Second Quarter 2025 Results July 30, 2025 Cautionary Statement Regarding Forward-Looking Statements This presentation, and other statements that Vertiv may make in connection therewith, may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 with respect to Vertiv's future financial or business performance, strategies or expectations, and as such are not historical facts. This includes, without limitation, statements regarding Vertiv's financial posi ...

Group 1: Hong Kong Stock Market Highlights - Valiant Bio-B (9887.HK) opened 106.86% higher on its first trading day, focusing on developing new therapies for tumors and autoimmune diseases [1] - Kintor Pharmaceutical (0148.HK) rose over 12% after announcing a projected net profit increase of over 70% for the six months ending June 30, 2025, exceeding approximately HKD 2.56 billion [1] - Lingbao Gold (3330.HK) saw an initial rise of over 8%, expecting revenue between HKD 7.492 billion and HKD 7.92 billion, a year-on-year increase of 75% to 85%, and net profit between HKD 656 million and HKD 687 million, a growth of 330% to 350% [1] - Oil stocks in Hong Kong rose, with PetroChina (0857.HK) up 1.3%, CNOOC (00883) up 1.2%, and Sinopec (00386) up 0.4%, following an increase in crude oil prices [1] Group 2: Company Performance and Forecasts - Nongfu Spring (9633.HK) rose nearly 6%, with CICC forecasting an 18% revenue growth and a 20% profit increase for the first half of the year, driven by strong performance in tea and juice segments [2] - China Southern Airlines (1055.HK) and China Eastern Airlines (0670.HK) both rose around 3%, supported by improved supply-demand dynamics in the aviation sector [2] - COSCO Shipping Ports (01199) surged over 6% amid reports of a potential acquisition of over 40 port assets, including the Panama Canal [2] - WuXi Biologics (02269) saw a nearly 7% increase, with expected revenue growth of about 16% and profit growth of approximately 54% for the first half of the year [2] Group 3: IMAX China Performance - IMAX China (01970) shares rose nearly 8% after reporting a 31.66% increase in revenue to USD 57.802 million and an 88.9% increase in net profit to USD 23.893 million for the interim period [3] Group 4: US Stock Market Highlights - Intel (INTC.US) fell 3.66%, with analysts predicting a 7% year-on-year revenue decline to USD 11.9 billion for Q2 [5] - Kohl's (KSS.US) rebounded with a 10.81% increase, driven by social media discussions boosting its stock [5] - Blackstone (BX.US) rose 3.58%, reporting a 33% year-on-year revenue increase to USD 37.1 billion, surpassing analyst expectations [5] - Deutsche Bank (DB.US) increased by 7.83%, reporting a net profit of EUR 1.485 billion (approximately USD 1.75 billion) for Q2, a significant improvement from a loss in the previous year [6]

金十数据5月24日讯，美股周五收盘，道指初步收跌0.61%，标普500指数收跌0.67%，纳指跌1%。明星 科技股飘绿，苹果(AAPL.O)收跌3.02%，英伟达(NVDA.O)跌1.16%。核电概念股走强，Oklo Inc涨 23.1%、NANO Nuclear Energy涨30.07%。美国钢铁(X.N)涨21.61%，特朗普称美国钢铁和日本制铁同意 建立"计划中的合作伙伴关系"，美国钢铁将留在美国。 美股收盘：三大股指均收低 美国钢铁涨逾21% ...

Core Viewpoint - Oklo Inc experienced a significant stock market fluctuation, dropping 13.37% before rebounding with a 12.65% increase following its announcement of participation in the U.S. Department of Energy's Voucher Program [1][2]. Group 1: Company Developments - Oklo's participation in the DOE Voucher Program will support the evaluation and testing of advanced structural materials for its Aurora powerhouse, enhancing scalability, supply chains, and manufacturing [2]. - The collaboration with Oak Ridge National Laboratory is expected to refine fast reactor technologies, enabling Oklo to provide scalable and cost-effective clean energy solutions [3]. - The company has a pipeline of 14 gigawatts of announced customers and partners, positioning it to meet growing energy demands across various applications [3]. Group 2: Market Performance - Despite being 36.09% below its 2025 price target of $55.49, Oklo's stock remains 65.82% up year-to-date and has increased by 316.62% over the last 12 months [8]. - The stock's performance reflects a bullish sentiment, bolstered by the company's strategic partnerships and management setup, including the involvement of Sam Altman from OpenAI [6][7]. Group 3: Strategic Context - The anticipated support from the DOE has been in the works, as indicated by a previous press release regarding a board member's departure to a government position [5]. - The overall energy strategy under the Trump administration and significant investments in AI infrastructure suggest a favorable environment for Oklo's business expansion [7].