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Morgan Stanley Sees Nio's AI Chip Arm As Hidden Value

Original: 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 track for another monthly decline, but Morgan Stanley argues the electric-vehicle maker's in-house AI chip development, which it positions as rivaling Nvidia, could serve as a valuable call option for the company's valuation. The note suggests investors may be underpricing the semiconductor unit's potential even as the stock struggles.

Why now: Investors are weighing whether Nio's chip ambitions could offset its weak stock performance.

NioMorgan StanleyNvidia

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• NIO Stock Stares At Another Red Month — But Morgan Stanley Says Nvidia-Rivaling AI Chip Arm Could Be Nio’s Valuable Call Option · Stocktwits

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