
Hesai StockProOne more option means one more batch of target users. That's XPeng's thinking. It's not about right or wrong; it depends on the return on investment. For Nio, it's indeed necessary to make its battery swap infrastructure so efficient that there's no queue even during holidays, and it must cover even county-level areas. Only then can it tell its own story well. It's a difficult but right thing to do, and besides, a big ship can't turn around easily.

$NIO Inc(NIO.US) recently released quite a few 9-series products, especially the extended-range models with longer range, XPeng, Li Auto, and the Leapmotor d19 starting at 230k, will have some impact on Nio, whose range can only reach around 400. Not sure if this judgment is correct, welcome Nio owners to discuss.
ps Recently sold some 515 7 covered calls, probably will offload some holdings around this price, not investment advice.
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