计算机行业全球科技动态追踪：特斯拉、谷歌等科技龙头陆续披露三季报

Investment Rating - The report maintains a "Hold" rating for the computer industry [4]. Core Insights - Tesla reported Q3 FY2024 earnings with total revenue of $25.182 billion (YoY +7.85%) and net profit of $2.183 billion (YoY +16.84%), driven by reduced material and transportation costs, leading to a gross margin increase to 19.8% [2][27]. - Alphabet's Q3 FY2024 earnings showed revenue of $88.268 billion (YoY +15.09%) and net profit of $26.301 billion (YoY +33.58%), with strong growth in AI and cloud services [3][27]. Summary by Sections Global Market Performance - U.S. tech stocks saw slight increases, while Hong Kong, Chinese concept stocks, and A-shares in the computer sector experienced declines. The S&P 500 index decreased by 0.96%, while the Nasdaq Composite increased by 0.16% [11][12]. Industry News - Tesla's energy business continues to grow significantly, with a 52.4% YoY increase in revenue from energy generation and storage, reaching $2.376 billion [2][28]. - Alphabet's investments in AI and infrastructure are yielding returns, particularly in search and cloud services, with Google Cloud revenue growing by 34.98% YoY [3][27]. Individual Company Earnings Review - Tesla's automotive revenue was $20.016 billion (YoY +1.99%), with vehicle production and delivery increasing by 9% and 6% respectively [28]. - Alphabet's search revenue was $49.385 billion (YoY +12.17%), and YouTube ad revenue reached $8.921 billion (YoY +12.19%) [3][27].