Chinese EV Exports Up 140% In March | The Iran War Just Made NIO's Global Case Stronger

Trump started a war with Iran in February.
Oil hit $104 a barrel.
Chinese EV exports hit a record high in March — up 140% year over year.

Nobody saw that coming. But it makes complete sense when you
understand what an oil supply shock does to the rest of the world.

Plus — NIO's battery swap operator Mirattery just raised another
1 billion yuan at below-benchmark lending rates. And Big Tech
beat every earnings number on the board last night and still
got sold off. Here's why.

In this episode:

🔹 Iran war oil shock accidentally accelerates Chinese EV adoption
globally — exports up 140% YoY in March per CPCA
🔹 Solar, batteries and EVs combined up 70% in export value YoY
🔹 China's battery exports hit $10 billion in a single month
🔹 Diesel up 100%+ in Southeast Asia — buyers don't need
government incentives anymore, their fuel bill is the incentive
🔹 Chinese domestic EV sales down 21% in Q1 —
why overseas markets are now the growth story
🔹 NIO Mirattery raises 1B yuan green ABN at 2.00% —
below China's 3.00% benchmark lending rate
🔹 4 billion yuan cumulative raised — the swap network
is now institutional-grade financial infrastructure
🔹 Microsoft EPS $4.27 beat, revenue $82.9B beat,
AI run rate $37B up 123% YoY
🔹 Amazon EPS $2.78 beat by $1.10, revenue $181.5B beat by $4B
🔹 Meta down 5% on flat Q2 guidance despite beating estimates
🔹 Alphabet up 10% — showing real AI revenue payoff
🔹 $725 billion in combined AI capex — why beat numbers
still got punished

May is NIO's biggest month ever.
ES9 official launch. Onvo L80. Beijing Auto Show public days.
Subscribe now — this channel covers all of it.

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#NIO #ChineseEV #EVexports #IranWar #Mirattery #BigTech
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Видео Chinese EV Exports Up 140% In March | The Iran War Just Made NIO's Global Case Stronger канала Courtside Financial