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

中型vs巨型

鏈條角色

leadervsleader

間隙評分

N/Avs5

IB活動

N/Avs95

營收結構比較

ENPH
NVDA
ENP

Enphase Energy, Inc.

ENPH · ev-battery

leader中型 ($1B+)
完整資料

簡介

Enphase Energy is the global leader in solar microinverter technology, providing semiconductor-based solutions that maximize energy production from every solar panel. Its integrated home energy system combining solar, battery, and EV charging positions it at the center of the residential clean energy transition.

成立時間

2006

員工人數

5,600+

總部

Fremont, California, USA

營收

$2.3B

Microinverters70%
Storage Systems20%
Other (Software, Services)10%

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。

關鍵關係

TSM· Taiwan Semiconductor Manufacturing Company
supplier
TSLA· Tesla, Inc.
competitor
TXN· Texas Instruments Incorporated
supplier
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