Flowvium

公司比較

並排比較供應鏈位置、機構信號和新聞間隙評分。

VS

市值區間

小型vs巨型

鏈條角色

suppliervsleader

間隙評分

N/Avs5

IB活動

N/Avs95

營收結構比較

AJRD
NVDA
AJR

Aerojet Rocketdyne Holdings, Inc.

AJRD · defense

supplier小型 ($1B以下)
完整資料

簡介

Aerojet Rocketdyne (now part of L3Harris) is the sole U.S. manufacturer of large liquid rocket engines, providing propulsion for NASA's Space Launch System, ULA's Vulcan, and numerous missile defense programs. Its monopoly position in critical propulsion systems makes it an irreplaceable node in the U.S. defense supply chain.

成立時間

1942

員工人數

5,200+

總部

El Segundo, California, USA

營收

$2.4B

Defense60%
Space35%
Other5%

新聞缺口信號

此股票代碼沒有新聞缺口數據。

機構信號

此代號沒有13F信號記錄。

級聯模式

未出現在任何追蹤的級聯模式中。

關鍵關係

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

NVIDIA Corporation

NVDA · semiconductors

leader巨型 ($1T+)
完整資料

簡介

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.

成立時間

1993

員工人數

32,000+

總部

Santa Clara, California, USA

營收

$130.5B

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

新聞缺口信號

間隙評分(沉默=信號)5
IB活動評分95
媒體覆蓋評分98

IB活動: HIGH

機構信號

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

關鍵關係

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