No Data
Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.
① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.
Trump Places 25% Tariffs on All Autos Not Made in the U.S. GM, Ford, and Stellantis Stock Drop. -- Barrons.com
Unusual Options Activity: LI, FOXA and Others Attract Market Bets, LI V/OI Ratio Reaches 163.6
Goldman Sachs: Raised the Target Price of Siasun Robot&Automation-W to HKD 13.33, maintaining a "Buy" rating.
Goldman Sachs released a research report stating that Horizon Robotics-W (09660) saw its revenue and operating profit meet expectations in the second half of last year, with gross margin exceeding expectations. The firm holds an optimistic view on the company, believing it will benefit from the accelerated普及 of smart driving applications in China, helping auto original equipment manufacturers stand out in fierce competition and attract buyers; increased local customer adoption of chips; and a shift towards high-end products. The firm maintains a 'Buy' rating on Horizon Robotics and raises the Target Price from 11.77 HKD to 13.33 HKD. Recently, Li Auto announced plans to adopt Horizon Robotics in its L/MEGA series models.
Rayhoo Motor Dies (002997.SZ): Has established cooperative relationships with several mainstream new car manufacturers such as Li Auto and XPeng Motors.
On March 26, Gelonghui reported that Rayhoo Motor Dies (002997.SZ) stated on the investor interaction platform that the company has established cooperative relationships with several mainstream new energy vehicle manufacturers, including Li Auto and Xiaopeng Motors.
The tug-of-war between bulls and bears in Hong Kong stocks intensifies: short-selling of Internet giants cools down while the Autos Sector experiences deepening divergence.
① In the context of the generally declining Short Sell ratio among Internet giants, why has Kuaishou's Short Sell data risen against the trend? ② Recently, Xiaomi Group saw a surge in Short Sell shares due to a stock placement, but the Short Sell ratio decreased instead of increasing. How do Institutions evaluate this?
WayneTheBoon : question us how much are they able to monetize R&D? while competitors are giving out similar tech free
010010010 : It is not about how much money spent, its about how efficiently the money is ultilized. You can pay billion to an employee and say you spent a billion dollars on R&D, but it doesn't mean you have the most advanced technology. And everybody knows that NiO is likes to burn moneybon useless projects.
KDee OP 010010010 : yea. but they did have alot of patents. i not sure the valuation. but china is already 3 years infront.
i think byd xiaomi xpeng and nio technology can be the top. but did they value these patents etc as asset?
TMW1986 : Nio R&D needs to translate into profit or turn into asset.
103027647 : most patent with swap so catl need partner nio for swap as nio swap protected by patent.byd dnt want swap as no patent so use 1000v instead and battery as buffering
View more comments...