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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82

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Deprecated: strpos(): Non-string needles will be interpreted as strings in the future. Use an explicit chr() call to preserve the current behavior in /www/wwwroot/4-17ll.com/label.php on line 82
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财联社4月24日讯(编辑刘蕊)根据初步数据,韩国GDP在2025年第一季度同比萎缩0.1%,低于分析师预期的同比增长0.1%,这是自2020年第四季度以来,韩国经济首次收缩,表明韩国内政和外贸不稳定性对经济的拖累。

特朗普关税冲击韩国经济

2024年第四季度韩国经济同比增长1.2%的增长,而今年第一季度的萎缩,表明韩国经济增长趋势逆转。

韩国经济模式主要为出口导向型经济,因此特朗普发起的贸易战对其经济构成了不小的打击。

虽然美国总统特朗普于4月9日暂时停止了全面的“对等关税”,但美国仍然要对韩国出口的钢铁和汽车征收25%的关税,这两者都是韩国对美国最大的出口产品之一。

韩国的现代和起亚是美国最畅销的8大汽车品牌之一。韩国也是面向美国的第四大钢铁出口国。

数据显示,韩国第一季度出口环比下降1.1%。第二季度出口对韩国经济拖累的影响预计将更为明显。

政治不确定性拖累国内投资

除了贸易不确定性以外,韩国经济还面临政治不稳定性拖累。

随着韩国前总统尹锡悦因戒严令闹剧而遭到弹劾,韩国第一季度政局动荡不堪。今年3月,韩国宪法裁判所驳回了对韩国代理总统韩德洙的弹劾,恢复了他的代理总统职务,并于4月4日罢免了尹锡悦。韩国将于6月3日投票选出新总统。

数据显示,韩国第一季度建筑投资较上一季度下降3.2%,资本投资环比下降2.1%。

今年4月17日,韩国央行在货币政策声明中已经警告称,韩国2025年的GDP增速预计将低于2月份预测的1.5%。韩国央行指出,由于政治不确定性的长期化和贸易条件的恶化,韩国内需和出口双双放缓,国内经济增长比预想的要弱。

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

  国泰海通发布研报称,万国数据-SW(09698)作为IDC头部厂商拥有核心资源,近年来海外市场投入力度大、先发优势显著,同时,叠加25年国内投入重启增长,公司将充分受益全球AI发展下数据中心需求增长。该行预计公司25-27年收入为115.6亿元、129.8亿元和143.2亿元,EBITDA分别为52.3亿元、57.0亿元和61.7亿元,参考可比公司估值,给予公司2025EEV/EBITDA20x,对应目标价为48.40港元,维持“增持”评级。

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

  4月23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。

  据上观新闻,优酷公司系电视剧《甄嬛传》的信息网络传播权权利人。2023年,优酷发现快手APP中存在大量用户上传的《甄嬛传》短视频,其中大部分为直接剪切原片的“切片视频”,部分为混剪、解说视频。

  这些侵权视频被集中归类在“甄嬛传”、“电视剧甄嬛传”等话题下,用户可通过话题取相关内容。优酷多次向快手发送侵权通知,要求删除侵权链接,但快手仅部分删除,仍有大量视频持续传播。于是,优酷以信息网络传播权为由,将快手诉至上海市浦东新区人民法院,索赔400万元。

  此前,优酷在起诉B站的一起案件中曾透露,花了1亿元购买《甄嬛传》版权。

  一审法院审理,快手App的用户大量上传《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、解说视频亦不符合合理使用情形,因此上述短视频均属侵权视频,并基于三方面认定快手应知侵权行为:其一,快手通过平台运营获取经济利益,对用户侵权行为负有较高注意义务;其二,《甄嬛传》作为长热作品,具有极高知名度和商业价值,平台应知其为权利作品;其三,平台设置多个与《甄嬛传》强关联的话题,客观上为侵权视频提供传播便利。

  关于赔偿金额,一审法院综合考虑《甄嬛传》的商业价值、侵权视频数量、平台过错程度等因素,判决快手赔偿优酷160万元。快手不服提起上诉,二审上海知识产权法院维持原判。

  本案判决,厘清了平台责任认定两大争议点:平台不能以“算法推荐”为由免责;另外,判决明确“热播作品”不限于首播或现播阶段,长期保持高知名度、播放量及讨论热度的作品同样适用。

  近年来,不少人对于影视作品播放平台插入广告、设置付费观看会员等级等做法不满,因此选择在短视频平台观看影视剧的“切片”。但法律规定,影视作品属于受《中华人民共和国著作权法》保护的视听作品,切条短视频若未经著作权人授权,即构成侵权。

  近年来,“长短视频”之争频发,部分热播剧甚至“开播即盗播”。此前,上海杨浦区人民法院审理的《清平乐》侵权案中,侵权者因上传150条剧集片段被判赔偿2万元。

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

  荣昌生物(09995)早盘一度涨超12%,截至发稿,股价上涨8.50%,报38.30港元,成交额3.34亿港元。

  美国临床肿瘤学会2025年年会(ASCO2025)将于5月30日至6月3日在美国芝加哥举行。在本次大会上,荣昌生物20余项肿瘤管线临床进展或阶段性数据入选口头报告、壁报或线上展示,其中包括维迪西妥单抗联合疗法一线治疗HER2表达胃癌、维迪西妥单抗联合RC148(PD-1/VEGF双抗)一线治疗三阴性乳腺癌、RC108(c-MetADC)联合TKI二线治疗EFGR突变伴MET过表达非小细胞肺癌等临床研究。

  值得一提的是,近日荣昌生物于美国神经病学学会(AAN)年会现场以口头报告形式公布泰它西普用于治疗全身型重症肌无力(gMG)中国3期试验结果。数据显示,在114例中国患者中,泰它西普治疗24周后,98.1%患者重症肌无力日常活动评分(MG-ADL)改善≥3分,具有显著临床意义。交银国际认为,泰它西普gMGIII期数据优于已上市竞品,且商业化推广策略清晰。

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