Blue Lotus: Recommend Selling XPeng Among Chinese EV Makers

The transcript discusses concerns about Expan's product positioning and sales, the impact of chip shortages on automakers, and cost pressures due to rising raw material prices. It also covers Tesla's challenges in the Chinese market, including customer rights issues and domestic competition. Additionally, it highlights Huawei's advancements in autonomous driving technology and its potential impact on the market.

What are the potential pressures on automakers as the economy recovers?

What concerns are highlighted regarding Tesla's position in the Chinese market?

How does the speaker view the future of autonomous driving technology in relation to customer attraction?