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  来源:华尔街见闻

  在最新指引中,投资者将清晰地分辨出,哪些关税风险已经被市场充分消化,哪些潜在的冲击尚未被计价。

  在关税阴霾持续笼罩的背景下,本周将有超过120家标普500成分股公司密集发布财报,其中特斯拉和Alphabet更是领衔Mag7(美股科技七巨头)开启业绩季。

  届时,公司高管们将就关税问题提供相关指引,投资者将清晰地分辨出,哪些关税风险已经被市场充分消化,哪些潜在的冲击尚未在股价中得到体现。

  特斯拉面临“红色警报”时刻

  特斯拉将在当地时间周二美股盘后公布2025年一季报,摩根大通等多数机构持悲观态度。在稍早前公布的研报中,摩根大通将Q1调整后EPS预期从0.40美元下调至0.36美元,全年的调整后EPS预期从2.35美元下调至2.30美元。

  特朗普重掌白宫后,特斯拉面临强烈的政策风险,其在多个主要市场的销量出现了明显的下滑迹象。此外,马斯克参与特朗普政府的行为也引发了一些政治层面的冲击。

  一项被视为特斯拉坚定多头的明星分析师、WedbushSecurities的DanIves表示,马斯克应该辞去他在DOGE的工作,并将注意力重新集中在特斯拉上,并补充说,特斯拉在公布一季度业绩时面临“红色警报”时刻,毕竟一季度的交付惨不忍睹。两周前,Ives将特斯拉的目标价下调了43%,理由是马斯克和特朗普的关税政策引发了一场品牌危机。

  不过,也有分析师仍对特斯拉持偏乐观看法,他们认为,特斯拉在自动驾驶汽车和人工智能领域的发展前景值得期待。DeepwaterAssetManagement的GeneMunster最近研报指出:

  一、信披违规被立案

  4月18日,美尔雅(维权)公告称,公司及公司实际控制人、董事长郑继平先生因涉嫌信息披露违法违规分别收到中国证监会下发的《立案告知书》,证监会决定对公司及实控人立案调查。公司表示将积极配合中国证监会立案调查工作,持续关注上述事宜相关进度,并按照有关法律法规等的规定和要求,及时做好信息披露工作。

  受立案影响,今日(4月21日)其股价开盘跌停。不少投资者遭受损失,上市公司信息披露是连接上市公司与投资者最重要的环节,是投资者了解上市公司治理结构、财务状况及经营管理的主要渠道,信息披露违法违规也将得到监管的严惩。

  上海沪紫律师事务所刘鹏律师表示现针对该公司的维权已正式开启,符合于2022年11月1日-2025年4月18日(含当日)期间买入,并在2025年4月19日之后卖出或仍持有而亏损的投资者即可报名索赔。

  二、信息披露不准确

  此外,在被立案当日,公司同步收到中国证监会湖北监管局下发的《行政监管措施决定书》。经查,美尔雅存在关联交易未经审议且未履行信息披露义务、2022年年度报告相关财务数据披露不准确等问题。

  其中,关联交易问题包括未按规定审议及披露实控人非经营性资金占用、与间接控股股东发生的关联交易、与其他关联方发生的关联交易。可以看出美尔雅财报方面存在问题,直至2024年4月公司才发布《关于会计差错更正的公告》,对2022年度财务报表相关科目进行追溯调整。据公告,被占用的资金已归还完毕。

  监管认为,上述事项反映公司存在信息披露不准确情形,不符合《上市公司信息披露管理办法》的相关规定。

  此次立案或是对上述违规事项的追溯处罚。相关法律法规中规定发生可能对上市公司证券及其衍生品种交易价格产生较大影响的重大事件,投资者尚未得知时,上市公司应当立即披露。等证监会的处罚决定下发证实公司确存在违规,那么将构成证券虚假陈述,受损投资者可提起民事诉讼,要求其承担赔偿责任。

  (本文由上海沪紫律师事务所刘鹏律师供稿,不代表新浪财经的观点。刘鹏律师,专注证券维权19年,自2006年执业以来,成功为中青宝、国华网安(维权)、劲嘉股份(维权)等300余家上市公司的中小投资者成功维权,案件在办数量超过14000起,胜诉率达99.2%。作为业内资深证券维权律师,刘鹏律师精准把握案件核心,诉讼经验丰富,索赔策略高效,为投资者争取最大权益,维权实力行业领先。证券维权,选对律师是关键!专业决定胜算,经验确保结果,首选刘鹏律师,让您的索赔更稳妥、更高效!)

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