海外科技周报：“We，Robot”亮点不足，警惕市场放大波动

Investment Rating - The report indicates a "Buy" rating for the industry, suggesting a positive outlook for investment opportunities [34]. Core Insights - The report highlights significant developments in the overseas AI sector, particularly Tesla's launch of the "We, Robot" event, which introduced the robotaxi and updates on FSD and optimus progress [3][15]. - The cryptocurrency market shows a stable increase in total market capitalization, reaching $2.18 trillion, with a notable net inflow of $349 million into core asset ETFs during the week [18][25]. - The report emphasizes the volatility in cryptocurrency prices, with significant fluctuations observed, particularly after the release of U.S. inflation data [29]. Summary by Sections 1. Overseas AI - The Hang Seng Technology Index fell by 9.4% during the week, closing at 4736.1, while the Philadelphia Semiconductor Index rose by 2.5%, closing at 5335.9 [8][9]. - Tesla's Cybercab is expected to be priced below $30,000 and aims for production in 2026, with claims of safety improvements over human drivers [3][15]. 2. Web3 and Cryptocurrency Market - The total market capitalization of cryptocurrencies increased to $2.18 trillion, with a total trading volume of $67.2 billion, representing 3.08% of the total market cap [18][22]. - The top five companies in the cryptocurrency sector by weekly gains included Microstrategy, Greenidge, Core Scientific, Riot Blockchain, and BitDeer Technologies [22]. - The report notes a mixed performance in the mining and mining machine sectors, with significant variances in stock performance [22]. 3. Market Events - Upcoming events include earnings reports from major companies such as Qualcomm, TSMC, and Google, scheduled between October 22 and October 24 [16][32]. - The report also mentions the upcoming Blockchain Life Forum 2024 in Dubai and Ethereum Devcon 7 in Thailand [32].