Trading rund um Wachstumswerte

New ATH: viele Solarwerte wie RUN;SEDG, sogar TGT und DG, und NIO

Für NIO stehen viele "powerful catalists " in den nächsten Wochen.

-NIO had a briefing before China Auto 2020 on Saturday, where they highlighted the new Power Up plan (building and subsidizing 30k+ new Superchargers & Destination chargers) and the roll-out of 'Navigate on Pilot' - their version of Tesla's NOA. This uses MobilEye system (now owned by Intel), which is usually regarded as very good.
- The Hefei provence agreed to co-build with NIO more than 40 battery swap stations in the next couple of months. This shows that BaaS is very popular in China and municipalities are helping EV makers build the infrastructure quicker and cheaper.
- the upcoming delivery number for September is expected to be >100% YoY growth, with around 4,5 - 5k vehicles delivered, including the new EC6 model (Model Y competitor, but $20k cheaper with subsidy and BaaS).

seekingalpha.com