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

92vs5

IB活動

85vs95

營收結構比較

KTOS
NVDA
KTO

Kratos Defense & Security Solutions

KTOS · defense

supplier小型 ($1B以下)
完整資料

簡介

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.

成立時間

1994

員工人數

4,200+

總部

Oklahoma City, Oklahoma, USA

營收

$1.1B

Unmanned Systems38%
Microwave Electronics32%
Defense & Rocket Support30%

新聞缺口信號

間隙評分(沉默=信號)92
IB活動評分85
媒體覆蓋評分5

IB活動: HIGH

機構信號

accumulating$25M

BlackRock

2024-08-13

reducing$47K

BlackRock

2024-08-13

reducing$917K

BlackRock

2024-08-13

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
partner
NOC· Northrop Grumman Corporation
partner
RTX· RTX Corporation (Raytheon)
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