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

小型vs巨型

链条角色

suppliervsleader

间隙评分

92vs5

IB活动

85vs95

营收结构比较

KTOS
NVDA
KTO

Kratos Defense & Security Solutions

KTOS · defense

supplier小型 ($1B以下)
完整资料

简介

Kratos Defense develops autonomous unmanned aerial systems (drones) and microwave electronics for the U.S. military. Its low-cost attritable drone concepts like the XQ-58 Valkyrie are at the forefront of the DoD's push for collaborative combat aircraft.

成立时间

1994

员工人数

4,200+

总部

Oklahoma City, Oklahoma, USA

营收

$1.1B

Unmanned Systems38%
Microwave Electronics32%
Defense & Rocket Support30%

新闻缺口信号

间隙评分(沉默=信号)92
IB活动评分85
媒体覆盖评分5

IB活动: HIGH

机构信号

accumulating$25M

BlackRock

2024-08-13

reducing$47K

BlackRock

2024-08-13

reducing$917K

BlackRock

2024-08-13

级联模式

未出现在任何追踪的级联模式中。

关键关系

LMT· Lockheed Martin Corporation
partner
NOC· Northrop Grumman Corporation
partner
RTX· RTX Corporation (Raytheon)
customer
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