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Chinese EV makers
Trends
- 1Morgan Stanley flags Nio's AI chip unit as potential upside●NIO Stock Stares At Another Red Month — But Morgan Stanley Says Nvidia-Rivaling AI Chip Arm Could Be Nio’s Valuable Call Option
Nio shares are on course for another monthly loss, but Morgan Stanley argues the Chinese EV maker's in-house AI chip development could prove a valuable call option for its valuation. The bank sees the unit, potentially rivaling Nvidia, as an underappreciated asset that could offset weakness in the core electric vehicle business if it delivers.