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Lenovo ranks first in the global personal computer market for the eleventh consecutive quarter 光辉岁月谐音

Lenovo’s eleventh consecutive quarter of total global personal computer market in the first hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client Sina client: the most profitable investors in Hong Kong stocks through HUAWEI level2 market mechanism cards and millet production PC News reported when Lenovo recently released fiscal 2015 third quarter Choi reported that Lenovo accounted for eleventh consecutive quarters of the world’s first personal computer market, the global market share of 21.6%. Personal computer sales in the quarter were 15 million 400 thousand, while in the same period, the overall market fell by 10.9%, Lenovo performance is better than the big city 6.7%. It is worth noting that, Lenovo said the company’s mobile business has been profitable, to honor the Lenovo Group Chief Executive, promised 6 quarter losses after 4, officer Yang Yuanqing made a high-profile acquisition of Motorola mobile. According to Lenovo earnings, the overseas market in Lenovo Mobile overall sales accounted for 75% from the previous quarter increased to 83%. But in 2015, Lenovo smartphones suffered a sharp decline in the Chinese market. Yang Yuanqing said that in the past year, Lenovo in overseas emerging market in mobile strategy will focus on the growth performance of overseas, contributed to the overall profit improvement. "Domestic market competition is very fierce, even some irrational, we first avoid the limelight.". But this year, Lenovo smartphones will be turning over in china. We definitely want to refocus the China market, let the market Chinese restore growth, and I think the mobile business China has been at the bottom of the valley, both in the sales or profit point of view, have no what can be lost." Yang Yuanqing said that this year, Lenovo Mobile will use three strategies: emerging markets in Chinese outside continued to achieve the scale and efficiency of growth; in Europe and other mature markets, with innovative products, and establish a strong brand; at the same time to reverse the China market, simplify product portfolio assault open market and retail market. In addition, Yang Yuanqing said: "China is not successful, Lenovo Mobile business is not a success."." By the end of December 31, 2015, Lenovo achieved revenue of $12 billion 900 million, a decline of 8%; net profit of $300 million, an increase of 19%. Lenovo’s mobile services revenue was $3 billion 200 million in the quarter, down 4% (including two months after the completion of the purchase of motorcycles), a loss of $30 million before tax. Lenovo Mobile revenue in the group continued to rise to 24.8%. Lenovo has pointed out that if you do not include expenses related to previous acquisitions, Lenovo Mobile business to achieve a quarter operating profit, completed earlier profitability targets. Lenovo also disclosed that the season motorcycle contributed 2 billion U.S. dollars of revenue, accounting for 62.5% of Lenovo’s mobile revenue. Motorcycle sales in the quarter increased by 25%. Two years ago, Lenovo bought $2 billion 900 million for Google’s Motorola mobile, and completed its integration in the next year. The industry has different views on Lenovo’s Motorola mobile. In the face of doubt, Lenovo CEO Yang Yuanqing had promised to make Motorola business in 4 to 6 quarters of turning deficits into profits. theory

联想连续第11季度占全球个人电脑市场第一 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经客户端:最赚钱的投资者都在用 港股level2行情 翻看机构底牌   华为和小米生产PC的消息相继传出之时,近日联想发布2015财年第三财季财报称,联想连续第十一个季度占全球个人电脑市场第一位,全球市场份额21.6%。本季度个人电脑销量为1,540万部,同期,市场整体同比下跌10.9%,联想表现优于大市6.7%。值得注意的是,联想方面称,公司移动业务已经扭亏为盈,兑现了此前联想集团首席执行官杨元庆高调提出的收购摩托罗拉移动之后4个―6个季度扭亏的承诺。   根据联想财报,海外市场在联想移动整体销量的占比从上个季度的75%增长至83%。但在2015年,联想智能手机在中国市场遭遇了大幅下滑。杨元庆表示,在过去一年,联想在移动战略上将重点放到了海外新兴市场,海外业绩的增长带动了整体利润的改善。“国内市场竞争非常激烈,甚至是有些不理性,我们先避避风头。但在今年联想智能手机要在国内打翻身仗。我们绝对要重新专注中国的市场,让中国的市场恢复增长,而且我认为中国的移动业务已经在谷底了,无论是在销量还是盈利上看,已没有什么可丢的。”   杨元庆表示,今年联想移动将用三大战略:在中国以外的新兴市场持续实现规模和效率的增长;在欧美等成熟市场,有创新的产品,并建立强势的品牌;同时向中国市场的扭转,简化产品组合突击开放市场和零售市场。此外,杨元庆称:“中国区不成功,联想移动业务就不算成功。”   截至2015年12月31日的当季,联想集团实现营收129亿美元,同比下滑8%;净利润3亿美元,增长19%。联想移动业务当季营收32亿美元,同比下滑4%(包括完成收购摩托后两个月的营业额),税前亏损3000万美元。联想移动营收在集团占比继续上升为24.8%。联想方面指出,如果不包括此前并购带来的相关支出,联想当季移动业务实现了运营利润,完成了此前扭亏为盈的目标。   联想方面还透露,当季摩托贡献了20亿美元的营收,占联想移动营收的62.5%。摩托当季的具体销量同比增长25%。   两年前,联想斥资29亿美元收购了谷歌旗下子公司摩托罗拉移动,并在随后一年里完成整合。业内对投身联想的摩托罗拉移动的前景看法不一。面对质疑,联想CEO杨元庆曾承诺,要让摩托罗拉业务在4个到6个季度内扭亏为盈。   粗略一算,上一季度恰好是联想完成收购摩托交易后的第五个季度。不过,联想集团前任移动业务集团总裁刘军曾表示,收购摩托罗拉移动之后,联想智能手机季度出货量将能够达到4000万――5000万部,联想集团很自信手机业务仍能够保持很高的增长率,成为全球第三大的智能手机厂商。   如今看来,联想离这一目标还有些差距,IDC数据显示,2015年联想智能手机出货量实际上只有7400万部,下滑21%;全球份额5.2%,也将全球第三的位置让给了华为。   为缩小这一差距,去年前联想中国总裁陈旭东接替刘军执掌联想移动业务,并开始裁员和清理手机库存等的一系列内部调整,完成摩托罗拉整合,提出联想移动“Vibe+摩托”的双品牌战略。也因计入9.23亿美元的重组和清理库存一次性支出,联想第二财季迎来六年来首次亏损。   杨元庆表示:“在陈旭东上任后,所进行的调整得到联想的认可。接下来,移动业务中国区管理团队将会进行更有针对性的分工,互相补充形成合力。”他希望,一年后,联想达到在企业级业务上的利润超越PC的目标。   近日有媒体报道称,联想在研发方面的投入费用太低,不仅比华为低太多,甚至还比不上中国政府的补贴。对此,杨元庆也首度回应称,在其任职的七年里,联想的研发投入呈现持续增长状态,从2亿美元增长到15亿美元,增长了6.5倍。“2014财年联想的研发投入占总营收的2.6%左右,2015财年的研发投入占总营收将超过3%。去年联想仅前三季度投入就有11亿美元,这一数据今年还将扩大。”   他认为,大家总是把联想与华为做比较,是不公平的,特别在研发上。“联想与华为在不同的行业无法进行对比。”他透露,今年联想的研发产出会更高,推出更多创新产品。 进入【新浪财经股吧】讨论相关的主题文章:

How does panic selling end in the global market 穿越红楼之庶子贾琮

The global market panic selling the sina finance how to end the opinion leader (WeChat public kopleader) columnist Liu Gang? Based on the premise of not systemic crisis risk, we believe that the current market panic sell-off may overreaction. Even if all kinds of assets such as the stock market price and exchange rate can not be repaired so far before the downturn in the short term, but when the emotional stability, will be the fundamental factors to start to "value center" role. The global market panic selling how to end in China Lunar New Year just five days of vacation time, the overseas market seems to have experienced changes in turn the world upside down, until now, volatility is still no sign of abating. All risk assets were sold at low prices, and investors have flocked to gold, the U.S. debt and the yen hedge assets: US 10 year Treasury yields near the lowest dropping to 1.5% gold, one week rose more than 5%, the sharp appreciation of the yen once to around 110; on the other side, the United States and Europe on the three market continued to drop look, have been basically back in October 2014 near the level from the point, especially in the European banking sector (at the center of the spiral of decline) and the Japanese stock market (the usual spike characteristics and the recent sharp appreciation of the yen down) the largest decline, a crisis scene. In the face of the sudden, even some rather baffling sell-off, investors are most concerned about, or the most puzzling is: what factors led to this new round of selling? Are there hidden risks of systemic crisis that are not seen? How will this drastic sell-off end? What turn can we expect? Is the crisis "the wind is moving", or is the panic mood "people moving"? The reason for this round of selling is the most confusing place. Investors seem to be less clear why there is such a market volatility, but are worried about behind the market crash is not hiding without seeing the larger systemic risk? In other words, although we can find a number of reasons to explain it, it seems that it is not so convincing. This week, a new round of selling the fuse, mainly is the market worried about the eurozone banks especially the deutsche bank balance sheet (quality of energy, high-yield bonds and other risk exposures) may bring the risk of default; and the short-term weak global economic growth, coupled with the central bank to maintain low interest rates on bank profitability even negative interest rate environment damage. But in fact, there is paradox: 1) first, the eurozone banking system is not a crisis, or there are clear signs of the crisis will happen (at least not yet), the market sell-off is completely because of fears that the crisis may occur, while it is selling itself but cause the crisis of the scene (such as the share price fell sharply, CDS spreads and so on). 2) Secondly, investors worried that negative interest rates, the central bank to maintain low interest rates over a longer period of time will damage the profitability of banks, but it had just put the Fed rate hike as a target for all, many of them on the market.

全球市场恐慌性抛售如何收场   文 新浪财经意见领袖(微信公众号kopleader)专栏作家 刘刚   ?基于不发生系统性危机风险的大前提下,我们认为当前市场的恐慌性抛售可能有些反应过度。即使各类资产价格如股市和汇率在短期内无法修复至此轮下跌前的水平,但当情绪稳定后,基本面的因素将会重新开始起到“价值中枢”的作用。 全球市场恐慌性抛售如何收场   在中国农历春节短短五天的假期时间内,海外市场却似乎经历了翻天覆地的变化,直到现在,动荡依然没有平息的迹象。各类风险资产被不计成本的抛售,而投资者纷纷涌向黄金、美债和日元等避险资产:美国10年期国债收益率最低下探至1.5%附近,黄金短短一周之内上涨超过5%,日元大幅升值一度至110左右;而另一边,美欧日三大市场持续大跌,从点位上看都已经基本回到2014年10月附近的水平,其中尤以欧洲银行板块(处于本轮下跌的漩涡中心)和日本股市(受其惯有的暴涨暴跌特性加上近期日元大幅升值拖累)跌幅最大,一幅危机的景象。   面对突如其来、甚至有些莫名其妙的抛售,投资者最为关注的、或者说最为困惑的是:究竟是什么因素导致了这一轮新的抛售?是不是背后隐藏了一些没有看到的系统性危机风险?如此剧烈的抛售将以什么方式收场?又有什么转机可以期待?   是危机的“风在动”,还是恐慌情绪的“人心在动”?   导致本轮抛售的原因是让人最为困惑的地方。投资者似乎都不太清楚市场究竟为什么会出现如此剧烈的波动,但却都在担心市场大跌的背后是不是隐藏着没有看到的更大的系统性风险?换言之,虽然我们可以找到很多的理由来解释,但又好像都不那么足以完全令人信服。   本周新一轮抛售的直接导火索,主要是市场担忧欧元区银行特别是德意志银行资产负债表质量(对能源公司高收益债等的风险敞口)可能带来的违约风险;以及短期全球经济增长乏力、加上央行维持低利率甚至负利率环境下对银行盈利能力的损害。但实际上,这里却存在自相矛盾的地方:   1)首先,目前欧元区银行体系并没有发生危机、或者有明确的迹象表明危机将要发生(至少现在还没有),市场的抛售完全是因为“担心危机可能会发生”,而恰恰是抛售行为本身反而造成了危机的景象(如股价大跌、CDS息差大幅攀升等等)。   2)其次,投资者一方面担心负利率以及央行在更长时间内维持低利率水平会损害银行的盈利能力,但此前却正是把美联储加息看作众矢之的,市场上不乏“美联储加息加错了”、并认为美联储加息是全球市场动荡主要根源的声音(美联储主席耶伦在两天前的国会听证会上否认了美联储加息是导致市场波动的看法)。这“松也不是、紧也不是”的矛盾侧面说明了投资者所担心的“危机”可能实际上并非市场下跌的主要因素。   如果再把时间拉的长一些,我们还可以举出更多可能导致近期市场动荡的理由,比如美联储加息、中国经济放缓、人民币汇率波动、油价暴跌等等,但这些都是早已有之的大背景,并非近期刚刚出现。   诚然,这些都会对市场产生负面压力,这在前期市场的表现中已经得到充分验证。而实际上,以美联储加息为例,我们此前也在一直不厌其烦的强调美联储加息是一个划时代的变化,其长期的影响可能只是刚刚开始显现;且在去年12月美联储加息落定后市场一度迎来反弹的时候,我们也坚持认为短期的影响偏负面。但在近期没有出现根本性的新变化之前,也很难解释为什么会突然导致近期如此大规模的抛售。   因此在这种情况下,我们认为无非有两种可能性:1)确实存在爆发系统性危机的风险,所谓的“聪明钱”率先行动,开始抛售;2)尚没有明确的系统性风险,市场下跌更多是恐慌情绪所主导,但大跌会使得投资者担心是不是没有看到背后隐藏的风险,因此跟进抛售;而且在恐慌的情绪下,往往会出现“先卖后问”的情况。   从目前的证据来看,我们倾向于第二种看法。这并非说没有风险因素,上述提到的美联储加息、中国经济和人民币汇率走向、以及油价的波动都有可能持续压制市场情绪。只不过我们认为当前全球市场、特别是发达市场这种恐慌、无序、和混乱的抛售所计入的发生全球性金融危机的情形可能是有些过度了。   那么,此轮抛售将如何收场?又有什么转机可以期待?   ?基于不发生系统性危机风险的大前提下,我们认为当前市场的恐慌性抛售可能有些反应过度。即使各类资产价格如股市和汇率在短期内无法修复至此轮下跌前的水平,但当情绪稳定后,基本面的因素(估值和盈利之于股市、增长差和货币政策差之于汇率)将会重新开始起到“价值中枢”的作用。   从可能的演变情景来看,如果单纯依靠市场自身力量来消化当前的恐慌情绪,市场的稳定可能需要一些时间,而且恐慌情绪主导下的不确定性和波动也会很大。而另一方面,主要央行的进一步举措和表态则有可能成为扭转恐慌性抛售的契机,将更快得稳定和安抚市场情绪。不过,央行也处在相对两难的境地。   因为如果仅是因为恐慌情绪导致的资产价格下跌、但并不伤及长期经济基本面和金融系统的情况下,央行的出手反而会增加市场对其的依赖。实际上,美联储主席耶伦在两天前国会的听证会上也基本上传递了类似的意思,依然维持了渐进式加息的措辞。但相反,过度的恐慌在极端情况下确实可能导致危机的“自我实现”,如果真的有危机金融体系的风险,央行的介入便是必要的了。   我们的观点与建议   从操作建议上,我们建议在风险消散前,暂时不要对抗恐慌情绪带来的下跌趋势,不要急于“接下跌中的刀子”,等待情绪的修复、或者具有转折性因素或外部力量的到来。   但同时,在恐慌情绪蔓延的时候,也需要保持一分冷静。我们认为对于基本面依然稳健的发达市场不用过度担心。例如,美股市场处于美联储开启加息周期后市场驱动力从估值向盈利切换的阶段,因此在盈利没有出现明显好转以接过估值的“接力棒”之前,市场就难免会因估值向正常水平收敛导致的回调,标普500指数2015年全年估值没有扩张以及最近科技股的回调就是例证,而这也是我们更看好价值股相对表现的主要理由。   但往前看,美国经济和盈利增长有可能成为市场长期上行的动力。而欧洲和日本股市都仍有央行宽松政策提供估值上的支撑,而且日本股市还具有ROE提升(新的公司治理准则)推动盈利改善的优势。   此外,美元从2014年下半年以来大幅上涨的确已经计入了较为充分的预期,而且美联储缓慢的加息进程和鸽派表态也是制约美元大幅上涨的主要因素,这也是我们一直以来认为其短期上涨乏力的主要原因。但反过来而言,抛开短期情绪和交易方面的因素,从美国与其他国家的“经济增长差”、以及美联储与其他主要央行的“货币政策差”这两个基本面角度来看,我们认为断言美元就此掉头向下可能也言之过早。   (本文作者介绍:中金公司分析师。)   本文为作者独家授权新浪财经使用,请勿转载。所发表言论不代表本站观点。相关的主题文章:

Guotai Junan International reaffirms the purchasing rating of AVIC 厦门安防科技职业学院

Guotai Junan International: reiterated AviChina buy sina finance App: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. The first half of 2016 was in line with expectations. The aviation parts sector revenue increased 15.4% year-on-year, and the aviation project revenue fell, AviChina in the first half of 2016 revenue rose 1.6%. Affected by less management costs, in the first half of 2016, the net profit of shareholders was RMB 504 million yuan, up 6.9%. However, from the China Aviation planning revenue fell 11%, significantly lower than expected, we think it is possible that in the first half of 2016 due to slower than expected revenue caused. We expect AVIC’s industrial performance to accelerate in 2017. We forecast L-15 and f -20 will soon be in production and service with the army began, f -10 accelerated production, from AviChina machine parts and the performance of plate will be significantly improved in 20172018 years. In the rapid development of new energy automotive market, AVIC photoelectric will still be a solid driving force for the profitability of avic. A slight increase in 2016 earnings forecasts, reiterated the "buy" rating. The main assumption of adjustment includes: 1) to rise, planning and birchtek AVIC Hongdu Aviation revenue forecasts but lowered to the aviation electronics revenue forecast. 2) lower management costs due to lower R & D expenditures in 2016. 3) due to the impact of lower profit margins on the contracted projects of AVIC plan, the consolidated gross profit margin was reduced. As a result of the low valuation of AVIC planning projects, we maintained the target price of HK $6.70 and reiterated the "buy" rating. (both) go into Sina Finance shares

国泰君安国际:重申中航科工买入评级 新浪财经App:直播上线 博主一对一指导 新浪港股APP:实时行情 独家内参   港股还值不值得投资?出现了什么问题?未来出路在哪里?新浪港股发起“港股还有没有吸引力”大讨论,以理性、建设性的态度,欢迎关注港股、关注资本市场的人士,一起为港股建言献策,共谋港股市场的明天。来稿请至hkstock_biz@sina 。   2016年上半年业绩符合预期。由于航空零部件板块收入同比大增15.4%以及整机和航空工程的收入同比下跌,中航科工在2016年上半年收入同比上升1.6%。受到较少的管理成本的影响,2016年上半年股东净利录得人民币5.04亿元,同比上升6.9%。然而,来自中航规划的收入下降11%,大幅低于预期,我们认为可能是由于在2016年上半年慢于预期的收入确认所导致。   我们预计中航科工业绩将在2017年加速。我们预测L-15及歼-20将很快进行量产并且在军队开始服役,结合歼-10的加速生产,来自中航科工的整机以及零部件板块的业绩将会在2017 2018年显著改善。在新能源汽车市场的快速发展下,中航光电将仍然作为中航科工盈利的坚实的驱动力。   小幅上调2016年盈利预测,重申“买入”评级。主要假设调整包括:1)上调对中航光电、中航规划以及洪都航空的收入预测但下调对中航电子的收入预测。2)由于在2016年较低的研发开支,下调管理成本。3)由于来自中航规划的工程承包业务较低的利润率的影响,下调合并毛利率。由于中航规划工程承包业务较低的估值,我们维持6.70港元的目标价并重申“买入”评级。(双双) 进入【新浪财经股吧】讨论相关的主题文章: