NIO stock is making massive moves in October 2025, and HSBC just doubled their price target to $7.80 citing sales momentum. In this episode, I break down what's really driving NIO's surge—from the Onvo L90's explosive 20,000 deliveries in just 2 months to the ES8 selling out 40,000 units in 9 minutes.

We're diving deep into NIO's Q2 vehicle margins at 10.3%, comparing them to Li Auto's 19.4% and XPeng's 14.3%, and analyzing why NIO is projecting a massive jump to 16-17% margins in Q4. With 150,000 unit target for the quarter and CEO William Li reaffirming profitability goals, this is the make-or-break quarter for NIO bulls.

I'm covering:

• Why HSBC reversed their bearish stance after 4 years
• NIO September delivery record: 34,749 units across all brands
• Onvo L90 vs ES8 demand signals and production constraints
• The $1.16 billion capital raise and what it means for shareholders
• Vehicle margin compression analysis and recovery outlook
• Competitive positioning against Li Auto and XPeng
• Q4 targets: 150,000 deliveries and path to profitability
• Valuation metrics: P/S ratio, earnings estimates, and stock performance

As a NIO investor, I'm giving you my objective analysis on whether this momentum is sustainable or just another pump. The Chinese EV market is brutal, but the execution signals are undeniable. This is your complete guide to understanding where NIO stands heading into the most critical quarter of 2025.

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