Hong Kong and American stocks Nuggets

U.S. Stock Gold Mining | Buffett continues to write myths! Berkshire has risen over 15% this year to a new high; Intel has increased by over 24% in three days! The new CEO plans to implement comprehensive reforms to recreate a "world-class foundry."

编者按：《美股掘金》每日紧跟市场动态，洞察并梳理热门异动及涨势突出的个股，为牛友提供多维度投资机会参考，助力牛友一图掌握投资先机！

1、 $阿里巴巴 (BABA.US)$ 年内涨超74%，隔夜涨近5%，CEO主张阿里现有业务全面实现“AI化”。

阿里巴巴CEO吴泳铭主张在阿里现有业务中全面实现“AI化”。知情人士透露，阿里所有部门已被告知，他们2025年的绩效将通过如何利用AI促进增长来评估。淘宝和天猫在内的核心电子商务部门被鼓励采用更多的AI技术。各团队正在与通义千问的工程师密切合作，共同开发能够提高效率和用户体验的功能。
机构评级方面，瑞银上调阿里巴巴目标价至172港元，重申“买入”评级。

2、巴菲特续写神话！ $伯克希尔-A (BRK.A.US)$ $伯克希尔-B (BRK.B.US)$ 再创历史新高，年内涨逾15%碾压标普500。

伯克希尔年内的涨幅已超15%，牢牢占据了全球市值第八高公司的宝座，而标普500指数同期则下跌了3.2%。周一提振伯克希尔股价的消息，还来自于其“言出必行”地进一步增持日本五大商社的最新动作。监管文件显示，巴菲特旗下伯克希尔·哈撒韦公司再度增持了日本五大商社股份：
对三井物产持股比例从8.09%增至9.82%，对三菱商事持股比例从8.31%升至9.67%，对住友商事持股比例从8.23%提高到9.29%，对伊藤忠商事持股比例由7.47%上调至8.53%，对丸红株式会社持股比例从8.30%增加至9.30%。

3、$英特尔 (INTC.US)$ 收涨近7%，近三日涨超24%！新官上任三把火：计划重组代工、AI业务并裁员，重现“世界级代工厂”。

即将上任英特尔CEO的陈立武正考虑对该公司芯片制造方法和人工智能战略进行重大调整，以重振这家陷入困境的科技巨头。
两位熟悉陈立武想法的知情人士透露，在他于周二正式回归英特尔前，他已经在制定一项全面改革计划，包括重组英特尔在人工智能领域的布局，并裁减部分员工，以解决他认为臃肿低效的中层管理问题。
此外，知情人士表示，英特尔制造业务的调整将是陈立武的核心优先事项之一，该部门曾经专注于为英特尔自身生产芯片，但现在也为英伟达等外部客户制造半导体。这些计划仍在制定过程中，可能会有所调整。

一、创新高美股巨头

二、创新高美股个股

三、热门美股涨跌幅榜

编辑/danial

Editor's Note:Gold Mining in the US Stock MarketDaily tracking of market dynamics, insightful analysis and sorting of popular fluctuations and outstanding rising stocks, providing mooers with multi-dimensional investment opportunities for reference, helping mooers grasp investment opportunities at a glance.

1、 $Alibaba (BABA.US)$ Up over 74% this year, rising nearly 5% overnight, the CEO advocates for all of Alibaba's existing businesses to fully realize "AI transformation".

Alibaba CEO Wu Yongming advocates for a comprehensive realization of "AI transformation" in Alibaba's existing businesses. Sources reveal that all departments at Alibaba have been informed that their performance in 2025 will be evaluated based on how well they utilize AI to drive growth. The core E-Commerce divisions, including Taobao and Tmall, are encouraged to adopt more AI technologies. Various teams are working closely with engineers from Tongyi Qianwen to develop features that can enhance efficiency and user experience.
In terms of institutional ratings, UBS Group has raised the target price for Alibaba to 172 Hong Kong dollars and reaffirmed the "Buy" rating.

2. Buffett continues to write a myth! $Berkshire Hathaway-A (BRK.A.US)$ $Berkshire Hathaway-B (BRK.B.US)$ Another historical high, climbing over 15% this year, surpassing the S&P 500.

Berkshire's increase this year has exceeded 15%, firmly occupying the position of the eighth highest Market Cap company globally, while the S&P 500 Index has dropped 3.2% during the same period. The news that boosted Berkshire's stock price on Monday also came from its 'action speaks louder than words' latest move to further increase its shareholding in Japan's five major trading companies. Regulatory filings show that Buffett's Berkshire Hathaway Inc. has once again increased its stakes in Japan's five major trading companies:
The Shareholding ratio in Mitsui & Co. increased from 8.09% to 9.82%, the Shareholding ratio in Mitsubishi Corporation increased from 8.31% to 9.67%, the Shareholding ratio in Sumitomo Corporation rose from 8.23% to 9.29%, the Shareholding ratio in Itochu Corporation was adjusted from 7.47% to 8.53%, and the Shareholding ratio in Marubeni Corporation increased from 8.30% to 9.30%.

3、$Intel (INTC.US)$ The stock rose nearly 7%, increasing over 24% in the past three days! The new official is firing on all cylinders: plans to restructure outsourcing, AI business, and cut jobs, aiming to recreate a 'world-class manufacturing plant.'

Chen Liwu, who is set to become the new CEO of Intel, is considering significant adjustments to the company's chip manufacturing methods and AI strategy to revitalize this struggling technology giant.
Two insiders familiar with Chen Liwu's thoughts revealed that he is already formulating a comprehensive reform plan before his official return to Intel on Tuesday, which includes restructuring Intel's layout in the AI field and cutting some employees to address what he sees as bloated and inefficient mid-level management.
Additionally, insiders indicated that the adjustments to Intel's manufacturing business will be one of Chen Liwu's core priorities; this department, which used to focus on producing chips for Intel itself, is now also manufacturing semiconductors for external customers like NVIDIA. These plans are still in development and may be adjusted.

1. Innovation high among US stock giants.

2. New highs in individual US stocks

3. Popular US stocks gain and loss ranking

Editor/danial

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