海外科技行业2024年第64期：Agent落地推动AI商业化提速，高通Soc大幅提升端侧AI能力

Investment Rating - The report maintains an "Overweight" rating for the overseas technology sector [2]. Core Insights - The commercialization of AI is accelerating with the gradual rollout of Microsoft and Claude's Agent applications [3][4]. - Qualcomm's Snapdragon 8 Elite significantly enhances edge AI capabilities, with major smartphone brands preparing to launch devices using this chip [4]. - TSMC's price increases for foundry services exceed expectations, with the Arizona plant achieving higher yields than its Taiwanese counterparts [4]. Summary by Sections Market Overview - During the week of October 20 to October 26, 2024, the Hang Seng Index fell by 1.03%, the Hang Seng Tech Index decreased by 1.37%, the Dow Jones Industrial Average dropped by 2.68%, while the Nasdaq Index rose by 0.16% [10][12]. AI Industry News - Microsoft integrated 10 autonomous AI Agents into Dynamics 365, which can automate complex business tasks, saving companies significant operational costs. For instance, Lumen saved $50 million annually, equivalent to hiring 187 full-time employees [4][8]. - Claude's latest AI model introduced a "Computer Use" feature, allowing it to interact with computer interfaces, scoring 14.9$30,000. The Arizona facility's yield is currently 4% higher than similar facilities in Taiwan [4][9]. Important Meetings - Upcoming earnings calls include Google on October 30, Microsoft on October 31, Meta on October 31, and Apple on November 1 [23].