Urgent NIO Stock Is About to Explode

00:13:08
https://www.youtube.com/watch?v=K2GNthd64Gg

Resumo

TLDRNeste vídeo, é discutido o potencial de crescimento da Neo até 2025. O apresentador acredita que a empresa pode ter um crescimento significativo devido a novas estratégias e desenvolvimentos, como a introdução de novos modelos de veículos e melhorias tecnológicas. Ele menciona que investiu $220,000 na Neo com base na previsão de que as ações da empresa poderiam atingir entre $15 a $20 até o final de 2025, representando um retorno de 400%. A Neo está lançando novos SUVs sob diferentes marcas, planejando facelifts de modelos existentes e introduzindo tecnologias avançadas como direção por fio. Também é discutido o contexto econômico dos EUA e as expectativas de mercado na China, destacando a capacidade de suporte do mercado para múltiplos fabricantes de automóveis.

Conclusões

  • 🚗 A Neo planeja revelar novos SUVs em 2025.
  • 📈 Expectativas de crescimento significativo para as ações da Neo.
  • 🔋 Desenvolvimento de tecnologias inovadoras como direção por fio.
  • 📊 A previsão econômica mostra um ambiente favorável para investimentos.
  • 🇨🇳 O mercado chinês é promissor e diversificado.
  • 📈 Projeções revisadas por Goldman Sachs indicam aumento nas entregas.
  • 🔍 Identificação de problemas anteriores na estratégia de vendas da Neo.
  • ⚙️ Atualização de modelos existentes com novas tecnologias.
  • 🌍 Impacto potencial de decisões políticas internacionais no mercado.
  • 📅 Importante webinar sobre investimentos programado para breve.

Linha do tempo

  • 00:00:00 - 00:05:00

    O apresentador discute o potencial de crescimento da empresa Neo até 2025, justificando seu investimento significativo na empresa. Ele destaca que atualizações na projeção da Goldman Sachs e novas direções da companhia são indicadores positivos para o crescimento. Além disso, a economia dos EUA demonstra sinais de recuperação com taxas de juros sendo cortadas e uma melhora geral no mercado. No entanto, Neo ainda enfrenta desafios operacionais na China, mas continua sólida no planejamento de novos modelos e atualizações tecnológicas.

  • 00:05:00 - 00:13:08

    O vídeo fornece uma análise detalhada dos planos futuros da Neo, incluindo o lançamento do modelo et9 e facelift em 2025. A empresa planeja introduzir novos modelos com plataformas de alta voltagem e sistemas avançados de assistência ao motorista. Apesar de desafios anteriores, a Neo projeta um aumento significativo nas vendas e pretende lançar SUVs acessíveis para competir fortemente no mercado chinês. A capacidade tecnológica, como a troca de bateria e os sistemas drive-by-wire, posicionam a Neo como uma forte competidora no setor. O apresentador expressa confiança no crescimento do valor das ações, fazendo um investimento substancial na empresa como parte de sua estratégia de longo prazo.

Mapa mental

Vídeo de perguntas e respostas

  • Por que o investimento de $220,000 na Neo?

    O investimento foi feito devido ao potencial de crescimento da Neo até 2025, baseado em suas novas estratégias e melhoras no mercado.

  • Quais são os planos da Neo para 2025?

    A Neo planeja lançar novos modelos de veículos, incluindo SUVs sob diferentes marcas e atualizar plataformas existentes.

  • Quais foram os desafios enfrentados pela Neo anteriormente?

    A Neo enfrentou desafios como limitações na cadeia de suprimentos, uma força de vendas ineficiente e problemas com o cronograma de lançamento de produtos.

  • Quais são as expectativas de entrega para o modelo Firefly da Neo?

    A Neo espera entregar 50.000 unidades do modelo Firefly no ano de 2025.

  • Qual é a visão da Neo sobre o mercado chinês de carros elétricos?

    A Neo acredita que o mercado chinês é grande o suficiente para acomodar mais de 10 fabricantes produzindo mais de 1 milhão de veículos por ano.

  • Quais são as inovações tecnológicas nos novos modelos da Neo?

    Os novos modelos da Neo incluirão tecnologia de direção por fio e capacidade de carregamento rápido de até 600 kW.

  • Qual é a situação econômica dos EUA mencionada no vídeo?

    O vídeo menciona que a economia está em uma posição de força com cortes nas taxas de juros e melhorias nos serviços PMI e manufatura.

  • Qual é a previsão de preço das ações da Neo para o final de 2025?

    O vídeo sugere que as ações da Neo poderiam alcançar entre $15 a $20 até o final de 2025.

  • Como se inscrever para o webinar mencionado?

    Os interessados podem se inscrever pelo link fornecido na caixa de informações abaixo do vídeo.

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    he
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    well you just saw that amazing video of
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    the new Neo et9 in a most recent video
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    showing the awesome suspension but not
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    only that I going to explain to you guys
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    in this video why I think Neo is going
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    to squeeze or potentially explode in
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    2025 and it's a high likelihood and the
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    reason why I put another $220,000 into
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    Neo let's dive right into the content
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    don't worry about subscribing smashing
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    about that in just a little bit also
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    huge announcement my free masterclass
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    limited spots you guys want to register
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    can't get in so you don't want to miss
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    this one it's going to be great so I'm
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    going to go over some things about Neo
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    there's been an update with Goldman
  • 00:01:40
    Sachs on Neo and their new projection
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    and deliveries coming up and their new
  • 00:01:45
    company direction for 2025 Neo has
  • 00:01:48
    updated their road map to Goldman Sachs
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    and they have a lot of things in the
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    works and I think that with the economy
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    the way it is here State side with the
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    fact that the feds are doish interest
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    rates are getting cut not only that the
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    PMI Services is getting better and
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    forever expanding PMI manufacturing is
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    now improving and getting better
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    unemployment is also pretty good and and
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    the economy overall is good with the
  • 00:02:14
    feds like I said cutting interest rates
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    and not only that the money coming over
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    from the sidelines and money market
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    accounts which is 7 trillion plus
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    dollars we earn a really good position
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    of strength and integrity for the stock
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    market the 10 and two yield has now in
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    back to the normal way of things the
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    10year is now above the 2year which is
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    good we're basically on the average
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    above zero and every time this happens
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    and we don't get an influx of inflation
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    and high interest rates there's no
  • 00:02:45
    recession every time the 10 and the
  • 00:02:46
    two-y cross we get a recession and now
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    that we're back above zero and there's
  • 00:02:50
    been no recession yet things are just
  • 00:02:52
    continuing to get better and with the
  • 00:02:54
    administration with Trump and Elon Musk
  • 00:02:56
    getting ready to go into the White House
  • 00:02:58
    with JD Vance this this Administration
  • 00:03:00
    in general is going to be really good on
  • 00:03:02
    business economy and as long as they
  • 00:03:04
    don't mess up anything like Tom Lee said
  • 00:03:07
    as far as tariffs are concerned this
  • 00:03:09
    could be a really good thing for trade
  • 00:03:11
    around the world now Neo is not
  • 00:03:13
    necessarily going to be getting their
  • 00:03:14
    vehicles into the states anytime soon
  • 00:03:16
    but they're doing a very good job in
  • 00:03:19
    China let's go ahead and I'm going to
  • 00:03:20
    read you guys some updated stuff on Neo
  • 00:03:23
    and why I think the stock is going to
  • 00:03:25
    explode and why I put $220,000 back into
  • 00:03:27
    the Neo I was in Neo previously I sold
  • 00:03:30
    out when I saw the stock getting ready
  • 00:03:31
    to fall back down this was several
  • 00:03:33
    months back but now it's looking like
  • 00:03:35
    this is the time to get back into Neo
  • 00:03:38
    again so I've done that and I want to
  • 00:03:40
    explain you guys what's going on with
  • 00:03:41
    Neo and give you all the latest news and
  • 00:03:44
    why this stock is likely to explode the
  • 00:03:46
    envo sub brand will launch two SUVs in
  • 00:03:49
    the second half of 2025 and the Neo
  • 00:03:51
    brand facelift models will have larger
  • 00:03:54
    sizes lower costs more Liars according
  • 00:03:56
    to Goldman Sachs Neo management reveal
  • 00:04:00
    some insights into its next product
  • 00:04:02
    plans during its November 20 earnings
  • 00:04:05
    call now a Goldman Sachs research note
  • 00:04:08
    provides more details Goldman Sachs
  • 00:04:10
    analyst Tina Hughes team visited Neo's
  • 00:04:14
    Management in Shanghai on December 26
  • 00:04:16
    and discussed topics including the 2025
  • 00:04:19
    pipeline of new models facelifts and
  • 00:04:22
    existing models sales strategies
  • 00:04:24
    production ramp up software road map and
  • 00:04:27
    battery swap infrastructure neoman
  • 00:04:29
    management said the company would kick
  • 00:04:31
    off a new product cycle in 2025 through
  • 00:04:33
    2026 with a strong lineup of new models
  • 00:04:36
    upgrades to existing products according
  • 00:04:38
    to a research note dated December 27th
  • 00:04:42
    looking into 2025 Neo's models will
  • 00:04:44
    include the et9 under the Neo brand two
  • 00:04:47
    SUVs under the envo brand and an SUV
  • 00:04:51
    under the Firefly Brand the report noted
  • 00:04:54
    the electric vehicle EV maker officially
  • 00:04:56
    launched the et9 executive Flagship
  • 00:04:59
    sedan and a third brand Firefly at Neo
  • 00:05:02
    day 2024 on December 21st based on the
  • 00:05:05
    900 V high voltage platform the et9 is
  • 00:05:10
    the Neo Brand's first model on the Next
  • 00:05:12
    Generation platform NT 3.0 with delivery
  • 00:05:16
    scheduled to begin March of 2025 it has
  • 00:05:19
    started price of R&B
  • 00:05:23
    78899 limited edition units priced at
  • 00:05:25
    R&B
  • 00:05:27
    88,000 have already been sold out in
  • 00:05:31
    addition the et9 Neo also plans to
  • 00:05:35
    launch facelifted models based on the
  • 00:05:37
    Next Generation platform of its existing
  • 00:05:40
    main models from the second half of 2025
  • 00:05:43
    to 2026 which will be equipped with an
  • 00:05:46
    800v powertrain system in-house
  • 00:05:49
    developed by Adas Advanced Driver
  • 00:05:51
    assistance systems chip shenji NX 9031
  • 00:05:55
    and the Skyride chassis system according
  • 00:05:58
    to Goldman Sachs research note in China
  • 00:06:01
    EV platforms with higher voltages than
  • 00:06:03
    the regular 400 volt platform are often
  • 00:06:06
    uniformly referred to as the 800 volt
  • 00:06:09
    platforms Neo management said the
  • 00:06:11
    facelifted models will feature larger
  • 00:06:13
    sizes lower cost more Liars according to
  • 00:06:15
    the research notes the facelift versions
  • 00:06:18
    will have three Lars up from one in the
  • 00:06:21
    current neo- branded models according to
  • 00:06:23
    Goldman ZX the et9 has three Lars with
  • 00:06:26
    an additional wide angle lar on each
  • 00:06:28
    side of the front Bumper in addition to
  • 00:06:30
    the main liar like the one on the top of
  • 00:06:32
    the NT 2.0 platform models the envo sub
  • 00:06:36
    brand will launch a six and seven seater
  • 00:06:39
    SUV to rival Lee Autos Lee L8 in the
  • 00:06:43
    second half of 2025 followed by a
  • 00:06:46
    five-seater SUV to rival Le Auto's L7
  • 00:06:49
    according to Goldman Sachs neom
  • 00:06:51
    management said that these two new envo
  • 00:06:53
    models will fulfill the need of family
  • 00:06:55
    users for large space and high standards
  • 00:06:58
    of safety and will be priced lower than
  • 00:07:00
    their Lee Auto counterparts given the
  • 00:07:03
    larger size and competitive pricing of
  • 00:07:05
    these two new models Neo management is
  • 00:07:07
    confident of their sales performance the
  • 00:07:08
    report noted Neo officially launched the
  • 00:07:11
    Firefly Brand on Neo day 2024 and
  • 00:07:14
    unveiled the first model with the same
  • 00:07:17
    name as the brand the model began
  • 00:07:19
    pre-sales at a price of R&B
  • 00:07:21
    148,00 and the official launch will be
  • 00:07:24
    April of 2025 Neo said at the event
  • 00:07:26
    deliveries of the Firefly's first model
  • 00:07:28
    would begin at the end of April and
  • 00:07:31
    Neo's management expects 50,000
  • 00:07:33
    deliveries of the model for the full
  • 00:07:35
    year of 2025 according to the Goldman
  • 00:07:38
    Sachs note so far the Firefly Brand has
  • 00:07:41
    received better orders than the company
  • 00:07:44
    expected the report noted regarding
  • 00:07:46
    Neo's sales the company management said
  • 00:07:48
    the key is to maintain the envo l60
  • 00:07:50
    volume and momentum with stable order
  • 00:07:53
    momentum and monthly delivery going
  • 00:07:55
    forward as the model would have gone
  • 00:07:58
    through the initial r amp up stage as
  • 00:08:00
    the new product by then looking back Neo
  • 00:08:03
    management said the sales of the NT 2.0
  • 00:08:05
    product underperformed Expectations by
  • 00:08:07
    40% to 50% according to Goldman Sachs in
  • 00:08:10
    other words Neo management expected
  • 00:08:12
    total monthly deliveries of 35,000 to
  • 00:08:14
    40,000 units of the NT 2.0 products
  • 00:08:17
    compared to actual average monthly sales
  • 00:08:19
    of 21,000 units for the period May
  • 00:08:22
    through November 2024 Goldman Sachs said
  • 00:08:24
    Neo's management believes the main
  • 00:08:26
    reason for the lower than expected sales
  • 00:08:27
    performance of the products are number
  • 00:08:30
    one product launch schedule with no well
  • 00:08:32
    prepared vehicle inventory to support
  • 00:08:34
    delivery and further order momentum
  • 00:08:37
    after launch number two number two
  • 00:08:39
    inefficient Salesforce in terms of sales
  • 00:08:42
    personnel and store display space number
  • 00:08:46
    three supply chain bottlenecks such as
  • 00:08:48
    delay in the envo l60 batteries going
  • 00:08:50
    forward the company looks to improve
  • 00:08:52
    operational efficiency and ensure well
  • 00:08:55
    onrack production and delivery of
  • 00:08:56
    upcoming new vehicles with future
  • 00:08:58
    upgrades lead to the Next Generation and
  • 00:09:00
    platform the company aims to achieve a
  • 00:09:02
    volume of 300,000 to 400,000 units of
  • 00:09:04
    the Neo brand in the short to medium
  • 00:09:06
    term and 500,000 to 600,000 units in the
  • 00:09:09
    long term according to Goldman Sachs
  • 00:09:11
    this is a huge upgrade in sales the
  • 00:09:13
    company is confident of achieving 100%
  • 00:09:15
    year-on-year growth in 2025 and expects
  • 00:09:18
    the launch of the two new envo models
  • 00:09:20
    and facelifted versions of Neo in the
  • 00:09:23
    second half of 2025 to be key volume
  • 00:09:25
    drivers the note stated Neo's management
  • 00:09:28
    believes that given the size of China's
  • 00:09:30
    passenger car market which exceeds 20
  • 00:09:32
    million units per year the industry will
  • 00:09:35
    remain relatively fragmented Market
  • 00:09:37
    especially for the premium segment where
  • 00:09:39
    the consumer demand is Diversified the
  • 00:09:41
    market is large enough to support more
  • 00:09:43
    than 10 automakers producing more than 1
  • 00:09:45
    million vehicles per year which Neo
  • 00:09:48
    management believes is the threshold for
  • 00:09:50
    automakers to survive according to
  • 00:09:52
    Goldman Sachs so you can see that with
  • 00:09:54
    the reports with Goldman Sachs who have
  • 00:09:56
    confirmed that Neo has stated they are
  • 00:09:58
    going to be increasing their guidance on
  • 00:10:00
    deliveries and revenue for 2025 and 2026
  • 00:10:03
    they're also rectifying previous issues
  • 00:10:06
    facelifts more lidars in the vehicles
  • 00:10:09
    and direct models to compete with Le
  • 00:10:10
    Automotive these are all huge pluses and
  • 00:10:14
    not only that the suspension on the et9
  • 00:10:16
    is absolutely awesome you saw the video
  • 00:10:19
    that is crazy what they're doing with
  • 00:10:21
    the Neo and not to mention power swap
  • 00:10:23
    with the Neo et9 and other new models
  • 00:10:25
    you're going to be able to charge up to
  • 00:10:28
    160 Mi of range in 5 minutes or in less
  • 00:10:31
    than 5 minutes you will be able to swap
  • 00:10:33
    a dead battery for a fully charged
  • 00:10:36
    battery this is crazy and these NEOS are
  • 00:10:39
    going to be 600 Kow charging capable
  • 00:10:42
    like I said in about 5 minutes you'll
  • 00:10:44
    add 158 or so miles to the range of your
  • 00:10:47
    Neo the et9 that Neo is releasing is
  • 00:10:50
    also going to have a drive by wire
  • 00:10:53
    technology which is only used in similar
  • 00:10:55
    vehicles with Tesla the Neo et9 will
  • 00:10:58
    also use steer by wire which is very
  • 00:11:01
    rare the Tesla cyber truck has this and
  • 00:11:03
    there's a prototype Toyota that also
  • 00:11:05
    uses it Neo is making all of the right
  • 00:11:08
    decisions and their guidance is also up
  • 00:11:11
    things are really looking good and this
  • 00:11:13
    seems to be a turning point for Neo if
  • 00:11:15
    they achieve the goals that were
  • 00:11:16
    outlined in today's video if they
  • 00:11:19
    achieve the goals and guidance that I've
  • 00:11:21
    talked to you about in this video I
  • 00:11:22
    honestly don't see it being out of the
  • 00:11:24
    realm of possibility that Neo could be
  • 00:11:26
    $15 to $20 by the end of 2025 which
  • 00:11:29
    right now would pretty much show a 400%
  • 00:11:33
    gain or a 4X return on your investment
  • 00:11:35
    into Neo roughly and I highly believe
  • 00:11:38
    that if Neo is going to make the
  • 00:11:40
    turnaround and it is going to be worth
  • 00:11:41
    to invest into right now would be the
  • 00:11:44
    time because once it starts moving close
  • 00:11:46
    to next earnings or after next earnings
  • 00:11:48
    you could miss the entry and if the
  • 00:11:49
    stock goes above $6 or $7 or $10 and
  • 00:11:52
    it's too late to get in right now the
  • 00:11:54
    stock is sub5 and this is the chance to
  • 00:11:57
    get in and there's a lot of support
  • 00:12:00
    below
  • 00:12:01
    $4.50 and the $4 range there's a lot of
  • 00:12:04
    support there the stock has very rarely
  • 00:12:06
    went below $4 or even $450 and since the
  • 00:12:09
    stock is less than $5 it's bouncing
  • 00:12:11
    between $450 and $5 this is the time to
  • 00:12:14
    get in and this is why I put $220,000
  • 00:12:17
    into Neo yet again if you are looking to
  • 00:12:20
    retire maybe you're new at the stock
  • 00:12:22
    market or maybe you're losing money or
  • 00:12:23
    you just want to get better I offer a
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    full Discord training course and
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    one-onone coaching you guys can sign up
  • 00:12:28
    at anytime invest cory.com links in the
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    information box below if you have a
  • 00:12:32
    large portfolio and you want to learn
  • 00:12:34
    how you can retire and make consistant
  • 00:12:37
    $10,000 a month or more in income you
  • 00:12:40
    might want to stick around to the end of
  • 00:12:41
    this video and watch the spy video that
  • 00:12:43
    I'm going to be putting right there
  • 00:12:45
    don't forget guys the webinar free
  • 00:12:46
    masterclass webinar is this Friday
  • 00:12:48
    January 3rd 8:00 p.m. Eastern 5:00 p.m.
  • 00:12:51
    Pacific Links in the information box
  • 00:12:53
    below do not forget to sign up very
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    limited spots remain I will see all of
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    you on the next video the retirement
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    there click it and I'll see you over
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    there
Etiquetas
  • Neo
  • investimento
  • crescimento
  • 2025
  • ações
  • tecnologia
  • veículos elétricos
  • mercado
  • webinar
  • estratégia