XPEV, NIO & LI Earnings Out: Which One Is the Best Play?

NIO is still posting losses, with a Q3 net loss of ¥3.48 billion, though this marks a narrowing of over 30%. At the same time, the company’s overall gross margin reached 13.9%, the highest in three years, and both operating cash flow and free cash flow turned positive. This time, NIO not only expressed confidence in achieving profitability in Q4 but also set more ambitious targets, aiming for full-year profitability next year. Li Auto’s Q3 revenue fell 36% year over year, with a net loss of 624 million yuan. Its Q4 guidance came in nearly 30% below expectations.

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+13

koolgal

2025-11-30

XPeng, Li Auto & Nio Q3 25 Earnings are Out. Which One Is The Best Play?

🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants : XPeng, Li Auto and Nio. In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook. Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng $XPeng Inc.(XPEV)$ delivered 116,007 vehicles which was a record high while Li Auto $Li Auto(LI)$ delivered 93,211, down YoY and QoQ. Nio $NIO-SW(09866)$ <

XPeng, Li Auto & Nio Q3 25 Earnings are Out. Which One Is The Best Play?

OptionsAura

2025-12-03

Hong Kong stocks fall, how to short YINN

Today, both A-shares and Hong Kong stocks fell, and the decline of Hong Kong stocks was significantly higher than that of A-shares. The Shanghai Composite Index closed at 3878.0 points, down 0.51%, and the Shenzhen Component Index closed at 12955.25 points, down 0.78%. Transactions in the two cities were active, but lacked upward breakthrough momentum. In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th

Hong Kong stocks fall, how to short YINN

zhingle

2025-11-26

**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021

TazAndy

2025-11-27

Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it. $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.

L.Lim

2025-11-26

Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.

NFTGR

2025-11-30

Xpeng maybe better..

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In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th","images":[{"img":"https://static.tigerbbs.com/ae0f2e8f2dc9c8169368ec8a53d833ec","width":"1504","height":"746"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":34,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/506821446001040","isVote":1,"tweetType":1,"viewCount":4432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":505774932681096,"gmtCreate":1764488439492,"gmtModify":1764488443542,"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567497553453071","authorIdStr":"3567497553453071"},"themes":[],"title":"","htmlText":"Xpeng maybe better..","listText":"Xpeng maybe better..","text":"Xpeng maybe better..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505774932681096","isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":505648449917664,"gmtCreate":1764457574696,"gmtModify":1765165326815,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"XPeng, Li Auto & Nio Q3 25 Earnings are Out. Which One Is The Best Play?","htmlText":"🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants :&nbsp; XPeng, Li Auto and Nio.&nbsp; In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook.&nbsp; Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng&nbsp;<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> delivered 116,007 vehicles which was a record high while Li Auto&nbsp;<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> delivered 93,211, down YoY and QoQ.&nbsp; Nio&nbsp;<a href=\"https://ttm.financial/S/09866\">$NIO-SW(09866)$&nbsp;</a>&lt;","listText":"🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants :&nbsp; XPeng, Li Auto and Nio.&nbsp; In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook.&nbsp; Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng&nbsp;<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> delivered 116,007 vehicles which was a record high while Li Auto&nbsp;<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> delivered 93,211, down YoY and QoQ.&nbsp; Nio&nbsp;<a href=\"https://ttm.financial/S/09866\">$NIO-SW(09866)$&nbsp;</a>&lt;","text":"🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants : XPeng, Li Auto and Nio. In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook. Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng $XPeng Inc.(XPEV)$ delivered 116,007 vehicles which was a record high while Li Auto $Li Auto(LI)$ delivered 93,211, down YoY and QoQ. Nio $NIO-SW(09866)$ <","images":[{"img":"https://community-static.tradeup.com/news/9f35c1f04eab73bd1d84f7eeaa7c2ef5","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/881976c9c135aa5d37141ef4da7f3397","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/ad2e73818965b94b62323b1fd6a5e861","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":6,"repostSize":16,"link":"https://ttm.financial/post/505648449917664","isVote":1,"tweetType":1,"viewCount":5877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000361","authorId":"9000000000000361","name":"chocoee","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000361","authorIdStr":"9000000000000361"},"content":"XPeng's AI focus sets it apart! Solid roadmap to profits. 🚀","text":"XPeng's AI focus sets it apart! Solid roadmap to profits. 🚀","html":"XPeng's AI focus sets it apart! Solid roadmap to profits. 🚀"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":504412123119760,"gmtCreate":1764174606284,"gmtModify":1764213501963,"author":{"id":"4202364539363502","authorId":"4202364539363502","name":"TazAndy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4202364539363502","authorIdStr":"4202364539363502"},"themes":[],"title":"","htmlText":"Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.&nbsp; $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery&nbsp;exchange stations I think&nbsp;will prove fruitless and is&nbsp;massive cash&nbsp;burn, as an ev owner I see virtually no use case for&nbsp;this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.&nbsp;","listText":"Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.&nbsp; $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery&nbsp;exchange stations I think&nbsp;will prove fruitless and is&nbsp;massive cash&nbsp;burn, as an ev owner I see virtually no use case for&nbsp;this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.&nbsp;","text":"Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it. $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504412123119760","isVote":1,"tweetType":1,"viewCount":4746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504321533764312,"gmtCreate":1764152599815,"gmtModify":1764213540405,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572753591805453","authorIdStr":"3572753591805453"},"themes":[],"title":"","htmlText":"**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021","listText":"**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021","text":"**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021","images":[{"img":"https://community-static.tradeup.com/news/5ba3fd2f35677041dc8d2c900873c356","width":"1179","height":"827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504321533764312","isVote":1,"tweetType":1,"viewCount":4162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":504191367099256,"gmtCreate":1764130914538,"gmtModify":1764130919460,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099302906769020","authorIdStr":"4099302906769020"},"themes":[],"title":"","htmlText":"Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.","listText":"Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.","text":"Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504191367099256","isVote":1,"tweetType":1,"viewCount":3369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":491462528250584,"gmtCreate":1761008613855,"gmtModify":1761010394132,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"title":"","htmlText":"🚨 GIC vs NIO: Innovation or Illusion? The BaaS Model Faces Its Reality Test The EV world just got hit by a thunderbolt. Singapore’s sovereign wealth fund GIC has filed a lawsuit against NIO (<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>&nbsp;) in the U.S. District Court of New Jersey, alleging that the company inflated revenues and hid control relationships through its much-hyped Battery-as-a-Service (BaaS) business structure. In simple terms — GIC says NIO’s innovation may have crossed the line into manipulation. The market didn’t wait to decide — NIO plunged 7% on the news before bargain hunters stepped in. Now, traders are split: Was that the final flush before a bounce, or the start of a credibility crisis? --- ⚡ Market Pulse: NIO on the Edge The initial panic was sha","listText":"🚨 GIC vs NIO: Innovation or Illusion? The BaaS Model Faces Its Reality Test The EV world just got hit by a thunderbolt. Singapore’s sovereign wealth fund GIC has filed a lawsuit against NIO (<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>&nbsp;) in the U.S. District Court of New Jersey, alleging that the company inflated revenues and hid control relationships through its much-hyped Battery-as-a-Service (BaaS) business structure. In simple terms — GIC says NIO’s innovation may have crossed the line into manipulation. The market didn’t wait to decide — NIO plunged 7% on the news before bargain hunters stepped in. Now, traders are split: Was that the final flush before a bounce, or the start of a credibility crisis? --- ⚡ Market Pulse: NIO on the Edge The initial panic was sha","text":"🚨 GIC vs NIO: Innovation or Illusion? The BaaS Model Faces Its Reality Test The EV world just got hit by a thunderbolt. Singapore’s sovereign wealth fund GIC has filed a lawsuit against NIO ($NIO Inc.(NIO)$ ) in the U.S. District Court of New Jersey, alleging that the company inflated revenues and hid control relationships through its much-hyped Battery-as-a-Service (BaaS) business structure. In simple terms — GIC says NIO’s innovation may have crossed the line into manipulation. The market didn’t wait to decide — NIO plunged 7% on the news before bargain hunters stepped in. Now, traders are split: Was that the final flush before a bounce, or the start of a credibility crisis? --- ⚡ Market Pulse: NIO on the Edge The initial panic was sha","images":[{"img":"https://community-static.tradeup.com/news/eb8a66a2ba641438a2d247cdac93ae01","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491462528250584","isVote":1,"tweetType":1,"viewCount":4539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":491251082055984,"gmtCreate":1760957001262,"gmtModify":1760961210298,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"Xaddy_Analyst","avatar":"https://community-static.tradeup.com/news/ce2222167a012fbb02ed7519f44039bf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"GIC's NIO Lawsuit: BaaS Fraud or FUD Reloaded?","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://ttm.financial/S/01669\">$GIC GROUP(01669)$</a> Singapore's GIC, the world's sixth-largest sovereign wealth fund, has reignited a 2022 short-seller firestorm by suing NIO in the U.S. District Court of New Jersey, alleging the EV maker inflated $600 million in revenue through related-party deals with its battery affiliate Weineng, concealing control and causing investment losses on 54.45 million ADS bought from 2020-2022. NIO shares plunged 7% to $6.825 yesterday, but rebounded 3% today to $7.03, with the case stayed until early October 2025 pending a prior class-action resolution. The core beef: NIO's Battery-as-a-Service (BaaS) model allegedly front-loaded battery sales revenue to Weineng, dodging gradual recognition","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a> <a href=\"https://ttm.financial/S/01669\">$GIC GROUP(01669)$</a> Singapore's GIC, the world's sixth-largest sovereign wealth fund, has reignited a 2022 short-seller firestorm by suing NIO in the U.S. District Court of New Jersey, alleging the EV maker inflated $600 million in revenue through related-party deals with its battery affiliate Weineng, concealing control and causing investment losses on 54.45 million ADS bought from 2020-2022. NIO shares plunged 7% to $6.825 yesterday, but rebounded 3% today to $7.03, with the case stayed until early October 2025 pending a prior class-action resolution. The core beef: NIO's Battery-as-a-Service (BaaS) model allegedly front-loaded battery sales revenue to Weineng, dodging gradual recognition","text":"$NIO Inc.(NIO)$ $GIC GROUP(01669)$ Singapore's GIC, the world's sixth-largest sovereign wealth fund, has reignited a 2022 short-seller firestorm by suing NIO in the U.S. District Court of New Jersey, alleging the EV maker inflated $600 million in revenue through related-party deals with its battery affiliate Weineng, concealing control and causing investment losses on 54.45 million ADS bought from 2020-2022. NIO shares plunged 7% to $6.825 yesterday, but rebounded 3% today to $7.03, with the case stayed until early October 2025 pending a prior class-action resolution. The core beef: NIO's Battery-as-a-Service (BaaS) model allegedly front-loaded battery sales revenue to Weineng, dodging gradual recognition","images":[{"img":"https://community-static.tradeup.com/news/faed371daa61d7cf08ce5b3b5a2687ce","width":"960","height":"640"},{"img":"https://community-static.tradeup.com/news/039eac57d151977ba5317796bdf6986f","width":"770","height":"510"},{"img":"https://community-static.tradeup.com/news/13bab9b09925426304ecb5d2c4fcf279","width":"847","height":"256"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/491251082055984","isVote":1,"tweetType":1,"viewCount":6544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Chinese companies play for the long game. After many years of R&D amid establishing top of the line EVs, Nio controlling its destiny with iconic BaaS. Takes the worry and concern off the board. Nio is heading to the moon soon, IMO","text":"Chinese companies play for the long game. After many years of R&D amid establishing top of the line EVs, Nio controlling its destiny with iconic BaaS. Takes the worry and concern off the board. Nio is heading to the moon soon, IMO","html":"Chinese companies play for the long game. After many years of R&D amid establishing top of the line EVs, Nio controlling its destiny with iconic BaaS. Takes the worry and concern off the board. Nio is heading to the moon soon, IMO"},{"author":{"id":"9000000000000200","authorId":"9000000000000200","name":"moonbop","avatar":"https://static.tigerbbs.com/a57c9ae2c0aec0397127c3ef99611f9d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000200","authorIdStr":"9000000000000200"},"content":"The legal uncertainty adds significant risk.","text":"The legal uncertainty adds significant risk.","html":"The legal uncertainty adds significant risk."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":491129573110048,"gmtCreate":1760928071523,"gmtModify":1760929152621,"author":{"id":"4185840858005802","authorId":"4185840858005802","name":"KobeWonder","avatar":"https://community-static.tradeup.com/news/45e0054b6ef85a420cb65509ae3b5ee1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185840858005802","authorIdStr":"4185840858005802"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here: <a href=\"https://sg.etasphere.com/activity2/market/2025/contra-fission/receive?userCode=542db714-7fcb-4daf-a12f-4a4c00ff5610&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=65caedeeff9980fe703297dac45cbb53&amp;invite=70YZLU&amp;lang=en_US\">Cash Boost Lucky Draw</a> Hey friend! 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The stock had tumbled 9 per cent in Hong Kong on Oct 16, making it the biggest percentage loser on the Hang Seng Tech Index and Hang Seng Automobile Index. Its American depositary receipts in New York, however, edged up 0.15 per cent overnight. Nio said on Oct 16 that the GIC lawsuit “is not a newly occurring incident, nor is it directed at Nio’s recent operational performance”. On Aug 25, 2022, US shareholder Teddy Saye filed a class action complaint against Nio and its CEO and chief financial officer for misleading investors with fake revenue","listText":"<a href=\"https://ttm.financial/S/GIC\">$Global Industry Company(GIC)$</a>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; On Oct 17, however, Nio shares shot up 6.8 per cent to $6.73 as at 9.14am. The stock had tumbled 9 per cent in Hong Kong on Oct 16, making it the biggest percentage loser on the Hang Seng Tech Index and Hang Seng Automobile Index. Its American depositary receipts in New York, however, edged up 0.15 per cent overnight. Nio said on Oct 16 that the GIC lawsuit “is not a newly occurring incident, nor is it directed at Nio’s recent operational performance”. On Aug 25, 2022, US shareholder Teddy Saye filed a class action complaint against Nio and its CEO and chief financial officer for misleading investors with fake revenue","text":"$Global Industry Company(GIC)$ $NIO Inc.(NIO)$ On Oct 17, however, Nio shares shot up 6.8 per cent to $6.73 as at 9.14am. The stock had tumbled 9 per cent in Hong Kong on Oct 16, making it the biggest percentage loser on the Hang Seng Tech Index and Hang Seng Automobile Index. Its American depositary receipts in New York, however, edged up 0.15 per cent overnight. Nio said on Oct 16 that the GIC lawsuit “is not a newly occurring incident, nor is it directed at Nio’s recent operational performance”. On Aug 25, 2022, US shareholder Teddy Saye filed a class action complaint against Nio and its CEO and chief financial officer for misleading investors with fake revenue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490400728437280","isVote":1,"tweetType":1,"viewCount":3953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490400492282008,"gmtCreate":1760749958169,"gmtModify":1760753632117,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Summary Singapore's GIC has sued Nio in the US, alleging the EV maker inflated revenue by selling batteries to related party Wuhan Weineng, artificially raising share prices. GIC, holding 54.5 million shares, seeks compensation for losses, joining a class action suit due to expiring deadlines, despite Nio denying the claims. The lawsuit hinges on whether Nio correctly recognised battery sales revenue upfront; the court has paused GIC's suit awaiting the class-action outcome. The Singapore-listed shares of Chinese electric vehicle (EV) maker Nio rebounded on Oct 17, a day after the stock’s plunge wiped off more than $1.6 billion in market value. The sell-off on Oct 16 came after news that Singap","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Summary Singapore's GIC has sued Nio in the US, alleging the EV maker inflated revenue by selling batteries to related party Wuhan Weineng, artificially raising share prices. GIC, holding 54.5 million shares, seeks compensation for losses, joining a class action suit due to expiring deadlines, despite Nio denying the claims. The lawsuit hinges on whether Nio correctly recognised battery sales revenue upfront; the court has paused GIC's suit awaiting the class-action outcome. The Singapore-listed shares of Chinese electric vehicle (EV) maker Nio rebounded on Oct 17, a day after the stock’s plunge wiped off more than $1.6 billion in market value. The sell-off on Oct 16 came after news that Singap","text":"$NIO Inc.(NIO)$ Summary Singapore's GIC has sued Nio in the US, alleging the EV maker inflated revenue by selling batteries to related party Wuhan Weineng, artificially raising share prices. GIC, holding 54.5 million shares, seeks compensation for losses, joining a class action suit due to expiring deadlines, despite Nio denying the claims. The lawsuit hinges on whether Nio correctly recognised battery sales revenue upfront; the court has paused GIC's suit awaiting the class-action outcome. The Singapore-listed shares of Chinese electric vehicle (EV) maker Nio rebounded on Oct 17, a day after the stock’s plunge wiped off more than $1.6 billion in market value. The sell-off on Oct 16 came after news that Singap","images":[{"img":"https://community-static.tradeup.com/news/dcd533b74281f1e81454e3e0fd4741da","width":"1179","height":"770"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490400492282008","isVote":1,"tweetType":1,"viewCount":4248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490264733573976,"gmtCreate":1760716946446,"gmtModify":1760717759391,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559903464518522","authorIdStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/80CYtju\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/80CYtju\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490264733573976","isVote":1,"tweetType":1,"viewCount":3655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490233759867384,"gmtCreate":1760709354433,"gmtModify":1760965770424,"author":{"id":"3568776856721578","authorId":"3568776856721578","name":"Lester2468","avatar":"https://community-static.tradeup.com/news/e7521e02d36f7fd80d759dfeebd8fcb2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568776856721578","authorIdStr":"3568776856721578"},"themes":[],"title":"","htmlText":"NIO's Battery-as-a-Service (BaaS) promises revolutionary convenience for EV owners: a subscription model slashing upfront costs by up to 30% while enabling lightning-fast swaps at over 2,400 stations worldwide. In theory, users rent batteries, swapping depleted packs for fresh ones in under three minutes—faster than refueling a gas guzzler. But beneath the glossy marketing lies a glaring flaw: the lottery of receiving a degraded or faulty battery, turning promised reliability into Russian roulette. The core issue stems from BaaS's shared pool dynamic. Batteries circulate among thousands of subscribers, enduring varied abuse—overzealous fast-charging, extreme temperatures, or neglectful owners. NIO's Power Cloud monitors health via state-of-health (SOH) metrics, pulling packs below threshol","listText":"NIO's Battery-as-a-Service (BaaS) promises revolutionary convenience for EV owners: a subscription model slashing upfront costs by up to 30% while enabling lightning-fast swaps at over 2,400 stations worldwide. In theory, users rent batteries, swapping depleted packs for fresh ones in under three minutes—faster than refueling a gas guzzler. But beneath the glossy marketing lies a glaring flaw: the lottery of receiving a degraded or faulty battery, turning promised reliability into Russian roulette. The core issue stems from BaaS's shared pool dynamic. Batteries circulate among thousands of subscribers, enduring varied abuse—overzealous fast-charging, extreme temperatures, or neglectful owners. NIO's Power Cloud monitors health via state-of-health (SOH) metrics, pulling packs below threshol","text":"NIO's Battery-as-a-Service (BaaS) promises revolutionary convenience for EV owners: a subscription model slashing upfront costs by up to 30% while enabling lightning-fast swaps at over 2,400 stations worldwide. In theory, users rent batteries, swapping depleted packs for fresh ones in under three minutes—faster than refueling a gas guzzler. But beneath the glossy marketing lies a glaring flaw: the lottery of receiving a degraded or faulty battery, turning promised reliability into Russian roulette. The core issue stems from BaaS's shared pool dynamic. Batteries circulate among thousands of subscribers, enduring varied abuse—overzealous fast-charging, extreme temperatures, or neglectful owners. NIO's Power Cloud monitors health via state-of-health (SOH) metrics, pulling packs below threshol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490233759867384","isVote":1,"tweetType":1,"viewCount":5371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490222135816600,"gmtCreate":1760706418354,"gmtModify":1760707260876,"author":{"id":"3551661211992966","authorId":"3551661211992966","name":"Fast_trade","avatar":"https://static.tigerbbs.com/754f2f41ff9d6d8cfefb576aa0b3f24d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551661211992966","authorIdStr":"3551661211992966"},"themes":[],"title":"","htmlText":"NIO movement is a bit odd.&nbsp; Slow to rebound in uoside, I was thinking to myself there is a sligh up.&nbsp;i took up the chance to exit my small holding in NIO. I took a 25% loss and put 75% recover to buy another&nbsp;upside stock.&nbsp; Dear trader, you must have à buying list and selling list. You also must has patient and wait good entry and exit point.&nbsp; Rdgs Fast Trade&nbsp;","listText":"NIO movement is a bit odd.&nbsp; Slow to rebound in uoside, I was thinking to myself there is a sligh up.&nbsp;i took up the chance to exit my small holding in NIO. I took a 25% loss and put 75% recover to buy another&nbsp;upside stock.&nbsp; Dear trader, you must have à buying list and selling list. You also must has patient and wait good entry and exit point.&nbsp; Rdgs Fast Trade&nbsp;","text":"NIO movement is a bit odd. Slow to rebound in uoside, I was thinking to myself there is a sligh up. i took up the chance to exit my small holding in NIO. I took a 25% loss and put 75% recover to buy another upside stock. Dear trader, you must have à buying list and selling list. You also must has patient and wait good entry and exit point. Rdgs Fast Trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490222135816600","isVote":1,"tweetType":1,"viewCount":6181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490115326833208,"gmtCreate":1760680462608,"gmtModify":1760681266795,"author":{"id":"4159958330713242","authorId":"4159958330713242","name":"TIgerboy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159958330713242","authorIdStr":"4159958330713242"},"themes":[],"title":"","htmlText":"I think that the revenue recognition model should have been evaluated by the auditors as NIO was listed in US before GIC made the investment. If the auditors made a mistake, their professional insurers will cover. But the issues is, and I might be wrong, can GIC sue the auditors directly or they have to sue NIO who will in turn ask their auditors.","listText":"I think that the revenue recognition model should have been evaluated by the auditors as NIO was listed in US before GIC made the investment. If the auditors made a mistake, their professional insurers will cover. But the issues is, and I might be wrong, can GIC sue the auditors directly or they have to sue NIO who will in turn ask their auditors.","text":"I think that the revenue recognition model should have been evaluated by the auditors as NIO was listed in US before GIC made the investment. If the auditors made a mistake, their professional insurers will cover. But the issues is, and I might be wrong, can GIC sue the auditors directly or they have to sue NIO who will in turn ask their auditors.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490115326833208","isVote":1,"tweetType":1,"viewCount":4990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":505648449917664,"gmtCreate":1764457574696,"gmtModify":1765165326815,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"XPeng, Li Auto & Nio Q3 25 Earnings are Out. Which One Is The Best Play?","htmlText":"🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants :&nbsp; XPeng, Li Auto and Nio.&nbsp; In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook.&nbsp; Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng&nbsp;<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> delivered 116,007 vehicles which was a record high while Li Auto&nbsp;<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> delivered 93,211, down YoY and QoQ.&nbsp; Nio&nbsp;<a href=\"https://ttm.financial/S/09866\">$NIO-SW(09866)$&nbsp;</a>&lt;","listText":"🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants :&nbsp; XPeng, Li Auto and Nio.&nbsp; In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook.&nbsp; Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng&nbsp;<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v> delivered 116,007 vehicles which was a record high while Li Auto&nbsp;<a href=\"https://ttm.financial/S/LI\">$Li Auto(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v> delivered 93,211, down YoY and QoQ.&nbsp; Nio&nbsp;<a href=\"https://ttm.financial/S/09866\">$NIO-SW(09866)$&nbsp;</a>&lt;","text":"🌟🌟🌟Q3 25 earnings are out for 3 Chinese EV giants : XPeng, Li Auto and Nio. In order to determine which is the best play among the 3 companies, let's check out their individual Q3 25 performance metrics and future outlook. Each company presents a distinct case, appealing to different investor strategies amidst an intensely competitive Chinese EV market. Q3 25 Earnings Summary and Analysis Delivery : XPeng $XPeng Inc.(XPEV)$ delivered 116,007 vehicles which was a record high while Li Auto $Li Auto(LI)$ delivered 93,211, down YoY and QoQ. Nio $NIO-SW(09866)$ <","images":[{"img":"https://community-static.tradeup.com/news/9f35c1f04eab73bd1d84f7eeaa7c2ef5","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/881976c9c135aa5d37141ef4da7f3397","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/ad2e73818965b94b62323b1fd6a5e861","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":6,"repostSize":16,"link":"https://ttm.financial/post/505648449917664","isVote":1,"tweetType":1,"viewCount":5877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000361","authorId":"9000000000000361","name":"chocoee","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000361","idStr":"9000000000000361"},"content":"XPeng's AI focus sets it apart! Solid roadmap to profits. 🚀","text":"XPeng's AI focus sets it apart! Solid roadmap to profits. 🚀","html":"XPeng's AI focus sets it apart! Solid roadmap to profits. 🚀"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":506821446001040,"gmtCreate":1764751832080,"gmtModify":1764761938112,"author":{"id":"10000000000010922","authorId":"10000000000010922","name":"OptionsAura","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010922","idStr":"10000000000010922"},"themes":[],"title":"Hong Kong stocks fall, how to short YINN","htmlText":"Today, both A-shares and Hong Kong stocks fell, and the decline of Hong Kong stocks was significantly higher than that of A-shares. The Shanghai Composite Index closed at 3878.0 points, down 0.51%, and the Shenzhen Component Index closed at 12955.25 points, down 0.78%. Transactions in the two cities were active, but lacked upward breakthrough momentum. In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th","listText":"Today, both A-shares and Hong Kong stocks fell, and the decline of Hong Kong stocks was significantly higher than that of A-shares. The Shanghai Composite Index closed at 3878.0 points, down 0.51%, and the Shenzhen Component Index closed at 12955.25 points, down 0.78%. Transactions in the two cities were active, but lacked upward breakthrough momentum. In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th","text":"Today, both A-shares and Hong Kong stocks fell, and the decline of Hong Kong stocks was significantly higher than that of A-shares. The Shanghai Composite Index closed at 3878.0 points, down 0.51%, and the Shenzhen Component Index closed at 12955.25 points, down 0.78%. Transactions in the two cities were active, but lacked upward breakthrough momentum. In terms of sectors, technology and consumer stocks performed weakly, and some heavyweights dragged down the index.Hong Kong stocks were under even more obvious pressure. The Hang Seng Index fell 1.28% to close at 25,760.73 points, and the Hang Seng China Enterprises Index fell 1.68% to close at 9028.55 points. The 26,000-point integer mark failed to be held, and the short-term technical aspect was under pressure. H50 futures fell by more th","images":[{"img":"https://static.tigerbbs.com/ae0f2e8f2dc9c8169368ec8a53d833ec","width":"1504","height":"746"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":34,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/506821446001040","isVote":1,"tweetType":1,"viewCount":4432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":504321533764312,"gmtCreate":1764152599815,"gmtModify":1764213540405,"author":{"id":"3572753591805453","authorId":"3572753591805453","name":"zhingle","avatar":"https://static.tigerbbs.com/c02cf1400ebf75fbfd40821cde407263","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572753591805453","idStr":"3572753591805453"},"themes":[],"title":"","htmlText":"**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021","listText":"**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021","text":"**NIO Narrows Losses, Aims for FY Profit — But What Does This Mean for Li Auto?** 🤔📈🔥 NIO just delivered one of its most important quarters in years. The headline? 📉 Q3 net loss: –3.48B RMB — still red, but a 30%+ improvement. 📈 Gross margin: 13.9% — highest in three years. 💰 Operating cash flow: positive. 💰 Free cash flow: positive. 🎯 Management: “We can turn Q4 profitable… and full-year profitable next year.” And yet? The stock dropped 4% yesterday. Classic EV sentiment. 😅🌧️ So the real question for investors today is: ⭐ **Can NIO actually hit FY profitability? And what does this set up for Li Auto’s earnings (and stock)?** Diving deep into the electrified story underneath the headlines. ⚡🔋 ⸻ 1️⃣ NIO’s Profitability Goal: Ambitious… but Not Impossible 🚀💼 This isn’t the same NIO from 2021","images":[{"img":"https://community-static.tradeup.com/news/5ba3fd2f35677041dc8d2c900873c356","width":"1179","height":"827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504321533764312","isVote":1,"tweetType":1,"viewCount":4162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":504412123119760,"gmtCreate":1764174606284,"gmtModify":1764213501963,"author":{"id":"4202364539363502","authorId":"4202364539363502","name":"TazAndy","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4202364539363502","idStr":"4202364539363502"},"themes":[],"title":"","htmlText":"Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.&nbsp; $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery&nbsp;exchange stations I think&nbsp;will prove fruitless and is&nbsp;massive cash&nbsp;burn, as an ev owner I see virtually no use case for&nbsp;this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.&nbsp;","listText":"Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.&nbsp; $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery&nbsp;exchange stations I think&nbsp;will prove fruitless and is&nbsp;massive cash&nbsp;burn, as an ev owner I see virtually no use case for&nbsp;this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.&nbsp;","text":"Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it. $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504412123119760","isVote":1,"tweetType":1,"viewCount":4746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504191367099256,"gmtCreate":1764130914538,"gmtModify":1764130919460,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"title":"","htmlText":"Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.","listText":"Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.","text":"Things look good for NIO but Macquarie has changed their rating from outperform to neutral, triggering a sell off and stock price slides. Might be a good time to buy in if your were looking for a slice of the EV market. NIO should ensure it's battery segment is a focus because if you supply everyone's demands, be it new cars, or replacing those in older cars, that will be earnings for short, middle and long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504191367099256","isVote":1,"tweetType":1,"viewCount":3369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":505774932681096,"gmtCreate":1764488439492,"gmtModify":1764488443542,"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3567497553453071","idStr":"3567497553453071"},"themes":[],"title":"","htmlText":"Xpeng maybe better..","listText":"Xpeng maybe better..","text":"Xpeng maybe better..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/505774932681096","isVote":1,"tweetType":1,"viewCount":3066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}