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

中型vs巨型

链条角色

intermediaryvsleader

间隙评分

68vs5

IB活动

78vs95

营收结构比较

COIN
NVDA
COI

Coinbase Global, Inc.

COIN · financials

intermediary中型 ($1B+)
完整资料

简介

Coinbase is the largest U.S.-based cryptocurrency exchange, serving as the primary on-ramp for both retail and institutional investors entering the digital asset space. Its role as custodian for most spot Bitcoin ETFs and its USDC stablecoin partnership with Circle position it as critical infrastructure for the crypto ecosystem.

成立时间

2012

员工人数

3,500+

总部

Remote-first (incorporated in Delaware, USA)

营收

$6.6B

Transaction Revenue55%
Stablecoin Revenue (USDC)20%
Blockchain Rewards (Staking)15%
Other (Subscriptions, Services)10%

新闻缺口信号

间隙评分(沉默=信号)68
IB活动评分78
媒体覆盖评分32

IB活动: HIGH

机构信号

accumulating$70M

BlackRock

2024-08-13

accumulating$30M

BlackRock

2024-08-13

reducing$6M

BlackRock

2024-08-13

关键关系

V· Visa Inc.
partner
BLK· BlackRock, Inc.
partner
GS· The Goldman Sachs Group, Inc.
partner
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