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枭臣 纵横:分享实用方法,助你远离疼痛困扰
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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  联想集团(00992)早盘上涨3.16%,现报8.82港元,成交额2.75亿港元。

  据CounterpointResearch报告显示,2025年Q1全球PC出货量同比增长6.7%,达到6140万台。增长主要由PC厂商为应对美国关税而加快出货,以及随着Windows10支持结束,AIPC日益普及所驱动。

  其中,在本季度,联想和苹果表现强劲。联想出货量同比增长了11%,得益于其AIPC和多样化产品组合方面的扩展,继续保持最大的市场份额,达25%。

  2025年4月23日,海南葫芦娃(维权)药业集团股份有限公司(以下简称“葫芦娃”或“公司”)发布2024年度业绩预亏公告:预计2024年度实现归属于上市公司股东的净利润-25,000万元到-28,000万元,与上年同期相比,将出现亏损。预计2024年度实现归属于上市公司股东的扣除非经常性损益的净利润为-30,000万元到-33,000万元。上海市信本律师事务所赵敬国律师(执业证号:13101200410820485)提示,于2024年8月29日—2025年4月22日期间买入且有持仓,无论在2025年4月23日及之后是否卖出的投资者,或可通过“新浪股民维权平台”自愿登记索赔。

  根据公告,业绩变动的主要原因包括:1、主营业务影响。公司主要销售模式为直销、经销和配送模式,因部分客户的销售模式予以调整,影响收入确认时点,预计影响利润18,000万元到22,000万元。2、会计处理的影响。公司研发费用根据相关监管指引对外购研发项目的支出全额费用化调整,预计新增当期研发费用并影响利润10,000万元到11,000万元。这份预亏公告距离年报披露已经不足五个交易日,而根据《上交所上市规则》对于业绩同期亏损的,应当及时在1月31日前披露业绩预告。同日晚间,葫芦娃还公告了《关于海南证监局对公司责令改正措施决定书的整改报告》。2025年3月,海南证监局对葫芦娃采取责令改正措施,原因是在现场检查中发现该公司2023年年度报告中营业收入、利润等财务信息披露不准确。上海市信本律师事务所赵敬国律师认为,于2024年8月29日—2025年4月22日期间买入且有持仓,无论在2025年4月23日及之后是否卖出的投资者,可自愿登记索赔。

  信本股民索赔团队提醒,葫芦娃收监管工作函,因此受损的投资者,可通过“新浪股民维权平台”自愿登记索赔。

  维权条件:

  葫芦娃:于2024年8月29日—2025年4月22日期间买入且有持仓,无论在2025年4月23日及之后是否卖出。(具体赔付范围由法院确定)(葫芦娃维权入口)

  (本文由上海市信本律师事务所合伙人赵敬国律师供稿,不代表新浪财经的观点。赵敬国律师,于1999年取得律师资格,法学理论知识扎实,曾在高校任教。2004年起开始律师执业,承办过千余起各类诉讼案件,积累了十分丰富的争议处理经验,尤其擅长处理证券纠纷、金融、不良资产等方面的业务。执业至今,赵敬国律师代理投资者诉多家上市公司索赔案件,已经胜诉或已经获赔的案件包括中安科索赔、中兵红箭索赔、步森服饰索赔、中潜股份索赔、奥瑞德索赔、獐子岛索赔、天神娱乐索赔、抚顺特钢索赔、飞乐音响索赔、香溢融通索赔、延安必康索赔、欢瑞世纪索赔、紫晶存储索赔、泽达易盛索赔、安妮股份(维权)索赔等。)(赵敬国律师专栏)

  4月25日消息,港股半导体板块早间下挫后反弹,先思行、脑洞科技涨超4%,宏光半导体涨超3%。

  消息面上,多位有芯片进口需求科技公司的相关人士表示,有8个与半导体/集成电路相关的税号被免除加征关税,但暂时不包含存储芯片,这意味着部分流片地为美国的芯片进口关税从125%降为0。

  位于上海的一家模拟芯片公司人士提到,4月24日下午,有关部门来开会通知,免除从美国半导体厂商进口部分产品的关税,只征收13%的增值税,免税清单中暂时不包括存储芯片。另外,4月10日至24日期间,如果进口相关半导体产品交过税的,可以退税。某大型芯片代理商销售高管表示,此前该公司进口美国芯片的客户一度停止提货,如今已经开始正常报关。

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