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A股晚间热点 | 高层经济座谈会定调!把发展新质生产力摆在更突出位置
智通财经网· 2025-04-30 14:31
1、习近平:必须把因地制宜发展新质生产力摆在更加突出的战略位置 重要程度:★★★★★ 中共中央总书记、国家主席、中央军委主席习近平30日上午在上海主持召开部分省区市"十五五"时期经济 社会发展座谈会并发表重要讲话。 习近平强调,"十五五"时期,必须把因地制宜发展新质生产力摆在更加突出的战略位置,以科技创新为引 领、以实体经济为根基,坚持全面推进传统产业转型升级、积极发展新兴产业、超前布局未来产业并举, 加快建设现代化产业体系。要完善国家创新体系,激发各类创新主体活力,瞄准世界科技前沿,在加强基 础研究、提高原始创新能力上持续用力,在突破关键核心技术、前沿技术上抓紧攻关。 2、-0.3%!特朗普"关税王炸"砸出美国经济开年萎缩 重要程度:★★★★ 重要程度:★★★ 今年1月,美国前总统拜登在卸任前在人工智能(AI)领域投下了一枚"重磅炸弹"——进一步收紧AI芯片的出 口管制措施。当时,这条措施在美国国内外以及行业中都遭到了强烈的抵制和批评。 而现在,特朗普似乎想对这项管制措施作出修改。有媒体援引三位知情人士的话报道称,特朗普政府官员 正考虑放弃原来的"分级许可制度",取而代之的是以政府间协议建立"全球许可制度" ...
美股三大指数集体低开,道指跌0.76%,纳指跌2.08%,标普500指数跌1.31%。超微电脑跌超19%,公司业绩预告远不及预期。星巴克跌超9%,公司第二季度全球销售额降幅超预期。
news flash· 2025-04-30 13:32
智通财经4月30日电,美国GDP数据萎缩,美股三大指数集体低开,道指跌0.76%,纳指跌2.08%,标普 500指数跌1.31%。超微电脑跌超19%,公司业绩预告远不及预期。星巴克跌超9%,公司第二季度全球 销售额降幅超预期。 美股三大指数集体低开 纳指跌超2% ...
关税博弈观察:影响、应对与演绎
Southwest Securities· 2025-04-30 10:42
Trade Impact - The U.S. has increased tariffs on China by 145% this year, while China has raised tariffs on U.S. goods to 125%[5] - The total trade volume between China and the U.S. in 2024 is projected to be approximately $688.28 billion, with exports at $524.66 billion and imports at $163.62 billion, resulting in a trade surplus of about $361.04 billion[7] - The WTO has downgraded its global goods trade growth forecast to a decline of 0.2% due to tariff impacts, significantly affecting China[7][8] Industry-Specific Effects - The computer and communication equipment sectors are expected to face the most significant profit impacts, while the automotive and chemical sectors are less affected[9][10] - The telecommunications industry may experience increased supply chain costs and higher market entry barriers, but can mitigate these through domestic alternatives[9] - The consumer electronics sector, particularly companies like Apple, faces pressure as approximately 30% of their sales come from the U.S. market[10] Strategic Responses - Companies are advised to adjust orders, manage inventory, and consider cost transfer strategies to mitigate tariff impacts[12] - Long-term strategies include diversifying production locations and increasing domestic innovation to reduce reliance on U.S. markets[12] - The Chinese government is expected to enhance macroeconomic policies, including potential interest rate cuts and increased fiscal spending to support affected industries[12]
现在是时候抄底惠普了吗?价格还不稳定,不太适合购买!
美股研究社· 2025-04-28 10:03
作者 | Hunting Alpha 惠普 ( NYSE : HPE ) 今年开局不佳,原因多种多样:备受期待的并购交易推迟、利润率压力高于预期,以及AI收入增长低于预期。这促使分 析师再次认真审视该股,并对其进行了重新评估: 人工智能显然是其重要的增长主题。对于 惠普而言,其整体人工智能系统在营收组合中的贡献一直在增长,但在上个季度,其贡献却意外环比 下降了 620个基点 。 编译 | 华尔街大事件 1. 预计人工智能收入结构将加速增长,但 2025 财年下半年 2. 预计利润压力将持续存在 3. Juniper 收购案仍有可能完成,但由于延迟和不确定性,其估值可能会下降 4. 估值接近长期公允价值,但面临较低的盈利增长预期 5. 尽管支撑位出现看涨反应,但进一步上涨之前更有可能进入盘整阶段 6. 股东积极主义是一种可监控的上行风险 管理层将这一下滑归咎于芯片供应链受限和需求趋势放缓的双重打击。坏消息是,这些不利因素预计至少还会持续一个季度: 我们确认的[人工智能系统]收入约为9亿美元,高于去年的约4亿美元,但由于芯片供应和客户准备情况,环比下降符合预期。我们预 计这些因素将继续影响我们的人工智能系统业务。 ...
一季度全球PC出货量同比增长6.7% 关税预期刺激市场提前备货
Group 1 - The global PC market shipment volume increased by 6.7% year-on-year in Q1 2025, reaching 61.4 million units, driven by preemptive shipments ahead of US tariffs and the accelerated adoption of AI PCs [1] - Apple and Lenovo outperformed other brands, with Apple experiencing a 17% increase in shipments due to the AI-enabled M4 chip in its MacBook series, while Lenovo saw an 11% increase from its AI PC product line expansion [1] - HP and Dell achieved year-on-year shipment growth of 6% and 4% respectively, benefiting from preemptive orders in the US market, maintaining their positions as the second and third largest market share holders [1] Group 2 - Future competition in the PC market will depend on OEM manufacturers' capabilities in supply chain diversification, building a key ecosystem from chips to software, and providing the best AI PC experience [2] - The global PC manufacturing industry remains highly concentrated in China, facing significant challenges in mitigating tariff risks in the short term, with manufacturers expected to accelerate production capacity shifts to countries like Vietnam, India, and Mexico [2] - The uncertainty surrounding US tariff policies poses dual pressures of rising costs and supply-demand contraction for manufacturers, potentially disrupting supply chains and suppressing investment demand for AI infrastructure and devices [2] Group 3 - The US market is identified as the most important for showcasing AI PC capabilities and selling high-end AI devices, with high tariffs potentially suppressing consumer and enterprise purchases of new equipment [3] - Chinese company Huqin Technology reported a 115.65% year-on-year revenue increase to approximately 35 billion yuan in Q1, with a net profit growth of 39.04% to about 842 million yuan [3] - Longqi Technology, which provides comprehensive smart product services for leading tech companies, has increased its overseas manufacturing proportion in 2024, enhancing service delivery and cooperation with clients [3]
4月23日电,摩根士丹利将华硕评级下调至平配,目标价600元台币;将宏碁评级下调至低配,目标价26元台币。
news flash· 2025-04-23 10:21
智通财经4月23日电,摩根士丹利将华硕评级下调至平配,目标价600元台币;将宏碁评级下调至低配, 目标价26元台币。 ...
机构:2025年Q1全球PC出货量达6140万台 同比增长6.7%
news flash· 2025-04-23 00:28
《科创板日报》23日讯,市场调查机构CounterPoint Research发布报告,2025年第一季度全球PC出货量 达6140万台,同比增长6.7%。苹果公司出货量同比增长17%;联想实现11%的增长,继续保持市场份额 第一。 机构:2025年Q1全球PC出货量达6140万台 同比增长6.7% ...
教育信创到底怎么选?能做到"无感切换"的只有C86
量子位· 2025-04-21 13:23
Core Viewpoint - The article discusses the significant shift in China's IT landscape, particularly in the education sector, driven by the need for domestic software and hardware solutions, highlighting the emergence of the C86 architecture as a viable alternative to the traditional x86 architecture [1][30]. Group 1: Background and Context - The Wintel alliance is facing unprecedented challenges, with Intel undergoing cybersecurity reviews and Microsoft considering closing its China operations, indicating a potential decline in the alliance's influence [1]. - The "2+8+N" initiative has prompted various industries to pursue domestic IT system and software replacements, with the education sector now fully embracing this trend [1]. Group 2: Challenges in Transition - Transitioning to new IT systems involves more than just replacing hardware; the real challenge lies in the smooth migration and reconstruction of the entire IT ecosystem [2]. - The lack of a robust software ecosystem for domestic computers has been a persistent issue, primarily due to the underlying CPU architecture [3]. Group 3: Architecture Debate - The instruction set architecture (ISA) serves as a critical communication bridge between software and hardware, with x86 being the dominant architecture due to its deep integration with Windows [4]. - Changing the architecture poses risks of widespread software incompatibility, as many existing systems rely on x86 [5]. Group 4: C86 Architecture Advantages - The C86 architecture, developed by domestic manufacturers like Haiguang and Zhaoxin, retains x86 compatibility while allowing for a more practical and cost-effective transition [10][11]. - C86 architecture is particularly suited for the education sector, where performance, stability, and compatibility are paramount [11][12]. Group 5: Performance Metrics - C86 architecture shows over 90% compatibility with common educational applications, while other architectures only achieve around 60% [16]. - Performance loss in C86 devices ranges from 10% to 20%, significantly lower than the 30% to 40% loss seen in other architectures [16]. - C86 devices demonstrate superior performance in real-world applications, such as faster file decompression and image processing compared to other architectures [18][20]. Group 6: Practical Implementation - C86 solutions have been successfully implemented in various educational systems, showcasing their ability to run existing software seamlessly and efficiently [26]. - The architecture allows for easy deployment of teaching software and systems, enhancing the overall educational experience [29]. Group 7: Conclusion - The C86 architecture represents a pragmatic approach to achieving domestic IT solutions in education, balancing cost, compatibility, and performance without necessitating a complete overhaul of existing systems [30][31].
国会山有了新“股神”
Qi Lu Wan Bao· 2025-04-21 06:18
美国国会山从来都不缺"股神"。除了众所周知的前众议长、民主党人南希·佩洛西,就任众议员才三个多 月的共和党人罗布·布莱斯纳汉、"特朗普铁粉"、共和党籍众议员玛乔丽·泰勒·格林也在近期关税政策导 致的美股震荡中频繁进行股票交易。今年1月美媒曾爆出多名2024年股票市值涨幅超过100%的国会议 员,通过立法玩转股票交易,早已是国会山心照不宣的"生财之道"。 主笔 王晓莹 他当选前后 竟是"两张面孔" 布莱斯纳汉来自宾夕法尼亚州,去年3月竞选国会众议员期间,他曾怒批"政客利用职务炒股令人作呕",并 称这是美国民众对政客失去信任的关键原因。当时,他向选民承诺,当选众议员后将与其他同僚共同发起 提案,禁止议员炒股。 然而,履职三个多月后,布莱斯纳汉迅速加入了"前辈"的队伍。旨在追踪美国国会议员股票交易的网站 Capitol Trades的数据显示,布莱斯纳汉在上任仅两个多月时就进行了264笔股票交易,涉及金额高达近270 万美元。他买入了价值170万美元的股票,抛售的股票金额高达303万美元,这样的交易总量让他成为国会 山"最忙的"股票交易者之一。 而且,作为国会众议院交通与基础建设委员会成员,布莱斯纳汉拥有大量卡特彼 ...
新轻年看这里!宏碁“轻而不凡“线下快闪店本周登陆武汉K11 Select
Sou Hu Wang· 2025-04-18 02:25
Core Idea - Acer is launching a pop-up store themed "New Light, Extraordinary" in Wuhan, featuring the new ultra-lightweight laptop, the Go Air, weighing only 999 grams, along with various trendy products to engage with the youth [1][6]. Group 1: Event Details - The pop-up event will take place at K11 Select in Wuhan, allowing attendees to experience the concept of "light yet extraordinary" [1]. - The event includes interactive games and activities, providing a platform for participants to engage with Acer's latest products and win prizes [3][5]. - A well-known local influencer, "Peng Shiba," will serve as the "one-day store manager," guiding attendees through the activities and offering special gifts [5]. Group 2: Product Highlights - The Go Air laptop is designed with a magnesium-aluminum alloy, emphasizing a lightweight and thin profile, aligning with the lifestyle of the new generation [6]. - Acer will also showcase other popular products, including the Go Pro and limited edition collaborations, as well as high-performance gaming laptops like the Shadow Knight series and the new SpatialLabs series [9]. - The event aims to redefine the concept of ultra-light laptops and resonate with the aspirations of the youth for a "light yet extraordinary" lifestyle [7][11].