We came across a bullish thesis on Rivian Automotive, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on RIVN. Rivian Automotive, Inc.'s share was trading at $14.68 as of September 30th. Macquarie Upgrades NIO (NIO) to Outperform on ONVO L90 SUV Launch Rivian has entered a critical inflection point, with positive cash from operations achieved in Q2 2025, signaling the growing viability of its vertically integrated platform. The compa ...

股价表现 - 公司股价在周二交易中飙升11% 收盘报10.73美元 同期纳斯达克综合指数下跌0.4% [1] - 今年迄今股价累计上涨约15% 但过去三年仍下跌约76% [1][4] 新产品发布 - 全新三排座SUV车型ONVO L90将于8月1日在中国市场推出 [1][3] - 提供两种定价模式：39,000美元完整版和27,000美元电池服务版 [3] 财务表现 - 第一季度营收同比增长21.5% [3] - 公司估值仅为今年预期营收的90% 相比特斯拉11倍市销率显得便宜 [4] 业务前景 - 新产品推出有望提升车辆交付量并拓展高利润率服务收入 [3] - 若交付量保持近期增速 可能为投资者带来显著收益 [5] 运营状况 - 公司尚未实现盈利 [5] - 面临中美地缘政治风险因素 [5]