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Tesla's China EV Rivals Hit By Lunar New Year Holidays, But Nio Stands Out

ED CARSON
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⚡ Quantum Brief
Chinese EV makers BYD, XPeng, Xiaomi, and Li Auto reported February sales declines due to Lunar New Year disruptions, with only Nio posting modest year-over-year growth. Tesla’s China sales data remains unreported, though third-party industry figures are expected soon, as the company maintains its usual non-disclosure policy. Nio outperformed rivals with slight annual gains, while Li Auto barely managed positive growth, highlighting resilience amid seasonal production slowdowns. Tesla’s Full Self-Driving (FSD) platform may gain regulatory approval in the Netherlands as early as April, marking a potential European expansion milestone. Elon Musk teased progress on Tesla’s Optimus robot and Cybercab autonomous vehicle, signaling accelerated development amid broader AI boom comparisons to the 1990s tech bubble.
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BREAKING: Futures Loom As Trump Says Iran's Leaders 'Want To Talk' Tesla China EV rivals BYD (BYDDF), XPeng (XPEV), Nio (NIO), Xiaomi (XIACY) and Li Auto (LI) saw weaker sales in February vs. the prior month, affected by lengthy Lunar New Year holidays, but Nio and, barely, Li Auto achieved year-over-year gains. Tesla (TSLA) does not report its monthly China electric vehicle sales, but industry reports will provide those figures over… 2/27/2026 Tesla's FSD platform might be approved as soon as next month in Holland. Elon Musk said Optimus and Cybercab could... 2/27/2026 Tesla's FSD platform might be approved as soon as next... Fears of another tech collapse have grown as experts point to parallels between today's AI boom and the internet bubble of the 1990s. (© Gary Neill) Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! Get market updates, educational videos, webinars, and stock analysis. Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content. Information in Investor’s Business Daily is for informational and educational purposes only and should not be construed as an offer, recommendation, solicitation, or rating to buy or sell securities. The information has been obtained from sources we believe to be reliable, but we make no guarantee as to its accuracy, timeliness, or suitability, including with respect to information that appears in closed captioning. Historical investment performances are no indication or guarantee of future success or performance. Authors/presenters may own the stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. IBD, IBD Digital, IBD Live, IBD Weekly, Investor's Business Daily, Leaderboard, MarketDiem, MarketSurge and other marks are trademarks owned by Investor's Business Daily, LLC. ©2026 Investor’s Business Daily, LLC.

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