October 20 Real-Time Trading Record (Noon)

Zhongma Transmission: Fully exited the position, securing over 5 percentage points in gains—making money in this market is truly no easy feat. Green Harmonic Drive: Opened a new position this morning. Among all STAR Market stocks, this one suffered the steepest decline in this recent downturn; however, the entire STAR Market sector showed unusual activity today. We didn’t buy heavily—only added over RMB 2 million—and plan to take quick profits and exit. Haoen Automotive Electronics: Opened a new position this morning, buying in at a premium of over 5 percentage points. Those unafraid of chasing highs may follow this trade. China State Shipbuilding Science & Technology: Fell significantly this morning. With weak market sentiment, profit-taking pressure from existing positions was heavy—but the upward trend channel remains intact, so we continue holding for further gains. Hengyi Petrochemical: Continuing observation. Entered with a bottom-fishing strategy; while a major rebound isn’t guaranteed, a modest rebound is highly likely in the near term. Huafeng Aluminum: Experiencing only minor oscillations daily. Since the stock shows little downward momentum, we continue holding.

Buying $10 billion worth of Google! Abel begins searching for his own 'Apple moment'

Following Buffett’s succession, Berkshire Hathaway has entered the ‘Abel era.’ Recently, Berkshire Hathaway released its Q2 2026 financial report. The report shows that Berkshire’s total revenue for Q2 reached USD 101.808 billion, up 10% year-on-year; operating profit stood at USD 12.983 billion, up 16% year-on-year; and net income attributable to shareholders surged to USD 25.667 billion—a staggering 107% increase year-on-year. For the first half of this year overall, Berkshire achieved total revenue of USD 209.955 billion, up 15.25% year-on-year; operating profit totaled USD 24.329 billion, up approximately 17% year-on-year; and net income attributable to shareholders amounted to USD 35.773 billion, up 110.76% year-on-year. Regarding the sharp net income growth, Berkshire clarified that such high headline earnings do not reflect a substantial improvement in the company’s underlying operational capabilities. This surge stems primarily from USD 16.077 billion in investment gains—of which USD 15.644 billion came from unrealized gains on equity holdings—combined with a low base effect from Kraft Heinz’s asset impairment charges in the same period last year. As a result, GAAP-basis net income is notably inflated and offers relatively limited reference value. Berkshire also emphasized that, after excluding volatility-driven fluctuations in equity markets, the company’s operating profit has remained steadily on an upward trajectory. By business segment, Berkshire’s Manufacturing, Services & Retail segment performed exceptionally well in Q2, generating USD 4.47 billion in operating profit—a roughly 24% increase year-on-year (compared to USD 3.601 billion in Q2 last year). Its railroad transportation business posted USD 1.558 billion in operating profit, up about 6% year-on-year. Berkshire Hathaway Energy Company also delivered strong results, reporting USD 891 million in profit—up approximately 27% year-on-year. In contrast, the company’s core insurance business experienced a moderate decline this quarter. Insurance underwriting profit totaled USD 1.731 billion, down 13% year-on-year; and insurance investment income amounted to USD 3.059 billion, down roughly 9% year-on-year. However, for capital markets, Berkshire’s overall financial performance changes are not the primary focus—its latest investment moves are what truly capture external attention. Looking at Berkshire’s portfolio structure for the first half of the year, its top five holdings were Apple, Bank of America, Coca-Cola, American Express, and Alphabet—the parent company of Google. Notably, this marks Google’s debut among Berkshire’s top five holdings. During Q2, the company accumulated approximately USD 10 billion in Google shares. Regarding this major investment in Google, Buffett stated publicly in an interview that he personally initiated and drove the decision—but also explicitly affirmed that Abel holds final decision-making authority over the company’s investment operations. On the rationale behind investing in Google, Buffett explained that, judging by the company’s historical operating performance, Google’s probability of success in artificial intelligence development far exceeds that of most AI projects currently championed by Wall Street.

Albemarle Corp. stock outperforms competitors on strong trading day

4 days ago

Albemarle Corp. shares rose 5.93% to $98.96, outperforming the S&P 500 and Dow Jones while remaining below its 52-week high. The lithium and specialty chemicals producer gained ground on Tuesday during a strong trading session.

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