Insights
Deutsche Bank asks: 'Could China EV stocks emerge winners from Didi debacle?'
Yu's team believes that as investors better understand this dynamic, there will be more interest and money flowing into China EV stocks.
Citi says Xpeng's inclusion in Hang Seng indexes could be positive catalyst
The move is expected to boost liquidity for Xpeng stock and increase the likelihood it will be included in the Hong Kong-Mainland Stock Connect as early as the fourth quarter, Citi said.
CICC expects 70,000 units of Nio ET7 to be delivered next year
A month ago there were rumors that Nio has a delivery target of 50,000 units for its flagship sedan ET7 in 2022, which, in analysts' eyes, is conservative.
CICC raises Nio price target by 11% to $69
Nio's established advantages are likely to expand in a non-linear and accelerated manner driven by user growth and autonomous driving, said CICC.
Analysts say BYD's full transition to NEVs about to happen
After BYD announced its June sales figures on Monday, analysts believe its full transition to new energy vehicles (NEVs) is about to be realized.
CICC raises its forecast for Nio's sales this year by 5% to 98,000 units
After China's new car makers posted a bright June sales performance, CICC expects their production and sales to remain strong in the second half of the year.
Deutsche Bank explains why Nio, Xpeng, Li Auto stocks have rallied sharply and what investors need to watch out for
The recent sharp rally in Chinese electric vehicle (EV) stocks has many cheering. In a research note released Thursday, Deutsche Bank explains why this is happening and what investors need to watch out for.
Deutsche Bank cuts global delivery expectations for Tesla ahead of data release
Emmanuel Rosner said he lowered the estimate for Tesla's deliveries in the second quarter to 200,000 units from 207,000 in reaction to softer China volumes.
UBS cuts Tesla price target to $660, citing threats from Nio, Xpeng, BYD
Wall Street is starting to worry about Tesla's valuation amid the rapid rise of Chinese electric car companies including Nio, Xpeng Motors, and BYD.
Citi raises Nio price target to $72 from $58.3
Citi raised its price target on Nio by 23.5 percent, citing expectations for strong growth in the company's shipments.