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三星发布新一代折叠屏智能手机，消费电子创新周期再度开启_我的网站

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一 | 每经编辑：彭水萍今日盘中，电子板块震荡上行。

二 | 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.。截至7月23日9时55分，电子50ETF（515320）上涨1.45%，基金今年累计涨幅达39.39%，表现亮眼；成分股方面，工业富联上涨5.49%，传音控股上涨4.7%，立讯精密上涨1.25%，京东方A上涨0.83%。三星周三发布了最新一代折叠屏智能手机，并上调两款升级版折叠手机的售价。三星表示，该机采用4:3屏幕比例，旨在为观看视频等内容提供更好的显示体验。处理器方面，Fold8和Fold8 Ultra均采用高通最新处理器，即Snapdragon 8 Elite Gen；Flip8则根据不同市场，搭载高通芯片或三星自研的Exynos芯片。此外，Ultra配备更先进的三摄系统，并拥有更大的电池容量。

三 | 涨价基本符合市场预期，主要原因是零部件成本上升，尤其是存储芯片价格。受人工智能行业需求旺盛以及供应紧张影响，存储芯片价格大幅上涨。同时，多家媒体此前报道称，苹果预计将在今年推出首款折叠屏iPhone。这将进一步加剧竞争，而自2019年推出首款折叠屏手机以来，三星一直主导着这一市场。CCS Insight首席分析师兼首席营销官本·伍德表示：“2026年对于折叠屏手机而言将是极其重要的一年，因为苹果几乎确定将在今年晚些时候推出折叠屏iPhone。” 相关研究机构表示，电子行业维持"增持"评级，重点关注AI硬件、存储产业链和MLCC产业链三大方向。AI硬件领域受益于技术迭代需求，存储产业链有望迎来行业复苏，MLCC产业链则受益于下游应用拓展。这些领域均具备明确的产业逻辑和发展前景，值得投资者关注。