海外科技行业2024年第62期：特斯拉Robotaxi如约亮相，AMD全线布局AI推新品

Investment Rating - The report maintains an "Overweight" rating for the overseas technology sector [2][36]. Core Insights - Tesla has launched the Cybercab, which operates at a cost as low as $0.2 per mile, with an expected price range of $0.3 to $0.4 per mile, significantly lower than the current public transport cost of around $1 per mile [9]. - AMD has made significant advancements in AI, launching new CPU, GPU, and DPU products, with the new Turin CPU showing up to 3.8 times improvement in AI performance compared to the previous generation [4][8]. - OpenAI is projected to achieve profitability by FY2029, with expected revenues reaching $100 billion, despite anticipated losses of $5 billion in FY2025 and $14 billion in FY2026 [4][9]. Weekly Market Review - The Hang Seng Index fell by 6.53% and the Hang Seng Tech Index dropped by 9.39% during the week of October 6 to October 12, 2024, while the Dow Jones Industrial Average rose by 1.21% and the Nasdaq increased by 1.13% [10][12]. - Key stocks in Hong Kong showed mixed performance, with Xiaomi Group down by 3.3%, Lenovo Group down by 3.4%, and Alibaba down by 7.1% [17][19]. AI Industry News - ByteDance launched its first AI smart earphone, Ola Friend, which integrates with its app for voice interaction [22]. - Meta AI has expanded its services to six new countries, including Brazil and the UK, aiming to cover approximately 40 countries by the end of the year [23][29]. - Intel has reduced its 2025 shipment target for the Gaudi 3 AI accelerator by approximately 30.77% due to internal strategy adjustments [25].