- United States - / - Auto - / - NYSE:GM 3 Automaker Stocks Facing A US Crackdown On Chinese EV Technology Congress is weighing a sweeping ban on Chinese connected vehicles, hardware, and software, and that could quietly redraw the map for U.S.-listed automakers and EV manufacturers. Policy risk is turning into policy action, which can shift pricing power and competition faster than earnings seasons do. This article walks through three stocks that are directly exposed to this news so you can decide whether they belong on your watchlist right now. The stocks in the article below are just a starting sample, and the full screen surfaced 7 more U.S.-listed automakers and EV manufacturers with equally compelling narratives that are not covered here. Head straight into the U.S.-Listed Automakers and EV Manufacturers screener to identify, analyze, and focus on the highest conviction plays that match your own criteria. NIO (NIO) NIO is a Shanghai based EV manufacturer that fits squarely into this U.S. listed automakers and EV manufacturers theme. It offers premium smart SUVs and sedans alongside a dense ecosystem of charging and battery swap services across China, Europe, and other markets. With a market cap of about US$10.2b, NIO is a large player in the global EV competitive set rather than a niche bet. NIO gives you exposure to the premium end of China’s EV market plus a full energy and services stack, from battery swapping to financing, at a time when U.S. policy debate is increasingly focused on Chinese connected vehicles. The company is still loss making and heavily reliant on external funding, and analysts have trimmed price targets in 2026 as margin pressure and fierce competition remain front of mind. Forecasts point to a path toward profitability and better returns if cost controls, higher value software