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This is NOT Investing Advice & For Entertainment Purposes Only and just my personal opinions

[NIO Today @NioToday]

$NIO news recap:

➜ NIO Group delivered 35,934 vehicles in July, up 71.0% year on year and above Li Auto’s roughly 30,000 units. NIO delivered 20,008 vehicles, ONVO 10,155, and Firefly 5,771, representing growth of 57.9%, 69.9%, and 143.9%, respectively.

➜ From January to July, NIO Group delivered a record 227,057 vehicles, up 68.0% year on year. NIO’s average transaction price remained broadly stable compared with June.

➜ The ES8 surpassed 10,000 monthly deliveries in July with 10,286 units. Cumulative deliveries exceeded 130,000 in just 305 days.

➜ NIO will open its first fifth-generation battery swap station in early August, which will also become its 4,000th swap station in China. Once Gen 5 stations go live, NIO, ONVO, and Firefly will share the same battery swap network.

➜ NIO-backed Weineng issued the world’s first power battery shelf REITs on the Shanghai Stock Exchange, raising RMB 337 million in the first tranche under an approved RMB 5 billion program. Its operational battery capacity exceeded 56 GWh as of July 2026.

➜ NIO Power launched 14 new stations on July 31.

➜ Xiaomi has made its first investment in battery swapping, acquiring a 23.08% stake in regional operator Xinglixing.

➜ Camouflaged prototypes of the third-generation NIO ET5 Touring have been spotted, suggesting the model is moving closer to launch.

[CnEVPost @CnEVPost]

Nio to open first fifth-gen swap station in early August, also its 4,000th in China

All three of Nio Inc's brands will share the same swap network once fifth-gen sites go live. https://t.co/uSl38rWJFT 👇

[Huff© @drumkix]

NIO YOY Growth 2026
Jan +96.1% 🚀
Feb +57.6% 🚀
Mar +136% 🚀
Apr +22.8% 🚀
May +62.3% 🚀
Jun +62.9% 🚀
Jul +71% 🚀
Total 7 Months 227,057
YOY +68% 🚀
Far Exceeding 🎯 Of 40%-50%
🤟😎 Great Work NIO!!
Fastest Growing EV Tech Energy Company on Earth!!
NIO | ONVO | FIREFLY

[NIO @NIOGlobal]

NIO Inc. Achieves 71% YoY, with 35,934 Deliveries in July

In July 2026, NIO Inc. delivered 35,934 vehicles, representing an increase of 71% year-over-year. The deliveries consisted of 20,008 vehicles from the premium smart electric vehicle brand NIO, up 57.9% year-over-year; 10,155 vehicles from the family-oriented smart electric vehicle brand ONVO, up 69.9% year-over-year; and 5,771 vehicles from the small smart high-end electric car brand firefly, increasing 143.9% year-over-year.

In the first seven months of 2026, NIO Inc. delivered a total of 227,057 vehicles, a record high, marking a year-over-year increase of 68.0%. The NIO brand delivered 139,496 vehicles, up 60.1% year-over-year; the ONVO brand delivered 52,618 vehicles, up 39.1% year-over-year; and the firefly brand delivered 34,943 vehicles, up 242.3% year-over-year. As of now, NIO Inc. has cumulatively delivered 1,224,649 vehicles.
#BlueSkyComing #NIO

[jan dekkers @jan_dekkers]

35,934 deliveries. +71% YoY.

Good numbers objectively, but probably below what the market had priced in.

That sets up what could be a very volatile week for $NIO. Short-term sentiment may remain weak until the next catalyst, but the long-term growth story hasn't changed.

Enjoy the weekend. Monday should be interesting.

[jan dekkers @jan_dekkers]

#𝗡𝗜𝗢 𝗧��𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 𝗜𝘀 𝗥𝗲𝗮𝗹. 𝗡𝗼𝘄 𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗜𝘀 𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝘁𝗼 𝗔𝗴𝗿𝗲𝗲.

The narrative around $NIO is changing fast.

After years of skepticism, aggressive competition, and relentless bearish sentiment, one of Wall Street's most respected investment banks has officially declared what many long term investors have been seeing unfold.

NIO's turnaround is real.

That conclusion is no longer coming only from loyal shareholders. It is now being echoed by major financial institutions and highlighted by Investors Business Daily ( #IBD ), one of the most respected sources of market research for both institutional and retail investors.

In today's crowded EV sector, where headlines often create more confusion than clarity, objective, data driven analysis matters more than ever. That is exactly why IBD's coverage deserves attention.

𝗚𝗼𝗹𝗱𝗺𝗮𝗻 𝗦𝗮𝗰𝗵𝘀 𝗖𝗮𝗹𝗹𝘀 𝗡𝗜𝗢'𝘀 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆 𝗮 "𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱"

One of the biggest catalysts came on July 13, when Goldman Sachs upgraded NIO to Buy and raised its price target to $7, representing approximately 46% upside from the previous closing price.

The reasons were difficult to ignore.

• Premium vehicle margins

• Delivery growth outperforming competitors

• Strong execution of new product launches

Most importantly, Goldman described NIO's recent performance as a "successful turnaround."

Those are powerful words coming from one of the world's most influential investment banks.

Even more encouraging, Goldman is not standing alone.

Earlier this year, HSBC, Bank of America, and Nomura also raised their price targets into the $6.60 to $6.80 range after NIO's refreshed ES8 and ES9 lineup drove a remarkable 50% increase in Q2 deliveries to 107,658 vehicles.

This was not a one quarter anomaly.

It was the result of disciplined execution, improved operations, stronger products, and growing consumer demand.

𝗪𝗮𝗹𝗹 𝗦𝘁𝗿𝗲𝗲𝘁 𝗜𝘀 𝗕𝗲𝗴𝗶𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝗖𝗮𝘁𝗰𝗵 𝗨𝗽

China's EV market remains one of the most competitive industries on Earth.

Price wars continue.

New competitors appear every year.

Margins remain under pressure.

Yet NIO continues to strengthen its competitive position while expanding its premium brand, battery swap ecosystem, software platform, and multi brand strategy.

That is exactly why Wall Street's tone is changing.

Instead of asking whether NIO can survive, analysts are increasingly discussing how much the company can grow over the next several years.

𝗪𝗵𝘆 𝗜𝗕𝗗 𝗠𝗮𝘁𝘁𝗲𝗿𝘀

One of the strengths of Investors Business Daily is its ability to separate facts from emotion.

While social media often swings between extreme optimism and fear, IBD focuses on measurable fundamentals, technical analysis, earnings quality, institutional buying, and market leadership.

The article also points out something many investors may overlook.

Despite improving fundamentals and multiple analyst upgrades, NIO's stock has remained under pressure, declining in seven of the previous eight weeks before beginning to recover.

That creates an important question.

Is the market overlooking a genuine turnaround?

Or is this simply another temporary rally?

These are exactly the types of situations where IBD's proprietary ratings, chart analysis, and market timing tools become valuable.

Rather than reacting emotionally, investors can evaluate whether improving fundamentals are finally beginning to translate into stronger price action.

𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺 𝗚𝗿𝗼𝘄𝘁𝗵 𝗜𝘀 𝗦𝘁𝗶𝗹𝗹 𝗨𝗻𝗱𝗲𝗿𝘄𝗮𝘆

Perhaps the most exciting projection comes from Nomura, which forecasts approximately 25% compound annual shipment growth between 2025 and 2028.

That is an impressive outlook for a company operating in one of the world's most competitive automotive markets.

International expansion will remain an important catalyst, but today's story is already compelling.

NIO is increasing deliveries.

Launching successful new vehicles.

Improving margins.

Expanding its ecosystem.

Winning back analyst confidence.

And steadily rebuilding credibility with Wall Street.

𝗧𝗵𝗲 𝗕𝗶𝗴 𝗣𝗶𝗰𝘁𝘂𝗿𝗲

Market sentiment can change overnight.

Fundamentals take much longer to build.

NIO spent years investing billions into battery swapping, software, manufacturing, autonomous driving, premium branding, and customer experience.

Those investments are now beginning to show measurable results.

Wall Street is taking notice.

Analysts are raising targets.

Institutional confidence is improving.

The turnaround story is gaining credibility.

For investors, the message is becoming increasingly clear.

NIO is no longer simply a company trying to survive.

It is becoming a company demonstrating that disciplined execution, premium positioning, and long term vision can produce meaningful shareholder value.

The market may still be catching up.

Wall Street already appears to be paying much closer attention.

https://t.co/zli4B5G4LY

[jan dekkers @jan_dekkers]

𝗜𝗳 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 #𝗡𝗜𝗢 𝗶�� 𝘀𝗹𝗼𝘄𝗶𝗻𝗴 𝗱𝗼𝘄𝗻, 𝘁𝗵𝗶𝗻𝗸 𝗮𝗴𝗮𝗶𝗻.

The latest Goldman Sachs weekly order data tells a very different story for $NIO

Monthly orders have exploded in 2026:

• Jan: 16K
• Feb: 13K
• Mar: 38K
• Apr: 44K
• May: 86K
• Jun: 77K
• Jul MTD: 41K (through roughly July 18)

July's month-to-date number has already surpassed January, February, and March, with nearly two weeks of deliveries still to go.

This isn't a company losing momentum.

It's a company operating at a completely different scale than it was just a few months ago.

Ignore the week-to-week noise. Focus on the trend.

The trajectory remains dramatically higher than at the start of 2026.

[NIOman goes Doggywood @NIO_WilliamLi]

'Investors Business Daily':
Goldman Sachs says NIO has PREMIUM vehicle margins!

Note: not #NIO is saying this but Goldman Sachs about @NIOGlobal: PREMIUM vehicle margins! Let's repeat: PREMIUM! Thanks to @WilliamLiNIO not 'only' the EVs are premium but now also the margins 👍

[NIO 🇨🇭 Investor @NIOSwitzerland]

wow Let's Go NIO

[NIO Trending (YouTube) @AaronTrending]

👇🏼I forgot to🙏🏼 @CNEVhome @thenextweb @nypost @thinkercar

[jan dekkers @jan_dekkers]

#𝗡𝗜𝗢 ��𝗡𝗗 𝗛𝗔𝗟𝗙 𝗠𝗜𝗦𝗦𝗜𝗢𝗡: 𝟰𝟰𝗞 𝗣𝗘𝗥 𝗠𝗢𝗡𝗧𝗛... 𝗔𝗡𝗗 𝗪𝗛𝗬 𝗜 𝗧𝗛𝗜𝗡𝗞 𝗧𝗛𝗘𝗬 𝗖𝗔𝗡 𝗗𝗢 𝗜𝗧

For months, the narrative around $NIO has been simple:

"They can't scale."

"They'll never become profitable."

"They'll keep missing expectations."

Yet the numbers tell a very different story.

#NIO isn't entering the second half of 2026 trying to survive. It's entering the most important growth phase in company history, backed by its strongest product lineup ever, record deliveries, improving margins, and a management team publicly targeting 40% to 50% annual growth.

If they execute, Wall Street may have to completely rethink what NIO is worth.

𝗧𝗛𝗘 𝗠𝗔𝗧𝗛

NIO delivered:

• Q1 2026: 83,465 vehicles

• Q2 2026: 107,658 vehicles

That brings first-half deliveries to a record:

191,123 vehicles

Management has said they are targeting 40% to 50% year-over-year growth for 2026.

That implies approximately:

• 456,000 vehicles at the low end

• 489,000 vehicles at the high end

After delivering 191,123 vehicles in the first half, NIO now needs approximately:

44,150 vehicles per month to reach the low end.

49,650 vehicles per month to reach the high end.

Those numbers sound intimidating...

...until you look at what's happening inside the business.

𝗝𝗨𝗡𝗘 𝗪𝗔𝗦 𝗔 𝗧𝗨𝗥𝗡𝗜𝗡𝗚 𝗣𝗢𝗜𝗡𝗧

June deliveries reached:

40,597 vehicles

That was already a record month.

Now ask yourself:

Is another 3,500 to 8,000 vehicles per month really impossible...

...with multiple new products ramping simultaneously?

I don't think so.

𝗢𝗖𝗧𝗢𝗕𝗘𝗥, 𝗡𝗢𝗩𝗘𝗠𝗕𝗘𝗥 & 𝗗𝗘𝗖𝗘𝗠𝗕𝗘𝗥 𝗖𝗢𝗨𝗟𝗗 𝗕𝗘 𝗧𝗛𝗘 𝗦𝗧𝗥𝗢𝗡𝗚𝗘𝗦𝗧 𝗠𝗢𝗡𝗧𝗛𝗦 𝗢𝗙 𝗧𝗛𝗘 𝗬𝗘𝗔𝗥

Historically, the fourth quarter has been the strongest period for China's auto industry.

Consumers rush to complete purchases before year-end, manufacturers maximize deliveries, and production becomes more efficient as newly launched models reach full capacity.

For NIO, those seasonal trends could be amplified.

By October, the ES9 should be well into production, the ES7 ramp should be accelerating, ONVO L80 volumes are expected to be building, and FIREFLY should continue expanding its footprint.

Instead of relying on one successful launch, NIO could have multiple growth engines firing at the same time.

That makes October, November, and especially December the months investors should be watching.

If NIO reaches or exceeds 45,000 monthly deliveries by October, management's 2026 growth target suddenly looks much more achievable.

A record December could provide a powerful finish to the year and set the stage for even stronger momentum entering 2027.

𝗧𝗛𝗘 𝗘𝗦𝟵 𝗜𝗦 𝗔 𝗚𝗔𝗠𝗘 𝗖𝗛𝗔𝗡𝗚𝗘𝗥

The flagship ES9 appears to be doing exactly what investors hoped.

Reports have indicated:

• Strong order momentum

• More than 25,000 non-cancelable orders reported by analysts

• Delivery wait times extending several months for some configurations

Unlike previous launches, this isn't just another model.

It's a high-ASP premium SUV that can materially improve both revenue and profitability.

Every additional ES9 delivered potentially contributes more gross profit than lower-priced vehicles.

That's the kind of mix improvement investors have been waiting for.

𝗜𝗧'𝗦 𝗡𝗢𝗧 𝗝𝗨𝗦𝗧 𝗘𝗦𝟵

The second half isn't relying on one vehicle.

NIO is also ramping:

• ES7

• ONVO L80

• Continued growth from the ONVO brand

• FIREFLY expansion

This creates multiple demand engines instead of depending on a single bestseller.

That's a much healthier position than in previous years.

𝗧𝗛𝗘 𝗕𝗜𝗚𝗚𝗘𝗥 𝗣𝗜𝗖𝗧𝗨𝗥𝗘

Volume alone isn't the story.

Higher deliveries spread fixed costs over more vehicles.

Higher ASP products improve gross profit.

Manufacturing utilization improves.

Operating leverage increases.

Every one of those moves NIO closer to sustainable profitability.

The market often focuses only on delivery numbers.

Long-term investors should also watch margins.

That's where the real valuation expansion happens.

𝗧𝗛𝗘 𝗥𝗜𝗦𝗞𝗦

Let's be realistic.

Delivering 44,000 to nearly 50,000 vehicles every month through December won't be easy.

Production ramps can stumble.

Supply chains can tighten.

Competition in China remains intense.

Execution matters.

But this is no longer the impossible target it might have looked like a year ago.

The gap between June's record delivery of 40,597 and the low-end requirement of roughly 44,000 per month is relatively modest.

That's a much smaller leap than many investors realize.

𝗪𝗛𝗔𝗧 𝗪𝗔𝗟𝗟 𝗦𝗧𝗥𝗘𝗘𝗧 𝗠𝗔𝗬 𝗕𝗘 𝗠𝗜𝗦𝗦𝗜𝗡𝗚

Markets rarely reward companies for promises.

They reward execution.

If NIO consistently delivers around 45,000 vehicles per month...

If margins continue improving...

If profitability keeps moving closer...

Then today's valuation could look very different in hindsight.

The next six months won't just determine whether NIO reaches its delivery target.

They could determine whether the market finally begins valuing NIO as a premium intelligent EV company rather than a perpetual turnaround story.

The second half of 2026 may prove to be the most important chapter in NIO's history.

Disclosure: This reflects my personal opinion based on publicly available information and should not be considered investment advice. Always do your own research.

[jan dekkers @jan_dekkers]

$𝟭𝟬 𝗠𝗔𝗬 𝗕𝗘 𝗖𝗢𝗡𝗦𝗘𝗥𝗩𝗔𝗧𝗜𝗩𝗘 𝗜𝗙 #𝗡𝗜𝗢'𝗦 𝗘𝗔𝗥𝗡𝗜𝗡𝗚𝗦 𝗠𝗔𝗧𝗛 𝗜𝗦 𝗖𝗟𝗢𝗦𝗘

Below are $NIO potential valuation scenarios based on an estimated Q2 EPS of approximately US$0.13.

𝗡𝗜𝗢 𝗤𝟮 𝗘𝗣𝗦 𝗩𝗔𝗟𝗨𝗔𝗧𝗜𝗢𝗡 𝗦𝗖𝗘𝗡𝗔𝗥𝗜𝗢𝗦

Assuming Q2 EPS reaches approximately US$0.13, annualized EPS would be approximately US$0.52.

𝗦𝗖𝗘𝗡𝗔𝗥𝗜𝗢 𝟭: 𝟳𝟬% 𝗢𝗙 𝗧𝗔𝗥𝗚𝗘𝗧

EPS: US$0.09
Annualized EPS: US$0.36
Potential PPS:

• 15× P/E: US$5.40
• 20× P/E: US$7.20
• 25× P/E: US$9.00

𝗦𝗖𝗘𝗡𝗔𝗥𝗜𝗢 𝟮: 𝟴𝟬% 𝗢𝗙 𝗧𝗔𝗥𝗚𝗘𝗧

EPS: US$0.10
Annualized EPS: US$0.42
Potential PPS:

• 15× P/E: US$6.30
• 20× P/E: US$8.40
• 25× P/E: US$10.50

𝗦𝗖𝗘𝗡𝗔𝗥𝗜𝗢 𝟯: 𝟵𝟬% 𝗢𝗙 𝗧𝗔𝗥𝗚𝗘𝗧

EPS: US$0.12
Annualized EPS: US$0.48

Potential PPS:

• 15× P/E: US$7.20
• 20× P/E: US$9.60
• 25× P/E: US$12.00

𝗦𝗖𝗘𝗡𝗔𝗥𝗜𝗢 𝟰: 𝟭𝟭𝟬% 𝗢𝗙 𝗧𝗔𝗥𝗚𝗘𝗧

EPS: US$0.14
Annualized EPS: US$0.57

Potential PPS:

• 15× P/E: US$8.55
• 20× P/E: US$11.40
• 25× P/E: US$14.25

𝗕𝗢𝗧𝗧𝗢𝗠 𝗟𝗜𝗡𝗘

For years, NIO has been judged mainly on investment spending, cash burn, and future growth expectations.

If profitability becomes consistent, the valuation discussion could shift toward:

• Earnings growth
• Margin expansion
• Recurring revenue
• Brand strength
• Long-term operating leverage

The question is : "What valuation multiple does the market assign to a profitable, growing NIO?"

Disclaimer:

These scenarios are for informational purposes only and are not investment advice or a prediction of future share price. The calculations are based on assumptions regarding EPS, profitability, and potential P/E multiples. Actual financial results, market conditions, investor sentiment, dilution, and future guidance may cause actual valuation outcomes to differ significantly.

[Trader Chris @5littlebass]

江苏洛盟文化传媒: $NIO announced at the Shanghai Bund that it ranked 1st in passenger car sales in Shanghai for the 1H26; surpassing all other brands‼

Netizens: When buying a car, look to Shanghai as a bellwether for consumer trends; as a #NIO owner, I feel incredibly proud.

[NIO Admirer @NIOAdmirer]

Shanghai contributes 11% of Nio's China retail sales in H1

Nio Inc recorded retail sales of 20,736 vehicles in Shanghai in the first half of 2026.
$NIO

https://t.co/VScHWcBnfm

[WaveInvestor @InvestorSince21]

https://t.co/lH1pjnNVy6

[NIOman goes Doggywood @NIO_WilliamLi]

'The UAE joint venture is going through some positive changes. That's all I can reveal for now.' ➡️ That sounds very promising 🤩👏

I asked @ArthurShen about the market entrance of the #Roadtank #NIO #ES9 in the #UAE and he answered like this.

[jan dekkers @jan_dekkers]

#𝗡𝗜𝗢 𝗝��𝗦𝗧 𝗨𝗡𝗟𝗢𝗖𝗞𝗘𝗗 𝗔 𝗦𝗘𝗖𝗢𝗡𝗗 𝗧𝗥𝗜𝗟𝗟𝗜𝗢𝗡 𝗗𝗢𝗟𝗟𝗔𝗥 𝗢𝗣𝗣𝗢𝗥𝗧𝗨𝗡𝗜𝗧𝗬

Most investors still think $NIO is just another electric vehicle manufacturer.

That thesis just became dangerously outdated.

At the World Artificial Intelligence Conference (WAIC) 2026 in Shanghai, NIO's semiconductor subsidiary, Shenji Technology, made its first independent appearance and delivered a message the market can no longer ignore:

NIO is building far more than cars.

While Wall Street remains obsessed with monthly vehicle deliveries and quarterly EPS, NIO has quietly been creating an AI and semiconductor business that could eventually become one of the company's most valuable assets.

𝗦𝗛𝗘𝗡𝗝𝗜 𝗜𝗦 𝗡𝗢 𝗟𝗢𝗡𝗚𝗘𝗥 𝗝𝗨𝗦𝗧 𝗔𝗡 𝗜𝗡𝗧𝗘𝗥𝗡𝗔𝗟 𝗗𝗘𝗣𝗔𝗥𝗧𝗠𝗘𝗡𝗧

For the first time, Shenji stood on its own stage.

That matters.

Companies don't showcase subsidiaries independently unless they have ambitions far beyond internal use.

Shenji demonstrated its NX9031 AI chip, advanced vehicle domain controller, and introduced two new AI platforms designed for the next generation of intelligent machines.

This wasn't an EV presentation.

It was an AI company introducing its future.

𝗧𝗛𝗜𝗦 𝗜𝗦 𝗔 𝗦𝗘𝗠𝗜𝗖𝗢𝗡𝗗𝗨𝗖𝗧𝗢𝗥 𝗖𝗢𝗠𝗣𝗔𝗡𝗬

The new NX9031 product family now targets three enormous markets:

• Intelligent driving

• Embodied AI and robotics

• AI agent computing

Read that again.

Not just automobiles.

Entire industries.

Instead of depending on companies like NVIDIA or Qualcomm forever, NIO has spent years building one of China's most advanced automotive AI chips completely in house.

Now that technology is expanding beyond NIO vehicles.

𝗧𝗛𝗘 𝗠𝗔𝗥𝗞𝗘𝗧 𝗜𝗦 𝗠𝗜𝗦𝗣𝗥𝗜𝗖𝗜𝗡𝗚 𝗡𝗜𝗢

Ask yourself one simple question.

How do investors value NVIDIA?

How do investors value AMD?

How do investors value Broadcom?

Now ask yourself how much value Wall Street currently assigns to Shenji inside NIO.

Almost zero.

Today, most investors buy NIO because they see an EV manufacturer.

Tomorrow they may discover they also own an AI chip designer.

That realization could fundamentally change how NIO is valued.

𝗧𝗛𝗘 𝗔𝗜 𝗘𝗖𝗢𝗦𝗬𝗦𝗧𝗘𝗠 𝗜𝗦 𝗖𝗢𝗠𝗜𝗡𝗚 𝗧𝗢𝗚𝗘𝗧𝗛𝗘𝗥

Think about what NIO now controls.

Premium EV brands.

Battery swapping.

SkyOS.

Full stack autonomous driving software.

AI chips.

Vehicle operating systems.

Embodied AI platforms.

Distributed AI agent platforms.

Very few automakers anywhere in the world possess this level of vertical integration.

Even fewer control both the hardware and the silicon powering the intelligence.

𝗧𝗛𝗜𝗦 𝗖𝗢𝗨𝗟𝗗 𝗕𝗘𝗖𝗢𝗠𝗘 𝗔 𝗠𝗔𝗦𝗦𝗜𝗩𝗘 𝗥𝗘𝗩𝗘𝗡𝗨𝗘 𝗘𝗡𝗚𝗜𝗡𝗘

Imagine if Shenji begins licensing its chips to other automakers.

Imagine robotics manufacturers adopting its AI platforms.

Imagine industrial automation companies using Shenji processors.

Imagine AI agent infrastructure built around its silicon.

Suddenly, every chip shipped becomes recurring high margin revenue that has nothing to do with selling another vehicle.

That is exactly how semiconductor businesses create extraordinary shareholder value.

𝗡𝗜𝗢 𝗜𝗦 𝗡𝗢𝗧 𝗝𝗨𝗦𝗧 𝗖𝗢𝗠𝗣𝗘𝗧𝗜𝗡𝗚 𝗜𝗡 𝗘𝗩𝗦

This is the part many investors continue to miss.

NIO is simultaneously competing in:

• Electric vehicles

• AI chips

• Autonomous driving

• Vehicle operating systems

• Battery infrastructure

• Robotics enablement

• AI agent computing

Every one of these markets has trillion dollar potential over the coming decades.

𝗧𝗛𝗘 𝗟𝗢𝗡𝗚 𝗧𝗘𝗥𝗠 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗧𝗛𝗘𝗦𝗜𝗦 𝗝𝗨𝗦𝗧 𝗚𝗢𝗧 𝗦𝗧𝗥𝗢𝗡𝗚𝗘𝗥

Quarterly earnings matter.

Vehicle deliveries matter.

Profitability matters.

But those numbers only tell part of the story.

The real story is that NIO has spent years investing in technologies that most investors are only beginning to notice.

Shenji's independent debut at WAIC wasn't just another product presentation.

It was a declaration.

NIO intends to become a major AI technology company.

Investors still valuing NIO as "just another EV maker" may eventually discover they have been looking at only half the business.

Disclosure: I am a long term NIO shareholder. This article reflects my personal opinions and is not financial advice. Always conduct your own research before making investment decisions.

[フェレッカ@NIO Investor🚗 @sekaishid]

【黒字化が続けば $NIO は割安💰】
グラフはNIOの「株価(橙色)」と「年間売上高(青色)」の推移を比較したもの📈

年間売上高は
・2019年→約11億ドル
・2026年→約201億ドル(予想)
と、約18倍まで成長する見込み🚀

一方、株価は2019年から見ると+22.13%しか成長していないため、
・年間売上高：約18倍
・株価：約1.2倍
という非常に大きなギャップがある💫

-
2026年予想売上約201億ドルに対して現在の時価総額は約122億ドルのため、予想PSRは約0.61倍になる

これは高成長EV企業としてはかなり低い評価で、1年で最も季節的に弱いQ1で黒字化を達成したにも関わらず、信じられないことに市場はまだ疑惑の目を向けている

もしNIOが2026年後半も継続的に黒字を出せると信じるなら、今の5ドル未満の株価(4.88ドル)は割安に見える😎
高級車ES8だけでなく超高級車ES9もベストセラーになれば確実！

更に単純な黒字化だけでなく、バッテリースワップや自社開発チップ等の収益化も期待するならかなり割安だと思う👍
NIOは自動車販売だけの企業ではない🚗

つくづくNIOは短期の株価ではなく、事業の成長と黒字化を数年単位で見届ける長期投資銘柄だなと感じる

[Arthur Shen @ArthurShen]

NIO's chip subsidiary, Anhui GENiTECH, showcased its latest innovations at the 2026 World Artificial Intelligence Conference (WAIC)—bringing three members of the Shenji chip family to the event.

The familiar Shenji NX9031 has now evolved into three variants:

✅ NX9031X – Powers the intelligent driving systems in $NIO and ONVO vehicles.

✅ NX9031U – Integrated into NIO's self-developed Ruidong Embodied Intelligence Development Platform for embodied AI applications.

✅ NX9031C – Designed for AI Agent inference, enabling next-generation autonomous AI applications.

In addition, the NX6031 high-performance intelligent sensor chip also made an appearance at the event.

#NIO #ChinaEV #EV #AI #robot #humanoid #Chip

[Nio @NioStrats]

$NIO #NIO GeniTech(Shenji) reveal NX9031U 5nm &focus more applications in AD, embodied AI, intelligent compute &advanced manufacture. Shenji present full-stack infrastructre &application AD, embodied AI &Agent reasoning at 2026 World AI Conference(WAIC 2026)Shanghai July17th-20th