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2021-12-07

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Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?<blockquote>Lucid 和蔚来较高点下跌超过 30%。是时候买了吗？</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":606889646,"tweetId":"606889646","gmtCreate":1638855469450,"gmtModify":1638855469539,"author":{"id":4091783136376870,"idStr":"4091783136376870","authorId":4091783136376870,"authorIdStr":"4091783136376870","name":"oklebs","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Looks like a good price</body></html>","htmlText":"<html><head></head><body>Looks like a good price</body></html>","text":"Looks like a good price","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/606889646","repostId":1186153909,"repostType":2,"repost":{"id":"1186153909","kind":"news","pubTimestamp":1638854782,"share":"https://www.laohunote.com/m/news/1186153909?lang=zh_CN&edition=full","pubTime":"2021-12-07 13:26","market":"us","language":"en","title":"Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?<blockquote>Lucid 和蔚来较高点下跌超过 30%。是时候买了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186153909","media":"Motley Fool","summary":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdo","content":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.<blockquote>短短几周内，由于对经济放缓、奥密克戎 COVID-19 变体和估值担忧的担忧，许多成长型股票就从热转冷。</blockquote> Lucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.<blockquote>Lucid Group（纳斯达克股票代码：LCID）和蔚来（纽约证券交易所股票代码：NIO）是两家截然不同的电动汽车（EV）公司，它们都希望在全球舞台上成名。然而，尽管有潜力，两家公司的股价都在下跌。让我们确定现在是否是购买 Lucid 和蔚来的合适时机，或者投资者是否应该竞相退出。</blockquote> This wild ride is showing no signs of slowing down<blockquote>这种狂野的旅程没有放缓的迹象</blockquote> Daniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.<blockquote>丹尼尔·福尔伯（Lucid）：Lucid在2021年度过了辉煌的一年。它开始大规模生产和交付 Lucid Air Dream Edition 轿车，被评为 MotorTrend 2022 年度汽车，并击败了环境保护署 (EPA) 的续航里程评级。结果，投资者纷纷买入该公司的股票，今年该公司股价上涨了两倍多。</blockquote> However, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.<blockquote>然而，即使是 Lucid 也显示出降温的迹象。该股目前较高点下跌约 30%，与更广泛的电动汽车行业同步。Lucid 在 2022 年及以后的成功取决于很多事情的顺利进行。它需要提高产能，平均每天生产和交付 55 辆汽车，扩大产品线，开发 Gravity SUV，最重要的是，要抵御一大批传统汽车制造商和新参与者，他们争先恐后地开发自己的电池技术。这是一个很高的要求，但Lucid迄今为止已经证明了它有能力兑现承诺。</blockquote> As impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.<blockquote>尽管 Lucid 的这一年令人印象深刻，但现实是该公司非常年轻，尚未建立抵御怀疑所需的记录。参考上图，可以清楚地看出，Lucid 股票在经历了大约六个月的低迷时期之前，最初受到了欣快和乐观的情绪。</blockquote> Because Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.<blockquote>由于 Lucid 没有收入和利润等有意义的财务指标，因此其业绩取决于其向投资者证明人们想要购买其汽车的能力，它可以生产他们想要购买的汽车，并且未来还会销售更多的汽车。归根结底，有许多因素超出了 Lucid 的控制范围，即芯片短缺。然而，Lucid 相对于其他汽车制造商有一个优势：它不太依赖第三方供应商，因为它自己制造电池组并控制大部分生产过程。</blockquote> Looking at the big picture<blockquote>着眼于大局</blockquote> Howard Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.<blockquote>Howard Smith（蔚来）：中国电动汽车制造商蔚来的股价今年迄今已下跌超过 30%，较 2021 年 1 月高点下跌 50%。基于其潜力和全球交通电气化持续强劲增长的预期，该公司在这些高点的估值接近 1000 亿美元。但今年半导体芯片短缺打击了该行业，影响了许多汽车制造商的生产。</blockquote> Nio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.<blockquote>蔚来也未能幸免，这导致该公司股价下跌，目前该公司市值约为 540 亿美元。考虑到该公司尚未盈利，而且 10 月份汽车交付量的急剧下降进一步令投资者感到恐慌，这仍然很有价值。但本周，蔚来公布了 11 月份的交付结果，估值下降可能是购买蔚来股票的好时机。</blockquote> Nio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.<blockquote>蔚来公布 11 月份车辆交付量创下月度纪录。这有助于缓解对供应限制的担忧，并证实 10 月份的下跌很大程度上是由于该公司准备升级生产线以增加产量和新产品而导致生产中断。看看蔚来汽车在 2021 年的每月交付量进展情况，就会发现增长模式似乎完好无损。</blockquote> Through November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.<blockquote>截至2021年11月，蔚来交付量比2020年同期增长了120%以上。但即使是创纪录的 11 月份数字也只代表了该公司正在努力实现的产能的一半左右。此次扩张计划于 2022 年春季完成，该公司相信有足够的需求来支持这一增长。蔚来于2021年7月首次开始出口汽车，因为它在挪威建立了业务。它预计明年也将进军德国，因为它还将推出几款新产品。</blockquote> With that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.<blockquote>从更大的角度来看，今年股价的下跌可能是投资者有耐心和适当风险承受能力的好时机。</blockquote> A great industry to invest in<blockquote>一个值得投资的伟大行业</blockquote> Lucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.<blockquote>Lucid 和蔚来是两只较好的新兴电动汽车成长型股票。这两家公司都拥有真正的竞争优势，随着发达经济体从内燃机转向电动机，它们可能会走得更远。同意每家公司长期论点的投资者最好在出售时购买股票，或者采取更保守的方法购买一篮子电动汽车股票。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?<blockquote>Lucid 和蔚来较高点下跌超过 30%。是时候买了吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLucid and Nio Are Down Over 30% From Their Highs. Is it Time to Buy?<blockquote>Lucid 和蔚来较高点下跌超过 30%。是时候买了吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-07 13:26\n\n</h4>\n</header>\n<article>\nIn a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.<blockquote>短短几周内，由于对经济放缓、奥密克戎 COVID-19 变体和估值担忧的担忧，许多成长型股票就从热转冷。</blockquote> Lucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.<blockquote>Lucid Group（纳斯达克股票代码：LCID）和蔚来（纽约证券交易所股票代码：NIO）是两家截然不同的电动汽车（EV）公司，它们都希望在全球舞台上成名。然而，尽管有潜力，两家公司的股价都在下跌。让我们确定现在是否是购买 Lucid 和蔚来的合适时机，或者投资者是否应该竞相退出。</blockquote> This wild ride is showing no signs of slowing down<blockquote>这种狂野的旅程没有放缓的迹象</blockquote> Daniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.<blockquote>丹尼尔·福尔伯（Lucid）：Lucid在2021年度过了辉煌的一年。它开始大规模生产和交付 Lucid Air Dream Edition 轿车，被评为 MotorTrend 2022 年度汽车，并击败了环境保护署 (EPA) 的续航里程评级。结果，投资者纷纷买入该公司的股票，今年该公司股价上涨了两倍多。</blockquote> However, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.<blockquote>然而，即使是 Lucid 也显示出降温的迹象。该股目前较高点下跌约 30%，与更广泛的电动汽车行业同步。Lucid 在 2022 年及以后的成功取决于很多事情的顺利进行。它需要提高产能，平均每天生产和交付 55 辆汽车，扩大产品线，开发 Gravity SUV，最重要的是，要抵御一大批传统汽车制造商和新参与者，他们争先恐后地开发自己的电池技术。这是一个很高的要求，但Lucid迄今为止已经证明了它有能力兑现承诺。</blockquote> As impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.<blockquote>尽管 Lucid 的这一年令人印象深刻，但现实是该公司非常年轻，尚未建立抵御怀疑所需的记录。参考上图，可以清楚地看出，Lucid 股票在经历了大约六个月的低迷时期之前，最初受到了欣快和乐观的情绪。</blockquote> Because Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.<blockquote>由于 Lucid 没有收入和利润等有意义的财务指标，因此其业绩取决于其向投资者证明人们想要购买其汽车的能力，它可以生产他们想要购买的汽车，并且未来还会销售更多的汽车。归根结底，有许多因素超出了 Lucid 的控制范围，即芯片短缺。然而，Lucid 相对于其他汽车制造商有一个优势：它不太依赖第三方供应商，因为它自己制造电池组并控制大部分生产过程。</blockquote> Looking at the big picture<blockquote>着眼于大局</blockquote> Howard Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.<blockquote>Howard Smith（蔚来）：中国电动汽车制造商蔚来的股价今年迄今已下跌超过 30%，较 2021 年 1 月高点下跌 50%。基于其潜力和全球交通电气化持续强劲增长的预期，该公司在这些高点的估值接近 1000 亿美元。但今年半导体芯片短缺打击了该行业，影响了许多汽车制造商的生产。</blockquote> Nio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.<blockquote>蔚来也未能幸免，这导致该公司股价下跌，目前该公司市值约为 540 亿美元。考虑到该公司尚未盈利，而且 10 月份汽车交付量的急剧下降进一步令投资者感到恐慌，这仍然很有价值。但本周，蔚来公布了 11 月份的交付结果，估值下降可能是购买蔚来股票的好时机。</blockquote> Nio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.<blockquote>蔚来公布 11 月份车辆交付量创下月度纪录。这有助于缓解对供应限制的担忧，并证实 10 月份的下跌很大程度上是由于该公司准备升级生产线以增加产量和新产品而导致生产中断。看看蔚来汽车在 2021 年的每月交付量进展情况，就会发现增长模式似乎完好无损。</blockquote> Through November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.<blockquote>截至2021年11月，蔚来交付量比2020年同期增长了120%以上。但即使是创纪录的 11 月份数字也只代表了该公司正在努力实现的产能的一半左右。此次扩张计划于 2022 年春季完成，该公司相信有足够的需求来支持这一增长。蔚来于2021年7月首次开始出口汽车，因为它在挪威建立了业务。它预计明年也将进军德国，因为它还将推出几款新产品。</blockquote> With that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.<blockquote>从更大的角度来看，今年股价的下跌可能是投资者有耐心和适当风险承受能力的好时机。</blockquote> A great industry to invest in<blockquote>一个值得投资的伟大行业</blockquote> Lucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.<blockquote>Lucid 和蔚来是两只较好的新兴电动汽车成长型股票。这两家公司都拥有真正的竞争优势，随着发达经济体从内燃机转向电动机，它们可能会走得更远。同意每家公司长期论点的投资者最好在出售时购买股票，或者采取更保守的方法购买一篮子电动汽车股票。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/06/lucid-and-nio-are-down-over-25-from-their-highs-is/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186153909","content_text":"In a matter of weeks, many growth stocks have gone from hot to cold over fears of an economic slowdown, the omicron COVID-19 variant, and valuation concerns.\n\nLucid Group (NASDAQ:LCID) and Nio (NYSE:NIO) are two very different electric vehicle (EV) companies that are looking to make names for themselves on the global stage. Despite their potential, however, both companies are seeing their share prices sink. Let's determine if now is the right time to buy Lucid and Nio, or if investors should run for the exits.\nThis wild ride is showing no signs of slowing down\nDaniel Foelber (Lucid): Lucid had a banner year in 2021. It began mass production and deliveries of its Lucid Air Dream Edition sedan, was named the MotorTrend 2022 Car of the Year, and crushed range ratings by the Environmental Protection Agency (EPA). As a result, investors piled into its stock, which is up over three-fold for the year.\n\nHowever, even Lucid is showing signs that it's cooling off. The stock is now down around 30% from its high, in lockstep with the broader EV industry. Lucid's success in 2022 and beyond depends on a lot of things going right. It needs to increase its manufacturing capacity, produce and deliver an average of 55 cars per day, expand its product line, and develop its Gravity SUV -- and most importantly, fend off the swath of legacy automakers and new players that are champing at the bit to develop their own battery technology. It's a tall order, but Lucid has so far proven an ability to deliver on its promises.\n\nAs impressive as Lucid's year has been, the reality is that the company is incredibly young and has yet to build the track record necessary to fend off skepticism. Referring to the chart above, it's clear to see that Lucid stock was initially met with euphoria and optimism before undergoing a roughly six-month period in the doldrums.\n\nBecause Lucid doesn't have meaningful financial metrics like revenue and profit, its performance depends on its ability to prove to investors that people want to buy its cars, it can produce the cars they want to buy, and it will sell even more cars in the future. At the end of the day, there are many factors that lie outside of Lucid's control, namely the chip shortage. However, Lucid has an advantage over other automakers: It isn't too reliant on third-party suppliers, because it builds its own battery packs and controls much of its production process.\n\nLooking at the big picture\nHoward Smith (Nio): Shares of Chinese EV maker Nio are down more than 30% year-to-date, and are 50% off January 2021 highs. The company was valued at close to $100 billion at those highs based on its potential and expected continued strong growth in the global electrification of transportation. But a semiconductor chip shortage hit the industry this year, and affected production for many automotive manufacturers.\n\nNio wasn't immune to that, and it contributed to the drop in shares that has the company's market cap now at about $54 billion. That's still richly valued considering the company has yet to be profitable, and a sharp drop in vehicle deliveries in the month of October spooked investors further. But this week, Nio reported its November delivery results, and that drop in valuation may make now a good time to buy Nio shares.\n\nNio reported a monthly record for vehicle deliveries in November. That helps to alleviate concerns over supply constraints, and verifies that much of the dip in October was due to an interruption in production as the company prepared to upgrade its manufacturing lines for higher volume and new products. A look at how Nio's monthly deliveries progressed throughout 2021 shows the growth pattern appears intact.\n\nThrough November 2021, Nio deliveries have increased more than 120% over the comparable period in 2020. But even the record November figure only represents about half of the production capacity the company is working toward. That expansion is scheduled to be complete in the spring of 2022, and the company believes there's plenty of demand to support that growth. Nio began exporting vehicles for the first time in July 2021 as it set up a presence in Norway. It expects to move into Germany next year too as it also launches several new products.\n\nWith that bigger-picture perspective, the decrease in the share price seen this year might make now a good time to buy for investors with patience and the appropriate risk tolerance.\n\nA great industry to invest in\nLucid and Nio are two of the better up-and-coming electric car growth stocks. Both companies have real competitive advantages that could take them far as developed economies transition away from the internal combustion engine to the electric motor. Investors that agree with the long-term thesis of each company could do well to pick up shares on sale, or take a more conservative approach with a basket of EV stocks.","news_type":1,"symbols_score_info":{"LCID":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4914,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/606889646"}