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

suppliervsleader

間隙評分

N/Avs5

IB活動

N/Avs95

營收結構比較

MP
NVDA
MP

MP Materials Corp.

MP · materials

supplier中型 ($1B+)
完整資料

簡介

MP Materials operates the Mountain Pass rare earth mine in California, the only active rare earth mine in the Western Hemisphere. It is vertically integrating from mining through magnet manufacturing to supply US EV makers and defense contractors with domestically sourced rare earth materials.

成立時間

2017

員工人數

700+

總部

Las Vegas, Nevada, USA

營收

$0.26B

Materials Segment72%
Magnetics Segment28%

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

GM· General Motors
customer
ALB· Albemarle 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