VivienneLee personal page - To The Moon

VivienneLee

VivienneLee

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2022-12-08

$丰益国际(F34.SI)$ [得意]

2022-10-19

$丰益国际(F34.SI)$[得意]

2021-07-02

??

Two barrels of oil turned losses: a net profit of 100 billion in half a year, can investors' income continue to fly?

2022-12-01

$丰益国际(F34.SI)$ [得意]

2022-11-17

$丰益国际(F34.SI)$ [得意]

2022-11-06

$丰益国际(F34.SI)$[得意]

2021-06-04

??

Lululemon's Q1 fiscal 2021 revenue was US $1.23 billion, net profit was US $140 million

2022-12-02

$丰益国际(F34.SI)$ [得意]

2022-11-26

$丰益国际(F34.SI)$

2022-11-09

$丰益国际(F34.SI)$[呆住]

2022-10-27

$丰益国际(F34.SI)$[得意] [得意]

2021-07-18

???

Nvidia is optimistic about DPU, how big is the market?

2021-04-10

??

Sorry, the original content has been removed

2021-03-16

??

Sorry, the original content has been removed

2022-11-29

$丰益国际(F34.SI)$

2022-11-05

$丰益国际(F34.SI)$[呆住]

2022-11-03

$丰益国际(F34.SI)$[得意]

2022-10-31

$丰益国际(F34.SI)$

2022-10-25

$丰益国际(F34.SI)$[得意]

2022-10-18

$丰益国际(F34.SI)$[呆住]

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data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9983399864","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156072106,"gmtCreate":1625188584006,"gmtModify":1703737921001,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156072106","repostId":"2148642827","repostType":4,"repost":{"id":"2148642827","kind":"news","pubTimestamp":1625186612,"share":"https://ttm.financial/m/news/2148642827?lang=en_US&edition=fundamental","pubTime":"2021-07-02 08:43","market":"sh","language":"zh","title":"Two barrels of oil turned losses: a net profit of 100 billion in half a year, can investors' income continue to fly?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148642827","media":"券商中国","summary":"在周期品上涨的背景下，“两桶油”上半年打了翻身战！　　7月1日晚间，中国石油和中国石化一同发布2021年上半年业绩预告。中国石油预计，2021年上半年净利润较去年同期增长750亿元～900亿元，对应的净利润区间达450.14亿元～600.14亿元；中国石化上半年净利润则有望达到365亿元至385亿元。据此计算，“两桶油”上半年合计净利润最高可接近1000亿元。　　国际原油价格持续上涨推动了“两桶油”的净利润上升。","content":"<p>Against the background of rising cyclical products, \"two barrels of oil\" fought a turnaround in the first half of the year!</p><p>On the evening of July 1,<a href=\"https://laohu8.com/S/601857\">PetroChina</a>And<a href=\"https://laohu8.com/S/600028\">Sinopec</a>Together released the performance forecast for the first half of 2021. PetroChina predicts that its net profit in the first half of 2021 will increase by 75 billion yuan to 90 billion yuan compared with the same period last year, and the corresponding net profit range will reach 45.014 billion yuan to 60.014 billion yuan; Sinopec's net profit in the first half of the year is expected to reach 36.5 billion to 38.5 billion yuan. Based on this calculation, the total net profit of \"two barrels of oil\" in the first half of the year can be close to 100 billion yuan at the highest.</p><p>The continuous rise in international crude oil prices has promoted the net profit of \"two barrels of oil\" to rise. From the perspective of market analysis, crude oil prices are still expected to maintain high prices.</p><p>Since the fourth quarter of last year, commodity prices have continued to rise, driving up the profits of cyclical products companies. The semi-annual reports of enterprises in industries including steel, chemical industry, nonferrous metals and other industries have increased significantly. However, whether the performance can push the stock price to continue to rise, there are significant differences in the analysis views of research institutions.</p><p>\"Two barrels of oil\" net profit exploded</p><p>PetroChina announced on the evening of July 1 that according to preliminary calculations by the company's financial department, in accordance with China Accounting Standards for Business Enterprises, it is expected that the net profit attributable to the company's shareholders in the first half of 2021 will turn losses into profits compared with the same period last year, with an increase of RMB 75 billion to 90 billion yuan.</p><p>In the first half of last year, PetroChina lost 29.986 billion yuan. Based on this calculation, PetroChina's net profit ranged from 45.014 billion yuan to 65.014 billion yuan.</p><p>On the same day, Sinopec stated in its performance forecast announcement that after preliminary calculations, the company's net profit attributable to shareholders of the parent company in the first half of 2021 is expected to be 36.5 billion to 38.5 billion yuan, an increase of approximately RMB 59.4 billion to 61.4 billion.</p><p>Rising oil prices have become the core driving force for performance growth.</p><p>PetroChina stated that in the first half of 2021, affected by the increase in demand brought about by the recovery of the world economy, international crude oil prices increased significantly year-on-year. At the same time, the domestic economy continued to maintain a steady growth momentum, and the market demand for oil and gas products improved significantly. The company firmly seizes the favorable opportunities of macroeconomic recovery, growth in demand for oil and gas products, and rebound in crude oil prices, adheres to the five development strategies of innovation, resources, market, internationalization, green and low-carbon, continues to optimize production and operations, and further promotes quality and efficiency improvement. Vigorously strengthen cost and expense control across the entire industry chain. The sales volume and price of most of the company's oil and gas products increased year-on-year, and its operating performance increased significantly year-on-year and compared with the same period in 2019.</p><p>However, part of PetroChina's performance growth is due to its subsidiaries<a href=\"https://laohu8.com/S/00135\">Kunlun Energy</a>The impact of the company's successful completion of the pipeline equity transfer and delivery, from the perspective of deducting non-net profit, the net profit attributable to the company's shareholders after deducting non-recurring gains and losses achieved by PetroChina in the first half of the year will increase by RMB 68 billion compared with the same period last year. ~ 82 billion yuan, corresponding to a net profit after deducting non-recurring gains and losses of approximately 38.014 billion yuan to 52.014 billion yuan.</p><p>Driven by performance, the recent stock price performance of \"Two Barrels of Oil\" is also good.</p><p>Sinopec's latest closing price was 4.33 yuan, an increase of about 16% from the low point of the year.</p><p><img src=\"https://static.tigerbbs.com/137bfd4864f4b4267fcd40e42c9d781e\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/406ec3438b941cb058caaade170c2f6a\" tg-width=\"550\" tg-height=\"787\" referrerpolicy=\"no-referrer\"></p><p>PetroChina's stock price has performed more prominently, rising by nearly 40% compared with the low point at the beginning of the year, and its stock price rise has basically been concentrated since May.</p><p><img src=\"https://static.tigerbbs.com/5525d5733a38f937bb6496ab8f530490\" tg-width=\"550\" tg-height=\"789\" referrerpolicy=\"no-referrer\"></p><p>From the perspective of market analysis, oil prices are expected to remain high. According to the latest report from Bloomberg, Saudi Arabia and Russia have reached a preliminary agreement to increase oil production by less than 500,000 barrels per day by December 2021. Affected by this news, WTI crude oil futures expanded their intraday gains by nearly 2% to US $74.87 per barrel, and Brent crude oil futures are now up nearly 2%. WTI crude oil futures stood at $75 per barrel, a new high since October 2018.</p><p>\"It is expected that oil prices are expected to remain at a medium-to-high level above US $60/barrel in the next 2 to 3 years.\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Analyst Wang Zhe said that the three rounds of oil price super cycles in history all correspond to the industrialization process and sustained rapid growth of demand in the world's major economies. The fundamental basis for this round of oil prices to enter the super cycle does not exist.</p><p>However, in the next 2 to 3 years, U.S. shale oil companies are still expected to maintain strict capital discipline. Global conventional oil and gas have been dragged down by continuously low capital expenditures since 2014, and the potential for production increase is insufficient. As demand gradually returns to pre-epidemic levels and continues Growth, although liquidity may gradually tighten from 2022, it is expected that in the next 2 to 3 years, the fundamental pattern of tight supply is expected to support the Brent oil price center to remain at a medium-to-high level above US $60/barrel.</p><p>Cyclical stock performance surprises continue</p><p>In fact, since the fourth quarter of last year, commodity prices have continued to rise, pushing up the profits of cyclical products companies. Semi-annual reports of industries such as steel, chemicals, and nonferrous metals have increased significantly.</p><p>Taking the steel industry as an example,<a href=\"https://laohu8.com/S/000898\">Anshan Iron and Steel Co., Ltd</a>The estimated profit is 4.8 billion yuan, a year-on-year increase of about 860%, and the basic earnings per share are 0.510 yuan. The company has become the current performance growth king of the A-share steel sector with a performance growth rate of more than 8 times. Even in the entire market, there are currently only<a href=\"https://laohu8.com/S/688068\">Heatscape Creatures</a>A limited number of companies can surpass it.</p><p>Except<a href=\"https://laohu8.com/S/00347\">Anshan Iron and Steel Co., Ltd</a>In addition,<a href=\"https://laohu8.com/S/000761\">Benxi steel plate</a>、<a href=\"https://laohu8.com/S/000959\">Shougang Holdings</a>、<a href=\"https://laohu8.com/S/000825\">Taigang Stainless Steel</a>、<a href=\"https://laohu8.com/S/000932\">Valin Steel</a>The performance growth rate has also exceeded 500%.</p><p>The chemical industry is also a \"big player\" in the mid-term report. For example,<a href=\"https://laohu8.com/S/002407\">Polyfluoropolyl</a>The performance is expected to increase by 1619% ~ 1937%,<a href=\"https://laohu8.com/S/000683\">Yuanxing Energy</a>Performance is expected to increase by 1585% ~ 1714%, *<a href=\"https://laohu8.com/S/002496\">ST Huifeng</a>The performance in the first half of the year is expected to increase by 1341.17% to 1548.04%.</p><p>Last week,<a href=\"https://laohu8.com/S/000629\">Panzhihua Iron and Steel Vanadium and</a>The semi-annual performance forecast was released, and it is estimated that the net profit attributable to the parent company in the first half of 2021 will be 450 million to 530 million yuan, a year-on-year increase of 426% to 519%. Regarding the reasons for the performance growth, Panzhihua Iron and Steel Vanadium and Titanium said that the titanium dioxide market is in a strong boom cycle, the vanadium product market continues to improve, and the price and sales volume of vanadium and titanium products have achieved substantial growth year-on-year.</p><p>Galaxy Securities pointed out in its medium-term strategy that the golden period of petroleum and petrochemical, coal, non-ferrous metals, steel, chemical and other industries was from 2002 to 2011, which was a high-growth industry that deeply benefited from urbanization and heavy industrialization at that time. In 2012, it entered the stage of de-capacity, and the performance of the industry has been sluggish for a long time.</p><p>After the low capital expenditure stage in 1989, coupled with the global epidemic once again implementing global overcapacity reduction, the superimposed carbon peak carbon neutrality has inhibited the motivation of large companies to increase capital expenditure, and related sectors have entered the strongest supply-demand-friendly stage in ten years. It can be called waiting every 8 to 13 years. At present, shipping is the strongest year after the 13-year bear market since 2008. Shipbuilding is still in the climbing period, and it has been a long time since its peak in 2007. Extractive industries such as oil and coal are far from the peak of the industry.</p><p>Can investors' income continue to fly?</p><p>Product prices have soared, and corporate performance has soared. However, for many stocks, performance is not equal to stock prices. Can investors make more money from the performance of cyclical stocks?</p><p>Judging from analysts' research,<a href=\"https://laohu8.com/S/601696\">BOC Securities</a>Wang Jun, chief strategist, continues to be bullish on cyclical stocks. On November 29 last year, Wang Jun's research report stated that with the dual circulation of commodity capital, A-shares are expected to usher in a circular bull and embrace the big cycle market. On May 21 this year, he published a research report \"Revaluation of the Great Cycle\", pointing out that under the background of the global cycle, global economic recovery and reflation will be the main theme of macro and market transactions in the second half of 2021, and cyclical stocks are expected to usher in valuation expansion opportunities.</p><p>In a research report on June 28, Wang Jun also said: \"Under the background of moderate convergence of social financing growth, the price-performance ratio of profit valuation will become the main contradiction of the structural market in the later stage of expansion. Therefore, from a medium-term perspective, the price-performance advantage of low-valuation pro-cyclical sectors will gradually emerge, and we will continue to be optimistic about the allocation opportunities of low-valuation sectors such as non-ferrous metals, chemicals, and big finance.\"</p><p>However, some analysts will be relatively cautious about the performance of cyclical stocks.</p><p><a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Wang Sheng, deputy general manager of research and chief strategist, said in an interview with a brokerage China reporter not long ago: \"Drawing lessons from the experience of 2017, after the PPI peaks, the profitability of the cycle can still improve for a period of time, so the profitability of cyclical stocks in 2021 The ability may improve quarter by quarter, but cyclical stocks do not necessarily have high stock prices due to high growth. That is the logic of consumer stocks.\"</p><p>\"The problem with cyclical stocks is that first, they cannot pass the policy top, and second, they cannot pass the demand top. Once the policy tightening expectation is confirmed, the top area of cyclical stocks will be established.\" Wang Sheng said.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>Chief economist Li Xunlei also said a few days ago, \"The rise in commodity prices is coming to an end, and it is expected to remain high and volatile in the second half of the year. As the epidemic is gradually controlled and the relationship between supply and demand is restored, there may be an inflection point at the end of the year.\"</p><p>Li Xunlei believes that taking the United States as an example, the growth of consumer demand may be lower than expected, and labor shortages and consumption overdrafts may \"pull\" each other in the economic recovery. This will mean that the United States may face both a slow recovery on the production side and a rapid weakening on the consumption side in the third quarter. After U.S. inflation reached a high point in the second quarter, the inflation level may ease from the high level, and the annual inflation may be within the level expected by the Federal Reserve.</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two barrels of oil turned losses: a net profit of 100 billion in half a year, can investors' income continue to fly?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo barrels of oil turned losses: a net profit of 100 billion in half a year, can investors' income continue to fly?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">券商中国</strong><span class=\"h-time small\">2021-07-02 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Against the background of rising cyclical products, \"two barrels of oil\" fought a turnaround in the first half of the year!</p><p>On the evening of July 1,<a href=\"https://laohu8.com/S/601857\">PetroChina</a>And<a href=\"https://laohu8.com/S/600028\">Sinopec</a>Together released the performance forecast for the first half of 2021. PetroChina predicts that its net profit in the first half of 2021 will increase by 75 billion yuan to 90 billion yuan compared with the same period last year, and the corresponding net profit range will reach 45.014 billion yuan to 60.014 billion yuan; Sinopec's net profit in the first half of the year is expected to reach 36.5 billion to 38.5 billion yuan. Based on this calculation, the total net profit of \"two barrels of oil\" in the first half of the year can be close to 100 billion yuan at the highest.</p><p>The continuous rise in international crude oil prices has promoted the net profit of \"two barrels of oil\" to rise. From the perspective of market analysis, crude oil prices are still expected to maintain high prices.</p><p>Since the fourth quarter of last year, commodity prices have continued to rise, driving up the profits of cyclical products companies. The semi-annual reports of enterprises in industries including steel, chemical industry, nonferrous metals and other industries have increased significantly. However, whether the performance can push the stock price to continue to rise, there are significant differences in the analysis views of research institutions.</p><p>\"Two barrels of oil\" net profit exploded</p><p>PetroChina announced on the evening of July 1 that according to preliminary calculations by the company's financial department, in accordance with China Accounting Standards for Business Enterprises, it is expected that the net profit attributable to the company's shareholders in the first half of 2021 will turn losses into profits compared with the same period last year, with an increase of RMB 75 billion to 90 billion yuan.</p><p>In the first half of last year, PetroChina lost 29.986 billion yuan. Based on this calculation, PetroChina's net profit ranged from 45.014 billion yuan to 65.014 billion yuan.</p><p>On the same day, Sinopec stated in its performance forecast announcement that after preliminary calculations, the company's net profit attributable to shareholders of the parent company in the first half of 2021 is expected to be 36.5 billion to 38.5 billion yuan, an increase of approximately RMB 59.4 billion to 61.4 billion.</p><p>Rising oil prices have become the core driving force for performance growth.</p><p>PetroChina stated that in the first half of 2021, affected by the increase in demand brought about by the recovery of the world economy, international crude oil prices increased significantly year-on-year. At the same time, the domestic economy continued to maintain a steady growth momentum, and the market demand for oil and gas products improved significantly. The company firmly seizes the favorable opportunities of macroeconomic recovery, growth in demand for oil and gas products, and rebound in crude oil prices, adheres to the five development strategies of innovation, resources, market, internationalization, green and low-carbon, continues to optimize production and operations, and further promotes quality and efficiency improvement. Vigorously strengthen cost and expense control across the entire industry chain. The sales volume and price of most of the company's oil and gas products increased year-on-year, and its operating performance increased significantly year-on-year and compared with the same period in 2019.</p><p>However, part of PetroChina's performance growth is due to its subsidiaries<a href=\"https://laohu8.com/S/00135\">Kunlun Energy</a>The impact of the company's successful completion of the pipeline equity transfer and delivery, from the perspective of deducting non-net profit, the net profit attributable to the company's shareholders after deducting non-recurring gains and losses achieved by PetroChina in the first half of the year will increase by RMB 68 billion compared with the same period last year. ~ 82 billion yuan, corresponding to a net profit after deducting non-recurring gains and losses of approximately 38.014 billion yuan to 52.014 billion yuan.</p><p>Driven by performance, the recent stock price performance of \"Two Barrels of Oil\" is also good.</p><p>Sinopec's latest closing price was 4.33 yuan, an increase of about 16% from the low point of the year.</p><p><img src=\"https://static.tigerbbs.com/137bfd4864f4b4267fcd40e42c9d781e\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/406ec3438b941cb058caaade170c2f6a\" tg-width=\"550\" tg-height=\"787\" referrerpolicy=\"no-referrer\"></p><p>PetroChina's stock price has performed more prominently, rising by nearly 40% compared with the low point at the beginning of the year, and its stock price rise has basically been concentrated since May.</p><p><img src=\"https://static.tigerbbs.com/5525d5733a38f937bb6496ab8f530490\" tg-width=\"550\" tg-height=\"789\" referrerpolicy=\"no-referrer\"></p><p>From the perspective of market analysis, oil prices are expected to remain high. According to the latest report from Bloomberg, Saudi Arabia and Russia have reached a preliminary agreement to increase oil production by less than 500,000 barrels per day by December 2021. Affected by this news, WTI crude oil futures expanded their intraday gains by nearly 2% to US $74.87 per barrel, and Brent crude oil futures are now up nearly 2%. WTI crude oil futures stood at $75 per barrel, a new high since October 2018.</p><p>\"It is expected that oil prices are expected to remain at a medium-to-high level above US $60/barrel in the next 2 to 3 years.\"<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Analyst Wang Zhe said that the three rounds of oil price super cycles in history all correspond to the industrialization process and sustained rapid growth of demand in the world's major economies. The fundamental basis for this round of oil prices to enter the super cycle does not exist.</p><p>However, in the next 2 to 3 years, U.S. shale oil companies are still expected to maintain strict capital discipline. Global conventional oil and gas have been dragged down by continuously low capital expenditures since 2014, and the potential for production increase is insufficient. As demand gradually returns to pre-epidemic levels and continues Growth, although liquidity may gradually tighten from 2022, it is expected that in the next 2 to 3 years, the fundamental pattern of tight supply is expected to support the Brent oil price center to remain at a medium-to-high level above US $60/barrel.</p><p>Cyclical stock performance surprises continue</p><p>In fact, since the fourth quarter of last year, commodity prices have continued to rise, pushing up the profits of cyclical products companies. Semi-annual reports of industries such as steel, chemicals, and nonferrous metals have increased significantly.</p><p>Taking the steel industry as an example,<a href=\"https://laohu8.com/S/000898\">Anshan Iron and Steel Co., Ltd</a>The estimated profit is 4.8 billion yuan, a year-on-year increase of about 860%, and the basic earnings per share are 0.510 yuan. The company has become the current performance growth king of the A-share steel sector with a performance growth rate of more than 8 times. Even in the entire market, there are currently only<a href=\"https://laohu8.com/S/688068\">Heatscape Creatures</a>A limited number of companies can surpass it.</p><p>Except<a href=\"https://laohu8.com/S/00347\">Anshan Iron and Steel Co., Ltd</a>In addition,<a href=\"https://laohu8.com/S/000761\">Benxi steel plate</a>、<a href=\"https://laohu8.com/S/000959\">Shougang Holdings</a>、<a href=\"https://laohu8.com/S/000825\">Taigang Stainless Steel</a>、<a href=\"https://laohu8.com/S/000932\">Valin Steel</a>The performance growth rate has also exceeded 500%.</p><p>The chemical industry is also a \"big player\" in the mid-term report. For example,<a href=\"https://laohu8.com/S/002407\">Polyfluoropolyl</a>The performance is expected to increase by 1619% ~ 1937%,<a href=\"https://laohu8.com/S/000683\">Yuanxing Energy</a>Performance is expected to increase by 1585% ~ 1714%, *<a href=\"https://laohu8.com/S/002496\">ST Huifeng</a>The performance in the first half of the year is expected to increase by 1341.17% to 1548.04%.</p><p>Last week,<a href=\"https://laohu8.com/S/000629\">Panzhihua Iron and Steel Vanadium and</a>The semi-annual performance forecast was released, and it is estimated that the net profit attributable to the parent company in the first half of 2021 will be 450 million to 530 million yuan, a year-on-year increase of 426% to 519%. Regarding the reasons for the performance growth, Panzhihua Iron and Steel Vanadium and Titanium said that the titanium dioxide market is in a strong boom cycle, the vanadium product market continues to improve, and the price and sales volume of vanadium and titanium products have achieved substantial growth year-on-year.</p><p>Galaxy Securities pointed out in its medium-term strategy that the golden period of petroleum and petrochemical, coal, non-ferrous metals, steel, chemical and other industries was from 2002 to 2011, which was a high-growth industry that deeply benefited from urbanization and heavy industrialization at that time. In 2012, it entered the stage of de-capacity, and the performance of the industry has been sluggish for a long time.</p><p>After the low capital expenditure stage in 1989, coupled with the global epidemic once again implementing global overcapacity reduction, the superimposed carbon peak carbon neutrality has inhibited the motivation of large companies to increase capital expenditure, and related sectors have entered the strongest supply-demand-friendly stage in ten years. It can be called waiting every 8 to 13 years. At present, shipping is the strongest year after the 13-year bear market since 2008. Shipbuilding is still in the climbing period, and it has been a long time since its peak in 2007. Extractive industries such as oil and coal are far from the peak of the industry.</p><p>Can investors' income continue to fly?</p><p>Product prices have soared, and corporate performance has soared. However, for many stocks, performance is not equal to stock prices. Can investors make more money from the performance of cyclical stocks?</p><p>Judging from analysts' research,<a href=\"https://laohu8.com/S/601696\">BOC Securities</a>Wang Jun, chief strategist, continues to be bullish on cyclical stocks. On November 29 last year, Wang Jun's research report stated that with the dual circulation of commodity capital, A-shares are expected to usher in a circular bull and embrace the big cycle market. On May 21 this year, he published a research report \"Revaluation of the Great Cycle\", pointing out that under the background of the global cycle, global economic recovery and reflation will be the main theme of macro and market transactions in the second half of 2021, and cyclical stocks are expected to usher in valuation expansion opportunities.</p><p>In a research report on June 28, Wang Jun also said: \"Under the background of moderate convergence of social financing growth, the price-performance ratio of profit valuation will become the main contradiction of the structural market in the later stage of expansion. Therefore, from a medium-term perspective, the price-performance advantage of low-valuation pro-cyclical sectors will gradually emerge, and we will continue to be optimistic about the allocation opportunities of low-valuation sectors such as non-ferrous metals, chemicals, and big finance.\"</p><p>However, some analysts will be relatively cautious about the performance of cyclical stocks.</p><p><a href=\"https://laohu8.com/S/000166\">Shenwan Hongyuan</a>Wang Sheng, deputy general manager of research and chief strategist, said in an interview with a brokerage China reporter not long ago: \"Drawing lessons from the experience of 2017, after the PPI peaks, the profitability of the cycle can still improve for a period of time, so the profitability of cyclical stocks in 2021 The ability may improve quarter by quarter, but cyclical stocks do not necessarily have high stock prices due to high growth. That is the logic of consumer stocks.\"</p><p>\"The problem with cyclical stocks is that first, they cannot pass the policy top, and second, they cannot pass the demand top. Once the policy tightening expectation is confirmed, the top area of cyclical stocks will be established.\" Wang Sheng said.</p><p><a href=\"https://laohu8.com/S/600918\">Zhongtai Securities</a>Chief economist Li Xunlei also said a few days ago, \"The rise in commodity prices is coming to an end, and it is expected to remain high and volatile in the second half of the year. As the epidemic is gradually controlled and the relationship between supply and demand is restored, there may be an inflection point at the end of the year.\"</p><p>Li Xunlei believes that taking the United States as an example, the growth of consumer demand may be lower than expected, and labor shortages and consumption overdrafts may \"pull\" each other in the economic recovery. This will mean that the United States may face both a slow recovery on the production side and a rapid weakening on the consumption side in the third quarter. After U.S. inflation reached a high point in the second quarter, the inflation level may ease from the high level, and the annual inflation may be within the level expected by the Federal Reserve.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-07-02/doc-ikqciyzk3069914.shtml\">券商中国</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/104d81342c8bf278f90eb08855bf03c8","relate_stocks":{"USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DWT":"三倍做空原油ETN","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-07-02/doc-ikqciyzk3069914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2148642827","content_text":"在周期品上涨的背景下，“两桶油”上半年打了翻身战！\n7月1日晚间，中国石油和中国石化一同发布2021年上半年业绩预告。中国石油预计，2021年上半年净利润较去年同期增长750亿元～900亿元，对应的净利润区间达450.14亿元～600.14亿元；中国石化上半年净利润则有望达到365亿元至385亿元。据此计算，“两桶油”上半年合计净利润最高可接近1000亿元。\n国际原油价格持续上涨推动了“两桶油”的净利润上升。从市场分析来看，原油仍有望维持较高价格。\n去年4季度以来，大宗商品价格持续走高，推动周期品企业利润水涨船高。包括钢铁、化工、有色等行业企业的半年报纷纷大幅预增，但是业绩能否推动股价继续攀升，研究机构分析观点有着显著分歧。\n“两桶油”净利润爆发式增长\n中国石油7月1日晚间公告，经公司财务部门初步测算，按照中国企业会计准则，预计2021年上半年实现归属于公司股东的净利润与上年同期相比，将实现扭亏为盈，增加人民币750亿元～900亿元。\n去年上半年，中国石油亏损了299.86亿元，以此计算，中国石油的净利润区间为450.14亿元～650.14亿元。\n同日，中国石化在业绩预增的公告中表示，经初步测算，公司2021年上半年归属于母公司股东的净利润预计为365亿元～385亿元，较2020年同期实现扭亏为盈，增长约人民币594亿元到614亿元。\n油价上涨成为业绩增长的核心动力。\n中国石油表示，2021年上半年，受世界经济复苏所带来的需求增加影响，国际原油价格同比大幅增长，同时国内经济继续保持稳步增长势头，油气产品市场需求大幅改善。公司紧紧抓住宏观经济复苏、油气产品需求增长、原油价格回升的有利时机，坚持创新、资源、市场、国际化、绿色低碳五大发展战略，持续优化生产经营，深入推进提质增效，大力加强全产业链成本费用管控，公司大部分油气产品销量和价格均同比增加，经营业绩同比以及比2019年同期均大幅增长。\n不过，中国石油的业绩增长还有一部分是受到子公司昆仑能源有限公司顺利完成管道股权转让交割的影响，从扣非净利润上来看，中国石油上半年实现的归属于公司股东的扣除非经常性损益的净利润与上年同期相比，将增加人民币680亿元～820亿元，对应扣非后的净利润约为380.14亿元～520.14亿元。\n在业绩推动下，“两桶油”近期股价表现也是不错。\n中国石化最新的收盘价为4.33元，较年内低点增长了约16%。\n\n中国石油股价表现更突出，相对年初低点已上涨近40%，而且其股价上涨基本集中在5月份以来的时间里。\n\n从市场分析来看，油价有望继续维持高位。据彭博社的最新报道，沙特和俄罗斯就提高石油产量达成初步协议，2021年12月前增产低于50万桶/天。受此消息影响，WTI原油期货日内涨幅扩大近2%，报74.87美元/桶，布伦特原油期货现涨近2%。WTI原油期货站上75美元/桶，为2018年10月以来新高。\n“预计未来2～3年油价有望维持在60美元/桶以上的中高水平。”中信证券分析师王喆表示，历史上3轮油价超级周期均对应全球主要经济体的工业化进程和需求持续高速增长，此轮油价进入超级周期的基本面基础不存在。\n但在未来2～3年，美国页岩油企仍有望维持严格的资本纪律，全球常规油气受2014年以来持续低资本开支拖累，增产潜力不足，随着需求逐步恢复到疫情前水平并持续增长，尽管2022年起流动性或将逐步收紧，但预计在未来2～3年，供应偏紧的基本面格局有望支撑Brent油价中枢维持在60美元/桶以上的中高水平。\n周期股业绩惊喜不断\n事实上，去年4季度以来，大宗商品价格持续走高，推动周期品企业利润水涨船高，钢铁、化工、有色等行业半年报纷纷大幅预增。\n以钢铁行业为例，鞍钢股份预计盈利48亿元，同比增长约860%，基本每股盈利0.510元，公司以超过8倍的业绩增速成为目前A股钢铁板块的业绩增速王者，即便是全市场，目前也仅有热景生物等有限几家公司可以超越。\n除了鞍钢股份以外，本钢板材、首钢股份、太钢不锈、华菱钢铁等业绩增幅也都超过了500%。\n化工行业也是中报预增的“大户”。比如，多氟多业绩预增1619%～1937%，远兴能源业绩预增1585%～1714%，*ST辉丰上半年业绩预增1341.17%～1548.04%。\n上周，攀钢钒钛发布半年度业绩预告，预计2021年半年度归母净利润4.5亿元～5.3亿元，同比增长426%~519%。对于业绩增长原因，攀钢钒钛表示，钛白粉市场处于强景气周期，钒产品市场持续向好，钒钛产品价格和销量同比均实现较大幅度增长。\n银河证券在中期策略中指出，石油石化、煤炭、有色金属、钢铁、化工等行业的黄金期是2002年～2011年，是当时深度受益于城镇化和重工业化的高成长行业。2012年进入了去产能阶段，行业表现长期低迷。\n经过八九年的低资本支出阶段，加之全球疫情再次实施了全球去产能，叠加碳达峰碳中和抑制了大公司增加资本开支的动力，相关板块进入了十年来的最强供需友好阶段，堪称8～13年等一回。目前的航运是2008 年至今13年熊市后的最强一年，船舶制造依然处于爬坡期，距离2007年巅峰为时已久，石油、煤 炭等采掘业距离行业巅峰有较大距离。\n股民的收益能否持续飞？\n产品价格大涨，企业业绩暴增，但是对于很多个股来说，业绩并不等于股价，投资者能否从周期股的业绩上赚到更多的钱？\n从分析师的研究来看，中银证券首席策略分析师王君目前持续看多周期股。去年11月29日，王君的研究报告中表示，商品资本双循环，A股有望迎来循环牛，拥抱大周期行情。今年的5月21日，他又发表研究报告《重估大周期》，指出全球大循环背景下，全球经济复苏与再通胀将是2021下半年宏观与市场交易的主旋律，周期股有望迎来估值扩张机会。\n在6月28日的一份研报中，王君又表示：“社融增速温和收敛的背景下，盈利估值性价比将会成为扩张后期市场下结构性行情的主要矛盾，因此中期视角下低估值顺周期板块的性价比优势将会逐步得到显现，继续看好有色、化工、大金融等低估值板块的配置机会。”\n不过，也有一些分析对于周期股的表现会相对谨慎。\n申万宏源研究副总经理、首席策略分析师王胜不久前接受券商中国记者采访时表示：“借鉴2017年的经验，PPI见顶之后，周期的盈利能力还能在改善一段时间，所以2021年周期股盈利能力可能是逐季度改善，但是周期股不一定高增长就高股价，那是消费股的逻辑。”\n“周期股的问题是一是过不去政策顶，二是过不去需求顶。一旦政策收紧预期确认，周期股的顶部区域就将确立。”王胜表示。\n中泰证券首席经济学家李迅雷日前也表示，“大宗商品价格上涨已经接近尾声，下半年预计会维持高位震荡，且随着疫情逐步得到控制和供求关系修复，年底或将迎来拐点。”\n李迅雷认为，以美国为例，其消费需求的增长可能低于预期，劳动力短缺与消费透支或在经济复苏中相互“拉扯”。这将意味着美国在三季度可能同时面临生产端恢复缓慢与消费端的较快走弱。二季度美国通胀出现高点之后，通胀水平或高位缓释，全年通胀或在美联储预期水平之内。","news_type":1,"symbols_score_info":{"USO":0.9,"DWT":0.9,"UWTIF":0.9,"DDG":0.9,"DUG":0.9,"BZmain":0.9,"DWTIF":0.9,"QMmain":0.9,"UCO":0.9,"SCO":0.9}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965003394,"gmtCreate":1669853661319,"gmtModify":1676538256213,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9965003394","isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963819330,"gmtCreate":1668644483820,"gmtModify":1676538089034,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$ [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963819330","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984717249,"gmtCreate":1667742566681,"gmtModify":1676537957847,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;","text":"$丰益国际(F34.SI)$[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984717249","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116071428,"gmtCreate":1622767919364,"gmtModify":1704190736886,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/116071428","repostId":"1113371704","repostType":4,"repost":{"id":"1113371704","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622763415,"share":"https://ttm.financial/m/news/1113371704?lang=en_US&edition=fundamental","pubTime":"2021-06-04 07:36","market":"us","language":"zh","title":"Lululemon's Q1 fiscal 2021 revenue was US $1.23 billion, net profit was US $140 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1113371704","media":"老虎资讯综合","summary":"6月4日，时尚运动品牌Lululemon 2021财年第一季度的财务业绩。消费者对于健身服饰的强劲需求带动公司营收同比翻倍至12.3亿美元，超过分析师一致预期的11.3亿美元。同时净利润1.4亿美元较","content":"<p>On June 4, fashion sports brands<a href=\"https://laohu8.com/S/LULU\">Lululemon</a>Financial results for the first quarter of fiscal 2021. Strong consumer demand for fitness apparel drove the company's revenue to double year-on-year to $1.23 billion, exceeding analysts' consensus estimate of $1.13 billion. At the same time, the net profit of US $140 million increased five times from US $28.63 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/97ea74dff7b224c85a3daaf62b95079e\" tg-width=\"749\" tg-height=\"742\" referrerpolicy=\"no-referrer\"></p><p>After the financial report was released, Lululemon's after-hours stock price fell slightly by 0.05% to $317.2.</p><p><img src=\"https://static.tigerbbs.com/bf989bd7316f5a40e1968c0c1924e7b4\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Q1 2021 compared to Q1 2020:</p><p><ul><li>Net income increased by 88% to $1.2 billion. In constant dollar terms, net income increased by 83%.</li><li>Direct-to-consumer net revenue accounted for 44.4% of total net revenue compared to 54.0% in the first quarter of 2020.</li><li>Gross profit increased 109% to $700.3 million, and gross margin rose 580 basis points to 57.1%.</li><li>Operating income increased 492% to $193.8 million, and adjusted operating income increased 479% to $201.5 million.</li><li>Operating margin increased 1,080 basis points to 15.8%. Adjusted operating margin increased 1,110 basis points to 16.4%.</li><li>Income tax expense increased 827% to $49.1 million, with an effective tax rate of 25.3% in the first quarter of 2021 compared to 15.6% in the first quarter of 2020. The adjusted effective tax rate for the first quarter of 2021 was 24.5%, compared to 14.7% for the first quarter of 2020.</li><li>Diluted earnings per share were $1.11 compared to $0.22 in the first quarter of 2020. Adjusted diluted earnings per share were $1.16 compared to $0.23 in the first quarter of 2020.</li><li>The company repurchased 300,000 shares of its own common stock at an average cost of $311.02 per share.</li><li>The company opened two net company-operated stores in the quarter, culminating in 523 stores.</li></ul>The consolidated statement of operations for the first quarter of 2019 is included in the tables at the end of this press release for information purposes. Q1 2021 compared to Q1 2019:</p><p><ul><li>Net revenue increased by $444.2 million, or 57%, at a two-year CAGR of 25%.</li><li>Gross margin increased by 320 basis points.</li><li>Operating margin declined by 70 basis points. Adjusted operating margin decreased by 10 basis points.</li><li>Diluted earnings per share were $1.11 compared to $0.74 in the first quarter of 2019. Adjusted diluted earnings per share were $1.16 in the first quarter of 2021.</li></ul>Chief Financial Officer Meghan Frank said: \"We are very pleased with the first quarter results, which reflect the significant growth of the business compared to 2020 and 2019. As we enter the second quarter, our momentum remains strong. The strength of our financial position allows us to continue to realize the strength of our three growth strategies, while we take advantage of near-term and long-term opportunities.\"</p><p><b>2021 OUTLOOK</b></p><p>For the second quarter of 2021, we expect net income to be between $1.3 billion and $1.33 billion, and diluted earnings per share to be between $1.05 and $1.10 for the current quarter and adjusted diluted earnings per share to be between $1.10 and $1.15.</p><p>For 2021, we expect net income to be between $5.825 billion and $5.905 billion, diluted earnings per share to be between $6.52 and $6.65 for the current year and adjusted diluted earnings per share to be between $6.73 and $6.86.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lululemon's Q1 fiscal 2021 revenue was US $1.23 billion, net profit was US $140 million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLululemon's Q1 fiscal 2021 revenue was US $1.23 billion, net profit was US $140 million\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-04 07:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 4, fashion sports brands<a href=\"https://laohu8.com/S/LULU\">Lululemon</a>Financial results for the first quarter of fiscal 2021. Strong consumer demand for fitness apparel drove the company's revenue to double year-on-year to $1.23 billion, exceeding analysts' consensus estimate of $1.13 billion. At the same time, the net profit of US $140 million increased five times from US $28.63 million in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/97ea74dff7b224c85a3daaf62b95079e\" tg-width=\"749\" tg-height=\"742\" referrerpolicy=\"no-referrer\"></p><p>After the financial report was released, Lululemon's after-hours stock price fell slightly by 0.05% to $317.2.</p><p><img src=\"https://static.tigerbbs.com/bf989bd7316f5a40e1968c0c1924e7b4\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p>Q1 2021 compared to Q1 2020:</p><p><ul><li>Net income increased by 88% to $1.2 billion. In constant dollar terms, net income increased by 83%.</li><li>Direct-to-consumer net revenue accounted for 44.4% of total net revenue compared to 54.0% in the first quarter of 2020.</li><li>Gross profit increased 109% to $700.3 million, and gross margin rose 580 basis points to 57.1%.</li><li>Operating income increased 492% to $193.8 million, and adjusted operating income increased 479% to $201.5 million.</li><li>Operating margin increased 1,080 basis points to 15.8%. Adjusted operating margin increased 1,110 basis points to 16.4%.</li><li>Income tax expense increased 827% to $49.1 million, with an effective tax rate of 25.3% in the first quarter of 2021 compared to 15.6% in the first quarter of 2020. The adjusted effective tax rate for the first quarter of 2021 was 24.5%, compared to 14.7% for the first quarter of 2020.</li><li>Diluted earnings per share were $1.11 compared to $0.22 in the first quarter of 2020. Adjusted diluted earnings per share were $1.16 compared to $0.23 in the first quarter of 2020.</li><li>The company repurchased 300,000 shares of its own common stock at an average cost of $311.02 per share.</li><li>The company opened two net company-operated stores in the quarter, culminating in 523 stores.</li></ul>The consolidated statement of operations for the first quarter of 2019 is included in the tables at the end of this press release for information purposes. Q1 2021 compared to Q1 2019:</p><p><ul><li>Net revenue increased by $444.2 million, or 57%, at a two-year CAGR of 25%.</li><li>Gross margin increased by 320 basis points.</li><li>Operating margin declined by 70 basis points. Adjusted operating margin decreased by 10 basis points.</li><li>Diluted earnings per share were $1.11 compared to $0.74 in the first quarter of 2019. Adjusted diluted earnings per share were $1.16 in the first quarter of 2021.</li></ul>Chief Financial Officer Meghan Frank said: \"We are very pleased with the first quarter results, which reflect the significant growth of the business compared to 2020 and 2019. As we enter the second quarter, our momentum remains strong. The strength of our financial position allows us to continue to realize the strength of our three growth strategies, while we take advantage of near-term and long-term opportunities.\"</p><p><b>2021 OUTLOOK</b></p><p>For the second quarter of 2021, we expect net income to be between $1.3 billion and $1.33 billion, and diluted earnings per share to be between $1.05 and $1.10 for the current quarter and adjusted diluted earnings per share to be between $1.10 and $1.15.</p><p>For 2021, we expect net income to be between $5.825 billion and $5.905 billion, diluted earnings per share to be between $6.52 and $6.65 for the current year and adjusted diluted earnings per share to be between $6.73 and $6.86.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bcb1abc77b44a5cff48d56c2d26b3b56","relate_stocks":{"LULU":"lululemon athletica"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113371704","content_text":"6月4日，时尚运动品牌Lululemon 2021财年第一季度的财务业绩。消费者对于健身服饰的强劲需求带动公司营收同比翻倍至12.3亿美元，超过分析师一致预期的11.3亿美元。同时净利润1.4亿美元较去年同期的2863万美元翻了5倍。\n\n财报发布后，Lululemon盘后股价微跌0.05%，报317.2美元。\n\n2021年第一季度与2020年第一季度相比：\n\n净收入增长 88% 至12亿美元.按固定美元计算，净收入增长了 83%。\n直接面向消费者的净收入占总净收入的 44.4%，而 2020 年第一季度为 54.0%。\n毛利增长 109% 至7.003亿美元，毛利率上升580个基点至57.1%。\n运营收入增长 492% 至1.938 亿美元，调整后的运营收入增长 479% 至2.015 亿美元.\n营业利润率增加 1,080 个基点至 15.8%。调整后营业利润率增加 1,110 个基点至 16.4%。\n所得税费用增加 827% 至4910 万美元，2021 年第一季度的有效税率为 25.3%，而 2020 年第一季度的有效税率为 15.6%。调整后的 2021 年第一季度的有效税率为 24.5%，而 2020 年第一季度的有效税率为 14.7%。\n每股摊薄收益为1.11 美元相比0.22 美元2020 年第一季度。调整后的摊薄每股收益为1.16 美元相比0.23 美元在 2020 年第一季度。\n公司回购了 30 万股自己的普通股，平均成本为311.02 美元每股。\n公司在本季度净开设了两家公司自营门店，最终开设了 523 家门店。\n\n2019 年第一季度的合并经营报表包含在本新闻稿末尾的表格中以供参考。2021 年第一季度与 2019 年第一季度相比：\n\n净收入增加了4.442 亿美元，或 57%，两年复合年增长率为 25%。\n毛利率增加了 320 个基点。\n营业利润率下降了 70 个基点。调整后的营业利润率下降了 10 个基点。\n每股摊薄收益为1.11 美元相比0.74 美元2019 年第一季度。调整后的摊薄每股收益为1.16 美元2021 年第一季度。\n\n首席财务官Meghan Frank表示：“我们对第一季度的业绩感到非常满意，这反映了与 2020 年和 2019 年相比业务的显著增长。进入第二季度时，我们的势头依然强劲。我们的财务状况实力使我们能够继续实现三个增长战略的力量，同时我们利用近期和长期的机会。”\n2021年展望\n对于 2021 年第二季度，我们预计净收入将在13亿美元至13.3亿美元，每股摊薄收益预计在1.05 美元至1.10 美元本季度和调整后的摊薄每股收益预计在1.10 美元至1.15 美元.\n对于 2021 年，我们预计净收入将在58.25亿美元至59.05亿美元，每股摊薄收益预计在6.52 美元至6.65 美元本年度和调整后的摊薄每股收益预计在6.73 美元至6.86 美元.","news_type":1,"symbols_score_info":{"LULU":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965619304,"gmtCreate":1669943410508,"gmtModify":1676538274589,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>[呆住]&nbsp;","text":"$丰益国际(F34.SI)$[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987577719","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986061893,"gmtCreate":1666855115412,"gmtModify":1676537817624,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/F34.SI\">$丰益国际(F34.SI)$</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;[得意]&nbsp;","text":"$丰益国际(F34.SI)$[得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9986061893","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179742896,"gmtCreate":1626580871915,"gmtModify":1703762002735,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/179742896","repostId":"1160807584","repostType":4,"repost":{"id":"1160807584","kind":"news","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1099700132","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1626572839,"share":"https://ttm.financial/m/news/1160807584?lang=en_US&edition=fundamental","pubTime":"2021-07-18 09:47","market":"us","language":"zh","title":"Nvidia is optimistic about DPU, how big is the market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160807584","media":"半导体行业观察","summary":"通过收购，NVIDIA 进入数据处理单元 (DPU) 市场将近一年，DPU 是部署在数据中心以加速工作负载的芯片。这家芯片制造商宣布了一系列令人印象深刻的合作伙伴和客户，他们要么将其 BlueFiel","content":"<p>With the acquisition, NVIDIA has been in the market for nearly a year for data processing units (DPUs), chips deployed in data centers to accelerate workloads. The chipmaker has announced an impressive list of partners and customers who have either integrated its BlueField-2 DPU into their infrastructure or promised to support them.</p><p>In just one year,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>DPU adoption appears to have made significant progress, putting the company on a path to making the most of a potentially multi-billion dollar market. Let's see how the BlueField DPU can enhance Nvidia's data center business in the long run.</p><p><b>What are the DPU chances?</b></p><p>According to third-party estimates, the global data center accelerator market could reach a value of $53 billion by 2027, compared to just $4.2 billion last year, representing a compound annual growth rate (CAGR) of nearly 44%. Graphics processing units (GPUs) and field programmable gate arrays (FPGAs) are expected to account for nearly $39 billion in the overall data center accelerator market, meaning DPUs and central processing units (CPUs) are likely to compete for the remaining opportunities.</p><p>Nvidia has dominated the GPU market in data centers and has the space to design and input CPUs to improve their addressable chances. The company's progress on DPU suggests it is on track to enter another rapidly growing niche.</p><p>Cybersecurity Expert<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>Is the latest company to choose Nvidia's DPU to accelerate its offering. Palo Alto will use BlueField-2 chips to achieve 5x acceleration of its virtual next-generation firewall, enabling customers to save 150% on capital expenditures compared to legacy systems running on CPUs. The win could open up another attractive opportunity for Nvidia, as the virtual next-generation firewall market is expected to grow at a CAGR of 11.9%, based on third-party estimates.</p><p>Nvidia investors also shouldn't forget that the BlueField-2 DPU is already deployed in the company's AI-on-5G platform to capitalize on the multibillion-dollar opportunity. Nvidia CFO Colette Kress explained during the May earnings call how DPU helped it mine AI across multiple verticals (artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>) and the intersection of 5G:</p><p>Artificial intelligence on the 5G platform utilizes Nvidia Aerial software and combines our Nvidia Bluefield-2 A100 Fusion card for GPU and DPU. We are working with Fujitsu, Google Cloud, Mavenir, Radisys and Wind River to develop solutions based on AI on 5G platforms to accelerate the creation of smart cities and factories, advanced hospitals and smart stores.</p><p>Notably, an increasing number of server original equipment manufacturers (OEMs) are adding BlueField-2 DPUs to their systems. In May this year, Nvidia announced that ASUS,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology and companies such as Supermicro will release BlueField-2-based systems this year. It's not surprising to see more server OEMs jumping on the DPU bandwagon, as the chip can reportedly improve server performance by up to 30%.</p><p><b>NVIDIA is pushing the envelope</b></p><p>Nvidia is pushing the limits of DPU development because of their potential applications in diverse and lucrative niches and their ability to make data centers faster. The company will begin sample delivery of the BlueField-3 DPU in the first quarter of 2022.</p><p>Nvidia said that BlueField-3 has power equivalent to a 300-core CPU in a data center, which is much higher than BlueField-2's ability to match 125 CPU cores. The company claims the BlueField-3 \"has 10x the accelerated compute power of the previous generation, with 16 Arm A78 cores and 4x the cryptographic acceleration.\"</p><p>Due to the impressive performance boost it promises, the chip can quickly gain customer favor. NVIDIA noted that BlueField-3 already receives support from numerous hybrid cloud platform partners, such as VMWare, Red Hat, and Canonical.</p><p>All of this indicates that NVIDIA is moving in the right direction in its DPU project. This bodes well for the company's data center business, which has been hot in recent quarters. First-quarter revenue from the data center business increased 79% year-over-year to $2.04 billion. It accounted for 36% of Nvidia's total quarterly revenue of $5.66 billion, up 84% year-over-year, thanks to stellar performance in data centers and video games.</p><p>Nvidia now has a three-chip strategy to attack data center accelerator opportunities-GPUs, CPUs, and DPUs-and we've seen how big this market will get in the long run. As a result, the data center market may remain a major catalyst for Nvidia in the long term and help it maintain its position as the fastest-growing semiconductor stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia is optimistic about DPU, how big is the market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia is optimistic about DPU, how big is the market?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time smaller\">2021-07-18 09:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>With the acquisition, NVIDIA has been in the market for nearly a year for data processing units (DPUs), chips deployed in data centers to accelerate workloads. The chipmaker has announced an impressive list of partners and customers who have either integrated its BlueField-2 DPU into their infrastructure or promised to support them.</p><p>In just one year,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>DPU adoption appears to have made significant progress, putting the company on a path to making the most of a potentially multi-billion dollar market. Let's see how the BlueField DPU can enhance Nvidia's data center business in the long run.</p><p><b>What are the DPU chances?</b></p><p>According to third-party estimates, the global data center accelerator market could reach a value of $53 billion by 2027, compared to just $4.2 billion last year, representing a compound annual growth rate (CAGR) of nearly 44%. Graphics processing units (GPUs) and field programmable gate arrays (FPGAs) are expected to account for nearly $39 billion in the overall data center accelerator market, meaning DPUs and central processing units (CPUs) are likely to compete for the remaining opportunities.</p><p>Nvidia has dominated the GPU market in data centers and has the space to design and input CPUs to improve their addressable chances. The company's progress on DPU suggests it is on track to enter another rapidly growing niche.</p><p>Cybersecurity Expert<a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>Is the latest company to choose Nvidia's DPU to accelerate its offering. Palo Alto will use BlueField-2 chips to achieve 5x acceleration of its virtual next-generation firewall, enabling customers to save 150% on capital expenditures compared to legacy systems running on CPUs. The win could open up another attractive opportunity for Nvidia, as the virtual next-generation firewall market is expected to grow at a CAGR of 11.9%, based on third-party estimates.</p><p>Nvidia investors also shouldn't forget that the BlueField-2 DPU is already deployed in the company's AI-on-5G platform to capitalize on the multibillion-dollar opportunity. Nvidia CFO Colette Kress explained during the May earnings call how DPU helped it mine AI across multiple verticals (artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>) and the intersection of 5G:</p><p>Artificial intelligence on the 5G platform utilizes Nvidia Aerial software and combines our Nvidia Bluefield-2 A100 Fusion card for GPU and DPU. We are working with Fujitsu, Google Cloud, Mavenir, Radisys and Wind River to develop solutions based on AI on 5G platforms to accelerate the creation of smart cities and factories, advanced hospitals and smart stores.</p><p>Notably, an increasing number of server original equipment manufacturers (OEMs) are adding BlueField-2 DPUs to their systems. In May this year, Nvidia announced that ASUS,<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology and companies such as Supermicro will release BlueField-2-based systems this year. It's not surprising to see more server OEMs jumping on the DPU bandwagon, as the chip can reportedly improve server performance by up to 30%.</p><p><b>NVIDIA is pushing the envelope</b></p><p>Nvidia is pushing the limits of DPU development because of their potential applications in diverse and lucrative niches and their ability to make data centers faster. The company will begin sample delivery of the BlueField-3 DPU in the first quarter of 2022.</p><p>Nvidia said that BlueField-3 has power equivalent to a 300-core CPU in a data center, which is much higher than BlueField-2's ability to match 125 CPU cores. The company claims the BlueField-3 \"has 10x the accelerated compute power of the previous generation, with 16 Arm A78 cores and 4x the cryptographic acceleration.\"</p><p>Due to the impressive performance boost it promises, the chip can quickly gain customer favor. NVIDIA noted that BlueField-3 already receives support from numerous hybrid cloud platform partners, such as VMWare, Red Hat, and Canonical.</p><p>All of this indicates that NVIDIA is moving in the right direction in its DPU project. This bodes well for the company's data center business, which has been hot in recent quarters. First-quarter revenue from the data center business increased 79% year-over-year to $2.04 billion. It accounted for 36% of Nvidia's total quarterly revenue of $5.66 billion, up 84% year-over-year, thanks to stellar performance in data centers and video games.</p><p>Nvidia now has a three-chip strategy to attack data center accelerator opportunities-GPUs, CPUs, and DPUs-and we've seen how big this market will get in the long run. As a result, the data center market may remain a major catalyst for Nvidia in the long term and help it maintain its position as the fastest-growing semiconductor stock.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160807584","content_text":"通过收购，NVIDIA 进入数据处理单元 (DPU) 市场将近一年，DPU 是部署在数据中心以加速工作负载的芯片。这家芯片制造商宣布了一系列令人印象深刻的合作伙伴和客户，他们要么将其 BlueField-2 DPU 集成到他们的基础设施中，要么承诺为他们提供支持。\n在短短一年的时间里，英伟达 DPU 的采用似乎取得了显著进展，使该公司走上了充分利用可能价值数十亿美元的市场的道路。让我们看看 BlueField DPU 如何从长远来看增强 Nvidia 的数据中心业务。\nDPU机会有多大？\n据第三方估计，到 2027 年，全球数据中心加速器市场价值可能达到 530 亿美元，而去年仅为 42 亿美元，复合年增长率 (CAGR) 接近 44%。图形处理单元 (GPU) 和现场可编程门阵列 (FPGA) 预计将占据整个数据中心加速器市场近 390 亿美元的份额，这意味着 DPU 和中央处理单元 (CPU) 可能会争夺剩余的机会。\nNvidia公司已经统治称雄数据中心的GPU市场，并拥有设计，输入CPU的空间，以提高其可寻址的机会。该公司在 DPU 方面的进展表明它有望进入另一个快速增长的利基市场。\n网络安全专家Palo Alto Networks是最新一家选择 Nvidia 的 DPU 来加速其产品的公司。Palo Alto 将使用 BlueField-2 芯片实现其虚拟下一代防火墙的 5 倍加速，与在 CPU 上运行的传统系统相比，使客户能够节省 150% 的资本支出。这场胜利可能为 Nvidia 开辟另一个有吸引力的机会，因为根据第三方的估计，虚拟下一代防火墙市场的复合年增长率预计为 11.9%。\nNvidia 投资者也不应该忘记 BlueField-2 DPU 已经部署在公司的 AI-on-5G 平台中，以利用数十亿美元的机会。Nvidia 首席财务官 Colette Kress 在5 月的财报电话会议上解释了 DPU 如何帮助它在多个垂直领域挖掘 AI（人工智能）和 5G 的交叉点：\n5G 平台上的人工智能利用了 Nvidia Aerial 软件，并结合了我们的 GPU 和 DPU 的 Nvidia Bluefield-2 A100 融合卡。我们正在与富士通、谷歌云、Mavenir、Radisys 和 Wind River 合作开发基于 5G 平台人工智能的解决方案，以加快智慧城市和工厂、先进医院和智能商店的创建。\n值得注意的是，越来越多的服务器原始设备制造商 (OEM) 正在将 BlueField-2 DPU 添加到他们的系统中。今年 5 月，英伟达宣布华硕、戴尔科技和Supermicro等公司将在今年发布基于 BlueField-2 的系统。看到更多服务器 OEM 加入 DPU 潮流并不奇怪，因为据报道该芯片可以将服务器的性能提高 30%。\nNVIDIA 正在挑战极限\nNvidia 正在推动 DPU 开发的极限，因为它们在多样化和利润丰厚的利基市场中具有潜在的应用，以及它们使数据中心更快的能力。该公司将于 2022 年第一季度开始对 BlueField-3 DPU 进行送样。\n英伟达表示，BlueField-3 拥有相当于数据中心 拥有300 个 内核的CPU的功率，远高于 BlueField-2 匹配 125 个 CPU 内核的能力。该公司声称 BlueField-3“具有 10 倍于上一代的加速计算能力，具有 16 个 Arm A78 内核和 4 倍的加密加速。”\n由于其承诺的令人印象深刻的性能提升，该芯片可以迅速获得客户的青睐。NVIDIA 指出，BlueField-3 已经获得了众多混合云平台合作伙伴的支持，例如VMWare、Red Hat 和 Canonical。\n所有这些都表明 NVIDIA 在其 DPU 项目中正朝着正确的方向前进。这对公司的数据中心业务来说是个好兆头，该业务最近几个季度一直火爆。数据中心业务第一季度收入同比增长 79%，达到 20.4 亿美元。由于数据中心和视频游戏领域的出色表现，它占英伟达季度总收入 56.6 亿美元的 36%，同比增长 84%。\n英伟达现在有一个三芯片战略来攻击数据中心加速器的机会——GPU、CPU 和 DPU——而且我们已经看到从长远来看这个市场会变得有多大。因此，从长远来看，数据中心市场可能仍然是英伟达的主要催化剂，并帮助其保持其作为增长最快半导体股票的地位。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346632064,"gmtCreate":1618028316058,"gmtModify":1704706155787,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346632064","repostId":"1199139797","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325534229,"gmtCreate":1615905686261,"gmtModify":1704788312711,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325534229","repostId":"1122766189","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962057221,"gmtCreate":1669683013563,"gmtModify":1676538222328,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462775038081","idStr":"3573462775038081"},"themes":[],"htmlText":"<a 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