去年看到 $NIO 突破了长期下降趋势线，所以在 @MSX_CN 短线做多了一波蔚来，拉了一波后就跑了，但后面没有做空，主要还是因为我本身就是蔚来老车主，能感觉到这个企业目前很缺钱... 最近也是发现了一个新的小细节，蔚来给早期车主有每月4~6次的免费换点权益，明面上说是70度与75度电池随机分配的... 但最近我跑的比较多，连续两个月都换电超过4次，然后有趣的就来了，如果我有免费换电额度，那么换电站大概率会给我换70度电池，但如果我的额度用完了，那么就会换75度电池给我... 我连续2个月遇到这种情况，所以才开始有所察觉，为什么会有这种奇怪的规律呢？ 因为蔚来换电站的收费是按照换上去电池的实际电量来计算的，所以只要不是免费换电，换上75度电池给用户就能多赚那5度电的盈利... 5度电多少钱啊，估计也就10几块钱，但我确实从这个小细节中感觉到了一丝缺钱的味道... 可惜，等我回来看股价，已经画门回去了，想空可能没啥空间了，如果未来还有反弹，我会继续空进去！

亲爱的，新的一星期开始啦！你有什么新的规划吗？ 自从 #Bitget 平台的股币交易功能越来越完善之后，月光最近确定了一件事 2026 年，美股会变成币圈人的主流交易资产之一 Bitget 的链上美股已经支持 200+ 美股资产，用起来是真的省事 而且，手续费低，操作又很顺 也不用海外开户、不用处理复杂的税务 现在已经有 100 万用户在上面交易美股了！ 🔗还没有BG账号的宝子，赶紧点击注册：https://t.co/BSPjRBNtdY 同时，用 Bitget 直接就能买美股和 ETF，特别方便 🔗传送门：https://t.co/4oYy39B3R5 这次 @Bitget_zh @BitgetTC 又新上了 98 个资产，阵容很能打 美股主流包含 $TMUS $HD $SOFI $BAC $XOM 中概股则是有 $BILI $PDD $TCOM $NIO $LI $NTES 加上ETF $TQQQ $SQQQ $USO 最近道琼和标普500 双双新高，从趋势可以看出来，AI + 芯片依然是主线：Google 、美光 、英特尔 继续强 军工、能源、太空也在轮动，例如 $ONDS ，最近直接 +20% 预测一下， 2026年，几个赛道还是很火热 尤其是AI、高端制造、能源转型、高股息 & 低估值的公司 无论你是不是已经在车上，美股这条线，2026 年真的不能缺席呀！

最近美股市场持续火热，道琼斯和标普500指数双双创下历史新高。📈 #Bitget 在这个风口下，通过与Ondo的深度合作，从去年年底上线美股交易后，最近又继续新增 98 个美股和 ETF，总数突破 200 个，而且已经有 100 万用户在平台交易股票了。 @Bitget_zh 以前要买美股，得开美股账户，填各种表格，还要考虑资金进出 、税务等问题，特别麻烦。 现在直接用 USDT 就能直接在Bitget购买代币化的股票，而且开户便利、无税务负担、操作丝滑。 本月还是「美股狂欢月」，股票代币交易限时0手续费。 🌟这次新增的资产覆盖面很广： • 美国主流公司： $TMUS $HD $SOFI $BAC $XOM • 中概股： $BILI $PDD $TCOM $NIO $LI $NTES • ETF：$TQQQ $SQQQ $USO • 黄金、原油、稀土等大宗商品ETF 对于我这种不想开通各种账户又想参与到多种资产配置的web3用户来说，实在太方便了 ！ 最近行情那么好，所以宝子们有什么不错的股票或者ETF推荐嘛？！🤔 参与路径我也附在下图了👇：🔗https://t.co/7yp5Q70UW7

- Block Scholes报告捕捉了代币化股票的增长，并将Bitget列为重点市场驱动因素之一 - 已经有100万用户在Bitget上进行了股票合约和股票代币交易，大势所趋 - Bitget上股票合约交易量超过100亿；股票代币交易量超过10亿 - Bitget刚上线了98个新的股票代币，包括热门ETF TQQQ、SQQQ；热门中概股拼多多、蔚来。想交易的热门美股，都可以在Bitget找到。

看到bg的这个数据，代币化股票这条线已经很成熟了。 报告里提到，Bg已经成了推动这个市场增长的关键平台之一。 实际数据也挺直观，已经有 100 万用户 在 Bg上交易过股票合约和股票代币，股票相关产品的成交量也已经跑到一个不小的体量。 对国内普通用户来说，最大的变化其实很简单，主要没什么门槛，不用出金、不用换平台，用熟悉的交易方式，就能参与 美股和 ETF。最近 Bitget 还一次性上线了 98 个新的股票代币，像TQQQ、SQQQ 这些热门 ETF，还有 拼多多、蔚来 等中概股，基本想交易的热门标的都能找到。 从使用体验来看，就是把传统金融资产，用加密账户的方式重新做了一遍。趋势已经很明确了，剩下的只是大家什么时候开始用。

#Bitget 美股版图进一步完善，目前支持的美股已超过200个。很显然，你来BG 交易美股的原因是👉开户便利、无税务负担、低费用、操作丝滑！ 用户需要什么，Bitget 上什么。这次一口气上了98个新资产，包括中国股民关注度最高的几只中概股：拼多多、携程、蔚来。还有这几年的高成长性躺平之选TQQQ。 美股0手续费活动持续到本月16日，欢迎体验！

Don't short $NIO ！！！！！！！！！！ Don't short $NIO ！！！！！！！！！！ Don't short $NIO ！！！！！！！！！！

作为蔚来的老车主，其实我一直有点搞不清楚蔚来的定位，最开始买这个牌子是因为它的定位是高端城市车，而且造型设计我很喜欢。 但后来这个高端路线越来越难以盈利，才搞出了乐道这种大众化的产品，这一期财报交付量突破历史新高，但营收仅增长9%，净亏损50亿元... 所以很明显，出的货是多了，但还是 不赚钱... 本来蔚来的算盘是敲得很响的，用户买了车之后，还会不断的购买各种服务，比如换电、维护、线下生活等等，但事实上，我买了车之后，除了每年的“保险无忧（车险套餐）”就再也没有花过一分钱了... 现在靠着每月6次的免费换电，愣是一年都没有在充电上花过钱，按照每次换电100元的费用计算，一年就从蔚来这里薅走了7200元，再算上12次异地免费换点，等于每年净赚8000元... 它的服务好不好？确实好，车胎被扎了，App一键上门补胎，还免费... 跑到荒郊野岭找不到充电的地方，提前可以预约加电车... 所有套餐内用不到积分还会返还，我之前用2w多积分一次性兑换了价值9000多元的户外产品... 不盈利的关键恰好就是这些无处不在可以让用户薅羊毛的服务... 所以，现在看到在这种情况下还能上涨的股价，我其实是有些诧异的，毕竟过去几年可是从67跌到了3美元... 这种回调模式，比币圈大部分山寨币还要恶心... 所以对于最近的反弹，以及这份财报，我并不会认为这是大趋势的反转，而是有目的性的反弹，在商言商，作为车主确实比较舒服，但作为投资者，依旧不是很看好蔚来的走势。 如果之后价格能够出现类似碾空的行情，我也许会考虑空一空，至于当下，先让这波反弹走出来再说。 昨晚暴跌后能够再拉回去，说明市场里大概率是存在一股力量等着拉盘碾空的。 在MyStonks上，可以考虑先买点现货，等带量拉升一出现，就卖出转空。 邀请链接：https://t.co/WfPFcGrGUg

🚨 CANADA IN TALKS TO ELIMINATE TARIFFS ON CHINESE ELECTRIC VEHICLES AS PART OF TRADE DEAL. $BYD $NIO $TSLA $F $GM

$NIO Stock Options $3.5 Calls 05/09/2025 — Alerted by Unusual Whales — moved from $0.22 ➡️ $0.55, a +150% gain. A $400K entry is now worth $1M, up $600K. Checkout this option chain on Unusual Whales: NIO $3.5C 05/09/2025 (16)

PREMKT 🔸 $XPEV: -11.68% 🔸 $MSTR: -9.99% 🔸 $BABA: -7.52% 🔸 $TSLA: -7.15% 🔸 $NIO: -6.79% 🔸 $NVDA: -6.35% 🔸 $AMD: -4.40% 🔸 $APPL: -4.23% 🔸 $INTC: -3.88% 🔸 $META: -3.71% 🔸 $AMZN: -3.12% 🔸 $GOOGL: -2.69% 🔸 $BA: -2.42% 🔸 $NFLX: -2.36% 🔸 $MSFT: -2.07%

PREMKT 🔸 $XPEV: -14.20% 🔸 $BABA: -11.45% 🔸 $MSTR: -10.73% 🔸 $NIO: -9.25% 🔸 $TSLA: -8.59% 🔸 $NVDA: -7.05% 🔸 $AMD: -6.02% 🔸 $META: -5.19% 🔸 $INTC: -4.33% 🔸 $AMZN: -4.27% 🔸 $BA: -4.20% 🔸 $NFLX: -3.89% 🔸 $APPL: -3.80% 🔸 $GOOGL: -3.70% 🔸 $MSFT: -3.62%

Premkt $VIX: 38 $BABA: -8.29% $JD: -7.77% $XPEV: -7.49% $AMZN: -5.40% $AMD: -5.29% $INTC: -5.22% $TSLA: -5.13% $AAPL: -4.73% $NIO: -4.55% $NKE: -4.41% $MSFT: -4.38% $META: -4.25% $RIVN: -3.82% $NVDA: -3.80% $GOOGL: -3.07% $AMC: -2.27%

MARKET UPDATES: CONSUMER: 🔸 $DG upgraded to Overweight (BofA). 🔸 Macau casinos ($WYNN, $LVS, $MLCO, $MGM): Gaming revenue +0.8% YoY. 🔸 $LI: March deliveries 36,674 (+26.5% YoY). 🔸 $NIO: March deliveries 15,039 (+14% MoM). 🔸 $PVH: Q4 EPS $3.27 (beat), revenue -4.8% YoY. 🔸 $TSLA: Denmark sales -65.6% YoY. 🔸 $ULTA: Upgraded to Buy, price target raised to $423. ENERGY & INDUSTRIALS: 🔸 $AAL, $DAL, $LUV: Downgraded (Jefferies). 🔸 Oil: Brent stabilizes after Trump’s Russia comments. 🔸 $CVX: Sells East Texas gas assets ($1.2B+ value). 🔸 $EE: 7M-share secondary offering priced at $26.50. FINANCIALS: 🔸 $LPLA: 4.7M-share secondary offering at $320. 🔸 $V: $375M escrow deposit, reducing Class B shares. 🔸 $WRB: Downgraded (BofA). HEALTHCARE: 🔸 $JNJ: $10B talc settlement rejected by U.S. judge. 🔸 Drugmakers: Lobby Trump to phase in pharma tariffs. TECH & MEDIA: 🔸 $LYV, $SEAT: Fall after Trump’s executive order on ticket pricing. 🔸 $PRGS: Q1 EPS $1.31 (beat), raises full-year guidance. 🔸 $SPIR: Q4 EPS loss ($2.21), weak Q1 outlook.

MARKET HIGHLIGHTS AUTOS: 🔸 GM & Ford drop as Trump imposes 25% import tax on foreign cars (effective April 3); European & Asian automakers also down. 🔸 S&P Changes: Cava ( $CAVA) replaces Altair ( $ALTR) in S&P MidCap 400 (March 31) after Siemens acquires Altair. 🔸 Crypto: GameStop ( $GME) plans $1.3B convertible notes offering to buy Bitcoin. EARNINGS: 🔸 MillerKnoll ( $MLKN): Q3 EPS $0.44 in line, revenue $876.2M (miss); Q4 guide below estimates. 🔸 Nio ( $NIO): Raises $450M via share placement for EV development. 🔸 Petco ( $WOOF): Q4 EBITDA beats, but weak Q1 & FY guidance. 🔸 Steelcase ( $SCS): Q4 EPS beats; Q1 revenue & EPS guidance above estimates. INDUSTRIALS & MATERIALS: 🔸 Chemours ( $CC) upgraded at Mizuho; 🔸 Liberty Energy ( $LBRT) upgraded at Morgan Stanley. 🔸 HB Fuller ( $FUL) beats Q1 EPS, guides FY revenue lower. FINANCIALS: 🔸 Jefferies ( $JEF) Q4 EPS misses; cites challenging capital markets. HEALTHCARE: 🔸 Medicaid overpaid insurers ( $CI, $HUM, $UNH, $ELV), per WSJ. 🔸 Nkarta ( $NKTX): Q4 EPS beats, cash runway to 2029. 🔸 Soleno ( $SLNO): FDA approves Vykat XR for genetic disorder. 🔸 Zentalis ( $ZNTL): Files mixed shelf offering up to $250M. TECH & MEDIA: 🔸 $AMD downgraded at Jefferies (AI concerns, competition). 🔸 S&P Changes: Angi ( $ANGI) replaces ODP in SmallCap 600. 🔸 3D Systems ( $DDD): Q4 EPS misses, weak FY guidance. 🔸 Concentrix ( $CNXC): Q1 EPS & revenue beat, reiterates FY outlook. 🔸 OpenAI nears $40B funding at $300B valuation (Bloomberg). 🔸 Verint ( $VRNT): Q4 EPS & revenue miss, weak FY guidance.

QUICK MARKET SUMMARY: CONSUMER: 🔸 Colgate ( $CL): New $5B buyback, dividend to $0.52. 🔸 $NCLH: Upgraded to Equal Weight (Morgan Stanley). 🔸 Lennar ( $LEN): Q1 EPS $2.14 (est. $1.73), rev $7.63B (est. $7.49B); Q2 orders 22.5k-23.5k, deliveries 19.5k-20.5k. 🔸 Nike ( $NKE): Q3 EPS $0.54 (est. $0.28), rev $11.3B (est. $11.03B); guides Q4 rev down mid-teens. 🔸 $NIO: Q4 rev $2.7B (est. $2.79B), EV deliveries up 45%; Q1 guide: 41k-43k vehicles, rev $1.69B-$1.76B (est. $2.48B). 🔸 Torrid ( $CURV): Q4 sales -6.1% y/y; guides Q1 sales $264M-$274M (est. $279M), EBITDA below estimates. 🔸 Target ( $TGT): Files $1B note offering due 2035. Energy/Industrials/Materials: 🔸 FedEx ( $FDX): Q3 EPS $4.51 (miss), rev $22.2B (beat); cuts FY25 guidance. 🔸 Nucor ( $NUE): Q1 EPS guide $0.50-$0.60 (est. $1.09); sees lower steel product prices. 🔸 Planet Labs ( $PL): Q4 loss -$0.08 (est. -$0.02), rev $61.6M; Q1 guide below est. 🔸 U.S. Steel ( $X): Q1 EBITDA $125M (in line), EPS loss guided larger than est. 🔸 BP ( $BP): Elliott pushes for cost cuts, possible board changes (Reuters). Healthcare: 🔸 Assembly Bio ( $ASMB): Files $250M mixed shelf. 🔸 Editas ( $EDIT): CFO stepping down. 🔸 Foghorn ( $FHTX): Files $100M shelf. 🔸 J&J ( $JNJ): Plans $55B investment in U.S. manufacturing/research. 🔸 Maravai ( $MRVI): Guides Q1 rev $43M-$45M (est. $63M). 🔸 Vor Bio ( $VOR): Files $350M shelf. Tech/Media/Telecom: 🔸 Micron ( $MU): Q2 EPS $1.56 (beat), rev $8.05B; Q3 guide above est. 🔸 Luminar ( $LAZR): Sees slower Q1, FY25 rev growth 10%-20%. 🔸 Quantum ( $QUBT): Q4 loss -$0.47 (miss), rev $62k; chip foundry launch in 2025. 🔸 Super Micro ( $SMCI): Upgraded to Neutral (JPM), price target raised to $45.

MORNING BID 🔸 Apple ( $AAPL) lost an appeal in Germany, facing tighter regulations after a long market debate. 🔸 Baidu ( $BIDU) rises on reports Tesla (TSLA) will launch Full Self-Driving (FSD) in China this year, partnering with Baidu. Free FSD trials run March 17–April 16. 🔸 Getty Images ( $GETY) Q4 EPS: $0.06 (est. $0.04); adj. EBITDA: $80.6M (est. $74M); FY25 revenue guidance: $918–955M (est. $955M). 🔸 Alphabet ( $GOOGL) is in advanced talks to buy cybersecurity firm Wiz for ~$30B, per WSJ; a deal could finalize soon. 🔸 Lucid ( $LCID) upgraded to equal weight at Morgan Stanley. 🔸 Masterbrand ( $MBC) adds $50M share buyback. 🔸 Nio ( $NIO) partners with CATL for battery swap network, using CATL’s Choco-Swap tech in Firefly models. 🔸 Toronto ends Tesla ( $TSLA) taxi/ride-share incentives over U.S. trade tensions. 🔸 Audi ( $VWAGY) may raise prices to offset U.S. tariffs. 🔸 Xiaomi ( $XIACY) raises 2025 EV target to 350,000 units; Q4 revenue up 48% to 109B yuan, beating estimates.

$NIO-Subscriber request inval below 3.61

I hope everybody had a nice week. Great to see the reactions we did as a lot of impulse signals triggered where we expected them to(when the least were expecting it once again)💪Lots to unpack and dive into this weekend Subscriber Agenda Video: Why did miners fade into the close? Charts: New Impulse- #BTC LTF potential paths, $MARA, $RIOT, $CLSK, $IREN, $WULF, $CIFR, $SMLR, $XRP, $LINK, $LTC, $HOOD, $QQQ, $IWM, $SPY, $MSTR, $ETH, $DOGE Ongoing Corrective- $TSLA, $PLTR, $SOFI, $MBLY, $MU, $PYPL, $CELH, $UPST(some of these names made big moves this week but I'm not sold corrections are over) Correction Nearing Completion?- $CGC, $SQ, $NIO, $JD, $AMC, $LMND Subscriber Requests- $XLM, $RUNE

All updates now posted to subs included a bonus video on why I believe we are setting up for an extended 5th to reach >300k #BTC

Gonna be a busy weekend for subs content Agenda(video/chart updates) 1. BTC measured against Gold/Nasdaq and implications HTF/ LTF 2. Bitcoin Miner updates 3. Alts showing strength for next move 4. $TSLA, $PYPL, $NIO, $BABA, $ARKK 5. Requests

$NIO

DAILY RECAP **BYD Co. ( $BYDDF)** reported a 67.8% y/y increase in November vehicle sales, reaching 506,804 units compared to 301,903 last year. Year-to-date sales hit 3.76M units, up from 2.68M last year. **Gap ( $GAP)** received an upgrade to overweight from neutral by JPMorgan after a CEO and CFO meeting. **Li Auto Inc. ( $LI)** delivered 48,740 vehicles in November 2024, a y/y increase of 18.8%, with a 2024 total of 441,995 and cumulative deliveries at 1,075,359. **NIO Inc. ( $NIO)** saw a 28.9% y/y rise in November deliveries to 20,575 vehicles, split between its NIO and ONVO brands. **Stellantis ( $STLA)** announced CEO Carlos Tavares' resignation, effective immediately, with a new CEO search set to conclude in 2025's first half. **XPeng Inc. ( $XPEV)** delivered 30,895 Smart EVs in November, up 54% y/y and 29% m/m, with strong sales of the MONA M03 and P7+. **Core Scientific Inc. ( $CORZ)** plans to issue $500M in convertible senior notes maturing in 2031. **IREN Limited ( $IREN)** boosted its self-mining capacity by 33% to 28 EH/s with new substation energization. **LendingClub ( $LC)** was downgraded to neutral by JPMorgan due to fintech sector concerns. **Mara Holdings ( $MARA)** is set to offer $700M in zero-coupon convertible senior notes privately. **Toast ( $TOST)** received a downgrade to Neutral from Goldman Sachs, citing high valuation and visibility issues. **Upstart Holdings ( $UPST)** was downgraded to underweight by JP Morgan. **Bausch + Lomb ( $BLCO)** was downgraded to Equal Weight by Morgan Stanley. **Nevro ( $NVRO)** saw a downgrade to Underweight by Morgan Stanley. **Tandem Diabetes ( $TNDM)** got an upgrade to Overweight from Morgan Stanley. **Cloudflare ( $NET)** was upgraded to overweight by Morgan Stanley, optimistic about future growth. **SentinelOne ( $S)** was downgraded to equal weight by Morgan Stanley, due to cybersecurity sector concerns. **U.S. to implement new export restrictions on Monday targeting China's semiconductor sector**, affecting companies like Naura Technology Group, potentially impacting shares of $AMAT, $LRCX, $KLAC.

#Downgrades - Nov 25, 2024 • $ABX: CIBC Downgrades to Neutral from Outperformer • $AJG: Goldman Sachs Downgrades to Neutral from Buy - PT $313 • $CYH: Wells Fargo Downgrades to Underweight from Equal Weight - PT $2.50 (from $5) • $DESP: TD Cowen Downgrades to Sell from Buy - PT $14 (from $12) • $EXFY: JMP Securities Downgrades to Market Perform from Market Outperform • $EXP: Loop Capital Downgrades to Hold from Buy - PT $315 • $FIVE: Telsey Downgrades to Market Perform from Outperform - PT $95 (from $102) • $HCA: Wells Fargo Downgrades to Underweight from Equal Weight - PT $320 (from $400) • $HCA: Wells Fargo Downgrades to Underweight from Equal Weight - PT $320 (from $400) • $MTB: Citi Downgrades to Neutral from Buy - PT $230 (from $220) • $MYNZ: H.C. Wainwright Downgrades to Neutral from Buy • $NIO: Goldman Sachs Downgrades to Sell from Neutral - PT $3.90 (from $4.80) • $NMRK: Wolfe Research Downgrades to Peerperform from Outperform • $RRR: Mizuho Downgrades to Neutral from Outperform - PT $44 (from $57) • $SDHC: JPMorgan Downgrades to Neutral from Overweight - PT $36 (from $41) • $SEM: Benchmark Downgrades to Hold from Buy • $SQ: BMO Capital Downgrades to Market Perform from Outperform - PT $100 (from $94) • $THC: Wells Fargo Downgrades to Equal Weight from Overweight - PT $150 (from $205)

$NIO 特别不喜欢李斌，干什么业务都能把股东往死里坑。 第三个上市公司了。 易车，易鑫金融，NIO。 各个都开始盈利了。您老人家开始亏损了，和乐视没啥区别。

Earnings Week Ahead Tuesday 19th, 2024 • Ticker: $XPENG • Company: XPeng Inc • Market Cap: 12.9 billion USD • EST Time: 05:30 EST • Expected Quarterly EPS: -0.24 USD • Expected Quarterly Revenue: 1.37 billion USD • Expected Full Year EPS: -0.77 USD • Expected Full Year Revenue: 5.66 billion USD • Ticker: $LOW • Company: Lowe's Companies Inc • Market Cap: 153.4 billion USD • EST Time: 06:00 EST • Expected Quarterly EPS: 2.82 USD • Expected Quarterly Revenue: 19.94 billion USD • Expected Full Year EPS: 11.82 USD • Expected Full Year Revenue: 82.99 billion USD • Ticker: $J • Company: Jacobs Engineering Group Inc • Market Cap: 17.5 billion USD • EST Time: 06:40 EST • Expected Quarterly EPS: 1.54 USD • Expected Quarterly Revenue: 2.37 billion USD • Expected Full Year EPS: 6.98 USD • Expected Full Year Revenue: 8.24 billion USD • Ticker: $MDT • Company: Medtronic PLC • Market Cap: 110.3 billion USD • EST Time: 06:45 EST • Expected Quarterly EPS: 1.25 USD • Expected Quarterly Revenue: 8.27 billion USD • Expected Full Year EPS: 5.45 USD • Expected Full Year Revenue: 33.62 billion USD • Ticker: $WMT • Company: Walmart Inc • Market Cap: 679 billion USD • EST Time: 07:00 EST • Expected Quarterly EPS: 0.53 USD • Expected Quarterly Revenue: 167.72 billion USD • Expected Full Year EPS: 2.45 USD • Expected Full Year Revenue: 678.25 billion USD • Ticker: $KEYS • Company: Keysight Technologies Inc • Market Cap: 26.7 billion USD • EST Time: 16:05 EST • Expected Quarterly EPS: 1.57 USD • Expected Quarterly Revenue: 1.20 billion USD • Expected Full Year EPS: 6.18 USD • Expected Full Year Revenue: 4.95 billion USD Wednesday 20th, 2024 • Ticker: $NIO • Company: Nio Inc • Market Cap: 9.2 billion USD • EST Time: 05:30 EST • Expected Quarterly EPS: -0.30 USD • Expected Quarterly Revenue: 2.69 billion USD • Expected Full Year EPS: -1.17 USD • Expected Full Year Revenue: 10.2 billion USD • Ticker: $TGT • Company: Target Corp • Market Cap: 70.7 billion USD • EST Time: 06:30 EST • Expected Quarterly EPS: 2.30 USD • Expected Quarterly Revenue: 25.9 billion USD • Expected Full Year EPS: 9.55 USD • Expected Full Year Revenue: 106.71 billion USD • Ticker: $TJX • Company: TJX Companies Inc • Market Cap: 135.2 billion USD • EST Time: 07:30 EST • Expected Quarterly EPS: 1.09 USD • Expected Quarterly Revenue: 13.95 billion USD • Expected Full Year EPS: 4.17 USD • Expected Full Year Revenue: 56.2 billion USD • Ticker: $PANW • Company: Palo Alto Networks Inc • Market Cap: 129.1 billion USD • EST Time: 16:05 EST • Expected Quarterly EPS: 1.48 USD • Expected Quarterly Revenue: 2.12 billion USD • Expected Full Year EPS: 6.27 USD • Expected Full Year Revenue: 9.13 billion USD • Ticker: $NVDA • Company: NVIDIA Corp • Market Cap: 360.9 billion USD • EST Time: 16:20 EST • Expected Quarterly EPS: 0.75 USD • Expected Quarterly Revenue: 33.12 billion USD • Expected Full Year EPS: 2.86 USD • Expected Full Year Revenue: 126.9 billion USD • Ticker: $SQM • Company: Sociedad Quimica y Minera de Chile SA • Market Cap: 10.6 billion USD • EST Time: 20:15 EST (previous day) • Expected Quarterly EPS: 0.66 USD • Expected Quarterly Revenue: 1.09 billion USD • Expected Full Year EPS: -0.56 USD • Expected Full Year Revenue: 4.69 billion USD Wednesday 21th, 2024 • Ticker: $BIDU • Company: Baidu Inc • Market Cap: 29.5 billion USD • EST Time: 05:00 EST • Expected Quarterly EPS: 2.43 USD • Expected Quarterly Revenue: 4.6 billion USD • Expected Full Year EPS: 10.94 USD • Expected Full Year Revenue: 18.6 billion USD • Ticker: $DE • Company: Deere & Co • Market Cap: 108 billion USD • EST Time: 06:30 EST • Expected Quarterly EPS: 3.89 USD • Expected Quarterly Revenue: 9.3 billion USD • Expected Full Year EPS: 24.89 USD • Expected Full Year Revenue: 45.3 billion USD • Ticker: $WMG • Company: Warner Music Group Corp • Market Cap: 17.3 billion USD • EST Time: 07:30 EST • Expected Quarterly EPS: 0.28 USD • Expected Quarterly Revenue: 1.59 billion USD • Ticker: $GAP • Company: Gap Inc • Market Cap: 8.3 billion USD • Reporting Time: After Market Close (AMC) • Expected Quarterly EPS: 0.58 USD • Expected Quarterly Revenue: 3.81 billion USD • Expected Full Year EPS: 1.87 USD • Expected Full Year Revenue: 14.96 billion USD • Ticker: $ROST • Company: Ross Stores Inc • Market Cap: 47.2 billion USD • EST Time: 16:00 EST • Expected Quarterly EPS: 1.40 USD • Expected Quarterly Revenue: 5.17 billion USD • Expected Full Year EPS: 6.13 USD • Expected Full Year Revenue: 21.36 billion USD • Ticker: $NTAP • Company: NetApp Inc • Market Cap: 24.2 billion USD • EST Time: 16:00 EST • Expected Quarterly EPS: 1.78 USD • Expected Quarterly Revenue: 1.64 billion USD • Expected Full Year EPS: 7.10 USD • Expected Full Year Revenue: 6.6 billion USD • Ticker: $INTU • Company: Intuit Inc • Market Cap: 196.4 billion USD • EST Time: 16:00 EST • Expected Quarterly EPS: 2.35 USD • Expected Quarterly Revenue: 3.14 billion USD • Expected Full Year EPS: 19.34 USD • Expected Full Year Revenue: 18.27 billion USD • Ticker: $CPRT • Company: Copart Inc • Market Cap: 55.2 billion USD • EST Time: 16:30 EST • Expected Quarterly EPS: 0.37 USD • Expected Quarterly Revenue: 1.09 billion USD • Expected Full Year EPS: 1.55 USD • Expected Full Year Revenue: 4.56 billion USD • Expected Full Year EPS: 1.08 USD • Expected Full Year Revenue: 6.4 billion USD

#Upgrades - Sep 06, 2024 $AMRX: JPMorgan Upgrades to Neutral from Underweight - PT $9 $CARR: Wolfe Research Upgrades to Peerperform from Underperform $COIN: Barclays Upgrades to Equalweight from Underweight - PT $169 (from $206) $ETN: Wolfe Research Upgrades to Peerperform from Underperform $FTV: Mizuho Upgrades to Outperform from Neutral - PT $90 (from $80) $HOOD: Barclays Upgrades to Equalweight from Underweight - PT $20 (from $18) $HUBB: Deutsche Bank Upgrades to Buy from Hold - PT $441 (from $431) $ITCI: Piper Sandler Upgrades to Overweight from Neutral - PT $92 (from $68) $NIO: JPMorgan Upgrades to Overweight from Neutral - PT $8 (from $5.30) $OMAB: Morgan Stanley Upgrades to Overweight from Equalweight - PT $77 (from $82) $X: Exane BNP Paribas Upgrades to Outperform from Neutral

$NIO NIO ROSE 5% IN PRE-MARKET TRADING IN THE U.S. THE COMPANY RELEASED ITS SECOND-QUARTER 2024 FINANCIAL REPORT, WITH BOTH REVENUE AND DELIVERIES REACHING NEW HIGHS

依靠高精度地图和人为硬编码的规则做出来的自动驾驶 L2 解决方案，面临类似所有做题家都无法避免的结局： 1. 遇到新情况，没有高精度地图指引或者路上没有清晰标志的时候就可能卡壳。 2. 因为和其它做题家是同样的套路，最后大家竞相杀价，都不赚钱。

$NIO NIO JUNE DELIVERIES 21,209 VEHICLES, UP 98% ON YEAR NIO 2Q DELIVERIES 57,373 VEHICLES, MORE THAN DOUBLING ON YEAR NIO: ACHIEVED NEW RECORD FOR MONTHLY, QUARTERLY DELIVERIES NIO CUMULATIVE DELIVERIES REACHED 537,020 VEHICLES AS OF END-JUNE