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Technology Stocks : "NIO, XPEV, LI, BYD.. China's Quads -- Ignore unavailable to you. Want to Upgrade?


To: Ditchdigger who wrote (2463)6/5/2024 11:57:24 AM
From: roto  Respond to of 2786
 
in a recent post of mine..
'By 2030, China could have fewer than fivemajor EV players' Message 34687515

I'm thinking over capacity and production & most likely foreign tariffs, the Chinese macro plays of
collapsed real estate & high unemployment, things may be much less rosy than a pure EV argument.