全球AI产业跟踪：TESLA：24Q3利润端表现亮眼，单车成本创新低

Investment Rating - The industry investment rating is "Increase" [3][20]. Core Viewpoints - Intel announced an investment of over $28 billion to build two new chip factories in Licking County, Ohio, as part of its IDM 2.0 strategy to expand its foundry business and meet the surging demand for advanced semiconductors [2][12]. - NVIDIA plans to increase its computing power in India by nearly 20 times and will continue to invest in computing infrastructure to tap into the growing market [2][12]. - OpenAI is expected to launch a new model called "Orion" in December, which is projected to be over 100 times more powerful than GPT-4 [2][12]. - Tesla's Q3 2024 results showed revenue of $25.182 billion, a year-on-year increase of 7.85%, with operating profit of $2.772 billion, up 57.14%, and net profit of $2.167 billion, up 16.95%. The company achieved a record low cost of goods sold (COGS) per vehicle at approximately $35,100 [2][13]. Summary by Sections Market Review - Global major indices showed varied performance, with the Dow Jones down 2.68% and the Shanghai Composite up 0.79% during the week of October 21-25, 2024 [6][8]. Global AI Industry Chain Highlights - Key companies in the AI industry chain are experiencing significant developments, including performance disclosures and strategic investments [10][11]. Investment Recommendations - Recommended stocks to focus on include AMZN, META, GOOGL, MSFT, NVDA, Haiguang Information, and Cambrian [3][14].