Microsoft AI推出全新自主研发的网络安全模型
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Microsoft used Copilot to uncover a hacker supply chain and filed lawsuits against multiple groups.
According to Beating's monitoring, Microsoft's Digital Crimes Unit (DCU) deployed artificial intelligence technology in its operation against the malware Amadey and StealC. Investigators used tools such as Copilot to analyze malicious code and used natural language question answering to clarify the potential connection between the two software programs sharing the same digital infrastructure, thus avoiding tedious manual code auditing. Amadey, the malware, was responsible for gaining access to devices, essentially obtaining the key to the house; StealC, on the other hand, was an infostealer used to collect sensitive data from browsers, cryptocurrency wallets, messaging software, email clients, and gaming platforms. Microsoft statistics show that in the first two weeks of May, the two software programs had infected more than 140,000 computers worldwide. The increasing specialization in cybersecurity has exacerbated the difficulty of prevention, with attackers often carrying out intrusions and data theft in stages and by different entities. The connection between the two infrastructures allowed Microsoft to file a single civil lawsuit, accusing the defendants of violating the U.S. Ransomware and Bribery Organizations Act (RICO). Consolidation of the cases allowed Microsoft to sue multiple parties at once, without having to file separate cases for each tool. Microsoft collaborated with Europol, the German Federal Criminal Police Office, the Dutch and Danish National Police, as well as IBM and Proofpoint in the operation. Microsoft noted that AI is reshaping both ends of the digital crime landscape. Richard Boscovich, Assistant General Counsel of Microsoft DCU, added that driven by AI, hackers are shifting towards a more specialized illicit supply chain, forcing security teams to broaden their defensive focus from individual malicious actors to the entire toolchain.
U.S. Central Command: Troops remain on high alert and are ready to hold Iran accountable at any time.
According to BlockBeats, on July 8th, the U.S. Central Command stated that its forces remain on high alert and are prepared to hold Iran accountable if it fails to comply with or fulfill agreements. This comes after the U.S. military confirmed a series of strikes against Iran.
Naver's $9.9 billion stock swap deal with Dunamu has been delayed again until the end of the year, while South Korea's digital asset law remains unresolved.
According to BlockBeats, on July 7, Naver Financial and Dunamu postponed the completion date of their full share swap transaction to December 31, marking the second delay in the deal. The deal to merge Dunamu, the operator of South Korea's largest crypto exchage Upbit, into Naver's financial sector was originally scheduled to close on September 30. Dunamu disclosed a new timeline on the 6th through corrections to its initial filing last November, but incomplete digital asset legislation and pending antitrust reviews remain major uncertainties. The company has postponed its extraordinary general meeting of shareholders from August 18 to November 19, and the shareholder confirmation date has been reset to October 22. Several government approvals are still required before the transaction can be completed, including approval from the Korea Fair Trade Commission (FTC) for the merger, approval for the change of Naver Financial's largest shareholder under credit information regulations, and acceptance of the filing for the change of Dunamu's largest shareholder under specific financial transaction information laws. Dunamu stated that progress at any of these stages could further extend the timeline or even cause the transaction to change. Dunamu also pointed out that the Digital Assets Basic Law, currently under consideration in Congress, is a real variable affecting the progress and outcome of transactions. As this bill is being enacted, regulators are also simultaneously considering implementing bank-style no-fault liability rules for exchanges, requiring platforms to compensate users for losses caused by hacker attacks.
Bank of America Securities: Maintains "Buy" rating on MINIMAX, target price HK$500
According to BlockBeats, on July 7, Bank of America Securities issued a research report stating that the six-month lock-up period for the MINIMAX-W will expire tomorrow (July 8), which is expected to cause stock price volatility. However, it is possible that it will be included in the Hong Kong Stock Connect on August 6, which may also provide liquidity support. The report maintains a "buy" rating on MiniMax with a target price of HK$500.
Bitunix analysts: The Federal Reserve has downplayed policy guidance, with "uncertainty premium" becoming the main battleground, rather than the interest rate path.
According to BlockBeats, on July 7th, the focus of global markets is gradually shifting from interest rate direction to policy communication methods. Federal Reserve Governor Waller stated that forward guidance should not be a fixed framework and could even be completely eliminated if necessary, reiterating that the central bank will not deliberately maintain low interest rates to address government fiscal deficits. This means that the market will rely more on real-time economic data rather than pre-determined interest rate paths from central banks, reducing policy predictability. It also means that asset prices will become increasingly sensitive to inflation, employment, and economic data, and market volatility may refocus during periods of major data releases. On the other hand, Middle East risks have escalated again. Reports of missile attacks on merchant ships in the Strait of Hormuz have surfaced again, threatening to shatter the previously established window of easing tensions between the US and Iran. Trump reiterated that he would not rule out escalating military action if negotiations fail. However, Saudi Arabia lowered its official selling price for crude oil to the Asian market in August, reflecting relatively ample supply. The energy market is currently still oscillating between "geopolitical risks" and "supply easing," and whether oil prices can rebound in the short term depends on whether the conflict further impacts actual supply. On the other hand, the issues of Japanese debt pressure and the continued weakening of the yen have resurfaced, and market doubts about the Bank of Japan's policy space have not subsided. The trend of global capital flowing into high-yield dollar assets has not changed significantly. For the crypto market, what truly deserves attention is not a single event, but the loss of the "certainty" provided by central bank forward guidance. As policy begins to rely entirely on data, geopolitical risks escalate, and global liquidity remains tight, the crypto market will continue to be primarily driven by changes in risk appetite and liquidity momentum in the short term. Price movements will continue to be repeatedly disrupted by macroeconomic events and market sentiment. Until capital flows truly form a unified direction, a cautious stance is expected to persist.
Goldman Sachs maintains Nvidia's $285 price target, valuation already reflects ASIC market share risk.
According to BlockBeats, on July 7th, Goldman Sachs maintained its "Buy" rating and $285 price target for Nvidia, stating that the stock's current valuation already largely reflects the risk of market share loss due to its self-developed AI chips and increased competition. Nvidia has recently underperformed the broader semiconductor sector. While chip stocks generally rebounded on Monday, Nvidia's gains were limited; year-to-date, its performance has also significantly lagged behind AI hardware companies like Micron, AMD, Intel, and Marvell. The main market concern is that major customers like Alphabet and Amazon are pushing their self-developed ASIC chips to third parties while still purchasing Nvidia GPUs. Meanwhile, increased CPU investment in AI workloads is also giving AMD and Intel more growth opportunities. However, Goldman Sachs analyst James Schneider believes that Nvidia's risk discount is already too large. He expects that even with some market share gained by ASICs and some incremental growth from competitors, Nvidia's revenue could still achieve strong growth next year. The Vera Rubin platform, which will enter mass production in the second half of the year, will be key to determining whether the company can widen the performance gap again.