Investors in quantum computing stocks are having another great week, with shares in the major publicly traded firms up by double digits over the last 24 hours in most cases. Here's a snapshot of their... ...

Home > Investing > IonQ Hit Major Quantum Computer Milestone Earlier Than Expected—Time to Buy? Indeed, the performance benchmarks seem to favor IonQ over some major rivals in the space. And while the breakthrough might suggest quantum advancement is further along than expected, I do think that even breakthrough good news might not be enough to move the needle as high, given the explosive run IONQ and other quantum computing stocks have been on of late. At the time of this writing, shares of IONQ are down m ...

行业概述 - 量子计算领域利用量子力学原理，能以远超当前最快超级计算机的速度执行计算 [1] - 该技术具有颠覆性潜力，早期布局可能带来重大投资机遇 [2] IonQ (IONQ) - 公司是新兴量子计算公司中规模最大的，市值达到200亿美元，其股价在过去12个月内飙升超过6倍 [3] - 公司采用 trapped-ion 架构，认为相比主要竞争对手的超导技术具有成本更低、基础设施要求更简单等优势 [3] - 近期实现两大技术里程碑：创下 AQ 64 的算法量子比特纪录，以及实现光子频率从可见光波长到电信波长的转换，为远距离量子计算机互联奠定基础 [4] - 客户包括制药巨头阿斯利康、航空航天领军企业通用动力和美国空军 [5] - 通过战略性并购扩展能力，近期完成了对Lightsynq、Capella和Oxford Ionics的收购，并计划收购先进量子传感器公司Vector Atomic [6] Rigetti Computing (RGTI) - 公司股价在过去一年涨幅超过38倍，表现突出 [7] - 公司主张超导技术是构建量子计算机的更好途径，特别强调利用广泛使用的半导体制造技术的优势 [8] - 于2025年7月实现技术里程碑，使用36量子比特系统将错误率降低至此前最佳水平的一半，该系统是目前市场上最大的多芯片量子计算机 [8] - 客户与合作伙伴包括英国国家计算中心、费米实验室的超导量子材料与系统中心，并与ADIA Lab、汇丰银行、穆迪和渣打银行合作开发金融领域应用案例 [9] - 其量子计算机已在亚马逊AWS和微软Azure云平台上可用 [9] D-Wave Quantum (QBTS) - 公司是三者中市值最小的，约为88亿美元，但其股价在过去12个月内暴涨超过2500% [10] - 公司是首家商业量子计算公司，并率先在生产环境中部署量子应用 [11] - 采用量子退火技术而非门模型量子计算机，其优势在于已能用于解决现实世界问题，例如其Advantage2系统可应用于人工智能、优化和材料模拟领域 [12] - 客户包括埃森哲、巴斯夫和万事达卡 [12]

Key Takeaways Microsoft unveiled Majorana 1 and partnerships to scale hardware and cloud-integrated quantum systems.IBM is expanding fault-tolerant platforms with new data centers, global deployments and Nighthawk updates.D-Wave and IonQ highlight revenue gains, hybrid solutions, performance milestones and telecom integration.This year has seen quantum computing being pushed from lab interests toward practical deployments. Vendors and tech giants published official updates showing progress on error correcti ...

（文章来源：每日经济新闻） 每经AI快讯，美股量子计算、存储概念股盘前走高，LAES、IONQ、RGTI涨超3%；西部数据涨超 4%，SanDisk Corp涨近3%，希捷科技涨近2%。 ...

Quantum computing offers a high-risk, high-reward investment opportunity.Artificial intelligence (AI) has been rapidly transforming industries and reshaping our daily lives, positioning itself as one of the most profound technological revolutions in modern history. But we may now be on the brink of an even bigger transformation. Enter quantum computing -- a fundamentally different, more powerful, and more efficient way of processing information. While classical computers work with bits of 0s and 1s to handl ...

IonQ, Inc. (IONQ) ended the recent trading session at $61.50, demonstrating a -4.3% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 0.41%. On the other hand, the Dow registered a gain of 0.18%, and the technology-centric Nasdaq increased by 0.31%. Shares of the company witnessed a gain of 50.35% over the previous month, beating the performance of the Computer and Technology sector with its gain of 7.63%, and the S&P 500's gain of 3.15%.The upcoming earnings releas ...

Key Takeaways IonQ exceeded Q2 revenue guidance by 15%, underscoring strong project execution with existing customers.Acquisitions and partnerships target 800 logical qubits by 2027 and 80,000 by 2030.Collaborations with AstraZeneca, AWS and others showcase practical applications of IonQ's systems.IonQ’s (IONQ) path to profitability is anchored by both strong revenue performance and strategic capital allocation. In the last-reported second quarter of 2025, the company’s revenues surpassed the high end of th ...

Key Points A process of elimination can cross several quantum computing stocks off the list of Wall Street's favorites. Analysts are especially bullish about three familiar names. One stands out as Wall Street's favorite, but it's not primarily because of the quantum computing opportunity. 10 stocks we like better than Microsoft › Wall Street analysts pay close attention to hot technology trends. That's an important part of their jobs. Unsurprisingly, quantum computing is receiving intense attent ...

投资策略与方法 - 采用全行业覆盖的通才型投资方法 只要存在相对于标普500指数产生超额回报的潜力就会进行探索分析和投资[1] - 典型的持股期限从几个季度到数年不等[1] - 非常少构建贴现现金流模型并对未来多年财务进行预测 认为该方法增值有限[1] 研究分析框架 - 建立并维护全面的电子表格 展示财务数据历史记录关键指标披露指引与共识预期对比趋势以及估值与同行的时间序列比较[1] - 除了公司申报文件外 还关注相关行业新闻报告以及其他人士对股票的研究覆盖[1] - 在特定情况下 例如首席执行官变更期间 会对关键领导者的背景及其过往业绩记录进行深入研究[1] - 评估公司过往表现以及对贴现现金流估值五大驱动因素的广泛前景 包括收入成本与利润率现金流转化率资本支出与投资以及利率[1]