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Calls of the Day: Tesla, Gold, and CrowdStrike
CNBC Television· 2025-09-19 17:52
Stock Upgrades and Price Targets - Bayer 将特斯拉评级上调至跑赢大盘,目标价从 320 美元上调至 548 美元,上涨空间超过 20% [1] - CrowdStrike 的目标价从高盛的 492 美元上调至 535 美元 [8] Tesla's Future Prospects - 特斯拉的未来在于自动驾驶、免费自动驾驶和 Robo taxis [3] - 特斯拉的 Optimus 机器人项目也备受关注,其未来发展潜力巨大 [4] Gold Market Analysis - 花旗银行对黄金的目标价为 3800 美元,Jeff Gunlock 和德意志银行认为可能达到 4000 美元 [5] - 黄金今年迄今已上涨 40%,是自 1979 年以来表现最好的一年 [5] Company Performance - Nico Eagle 股价今年迄今上涨超过 100%,股息平均每年增长 25% [6] - Freepoint Macaran 对黄金的敞口约为 20%,主要业务是铜,预计铜市场供应紧张 [7] - Palo Alto 的收益增长 26%,收入增长 16%,其新的平台战略开始奏效 [12] Cybersecurity Sector - CrowdStrike 将 27 财年的净新增年度经常性收入提高到 20%,超出预期的 11% [9] - 赛博安全 ETF (CIBR) 创下历史新高,表明市场对赛博安全领域的乐观情绪 [12] - 赛博安全比人工智能更重要,因为人工智能并不安全 [10]
Il paradosso della realtà invisibile | Andrea Da Re | TEDxConegliano
TEDx Talks· 2025-08-12 14:46
Avete mai pensato quante cose ci circondano e non vediamo. Non parlo di fenomeni paranormali o allucinazioni, ma parlo di qualcosa di molto più concreto, il mondo virtuale. Eppure in esso ci viviamo più di quanto immaginiamo.Condividiamo, lavoriamo, giochiamo, affidiamo il nostro futuro ad infrastrutture che conosciamo appena o addirittura non conosciamo. E la cosa più inquietante è che ci siamo arrivati in modo totalmente inconsapevole. Nella storia dell'evoluzione dell'uomo c'è sempre stato qualcuno che c ...
Scams, Shame,Digital Slavery: The rise of the pig butchering scam | Prashasth Baliga | TEDxDavangere
TEDx Talks· 2025-08-05 15:13
Pig Butchering Scam Overview - Pig butchering is a scam where victims are exploited and held captive to perform digital slavery, often originating from random WhatsApp messages [1] - The scam involves grooming victims by selling them a dream lifestyle through fancy pictures and promises of financial success [4] - Scammers redirect victims to fake investment portals, initially asking for small investments to gain trust before escalating to larger sums [6][7] - Victims are often lured with promises of high returns, sometimes exceeding those of established investments like the S&P 500 [7] - When victims try to withdraw their money, they are either asked to pay more or the website disappears, leaving them with financial and psychological trauma [9] Origin and Evolution - The scam originated in China around 2016 with online betting scams known as "杀猪盘" (shazup pan), meaning fattening the pig before butchering it [11] - After crackdowns in China around 2019, scammers moved to special economic zones in countries like Myanmar, where they opened casinos and continued their operations [12][13] - The COVID-19 pandemic led to a shift towards digital scams due to increased online activity and vulnerability [15] - Human trafficking became a key component, with individuals lured by fake job ads and then forced into digital slavery in scam compounds [16][17][19] Scale and Impact - Scam compounds, such as those in KK Park in Myanmar, have emerged as IT centers where trafficked individuals are forced to scam others [20][21] - Approximately 300,000 people are estimated to be trapped in these scam compounds worldwide [21] - The scam targets individuals globally, not just those in Asian countries seeking jobs, and can affect anyone, including high-profile individuals [22][23][24] - Deepfakes and AI technologies are increasingly used to enhance the scams, making them more convincing [25][27] - The economic impact is estimated to be a $75 billion market with a 40% year-on-year growth [29] Societal Implications and Call to Action - The scam leads to erosion of trust in society, with people questioning the reality of their interactions [32] - The industry calls for increased digital awareness, development of deepfake detection algorithms, and holding big tech companies accountable [34][35][36] - Governments and law enforcement agencies need to build policies, regulations, and treat these cases with empathy and sensitivity [36][37]
JP Morgan doubles down on quantum to guard against future cyber threats
CNBC Television· 2025-07-22 12:24
Q, why don't we get into it. So, they made a hire. They actually hired somebody from State Street.What does this person do and what does this bank want to do with quantum computing. Yeah, that's right, Frank. So, you know, JP Morgan has for the past 5 years or so had an internal group that conducted research into emerging technologies like quantum computing that could solve problems in finance.So, Marco Pisto was the former IBM inventor who led the group since 2020, who's recently left the bank according to ...