腐女
“业绩杀”和“交接棒”_我的网站
A | 本篇评级为★★★，主要围绕以下内容展开： 1、光模块杀跌，哪些赛道有"接力棒"潜力？ 2、伊朗扰动彻底失效，新扰动等下半年 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 The Department of Homeland Security is telling state and local governments to update software and beef up security around devices connected to the nationwide Emergency Alert System (EAS). The recommendation comes days after security researcher Ken Pyle revealed vulnerabilities in devices used by officials to encode EAS alerts.,Pyle told KerbsOnSecurity that he first discovered the vulnerabilities in 2019 after buying old EAS equipment on eBay. He quickly found the vulnerabilities and alerted the FBI, DHS, and the manufacturer of the devices. Pyle decided to give the manufacturer and government time to address the issue before going public.,DHS Inspector General Overseeing Jan.6 Secret Service Probe Previously Misled Investigators: Report4 August, 12:27 GMT,He started to worry after the Jan 6, 2021 riot at the US Capitol, fearing that the vulnerabilities could be used “to start a civil war.”,That is because despite a patch being issued in 2019, many of the devices have not been updated either because they are too old for the new firmware or because of simple neglect by the operators. Pyle also says that many operators do not perform basic security measures recommended by the manufacturer, like changing the default password and putting the devices behind a firewall.,This is a problem because of the way EAS messages are distributed. There is no central authority and the process is automated in most cases. This means that someone could issue an alert locally and as long as it is accepted as a real EAS alert, it could spread nationwide.,“These devices are designed such that someone locally can issue an alert, but there’s no central control over whether I am the one person who can send or whatever,” Pyle told KerbsOnSecurity. “If you are a local operator, you can send out nationwide alerts. That’s how easy it is to do this.”,One device obtained by Pyle was a non-functional EAS device, purchased from an electronics recycling company. While the device no longer operated, the person who discarded it and the recycling company neglected to wipe the hard drive, giving Pyle access to cryptographic keys allowing him to broadcast messages on Comcast’s network, the third largest cable company in the US.,Comcast told KerbsOnSecurity in a statement that the EAS was lost by a third-party shipper and that the keys and credentials found on the device will no longer work on their system. They also thanked Pyle for his research and for informing them about the issue.,EAS vulnerabilities have been exploited in the past. In 2013, someone hacked the EAS networks in Great Falls, Montana, and Marquette, Michigan, using their access to issue an alert saying that zombies are rising from their graves. That same prank was repeated in Indiana in 2017. There have been other incidents, though they did not include zombies.。 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、光模块杀跌，哪些赛道有"接力棒"潜力？ 最近市场主导因素已变成“业绩”。
B | 上周我们看到有些赛道因业绩太差，跌得稀里哗啦。最典型的是给数据中心提供液冷服务的龙头公司，财报爆雷后率先倒下。紧接着，市场上“最靓的仔”——光模块领域，有些龙头公司业绩环比下降，当天跌幅超10%。这事非常诡异：三天前很多分析师还一致喊话“要想投资好，不能光站着，要站在光里”，集体看多光模块；三天后业绩一出，又变成段子所说的“六大门派围攻光明顶”，进去立马有10%以上浮亏。 一周前我们就聊过，短期快速拉升的板块往往由情绪或投机资金驱动，与基本面关系不大。此时若出现瑕疵，很容易引发连环踩踏，光模块就是这种状况。至今我们仍认为其短期回调未结束，因业绩只是变脸的触发因素，紧接着更多资金会怀疑其他方面出问题，比如上游原材料供给甚至涨价对利润的压缩，下游科技巨头溢价能力体现进一步压缩利润空间。接二连三的怀疑可能使其短期无法喘息，这需要时间消化，不建议短期重返火场。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
Current article:http://israi1l.cuozubeishenjingli.cfd/ulif3/wxvs24a.html
Published on:08:21:03
