fibance
09-09
$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$  Went down to Tesla, NIO and ONVO stores today to check out the cars in person. Managed to experience the all new Model Y L, ES8, Firefly, L90, L60 and test drove ET9. Here are some of my thoughts.

1. Tesla Model Y L is really underwhelming compared to the 6-seater competition in China. Interior is really bare. The 3rd row is relatively cramped, floor is raised. My head was 1-2 fingers away from the glass (I'm 1.8M)

2. ES8 feels premium and spacious. The interior feels very welcoming. The sound system is amazing. Third row is more roomy than Model Y L. Frunk is huuuuge.

3. Firefly looks a lot better in real life. It's a lot more spacious than the mini.

4. L90 feels like the stripped-down version of ES8 with less premium interior. But third row is more spacious than ES8 and the frunk is more practical imo. I would buy this for the cost-performance.

5. L60 feels like the smaller version of L90. The 2nd row feels like a large comfy sofa. Super spacious. Downside though is the lack of roof screen option.

6. ET9's fly-by-wire steering is game-changing. Driving it was a joy. More relaxing than driving a gas car. Interior though didn't feel as premium as the ES8. I preferred the central big screen than the individual back seat screen. 

I also tried out the ET5T and ET7. Imo, after experiencing ES8, they felt smaller. Probably less suited for families. 

Overall, I can feel the competition in China is really red-hot but NIO's new product line-up makes it really a serious contender and gives me more confidence in my investment.

NIO Stock Rating and Price Target Update by Freedom Capital Markets
Freedom Capital Markets updated NIO's stock rating from Buy to Hold and raised the price target to $6.50 per share from $4.90. These actions were reported on September 4, 2025, by Benzinga and Dow Jones Newswires.
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Comments

  • Enid Bertha
    09-10
    Enid Bertha
    I been holding NIO since 2021. Holding 31k shares at $12. Longs need to wake up and see that the executives are doing a horrible job running this company. I will hold till it hits zero or $25. I held for 4 years, I’ll keep holding for another 4 more.
    • fibance: 
      Started with 1k shares. Now at 75k shares @$5.5. Target 100k shares. They have made mistakes in the past but recent moves have been encouraging. This dilution is inevitable.
  • Mortimer Arthur
    09-10
    Mortimer Arthur
    This is clearly stock manipulation from rival sector, no reason to drop at all with growing sales/ cash on hand 3B+/ partnership.

  • SiliconTracker
    09-10
    SiliconTracker
    NIO's ET9 steering tech is next level! ES8's premium feel vs Model Y's bare interior makes me bullish on their lineup
  • Reg Ford
    09-10
    Reg Ford
    NIO’s ES8/ET9 crushed Tesla Model Y L,my investment confidence soars!
  • William85
    09-10
    William85
    Great insights
  • AntonyGeorge
    09-10
    AntonyGeorge
    good
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