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震惊!通信业史上“最严重”事故...
Xin Lang Cai Jing· 2025-05-13 07:25
令人脊背发凉的是,黑客突破的归属用户服务器(HSS)系统本处于物理隔离的封闭网络,本被视作 "万无一失的保险柜"。但攻击者如鬼魅般潜入,导致USIM卡数据大规模泄露,涉及国际移动用户识别 码(IMSI)、电话号码及 21 种核心管理信息。韩国科学技术信息通信部(MSIT)调查发现,5台核心 服务器中暗藏4 款BPFDoor 病毒家族恶意软件,利用 Linux 系统伯克利数据包过滤器(BPF)漏洞悄然 渗透。技术专家指出,这类病毒的高隐蔽性让溯源追踪近乎 "大海捞针",调查难度呈指数级攀升。 用户雪崩式流失,SK 电讯陷入 "生死时速" 韩国移动通信巨头SK电讯遭遇 "至暗时刻"!近日,SK电讯的系统遭到了黑客的恶意软件攻击,导致部 分用户的USIM相关信息泄露,韩国信息产业部部长刘尚任在紧急调研SK电讯总部后,言辞震惊:"这 起事故已动摇公众对移动通信基础设施的根本信任!" 作为占据韩国5000万人口半数用户(2500 万)的 行业巨头,SK电讯首席执行官柳永相在国会听证会上坦言,此次SIM卡信息盗取案堪称电信行业历史 上最严重的黑客攻击,一场波及整个行业的信任风暴正在席卷而来。 铜墙铁壁被攻破:物理隔离系统 ...
据华尔街日报:美国联邦通信委员会(FCC)将调查美国电信公司EchoStar是否遵守建设全美5G网络的要求。
news flash· 2025-05-12 17:58
Core Viewpoint - The Federal Communications Commission (FCC) is investigating whether the telecommunications company EchoStar is complying with the requirements for building a nationwide 5G network [1] Group 1 - The FCC's investigation focuses on EchoStar's adherence to the regulations set for the development of the 5G infrastructure in the United States [1]
李嘉诚急了!七折抛售北京房产,想与内地撇清关系准备跑路?
Sou Hu Cai Jing· 2025-05-12 10:48
据5月9日智通财经报道,李嘉诚旗下的长河公司,正打算对其在北京四环的核心楼盘项目进行七折抛售,这一消息瞬间引发各界热议。 要知道这块地是李嘉诚在2001年,斥资7亿元,将北京朝阳区东四环这块总面积达40万平方米的地块收入囊中。 算下来,当时的楼面价仅约1750元/平方米,在那个房地产市场还处于初步发展的阶段,这无疑是一笔极为划算的买卖。 因为在当时,我国有着明确的"三年未开发收回"政策,旨在避免土地资源被恶意囤积,保障市场健康发展。 李嘉诚这次恐怕是真的急了! 先是低价出售长和旗下43个港口,现在又开始降价抛售自己在北京的豪宅房产。 如此频繁的出售自己的固定资产,李嘉诚有这么缺现金吗? 难不成真的像有人说的那样,他是想尽快筹措资金,然后转移国内资产,好跑路呢? 不过,在拿下地块之后,李嘉诚并没让公司大面积动工开发。 李嘉诚为了规避这一政策,命令长河公司将这块地分三期开发,这一策略使得项目开发周期大幅拉长,一直到2024年,该楼盘才正式开 盘售卖。 而经过二十多年的城市发展,北京房地产市场早已今非昔比,此时开盘,房价平均已飙升至10万元一平。 仅仅一年时间,李嘉诚便开始降价抛售,单套价格下降近100万,别墅项目 ...
安徽力争2025年新增5家境外世界500强投资企业
Sou Hu Cai Jing· 2025-05-12 07:58
刘光介绍,安徽将加快出台《安徽省稳外资行动方案》,谋划6个方面共16条举措,多措并举稳住外资规模、稳住外商信心、稳住投资预期。此外,在便捷 畅通渠道方面,安徽将在优化口岸环境、提高通关便利、创新贸易业态和强化金融赋能方面发力。积极推进合肥机场、芜湖港智慧口岸国家试点建设;持续 优化海外仓全球布局;持续开展"外贸+金融"服务创新,满足企业多元化金融需求。 在国际合作方面,安徽将持续实施"徽动全球"出海行动,组织100支左右招商小分队赴境外开展"走进跨国公司总部"活动,组织5000家次企业参加境内外国 际展会,举办15场左右安徽外向型产业主题展。在今年4月组织的阿联酋安徽光伏和储能产业主题展上,超20家企业参加出海推介相关活动, 同时,支持企业"抱团出海",推动汽车、光伏、锂电等优势产业链上下游企业协同合作参与国际竞争;搭建境外服务网络,建设首批22家境外商务服务网 点,为企业出海提供便利和支持;建设重点国别外资中小企业合作区。 此外,安徽还将主动对接国际高标准经贸规则,开展首创性、集成式探索,推动自贸试验区主导产业全产业链创新,为稳步扩大制度型开放提供"安徽方 案";加快推进合肥市服务业扩大开放试点城市建设,聚 ...
财报前瞻 | IPO市场冻结、AI投资未兑现 软银(SFTBY.US)Q4亏损难避免
智通财经网· 2025-05-12 07:02
Group 1 - SoftBank Group is expected to report a net loss of 26.9 billion yen (approximately $184.4 million) due to the cooling of tech startups and increased losses from major investments [1] - The strong yen and the excellent performance of SoftBank's telecom assets, such as T-Mobile, which saw a quarterly increase of over 20%, may partially offset the negative impact of portfolio valuation adjustments [1] - Analysts predict a stark contrast in net loss for the January-March quarter compared to a net profit of 231 billion yen in the same period last year [1] Group 2 - SoftBank has announced its largest investment plan in years, committing $20-30 billion to OpenAI and acquiring chip startup Ampere Computing for $6.5 billion [2] - Analysts question whether these AI investments will improve profitability, as these projects have yet to show substantial results amid intense industry competition [2] - Market uncertainty has led to a cooling IPO market, which may further depress the valuations of SoftBank's unlisted portfolio companies [2]
南向资金年内流入近6000亿元基金经理深挖港股投资机会
Shang Hai Zheng Quan Bao· 2025-05-11 14:09
Group 1 - Domestic capital has significantly increased its allocation to Hong Kong stocks, with net inflows of nearly 600 billion yuan this year, marking a new high in the past five years for the proportion of public funds allocated to Hong Kong stocks, which exceeded 30% as of the end of Q1 [2] - The total size of ETFs available for investment in Hong Kong stocks reached 178.99 billion yuan by the end of Q1, reflecting a growth of over 45% compared to the end of Q4 last year [2] - Goldman Sachs has raised its forecast for net southbound capital flows under the mutual market access mechanism between mainland and Hong Kong stock markets from 75 billion USD to 110 billion USD, citing the increasing attractiveness of Hong Kong stocks [2] Group 2 - The manager of the Southern Hong Kong Growth Flexible Allocation Mixed Fund believes that many growth stocks in Hong Kong have strong value attributes due to significantly increased shareholder returns, with valuations and overall dividend yields comparable to those of public utilities and cyclical industries [3] - The Hong Kong internet sector is viewed as a new value stock, with sufficient buybacks and dividends expected to offset the impact of foreign capital outflows, which have been a significant factor in the market's decline over the past three years [4] - The technology sector in Hong Kong is anticipated to benefit from the recent launch of high-quality, low-cost open-source models, driving the proliferation of artificial intelligence applications and creating new use cases [4]
资金动向 | 北水加仓华虹半导体超5亿港元,连续4日减持小米
Ge Long Hui· 2025-05-09 11:17
Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 4.044 billion HKD on May 9, with significant purchases in Huahong Semiconductor (516 million HKD), Pop Mart (280 million HKD), Meituan-W (249 million HKD), Alibaba-W (209 million HKD), SMIC (201 million HKD), and China Mobile (175 million HKD) [1] - Continuous net buying of Meituan for 10 consecutive days, totaling 8.98639 billion HKD [4] - Continuous net selling of Tencent and Xiaomi for 4 days, amounting to 4.76434 billion HKD and 3.99379 billion HKD respectively [5] Group 2: Company-Specific Developments - Huahong Semiconductor and SMIC reported Q1 2025 results, with significant share reductions by state investment funds, raising market concerns about the semiconductor industry's capital movements [6] - Pop Mart is focusing on enhancing consumer demand through new IP consumption initiatives as highlighted in a recent article by the Minister of Commerce [6] - Meituan launched a comprehensive service guarantee plan for instant retail, indicating a strategic push into the sector [6] - Alibaba's CEO emphasized a startup mentality to leverage opportunities in the AI technology revolution, planning significant investments in core battles [7] - China Mobile's Q1 results showed a slowdown in revenue and net profit growth, but capital expenditure reductions are expected to stabilize cash flow in the coming years [7] - Morgan Stanley raised Xiaomi's target price to 62 HKD, projecting a market cap of 2.5 trillion HKD by 2030, driven by growth in electric vehicles and AIoT [7] - UBS forecasts stable growth in the fintech sector for Chinese internet platforms, with Tencent expected to benefit significantly from this trend [8]
5月9日电,日本电信电话株式会社宣布回购最高2000亿日元股票。
news flash· 2025-05-09 04:07
智通财经5月9日电,日本电信电话株式会社宣布回购最高2000亿日元股票。 ...
A股缩量上涨,军工再涨
Mei Ri Jing Ji Xin Wen· 2025-05-08 10:20
隔夜美联储结束了为期两天的利率会议,如市场预期的按兵不动,联邦基金利率仍维持在4.25%-4.50% 区间。迄今为止,美联储已在连续三次会议上维持利率不变。 美联储主席鲍威尔在新闻发布会上表态略偏鹰派,他表示,美联储不必急于调整利率,目前的政策是适 度限制的。值得一提的是,鲍威尔还表示,总统特朗普对降息的呼声"根本不会影响"美联储的工作,美 联储从未主动要求与任何总统会面,并且将来也不会。 受上述消息影响,市场对降息的预期微有弱化,目前市场的最新观点是,美联储最早将于今年7月才有 可能下调利率。 继周三冲高回落后,周四A股各大股指以涨为主。截至收盘,上证综指涨0.28%至3352.00点;深综指涨 1.03%,创业板综指涨1.48%,科创50指数跌0.36%,北证50指数涨0.98%。全A总成交额为13218亿元, 较周三的15051亿元明显萎缩。 由个股看,前一天表现强劲的航空航天等军工股继续领涨。军工类股票异常强劲应部分与近期地缘局势 趋向紧张相关,比如南亚局势,这使投资者对国防工业的重要性有了更新的认识。 除军工股涨势喜人外,通信设备、交运设备、通用设备、光伏设备、电机、橡胶制品板块涨幅也相对领 先。下 ...
特朗普关税“逼走”全球资金!投资者现在集体盯上“迷你美国”
Jin Shi Shu Ju· 2025-05-08 09:43
外国投资者正转向澳大利亚,选择这个常被忽视的市场作为贸易战的避风港,因为它拥有廉价的货币和 有韧性的经济。 虽然很难量化到底有多少资本流向澳大利亚,因为澳大利亚证券交易所不发布及时的资金流数据,但这 已体现在股票登记数据中。 自美国总统特朗普4月2日宣布"解放日"关税以来,澳大利亚S&P/ASX00指数是发达国家市场基准中表 现最好的指数之一,上涨3.1%,仅次于德国DAX指数。如果考虑同期的美元下跌,以美元计算的涨幅 是该数字的两倍多。 资金流入澳大利亚之际,全球资产配置者正在寻找美国股票的替代品,并显示出一种相对不寻常的对以 国内市场为主导的公司的追捧,而不是离岸买家历来青睐的全球矿业公司。 目前尚不清楚外国投资者具体购买了哪些非金融类股票,但不受关税影响的澳大利亚超市Coles今年迄 今上涨18%,澳大利亚电信公司Telstra上涨14%。 瑞银悉尼分公司负责澳大利亚和新西兰股票的董事总经理Clinton Wong表示:"我们看到……全球基金 经理正在增持澳大利亚股票。" 他拒绝量化资金流或详细描述买家,但表示可能的原因是澳大利亚是一个庞大且流动性好的市场,受美 国10%关税的影响相对较低。 他说:"我 ...