海外市场周观察：特斯拉财报表现亮眼

Group 1 - The report highlights that Tesla's Q3 earnings exceeded expectations, with a net profit of $2.167 billion compared to the expected $1.78 billion, and a gross margin of 19.8% against the anticipated 17.3% [2][18] - Following the earnings announcement, Tesla's stock surged by 21.9%, marking its best single-day performance since May 2013, and adding approximately $150 billion to its market capitalization [2][18] - The report notes that the Markit Manufacturing PMI and Services PMI for the U.S. were both above market expectations, indicating a strong economic performance [2][19] Group 2 - The report indicates that the U.S. labor market remains resilient, with initial jobless claims decreasing to 227,000, down from 242,000 [19] - The Federal Reserve's Beige Book shows stable economic activity across most regions, with moderate growth reported in two areas and a slight increase in employment numbers [3][19] - The market anticipates a 94.9% probability of a 25 basis point rate cut in November, reflecting a dovish stance from Federal Reserve officials [20][24] Group 3 - The report details that global major asset classes experienced mixed performance, with CBOT soybean oil rising by 5.69% and IPE crude oil increasing by 3.73% [4][34] - The Nikkei 225 index saw the largest decline at -2.74%, while the Dow Jones Industrial Average fell by -2.68% [4][34] - The report also notes that the U.S. 10-year Treasury yield rose by 17 basis points to 4.25%, indicating a shift in market sentiment [50]