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Real-time News
On March 17, Bank of America Securities released a research report, reaffirming the "buy" rating of Li Auto (02015.HK), and raising the target price from HK$121 to HK$125 due to the new free cash flow forecast. The bank said that Li Auto has good gross profit margin management and strong free cash flow. Taking into account the performance in the fourth quarter of last year, the sales forecast for Li Auto in 2025 and 2026 was lowered by 4% and 3% respectively, and the gross profit margin forecast for this year and next was lowered. In terms of net profit, the bank lowered the Non-GAAP profit forecast for Li Auto in 2025 and 2026 by 7% each.On March 17, the industry reported that Intel recently came to Taiwan to hold the "2025 Superfluid Advanced Cooling Technology Forum" and invited Taiwanese manufacturers to participate, mainly to promote the "superfluid cooling technology" to be launched in 2023. It is pointed out that this technology can currently enhance the heat dissipation capacity of the water cooling plate, which is enough to be used in Nvidias GB300 server with a power consumption of up to 1,400 watts, which may be released at the GTC conference this week.On March 17, UN Secretary-General Guterres issued a statement through his spokesman on the 16th, calling on all parties to "exercise maximum restraint" in Yemen and stop "all military activities". The statement said: "We note with concern that the United States launched multiple attacks on areas controlled by the Houthi armed forces in Yemen overnight, causing casualties. We are also concerned about the continued threat of the Houthi armed forces to resume attacks on ships in the Red Sea." The statement said: "Any further escalation may increase regional tensions and trigger a vicious cycle of retaliation, which will further undermine the stability of Yemen and the region and bring major risks to the countrys already severe humanitarian situation."March 17th, according to the Associated Press, French President Macron proposed some tasks that may be performed by the Ukrainian military support force. Paris and London are working with other countries to form a so-called "coalition of the willing" that may be deployed after a ceasefire with Russia and Ukraine. Macron said that the goal of the French and British blueprint is not to deploy "large numbers" of soldiers in Ukraine, but to envision stationing troop contingents at key locations. According to French media reports, Macron talked about the participating countries (of the willing coalition), each of which deployed thousands of soldiers to "key locations" in Ukraine. Macron was quoted as saying that their tasks may include providing training and supporting Ukraines defense to demonstrate long-term support for Kiev. Macron added that the proposed contingent from NATO alliance member states will become a "security guarantee" for Ukraine, and "several European countries, but also non-European countries, have expressed their willingness to join this plan after confirmation."March 17, according to the Times, at the "Coalition of the Willing" leaders meeting on March 15, British Prime Minister Starmer proposed a plan to send a Western peacekeeping force of more than 10,000 soldiers to Ukraine. Sources said that the total size of the Ukrainian peacekeeping force "will definitely exceed the 10,000 people that London is prepared to send."
