VivienneLee personal page - To The Moon

VivienneLee

VivienneLee

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2022-12-13

$丰益国际(F34.SI)$ [得意]

2022-12-08

$丰益国际(F34.SI)$ [得意]

2022-12-06

$丰益国际(F34.SI)$ 👌

2022-12-05

$丰益国际(F34.SI)$ [得意]

2022-12-02

$丰益国际(F34.SI)$ [得意]

2022-12-01

$丰益国际(F34.SI)$ [得意]

2022-11-30

$丰益国际(F34.SI)$

2022-11-29

$丰益国际(F34.SI)$

2022-11-26

$丰益国际(F34.SI)$

2022-11-25

$丰益国际(F34.SI)$ [得意]

2022-11-24

$丰益国际(F34.SI)$ [得意]

2022-11-23

$丰益国际(F34.SI)$ [得意]

2022-11-22

$丰益国际(F34.SI)$ [得意]

2022-11-21

$丰益国际(F34.SI)$ [得意]

2022-11-20

$丰益国际(F34.SI)$ [得意]

2022-11-18

$丰益国际(F34.SI)$ [得意]

2022-11-17

$丰益国际(F34.SI)$ [得意]

2022-11-14

$丰益国际(F34.SI)$ [笑哭]

2022-11-13

$丰益国际(F34.SI)$ [得意]

2022-11-12

$丰益国际(F34.SI)$ [得意]

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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":764,"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,"idStr":"3573462775038081","authorIdStr":"3573462775038081"},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>[呆住]&nbsp;","text":"$丰益国际(F34.SI)$[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987577719","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986061893,"gmtCreate":1666855115412,"gmtModify":1676537817624,"author":{"id":"3573462775038081","authorId":"3573462775038081","name":"VivienneLee","avatar":"https://static.tigerbbs.com/c894630250b23913750af7103f748f30","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573462775038081","authorIdStr":"3573462775038081"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/F34.SI\">$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,"idStr":"3573462775038081","authorIdStr":"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,"idStr":"3573462775038081","authorIdStr":"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,"idStr":"3573462775038081","authorIdStr":"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,"idStr":"3573462775038081","authorIdStr":"3573462775038081"},"themes":[],"htmlText":"<a 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