TechFlow news, November 19: XPeng Motors' stock price has tripled this year. According to a recent report from JPMorgan, XPeng is rapidly replicating Tesla's technological path by developing in-house chips and algorithms while expanding into robotaxis and humanoid robots IRON. Analyst Nick Lai nearly doubled his target price for XPeng to $50 / HK$195, expecting the next major rally to occur in 2026–2027.
XPeng plans to launch three robotaxi models in 2026 and begin mass production of IRON in the same year. JPMorgan believes these AI-driven businesses will become central to the company's revaluation. However, the report also highlights significant challenges, including high R&D expenses, whether L4 autonomous driving can be deployed as scheduled, and reductions in humanoid robot production costs.
Analysts at BiyaPay noted that XPeng's AI strategy holds long-term explosive potential, though its share price remains sensitive to technological execution and delivery timelines. If key milestones are achieved smoothly, XPeng could indeed emerge as a "Chinese version of Tesla." Users can invest in related Hong Kong and US stocks via BiyaPay using USDT.
