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Why NIO Is Down 11 Percent in a Week
Season 1
Episode 12
Published 1 month, 1 week ago
Description
Chinese EV maker NIO has dropped more than 11 percent in five trading days, far outpacing the broader China sell-off. Lucas and Luna break down what's behind the plunge — from disappointing delivery whisper numbers and margin pressure to the U.S.-Iran tensions that are spooking emerging-market investors. They also compare NIO's struggles with the relative resilience of JD and PDD, and ask whether the yuan's continued weakness makes a recovery even harder. This episode drills into one stock's pain to understand a larger pattern in China equities.