【美股盘前】AI应用股集体走高；大摩上调芯片股目标价；现金储备三年来首次下降，伯克希尔跌超1%；英国石油在巴西近海发现25年来最大油田

Group 1 - Major stock index futures are up, with Dow futures rising by 0.61%, S&P 500 futures up by 0.61%, and Nasdaq futures increasing by 0.70% [1] - Chinese concept stocks mostly rose, with Bilibili and Baidu both up by approximately 2%, and Xpeng Motors rising by about 3% [1] - AI application stocks saw collective gains, with Palantir up over 2%, Unity Software and Duolingo rising nearly 2%, and AppLovin and Tempus AI increasing by over 1% [1] Group 2 - Berkshire Hathaway reported a cash reserve of $344.09 billion for Q2, marking a 1% decline from the previous quarter, the first decrease in three years, leading to a drop of 1.16% in its stock price [1] - UBS reached a $300 million settlement with the U.S. Department of Justice regarding a 2017 mortgage bond case, which will be reflected in its Q3 financial report, resulting in a 1.06% increase in its stock price [1] Group 3 - Samsung will provide camera modules for Tesla's Optimus robot, expanding the strategic partnership between the two companies, with Tesla's stock rising by 0.95% [2] - BP announced the discovery of its largest oil field in 25 years in the Santos Basin offshore Brazil, leading to a 1.13% increase in its stock price [2] - Morgan Stanley raised target prices for several semiconductor stocks, including Nvidia (from $170 to $200), Broadcom (from $270 to $338), and AMD (from $121 to $185), resulting in stock increases for these companies [2] Group 4 - Over 3,000 Boeing defense workers are preparing to strike after the union rejected the company's revised contract terms, affecting the assembly of various military aircraft, with Boeing's stock down by 0.46% [3]