标的对比

把任意两只 AI 标的放在一起:共识分、持有人动作、多空逻辑与实时价,一屏对比。同类平台把对比功能放在付费档,这里免费。

免责声明:仅供教育与信息参考,不构成投资建议。
vs
AMZN亚马逊
云 + 自研芯片
共识分56分歧
持有人数: 3
  • 沃伦·巴菲特 · 清仓-12
  • 凯茜·伍德 · 增持+10
  • 大卫·泰珀 · 增持+10

AWS 变现 AI,Trainium 降本。

巨额 capex 拖累短期利润。

查看个股
NVDA英伟达
AI 加速器龙头
共识分42分歧
持有人数: 3
  • 段永平 · 增持+10
  • 大卫·泰珀 · 减持-8
  • 菲利普·拉丰 · 减持-8

CUDA 生态 + Blackwell 放量,定价权强。

自研芯片与竞争对手(AMD)分流。

查看个股

全部对比页

AMAT vs AMDAMAT vs AMZNAMAT vs BABAAMAT vs BIDUAMAT vs CRWVAMAT vs GEVAMAT vs GOOGLAMAT vs LRCXAMAT vs METAAMAT vs MSFTAMAT vs MUAMAT vs NVDAAMAT vs PDDAMAT vs SNDKAMAT vs STXAMAT vs TSLAAMAT vs TSMAMD vs AMZNAMD vs BABAAMD vs BIDUAMD vs CRWVAMD vs GEVAMD vs GOOGLAMD vs LRCXAMD vs METAAMD vs MSFTAMD vs MUAMD vs NVDAAMD vs PDDAMD vs SNDKAMD vs STXAMD vs TSLAAMD vs TSMAMZN vs BABAAMZN vs BIDUAMZN vs CRWVAMZN vs GEVAMZN vs GOOGLAMZN vs LRCXAMZN vs METAAMZN vs MSFTAMZN vs MUAMZN vs NVDAAMZN vs PDDAMZN vs SNDKAMZN vs STXAMZN vs TSLAAMZN vs TSMBABA vs BIDUBABA vs CRWVBABA vs GEVBABA vs GOOGLBABA vs LRCXBABA vs METABABA vs MSFTBABA vs MUBABA vs NVDABABA vs PDDBABA vs SNDKBABA vs STXBABA vs TSLABABA vs TSMBIDU vs CRWVBIDU vs GEVBIDU vs GOOGLBIDU vs LRCXBIDU vs METABIDU vs MSFTBIDU vs MUBIDU vs NVDABIDU vs PDDBIDU vs SNDKBIDU vs STXBIDU vs TSLABIDU vs TSMCRWV vs GEVCRWV vs GOOGLCRWV vs LRCXCRWV vs METACRWV vs MSFTCRWV vs MUCRWV vs NVDACRWV vs PDDCRWV vs SNDKCRWV vs STXCRWV vs TSLACRWV vs TSMGEV vs GOOGLGEV vs LRCXGEV vs METAGEV vs MSFTGEV vs MUGEV vs NVDAGEV vs PDDGEV vs SNDKGEV vs STXGEV vs TSLAGEV vs TSMGOOGL vs LRCXGOOGL vs METAGOOGL vs MSFTGOOGL vs MUGOOGL vs NVDAGOOGL vs PDDGOOGL vs SNDKGOOGL vs STXGOOGL vs TSLAGOOGL vs TSMLRCX vs METALRCX vs MSFTLRCX vs MULRCX vs NVDALRCX vs PDDLRCX vs SNDKLRCX vs STXLRCX vs TSLALRCX vs TSMMETA vs MSFTMETA vs MUMETA vs NVDAMETA vs PDDMETA vs SNDKMETA vs STXMETA vs TSLAMETA vs TSMMSFT vs MUMSFT vs NVDAMSFT vs PDDMSFT vs SNDKMSFT vs STXMSFT vs TSLAMSFT vs TSMMU vs NVDAMU vs PDDMU vs SNDKMU vs STXMU vs TSLAMU vs TSMNVDA vs PDDNVDA vs SNDKNVDA vs STXNVDA vs TSLANVDA vs TSMPDD vs SNDKPDD vs STXPDD vs TSLAPDD vs TSMSNDK vs STXSNDK vs TSLASNDK vs TSMSTX vs TSLASTX vs TSMTSLA vs TSM