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简介

Commercial Metals is America's largest producer of steel rebar, manufacturing from 100% scrap metal in ultra-efficient electric arc furnaces. It benefits directly from US infrastructure spending (roads, bridges, buildings require rebar).

营收

$7.2B

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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.

营收

$130.5B

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