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  新浪科技讯4月17日午间消息,苹果应用商店数据显示,大陆AI应用夸克近日持续位于中国台湾地区AppStore工具排行榜第一名,并冲上AppStore免费榜第二名,成为台湾民众新晋潮流APP。

  夸克是阿里巴巴AI旗舰应用,区别与传统的对话式AI产品,其基于阿里通义先进的推理及多模态大模型,以AllinOne的“AI超级框”,打造“一站式AI全能助手”,帮助用户完成AI搜索、AI写作、AI生图、学术搜索、AI搜题、文件总结等不同场景下的问题与任务。

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来源:银河期货作者:银河期货

研报正文

【市场回顾】

1.贵金属市场:今天(4月16日)白天,贵金属再度强势走高。伦敦金突破3300美元大关,将历史高点刷至3317.89美元,当前有所回落、交投于3295美元附近,伦敦银同样走高,当前交投于32.9美元附近。受外盘影响,沪金主力合约收涨2.68%,报781.6元/克,沪银主力合约收涨1.5%,报8233元/千克。

2.美元指数:美元指数低位波动,当前交投于99.6附近。

3.美债收益率:10年美债收益率窄幅波动,当前交投于4.31%附近。

4.人民币汇率:人民币兑美元汇率低开后小幅走高,当前交投于7.316附近。

【重要资讯】

1.关税政策动向:(1)15日,特朗普称暂停关税是因为这是一个过渡期,是出于灵活性的需要;将加速向英伟达发放所有必要许可。(2)据外媒报道,欧盟与美国在弥合贸易分歧方面进展甚微,特朗普总统政府的官员表示,美国对欧盟征收的大部分关税将继续维持。据知情人士透露,欧盟贸易专员谢夫乔维奇在会后对美国的立场仍不甚明晰,难以确定美方的意图。(3)加拿大将给予部分美国商品6个月的关税暂停,将有条件免除部分针对美进口汽车反制措施;墨西哥加强审查,从美国得州边境的燃料进口陷入停滞。

2.美联储观察:美联储5月维持利率不变的概率为81.4%,降息25个基点的概率为18.6%。美联储到6月维持利率不变的概率为27.6%,累计降息25个基点的概率为60.1%。当前市场押注美联储今年将在6月、7月、9月、12月各降息1次。

【逻辑分析】

前日由于特朗普政府在电子产品相关的关税政策上初步表现出些许松动,市场的风险情绪本有所回升,但由于最新的美欧贸易谈判陷入了停滞,市场情绪随之变得悲观,从而推动黄金再次刷新历史高点。我们预计中短期内贸易战的影响仍有较高的不确定性,大国间的博弈也会不断反复,而具有良好避险属性的黄金在这种背景下或仍是易涨难跌,白银也可能将受到黄金的托举而偏强震荡。

【交易策略】

1.单边:背靠5日均线持有多单。

2.套利:观望。

3.期权:领式看涨期权策略。

(转自:曲合期货)

  在特朗普政府表示将冻结超过20亿美元的联邦拨款和合同大约24小时后,哈佛大学的研究机构开始评估这一举措带来的影响。

  哈佛大学负责研究事务的副教务长JohnShaw在周二晚上给同事们发了电子邮件,要求他们一旦发现任何资金中断的情况,就通知赞助项目办公室,并告知应该采取哪些措施。

  根据另一封电子邮件,哈佛大学文理学院(哈佛大学本科和博士项目所在学院)的教授们收到通知,称未来几天将安排一次全体教师大会来解答疑问。

  资金冻结对哈佛大学来说,可能会威胁到多达90亿美元的联邦资金。除了失去这些资金带来的实际影响外,目前还不清楚这场僵局会发展到何种程度。

  一位未获授权公开发言的哈佛大学教授表示:“联邦政府对这所大学的干预程度,有时很明显,有时又不那么明显。他们正在针对每个学院可能发生的情况做大量的情景规划。”

  在对资金问题感到担忧之际,美国国土安全部周三威胁哈佛大学,如果该校不满足联邦政府的要求,将取消其招收国际学生的资格。国土安全部部长KristiNoem要求哈佛大学在4月30日前提供有关国际学生所谓“非法和暴力活动”的记录,否则就有可能失去其“学生和交流访问者项目”认证,而这一认证能让高等教育机构为非移民学生签证发放资格证书。

  据两位知情人士透露,这位教授表达的其他担忧还包括哈佛大学可能会失去免税资格,美国国税局正计划取消该校的这一资格;此外,联邦政府可能会决定停止向外国学生发放签证,而外国学生占哈佛大学学生总数的四分之一以上。

  哈佛大学经济学教授GregoryMankiw说:“我甚至不确定失去免税资格意味着什么。我们没有股东,也不分红,所以我不确定会产生什么后果。”“我们不清楚将如何被征税。”

  据报道,从免税政策中受益的非营利组织如果违反多项规定(包括政治活动方面的规定),就可能失去免税资格。美国国税局取消免税资格是极为罕见的举措。几十年前,美国国税局曾以歧视为由取消了一所基督教大学的免税资格。

  消息人士称,预计很快就会做出是否取消哈佛大学免税资格的最终决定。

  哈佛大学532亿美元的捐赠基金可能是另一个令人担忧的领域。共和党众议员MikeLawler最近提出的一项立法,将把捐赠基金收入的税率从1.4%提高到10%。

  Mankiw表示:“如果这项税收政策实施,那就意味着学校将不得不削减某些方面的开支。”他说:“我们的工作是教学和研究。问题就变成了:减少研究或减少教学,对社会来说哪个更好呢?这所学校将面临很多艰难的抉择。”

  一、亏损同比扩大

  部分投资者针对公司的信息披露问题提起了诉讼,并已将相关案件提交至法院进行立案审理。回溯本案,2023年12月25日,公司因涉嫌信披违法违规,被中国证监会立案,2024年10月9日收到证监会的行政处罚决定书,自此维权正式拉开帷幕。

  上海沪紫律师事务所刘鹏律师提示依据相关法律法规,暂定于2023年4月21日-2023年12月25日期间买入,并在2023年12月26日之后卖出或仍持有而亏损的投资者即符合维权条件,区间仅为初步认定,最终以法院判决为准。

  信息披露制度是证券市场存在与发展的基石,是维护投资者利益的重要保障。证券虚假陈述是对信息披露义务的违反,损害了投资者获取真实准确的公开信息的权利,并进而损害其财产权益。因此,信息披露义务人实施了虚假陈述行为后,应对由此受损的投资者进行赔偿。

  二、财报造假已被严惩

  据处罚决定书披露,公司在2022年对不符合投资收益确认条件的相关项目的债务重组收益予以确认,导致2022年虚增利润总额2352.16万元,占当年披露的经审计利润总额1977.44万元的118.95%。

  直到2024年4月16日,公司才更正前述会计差错,更正后2022年利润总额由盈转亏。业绩“变脸”也导致公司收到监管的一纸罚单,监管决定对公司责令改正,给予警告,并处以540万元罚款,对相关责任人给予警告,并处于不同金额的罚款,合计总罚款超千万。

  信息披露是上市公司与投资者沟通的重要桥梁,也是投资者做出投资决策的重要依据。受损投资者如符合条件,可报名索赔。

  (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!)

  一、信披违规领预罚单

  2024年8月亚联发展就因信息披露违法违规收到中国证监会吉林监管局出具的《行政处罚决定书》。维权正式启动,上海沪紫律师事务所刘鹏律师代理的案件已提交多批次至法院立案审理,该案还未到诉讼时效,仍可报名索赔。

  根据《证券法》及虚假陈述若干规定,上市公司因信息披露违法违规导致投资者遭受损失的,可向其提起民事诉讼,要求公司赔付投资损失部分。

  前期已有部分案件提交法院立案,暂定于2022年4月30日-2022年8月30日(含当天)之前买入,并在2022年8月31日之后卖出或仍持有而亏损的投资者即可加入索赔。

  二、虚假记载被处罚

  据调查,开店宝科技集团有限公司系纳入亚联发展2021年合并报表的非同一控制子公司,因子公司2021年度少记营业成本、营业收入等情况,导致公司2021年年度报告存在虚假记载。

  具体来看,原控股子公司2021年度少记营业成本7010.97万元、营业收入3679.83万元、应付账款1738.92万元、应交税费220.79万元,多记预付账款1371.43万元,导致2021年年报虚增利润总额3331.14万元,占当期披露利润总额12.33%;虚增净资产3331.14万元,占当期披露净资产81.39%。

  基于此,监管对公司予以警告,并处罚款200万元,相关责任人分别给予警告并处罚款。需提醒投资者的是此类案件只有主动提起诉讼,上市公司才会进行赔付。符合索赔条件的投资者可积极加入,挽回损失。

  (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!)

巴克莱银行周四表示,已与Brookfield资产管理公司达成协议,后者将收购巴克莱大部分英国支付业务。这结束了巴克莱长达一年多剥离该业务的努力,该业务主要为零售商处理支付交易。

巴克莱银行称,根据这项复杂的交易条款,双方将为该业务设立一个独立实体,巴克莱计划向其中投资约4亿英镑(5.282亿美元)。

巴克莱银行表示,在头三年里,该英国银行仍是该部门的唯一股东,但在满足一定条件的情况下,Brookfield除了其最初持有的10%股份外,可能会再收购约70%的股权。

这些条件包括巴克莱收回其在该合作项目中的全部投资价值。该行表示,预计将保留剩余20%的股份。

自2023年12月以来,巴克莱银行一直在试图出售该业务的全部或部分股权,称自己不再是这个为零售商处理支付业务部门的最佳所有者。

这家英国银行追随其他贷款机构的脚步,削减了对支付处理业务的投资,该业务正逐渐成为一场由少数几家大公司主导的规模竞争。

由于对Worldline、Nexi和Adyen等公司的收入前景感到担忧,欧洲支付公司的估值有所下降。

巴克莱最初为整个业务寻求超过20亿英镑(26.5亿美元)的估值,但由于此类交易存在技术复杂性,几乎没有买家愿意接手。

巴克莱银行表示,该业务为英国经济提供了关键基础设施,每年为小企业以及国内外企业客户处理数十亿英镑的支付交易。

该行称,这笔交易不会对其财务指引或目标产生任何重大影响。

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