个人电脑操作系统

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环球市场动态:外贸韧性超预期支撑内地生产景气
citic securities· 2025-05-20 04:48
Economic Overview - China's April economic data shows overall stability, but domestic demand performance is poor, leading to a slight decline in the market[3] - Industrial production growth in April remains above market expectations, while investment growth falls short, particularly in manufacturing and real estate[6] Stock Market Performance - U.S. stock market experiences fluctuations after Moody's downgrades the U.S. credit rating, but the S&P 500 sees a six-day rise as investors buy on dips[3][9] - European markets show mixed results, with the Stoxx 600 index rising by 0.13% and the UK FTSE 100 increasing by 0.17% due to new trade agreements[9] Currency and Commodity Trends - The U.S. dollar index declines by 0.66% to 100.426 following the credit rating downgrade, while gold prices rise by 1.45% to $3,233.5 per ounce[28] - Oil prices increase for two consecutive days, with NYMEX crude oil rising by 0.32% to $62.69 per barrel[28] Fixed Income Market - The impact of Moody's downgrade on U.S. credit ratings is short-lived, with a temporary spike in 30-year Treasury yields above 5% before retreating[31] - Chinese investment-grade bond spreads widen by 1-3 basis points, indicating a slight increase in risk perception[31] Sector-Specific Insights - The healthcare sector in the U.S. shows strong performance, with the healthcare index rising by 0.96%[9] - The Chinese liquor industry faces pressure from new regulations limiting alcohol consumption in government settings, impacting demand for mid-range products[19]
华为2024年10~12月亏损约4亿元,研发费增加
日经中文网· 2025-05-14 03:16
自可追溯公开数据的2018年10~12月以来,按季度计算首次出现最终亏损。受美国对华出口管制的影 响,华为自主开发半导体和操作系统,成本负担可能正在增加…… 华为技术2024年10~12月的最终损益为亏损约4亿元。受美国对华出口管制的影响,该公司自主开发了 用于人工智能(AI)等的半导体、智能手机和个人电脑的操作系统,成本负担可能正在增加。 日本经济新闻(中文版:日经中文网)根据华为最近披露的截至2024年12月的财报数据进行了计算。 10~12月的营业收入为2639亿元,比上年同期增长约8%。自可追溯公开数据的2018年10~12月以来,按 季度计算首次出现最终亏损。对于原因,华为未对日经的询问进行回应。 原因之一可能是半导体研发和生产成本的增加。美国政府限制向中国出口美国英伟达等的尖端AI半导 体,为向中国大陆企业提供替代品,华为一直在采取应对措施。 据悉,由于美国政府的制裁措施,华为被禁止与芯片代工厂商台积电(TSMC)进行交易,因此将生产 委托给良品率相对较低的大陆企业。智能手机和个人电脑上安装的操作系统也因无法使用美国谷歌和美 国微软的操作系统而转向自主研发。 版权声明:日本经济新闻社版权所有,未经 ...