Shownotes Transcript
Tesla’s Q3 Earnings Exceed Expectations, Musk Predicts 20-30% Sales Growth Next Year
特斯拉三季度盈利超预期，马斯克预测明年销量增幅达两到三成
Tesla’s Q3 results exceeded expectations by a large margin.特斯拉第三季度业绩大幅超出预期。
Although revenue of $25.182 billion slightly missed forecasts, net profit reached $2.167 billion, up 17% year-on-year.尽管营收251.82亿美元略低于市场预期，但净利润达21.67亿美元，同比增长17%。
Vehicle deliveries for the quarter totaled 463,000, a 6.4% year-on-year increase, setting a Q3 delivery record.该季度交付量为46.3万台，同比增长6.4%，创下了第三季度的交付纪录。
Carbon credit revenue hit $739 million, boosting profit margins.碳积分收入高达7.39亿美元，进一步提升了利润率。
Tesla also announced plans to launch more affordable models by the first half of 2025, with progress in Cybertruck and Semi truck development.特斯拉还宣布将于2025年上半年推出更实惠的车型，并在Cybertruck和Semi卡车方面取得了进展。
Musk revealed that the V13 version of full self-driving (FSD) is expected to deliver significant technical improvements.马斯克透露，全自动驾驶FSD的V13版本预计将带来显著的技术提升。
Native HarmonyOS Officially Released! Huawei’s Self-Developed Core, Over 1 Billion Ecosystem Devices
原生鸿蒙系统正式发布！华为自研系统底座，生态设备超10亿台
Huawei launched the fully self-developed native HarmonyOS system, HarmonyOS NEXT.华为发布了完全自主研发的原生鸿蒙系统HarmonyOS NEXT。
The system’s core is fully self-developed, no longer relying on foreign key technologies, improving performance and security.系统底座实现完全自研，不再依赖国外核心技术，提升了性能和安全性。
Huawei board member Yu Chengdong revealed that the HarmonyOS ecosystem now includes over 1 billion devices and 6.75 million developers.华为董事余承东透露，鸿蒙系统生态设备已超过10亿台，应用开发者达675万。
The native HarmonyOS system breaks the long-standing dominance of Western operating systems and is now the second-largest in China's smartphone market.原生鸿蒙系统打破了欧美操作系统的垄断局面，成为中国智能手机市场的第二大操作系统。
AI is a key feature of the new system, with the Xiao Yi assistant featuring enhanced perception and reasoning capabilities.AI技术也成为新系统的亮点，小艺助手具备增强的感知和推理能力。
This launch marks a major step for Huawei in the mobile operating system arena.此次发布标志着华为在移动操作系统领域迈出了重要一步。
Claude Major Upgrade: Now Can Control Computers Like a Human!
Claude升级重磅发布：可以像人一样控制电脑了！
Claude introduced a new feature called Computer Use, allowing it to operate a computer like a human.Claude发布了名为Computer Use的新功能，使其能够像人一样使用电脑。
The feature can automatically search for data, browse webpages, and even write code, effectively putting computers on “autopilot.”这个功能可以自动寻找数据、操作网页、甚至编程，真正实现了电脑的“自动驾驶”模式。
Users simply need to issue a command, and Claude completes the task with no human intervention.用户只需简单发出指令，Claude即可完成复杂任务，无需人工干预。
The upgraded Claude 3.5 version significantly improves coding capabilities, with Sonnet’s performance enhancements standing out.Claude 3.5版本的升级显著提升了编程能力，Sonnet性能提升尤为显著。
Claude 3.5 Haiku, a new generation model, will be available via API by the end of this month.Claude 3.5 Haiku作为新一代型号，将于本月底通过API等平台开放使用。
This update marks a new breakthrough in AI’s execution and operation capabilities.此次升级标志着AI执行和操作能力的全新突破。
NVIDIA CEO: Blackwell Chip Design Flaws Fixed, Expected to Ship in Q4
英伟达CEO：Blackwell芯片设计缺陷修复，预计将于第四季度发货
NVIDIA CEO Jensen Huang announced that the design flaws in the Blackwell AI chip have been fixed.英伟达首席执行官黄仁勋表示，Blackwell AI芯片的设计缺陷已得到修复。
The earlier design issue had caused low yields, but with TSMC’s help, the problem has been resolved.此前的设计问题导致了良品率低，但在台积电的帮助下问题已解决。
NVIDIA will ship in Q4, supplying customers like Meta, Alphabet, and Microsoft.英伟达将在第四季度发货，并为Meta、Alphabet和微软等客户提供芯片。
Huang stated that demand for Blackwell processors is extremely strong, with high expectations from clients.黄仁勋表示，市场对Blackwell处理器的需求非常强劲，客户对产品的期望很高。
Google and Dell are preparing to deploy Blackwell-based devices, and NVIDIA is ensuring smooth launch.谷歌、戴尔等公司已准备开始部署基于Blackwell系列的设备和服务器。
NVIDIA is making every effort to ensure the next-gen AI accelerators hit the market smoothly.英伟达正在全力确保新一代AI加速器顺利上市。