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Replies to #18136 on Nio Inc (NIO)

uksausage

11/23/20 1:21 PM

#18138 RE: 13strats #18136

the chinese understand their market.

US residential is not the same as in China or much of Europe.

The battery as a service is magic for Chinese market and unique to NIO.

The US market is weird, not sure why the "big three" initial EVs have not got much traction, may be new administration and incentives will help.

In 5 years I can see TaaS taking over anyway. No one will need to own a car, there will be significantly fewer cars.