海外科技行业2024年第67期：AI智能体升温，英伟达与软银合作

Investment Rating - The report maintains an "Overweight" rating for the overseas technology sector, consistent with the previous rating [7]. Core Insights - The AI sector is gaining momentum, with OpenAI planning to launch the AI tool "Operator" in early 2025 and Google set to release the "Jarvis Assistant" by the end of the year. Significant investments are flowing into AI foundational models, although commercialization remains a challenge [8][14]. - NVIDIA and SoftBank are collaborating to build advanced AI infrastructure in Japan, which will include the largest AI factory in the country. This partnership aims to enhance Japan's AI industry, supported by a government investment plan of at least 10 trillion yen by the fiscal year 2030 [15][16]. - NVIDIA is also considering diversifying its supply chain, potentially partnering with Rapidus, a Japanese company focused on advanced semiconductor manufacturing [16]. Summary by Sections Weekly Market Review - During the period from November 10 to November 16, 2024, the Hang Seng Index fell by 6.28%, the Hang Seng Tech Index dropped by 7.29%, the Dow Jones Industrial Average decreased by 1.24%, and the Nasdaq Index declined by 3.15%. Overall, both Hong Kong and US stocks experienced a downward trend [17][19]. Weekly AI Industry News - Tencent reported a Q3 revenue of 167.2 billion yuan, an 8% year-on-year increase, with a net profit of 53.2 billion yuan, up 47%. The growth in the enterprise services sector was driven by cloud services and technology service fees [29]. - TSMC and GlobalFoundries have completed negotiations regarding the US CHIPS Act, which aims to strengthen domestic semiconductor manufacturing and reduce reliance on external supply chains [29]. - The EU fined Meta 798 million euros for antitrust violations related to its online advertising services [31]. - Google launched the AI voice assistant Gemini Live for iOS, allowing users to interact with AI in a more natural manner [32].