汽车投资者意味着什么</h2>
<p>对投资者来说，蔚来汽车似乎正在朝着进入美国市场的方向发展，这无疑是个好消息，或许在关税变得更可接受时，因为这可能成为一个主要市场，消费者渴望更多价格具有竞争力的选择。中国可以满足这一需求。</p>
<p>这些举措——降价和国际扩张——应该增强蔚来汽车与特斯拉及其他中国竞争对手如 <strong>小鹏汽车</strong> 的竞争力。该公司正在多样化其电动车型，推出新的品牌 Onvo 和 Firefly，预计将针对比蔚来汽车的高端品牌更广泛的客户群体。</p>
<p>蔚来汽车将继续是一只高风险、高回报的股票，具有巨大的上行潜力。如果公司的换电网络最终成为中国的标准，这将对公司的底线产生巨大的推动。</p>
<p>如果蔚来汽车能够成功进入美国市场，这将为公司带来显著的增长，尤其是考虑到美国电动车市场在未来几年可能会因价格下降、电动车产品扩展以及消费者对充电基础设施可用性的担忧减少而开始升温。</p>
<p>蔚来汽车在任何投资组合中应保持小规模持仓。它目前面临着中国经济困难和电动车价格战的挑战，但如果能够执行其国际战略，投资者在未来有望获得良好的回报。</p>

蔚来-SW

蔚来汽车

<p>蔚来汽车（NIO）在其长续航电动车系列降价后，股价上涨了 5%，旨在在竞争激烈的中国电动车市场中保持竞争力。该公司还计划国际扩张，包括为英国和东南亚市场推出右舵车型，这可能为进入美国市场铺平道路。尽管当前面临经济挑战和价格战，蔚来的战略可能使其具备显著增长的潜力，成为一种高风险、高回报的投资</p>

<p><strong>Nio</strong>(NIO 14.44%) has always been an intriguing stock for investors. The young electric vehicle (EV) maker managed to establish itself as a major player in China's huge EV market, and it has built out a substantial battery-swapping network and launched multiple brands in recent years.</p>
<div class="lb-trans"><p><strong>蔚来汽车</strong>(NIO 14.44%) 一直以来都是投资者关注的股票。这家年轻的电动车制造商成功地在中国庞大的电动车市场中确立了自己的地位，并在近年来建立了一个庞大的换电网络，并推出了多个品牌。</p>
</div><p>If investors are searching for a little good news amid a slowing Chinese economy, look no further than some news that had Nio stock trading roughly 5% higher on Tuesday.</p>
<div class="lb-trans"><p>如果投资者在中国经济放缓的背景下寻找一些好消息，不妨关注一下蔚来汽车的消息，这使得其股票在周二交易中上涨了大约 5%。</p>
</div><h2>Nio is staying competitive</h2>
<div class="lb-trans"><h2>蔚来汽车保持竞争力</h2>
</div><p>To say that China's EV market is challenging right now would be an understatement. Blossoming domestic brands have made incredible advances in technology and have undercut foreign brands significantly on cost. That has created a brutal price war as a list of young EV makers race to protect market share and stay competitive.</p>
<div class="lb-trans"><p>说中国的电动车市场目前充满挑战是轻描淡写。蓬勃发展的国内品牌在技术上取得了惊人的进步，并在成本上大幅低于外国品牌。这导致了一场残酷的价格战，一系列年轻的电动车制造商竞相保护市场份额并保持竞争力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzAyNzIvbmlvLWZpcmVmbHktZXYtZm90b3Mtb2ZpY2lhaXMtNi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F830272%2Fnio-firefly-ev-fotos-oficiais-6.jpg&amp;op=resize&amp;w=700"/></p>
<p>A Firefly, one of Nio's new brands. Image source: Nio.</p>
<div class="lb-trans"><p>一辆 Firefly，这是蔚来汽车的新品牌之一。图片来源：蔚来汽车。</p>
</div><p>To make matters worse, the world's largest hedge fund, Bridgewater Associates, just released the changes it made to its portfolio during the second quarter, including moves to sell Chinese stocks <strong>Alibaba</strong>, <strong>Baidu</strong>, and Nio, among others. Part of the reason is likely the cooling Chinese economy. New loans declined in July, China's first contraction in roughly two decades, which raised concerns about a larger economic downturn.</p>
<div class="lb-trans"><p>更糟糕的是，全球最大的对冲基金桥水基金刚刚发布了其在第二季度对投资组合所做的调整，包括出售中国股票 <strong>阿里巴巴</strong>、<strong>百度</strong> 和蔚来汽车等。部分原因可能是中国经济放缓。7 月份新贷款下降，这是近二十年来的首次收缩，这引发了对更大经济衰退的担忧。</p>
</div><h2>Here's the good news, mostly</h2>
<div class="lb-trans"><h2>这里有一些好消息，主要是</h2>
</div><p>Following an announcement that <strong>Tesla</strong> would be launching its new six-seat Model Y L SUV in China, Nio announced price cuts across its entire lineup of long-range EVs. It accomplished this by cutting the price of its optional long-range battery pack by $2,780, reducing the cost of every long-range vehicle it sells across the board.</p>
<div class="lb-trans"><p>在宣布 <strong>特斯拉</strong> 将在中国推出其新的六座 Model Y L SUV 后，蔚来汽车宣布对其所有长续航电动车型进行降价。它通过将可选的长续航电池包价格降低 2780 美元，降低了其所有长续航车型的成本。</p>
</div><p>Better news for consumers is that those who purchased but have yet to receive vehicles with the long-range battery pack will automatically benefit from the new pricing, while those who took delivery between Jan. 1 and Aug. 18 this year will receive 20,000 yuan ($2,785) discount vouchers.</p>
<div class="lb-trans"><p>对消费者来说更好的消息是，那些已经购买但尚未收到长续航电池包车辆的消费者将自动受益于新的定价，而在今年 1 月 1 日至 8 月 18 日之间交付的消费者将获得 20,000 元（约 2,785 美元）的折扣券。</p>
</div><p>A little added good news, and one clue to Nio's future, was also signaled recently. Between 2025 and 2026, Nio is targeting new markets in Singapore, Uzbekistan, and Costa Rica, with support from local partners.</p>
<div class="lb-trans"><p>一些额外的好消息，以及对蔚来汽车未来的一个线索，最近也被传达出来。在 2025 年至 2026 年之间，蔚来汽车计划在新加坡、乌兹别克斯坦和哥斯达黎加等新市场展开业务，并得到当地合作伙伴的支持。</p>
</div><p>But perhaps more interesting is that Nio said it would soon launch its first right-hand-drive vehicle for the United Kingdom and Southeast Asian markets. And that, in turn, could signal its interest to eventually sell in the U.S. and Central America.</p>
<div class="lb-trans"><p>但或许更有趣的是，蔚来汽车表示将很快推出其首款右舵车型，面向英国和东南亚市场。这反过来可能表明其有意最终在美国和中美洲市场销售。</p>
</div><p>While it's true that cutting prices will put pressure on the company's revenue and margins, it's more important currently to protect market share and squeeze weaker competitors out of the marketplace. Nio has also proved capable of supporting margins by improving operating efficiency and lowering costs.</p>
<div class="lb-trans"><p>虽然降价确实会对公司的收入和利润率施加压力，但目前更重要的是保护市场份额，并将较弱的竞争对手挤出市场。蔚来汽车还证明了通过提高运营效率和降低成本来支持利润率的能力。</p>
</div><h2>What it all means for Nio investors</h2>
<div class="lb-trans"><h2>这对蔚来汽车投资者意味着什么</h2>
</div><p>It's great news for investors that Nio is seemingly driving toward a U.S. market entry, perhaps if and when tariffs are more palatable, because it could become a major market, with consumers hungry for more price-competitive options. The Chinese can deliver on that.</p>
<div class="lb-trans"><p>对投资者来说，蔚来汽车似乎正在朝着进入美国市场的方向发展，这无疑是个好消息，或许在关税变得更可接受时，因为这可能成为一个主要市场，消费者渴望更多价格具有竞争力的选择。中国可以满足这一需求。</p>
</div><p>These moves -- price cuts and international expansion -- should strengthen Nio's competitiveness versus Tesla and other Chinese rivals such as <strong>XPeng</strong>. The company is in the middle of diversifying its EV lineup with new brands Onvo and Firefly, which are expected to target broader customer segments compared to Nio's premium namesake brand.</p>
<div class="lb-trans"><p>这些举措——降价和国际扩张——应该增强蔚来汽车与特斯拉及其他中国竞争对手如 <strong>小鹏汽车</strong> 的竞争力。该公司正在多样化其电动车型，推出新的品牌 Onvo 和 Firefly，预计将针对比蔚来汽车的高端品牌更广泛的客户群体。</p>
</div><p>Nio will remain a high-risk, high-reward stock with immense upside. If the company's battery-swap network ends up becoming the norm in China, it could be a massive boost for the company's bottom line.</p>
<div class="lb-trans"><p>蔚来汽车将继续是一只高风险、高回报的股票，具有巨大的上行潜力。如果公司的换电网络最终成为中国的标准，这将对公司的底线产生巨大的推动。</p>
</div><p>And if Nio is able to successfully enter the U.S. market, it could set the company up for significant growth, especially considering the U.S. EV market could begin to heat up in the coming years as prices fall, EV offerings expand, and consumers have less and less fear about the availability of charging infrastructure.</p>
<div class="lb-trans"><p>如果蔚来汽车能够成功进入美国市场，这将为公司带来显著的增长，尤其是考虑到美国电动车市场在未来几年可能会因价格下降、电动车产品扩展以及消费者对充电基础设施可用性的担忧减少而开始升温。</p>
</div><p>Nio should remain a small position in any portfolio. It has its challenges currently with a difficult Chinese economy and EV price war, but if it executes its international strategy, investors are positioned to be well-rewarded down the road.</p>
<div class="lb-trans"><p>蔚来汽车在任何投资组合中应保持小规模持仓。它目前面临着中国经济困难和电动车价格战的挑战，但如果能够执行其国际战略，投资者在未来有望获得良好的回报。</p>
</div>

Nio Investors Just Got a Little Good News

- Nio 宣布全线长续航电动车降价，以应对竞争加剧。  
- 计划在 2025 至 2026 年进入新市场，包括新加坡和乌兹别克斯坦。  
- 若成功进入美国市场，Nio 有望实现显著增长。  

蔚来汽车的投资者刚刚获得了一些利好消息