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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

  卫龙美味(09985)盘中涨超5%,高见17.66港元,逼近历史前高17.68港元。截至发稿,股价上涨3.46%,现报17.36港元,成交额7291.16万港元。

  大摩发布研报称,卫龙美味(09985)基本面在中国必需消费品板块中依然突出,预测其2025财年销售额将增长22%,将目标价由9.3港元上调至18.1港元。

  据该行的渠道检查,卫龙美味2025年首季度销售趋势乐观,同比增长约30%。与大多数其他必需消费品企业相比,在宏观环境尚未回暖情况下,这些数字表现突出。其中,魔芋产品是主要驱动力,去年销售贡献达54%。该行预测2025年魔芋销售额将增长30%以上,受到持续的渠道扩张、销售点增加及新口味渗透的推动。

  大摩提及,卫龙美味股价今年以来已上涨131%,认为其优于同业的基本面已基本反映在股价当中。考虑到魔芋种植周期较短,该行认为2025年下半年可能出现成本较低的魔芋原料,从而提供更好的入场时机。

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

  麦格理发布研报称,维持中海油田服务(02883)“跑赢大市”评级,目标价为12.1港元。该行认为,油井服务增长稳定,以及半钻井平台订单渠道稳固,将会推动集团2025年增长。目前的估值为5.4倍及5倍2025/26年预测市盈率,仍然不贵。

  报告指,中海油服2025年第一季业绩增长强劲,收入同比增6%,净利同比增40%。钻井服务增长强劲,受益于国内工作量增加,以及半钻井平台在挪威开始签订新合约。集团公布2025年第一季油井服务收入稳定增长,利润率与去年同期相似。尽管如此,由于去年产品销售落后以及额外的设备成本将在今年稍后透过保险补偿,油井服务的利润贡献与去年相比略有下降。

  新浪科技讯4月24日午间消息,昨日,上海市高级人民法院通报2024年上海法院知识产权司法保护十大案件。其中一起为,北京快手科技有限公司因平台存在4000余条侵权短视频,被判赔偿优酷信息技术(北京)有限公司经济损失及合理开支共计160万元。

  据悉,优酷公司系电视剧《甄嬛传》的信息网络传播权权利人。优酷发现在快手App中

  存在大量涉及优某公司权利作品《甄嬛传》的短视频,达4000余个链接,其中大部分为直接剪切视频,同时还存在大量关于“甄嬛传”的话题,在话题中集中向用户提供涉案短视频链接。

  对此,优酷公司曾向快手公司发出侵权通知,但快手公司未删除全部涉案短视频链接。优酷公司认为,快手公司侵害其就《甄嬛传》享有的信息网络传播权,遂诉至法院,请求判令快手赔偿经济损失及合理开支400万元等。

  一审法院审理认为,优酷公司系涉案电视剧《甄嬛传》相关著作权权利人。快手公司经营快手App,在快手App上用户上传大量涉案《甄嬛传》短视频,其中绝大部分被控侵权短视频系直接剪切,与《甄嬛传》构成相同,少部分混剪、解说视频亦不符合理使用情形,上述短视频均属侵权视频。快手公司作为信息存储空间服务提供者,优酷公司曾向快手公司发送侵权通知,但快手公司未及时采取合理措施,仅删除部分短视频,故可认定其明知相关侵权行为。

  就快手公司是否构成应知,一审法院认为快手公司通过快手App为用户提供服务获取经济利益,应对其平台用户侵权行为负有较高的注意义务;《甄嬛传》具备很高且持久的知名度,属热播作品,快手公司作为短视频平台经营者,应知其为权利作品且具有很高商业价值;快手App中还存在大量“甄嬛传”“电视剧甄嬛传”“一起来追剧吧甄嬛传”“甄嬛传华妃”等与《甄嬛传》强关联的话题,使相关公众可以从话题设置中便利且集中的获得涉案侵权视频。故快手公司对涉案侵权行为构成明知及应知,应当承担帮助侵权的民事责任。

  一审判决认为,快手公司赔偿优酷公司经济损失及合理开支160万元。一审判决后,快手公司提起上诉。二审判决驳回上诉,维持原判。(闫妍)

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