Flowvium

公司比较

并排比较供应链位置、机构信号和新闻间隙评分。

VS

市值区间

超大型vs巨型

链条角色

leadervsleader

间隙评分

N/Avs5

IB活动

N/Avs95

营收结构比较

APP
NVDA
APP

AppLovin Corporation

APP · it-software

leader超大型 ($100B+)
完整资料

简介

AppLovin is a mobile advertising technology company whose AXON AI engine delivers exceptional mobile ad performance. Its software platform generates ~80% gross margins and has grown >100% YoY, disrupting incumbents like Unity and IronSource.

成立时间

2012

员工人数

1,700

总部

Palo Alto, CA

营收

$4.7B

Software Platform58%
Apps Portfolio42%

新闻缺口信号

此股票代码没有新闻缺口数据。

机构信号

此代码没有13F信号记录。

级联模式

未出现在任何追踪的级联模式中。

关键关系

META· Meta Platforms
competitor
TTD· The Trade Desk, Inc.
competitor
NVD

NVIDIA Corporation

NVDA · semiconductors

leader巨型 ($1T+)
完整资料

简介

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

成立时间

1993

员工人数

32,000+

总部

Santa Clara, California, USA

营收

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

新闻缺口信号

间隙评分(沉默=信号)5
IB活动评分95
媒体覆盖评分98

IB活动: HIGH

机构信号

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

关键关系

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer