华为 Pura 80

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曝买华为原生鸿蒙手机要签知情书:部分软件有缺陷,使用或有不便
程序员的那些事· 2025-08-11 04:06
近期,有爆料称消费者购买华为 Pura 80 等搭载原生鸿蒙操作系统的手机时,被要求签署知情同意 书。 据相关用户证实,知情书内容为确认 "本人自愿购买华为原生态鸿蒙操作系统产品,店员已经告知鸿蒙 系统使用或有不便,部分软件开发有缺陷不全,等待软件商适配",并表明产品无硬件质量问题,未来 不会因软件相关问题追究商家责任。销售人员强调,若产品存在质量问题,仍能按规定退换货。 相关博主回应表示,和华为交流后得知新机销量和该情况有关,非因硬件问题,软件问题后续能通过升 级解决,销售方是怕返修率受影响才推行此措施。 也有人认为,在系统不成熟时要求签知情书,有 "甩锅" 嫌疑。 网友反应 对于该做法,公众看法不一。 部分人觉得华为较为诚实,提前告知可防止消费者因软件适配问题产生误会与投诉。 - EOF - 推荐阅读 点击标题可跳转 1、 饿了么前 CEO 被抓细节曝光,4000 万元贿款物藏多个出租屋 2、 小扎本人回应天价挖人策略!顶尖人才更在乎 GPU 支配权! 3、 2017 年宗庆后问马化腾:腾讯服务器是中国造还是美国造? 4、 某大V呼吁"吊销不支持纯血鸿蒙的 APP 的 ICP 许可" ...
国际大行里昂看好中国科技股:聚焦联想、中芯国际等,业绩与前景获双重认可
Ge Long Hui· 2025-07-08 05:45
Group 1: Industry Overview - The report by Credit Lyonnais highlights the growth in PC shipments driven by demand in both the US and Chinese markets, despite geopolitical influences [1] - The technology sector is recommended for investment, particularly in companies like AAC Technologies, SMIC, and Lenovo [1] Group 2: AAC Technologies - AAC Technologies is expected to see steady performance in the first half of 2025, driven by improvements in its optical business and contributions from new smartphone models [2] - The company is a key supplier for major brands, including Apple and Xiaomi, with its hybrid lenses being used in flagship devices [2] - Credit Lyonnais maintains a "outperform" rating with a target price of HKD 66.10 [2] Group 3: SMIC - SMIC's revenue for Q2 2025 is projected to grow by 1% quarter-on-quarter, exceeding previous guidance of a 4%-6% decline, due to strong demand for analog chips in industrial and automotive sectors [3] - The stock price adjustment has largely reflected negative factors from Q1 earnings, and the current valuation is stable [3] - The target price has been slightly raised to HKD 59.20 / RMB 119.80, benefiting from domestic AI computing demand and semiconductor localization [3] Group 4: Sunny Optical - Sunny Optical is experiencing strong profit margins in camera modules and a surge in automotive lens shipments, benefiting from the promotion of smart driving systems in China [4] - The average selling price (ASP) of mobile camera modules is expected to increase by over 20% year-on-year in the first half of 2025, offsetting declines in shipment volume [4] - The target price has been adjusted to HKD 88.70, reflecting a 23.4 times P/E ratio for 2026 estimates [5] Group 5: Lenovo - Lenovo's net profit for Q1 FY2025/2026 is expected to exceed previous estimates by 7%, driven by strong demand from hyperscale data center customers [6] - The IDG business is projected to grow by 7% quarter-on-quarter, attributed to early PC demand release [6] - Lenovo's PC business is anticipated to maintain strong growth in the second half of 2025, capturing market share from competitors [6][7] Group 6: AI PC Development - Lenovo launched a new high-end AI PC model in June, featuring advanced processing capabilities and integration with Google's language model [7] - The server business revenue is expected to reach USD 4.1 billion in Q1 FY2025/2026, with improved profit margins due to inventory value adjustments [7][8] - The target price remains at HKD 11.00, with a maintained "outperform" rating based on projected non-GAAP net profits [8]