Core Viewpoint - The recent research conducted by Taixin Fund on Dipu Technology indicates strong growth in application delivery and network products, with a shift towards full domestic replacement in the market [1] Company Summary - Dipu Technology (300768) is experiencing high growth rates in application delivery, which is outpacing other segments, and is entering a phase of comprehensive domestic product replacement [1] - The company is enhancing operational efficiency and revenue improvement through standardized services, market expansion, and the application of AI technology [1] - The financial market growth is attributed to demand release and domestic replacement, with expectations for steady growth in the medium to long term due to expanded service scope and regional penetration [1] Industry Summary - The market is transitioning towards full domestic product replacement, with Dipu Technology's products already achieving comprehensive domestic status and participating in the replacement of domestic equipment [1] - AI technology is being integrated into the company's operations, although its impact is challenging to quantify separately [1]

2025.05. 29 英伟达还称，微软已经"部署了数万颗Blackwell GPU，且预计将把GB200产品的数量"增加到数十 万块"。 英伟达同时预计，近期美国对中国H20芯片出口限制造成的销售损失达约80亿美元。 此前美国政府通知英伟达，先前获准销售的H20处理器需要获得出口许可证。英伟达在财报中表示， 公司因该芯片库存过剩产生了45亿美元的费用。 英伟达还表示，若不计入与中国市场相关的费用，其本季度毛利率将高于目前的61%，达到约 71.3%。 英伟达首席财务官科莱特· 克雷斯（Colette Kress）在财报电话会议上告诉分析师，短期内，因为 美国相关管制，英伟达在中国市场面临限制，数据中心收入有所下降。 作者 | 第一财经 钱童心 当地时间5月28日，英伟达公布财报显示，其盈利和收入均好于预期，数据中心业务同比增长超过 70%。财报推动公司盘后股价上涨约4%，市值逼近3.3万亿美元，有望再次冲击冠军。 英伟达最新财报显示，该公司在截至4月27日的最新季度整体收入增长69%，达到441亿美元；净利 润增长26%，达到188亿美元。包括AI芯片和相关部件在内的数据中心部门销售额增长73%，达到 39 ...