海外科技行业周报：芯片限制迎来新变，Palantir业绩超预期

Investment Rating - The report maintains a "Recommendation" rating for the industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [37]. Core Insights - The semiconductor supply chain is experiencing new changes, with TSMC responding to rumors of halting supply to AI chip customers. Palantir's performance exceeded expectations, leading to an upward revision of its annual guidance [4][15]. - Palantir reported Q3 FY2024 revenue of $726 million, surpassing Bloomberg's consensus estimate by $310 million, with a year-over-year growth of 30.11% and a quarter-over-quarter growth of 7.08% [15][16]. - The report highlights the increasing demand for AI solutions, particularly in government sectors, as evidenced by Palantir's significant government revenue growth [15][16]. Summary by Sections Market Overview - The U.S. stock indices experienced declines during the week of November 4-8, with the Dow Jones up 4.61%, S&P 500 up 4.66%, and Nasdaq up 5.74%. The Hang Seng Tech index saw a weekly decline of 4.11% [8]. Company Performance - Palantir's Q3 FY2024 revenue breakdown includes $317 million from commercial revenue (up 26.59% YoY) and $408 million from government revenue (up 32.75% YoY). The company expects Q4 revenue between $767 million and $771 million [15][16]. - The number of customers increased by 39% YoY to 629, with significant growth in U.S. commercial customers [19]. Industry News - TSMC addressed rumors of halting AI chip supplies, while Perplexity AI is raising $500 million, reaching a valuation of $9 billion, indicating strong investor interest in AI companies [10][12]. - Tesla has introduced a leasing option for its Cybertruck starting at $999 per month, reflecting the company's strategy to manage order backlogs [13]. - Brazil is negotiating with a Chinese satellite internet provider to compete with Starlink, highlighting the growing opportunities in the satellite internet market [14].