海外科技行业2024年第66期：特朗普政府对AI态度积极、监管趋缓，支撑美股科技行情

Investment Rating - The report maintains an "Overweight" rating for the overseas technology sector [2]. Core Insights - The Trump administration's positive stance on AI development and a relatively relaxed regulatory environment support the US tech market [2][8]. - The Biden administration is accelerating the implementation of the "Chip Act," indicating that the chip market will remain robust [9]. - OpenAI has postponed the release of GPT-5 due to computational limitations, with plans to launch a "very good version" later in 2024 [9][21]. Summary by Sections Weekly Perspective - The report highlights the supportive environment for US tech stocks due to Trump's focus on AI and potential rollback of stringent regulations [8]. - The influence of Elon Musk is noted as a factor that may create a favorable market for tech stocks [8]. Weekly Market Review - Major indices showed positive performance from November 3 to November 9, 2024, with the Hang Seng Index up 1.08%, the Hang Seng Tech Index up 4.11%, the Dow Jones Industrial Average up 4.61%, and the Nasdaq up 5.74% [10][12]. Weekly AI Industry News - TSMC reported a 29.2% year-over-year revenue increase for October 2024, with a month-over-month growth of 24.8% [21]. - Musk's SpaceX is requesting suppliers to relocate manufacturing outside Taiwan due to geopolitical concerns [21]. - Apple is exploring the smart glasses market with its "Atlas" project [21]. - Nvidia is shifting orders from Super Micro Computer to other suppliers amid legal scrutiny [22]. Important Meeting Announcements - Upcoming earnings calls include Tencent on November 13, JD.com on November 14, and Alibaba and Lenovo on November 15 [24].