美联储利率决议及市场反应 - 美联储于本周三实施了今年首次降息，幅度为25个基点，这是自去年12月以来的首次降息 [2] - 美联储主席杰罗姆·鲍威尔将此次决策称为“风险管理式降息”，政策制定者同时暗示今年还将有两次降息 [3] - 市场在降息当日出现负面反应后，于次日强劲反弹，三大主要股指均创下历史新高，标普500指数本周上涨0.72%，道琼斯指数上涨0.67%，纳斯达克指数跃升1.49% [1] 历史表现与市场轮动 - 历史数据显示，在宽松周期中，若美联储在暂停加息超过6个月后首次降息，标普500指数在随后12个月内平均上涨约15% [4] - 近期市场出现板块轮动现象，小型股在降息后开始反弹，罗素2000指数昨日创下历史新高，突破了2021年11月的前高点和去年11月的假突破水平 [5][6] - 小型股的远期市盈率相对于大型股接近自1999年以来的最低水平，显示其估值相对便宜 [5] 值得关注的公司 - Credo Technology Group (CRDO) 是罗素2000 ETF (IWM) 的重要成分股，该公司为超大规模数据中心及5G网络市场提供高性能串行连接解决方案，其股价在2025年已飙升超过150% [8] - 公司最新财季每股收益为0.52美元，大幅超出市场共识预期0.35美元，超出幅度达48.6%，分析师已将其当前季度每股收益预期在过去60天内上调33.33%至0.48美元 [9][11] - 量子计算公司 IonQ (IONQ) 在收购英国牛津离子公司后股价创下新高，其通过亚马逊AWS、微软Azure和谷歌云提供量子系统，预计本年度收入将跃升115%至9270万美元，年内股价上涨近60% [12][13]

股价表现与近期催化剂 - IonQ公司股价在过去12个月中涨幅超过600% [1][5] - 股价近期上涨的催化剂包括获得监管批准收购牛津离子公司以及9月12日的分析师日活动 [1] 收购牛津离子公司的战略意义 - 收购牛津离子公司旨在加强量子计算技术 [3][5] - 牛津离子公司拥有当前世界最高的量子计算保真度记录 保真度用于衡量量子计算机计算的准确性 [3] 估值与投资时机分析 - 公司股价飙升后估值显得昂贵 这体现在其市销率上 [4] - 当前市销率倍数高于过去几年水平 表明股价估值处于高位 [6] - 建议投资者等待股价下跌 因为股票具有高波动性 其贝塔值超过25 [5][7] 行业比较与替代选择 - 有分析团队认为存在比IonQ更值得投资的10支股票 [8] - 该分析服务的总平均回报率为1058% 远超标准普尔500指数的189% [9]

For Immediate ReleaseChicago, IL – September 19, 2025– Today, Zacks Investment Ideas feature highlights IonQ (IONQ) , Rigetti Computing (RGTI) and D-Wave Quantum (QBTS) .Quantum Stocks Break Out: What's Next for IONQ, RGTI and QBTS?Just two weeks ago (here), I laid out a tactical plan for trading the emerging leaders in the quantum space. Since then, IonQ, Rigetti Computing and D-Wave Quantum have delivered explosive rallies, rewarding traders who were positioned and pushing the group further into the spotl ...

IonQ (IONQ) has once again stepped into the spotlight, and this time the buzz carries weight. At the New York Stock Exchange, during its 2025 Analyst Day, the company drew close attention from Wall Street. Needham analyst Quinn Bolton walked away with stronger conviction, lifting his price target on IONQ stock while holding firm on a “Buy” rating. To Bolton, IonQ is not only well-positioned but on course to emerge as a frontrunner in quantum computing. The analyst highlighted three pillars supporting this ...

The quantum computing arms race is heating up.Quantum computing is slated to become the next big tech investment trend following artificial intelligence (AI). We're still in the early innings of this exciting technology, but most companies agree that 2030 will be a turning point in this space. However, waiting until 2030 to start investing in this field after the winners are established is a mistake. Many of these companies will likely have dramatically increased in value by then, causing investors to lose ...

Just two weeks ago (here), I laid out a tactical plan for trading the emerging leaders in the quantum space. Since then, IonQ ((IONQ), Rigetti Computing ((RGTI), and D-Wave Quantum ((QBTS) have delivered explosive rallies, rewarding traders who were positioned and pushing the group further into the spotlight.What was once considered a distant, almost science fiction theme is now moving rapidly toward commercialization, with major breakthroughs, expanding government support, and institutional investors begin ...

股价表现 - IonQ公司股价在本周大幅上涨 截至周四美国东部时间下午1点10分 股价上涨24.6% [1] - 本周内公司股价每日均录得稳健涨幅 受一系列利好消息推动 [3] 积极催化剂 - 两家华尔街分析师上调公司目标价并重申买入评级 B Riley认为公司定位远优于股价所反映的水平 [3] - 公司宣布将收购量子技术公司Vector Atomic [3] - 公司与霍尼韦尔一同被美国能源部选为太空量子合作项目的新合作伙伴 并签署了谅解备忘录 [4] 业务前景与行业地位 - 公司在量子计算领域进行了多项收购并拓展了新客户 [5] - 公司目标是今年实现高达1亿美元的收入 目前是四大量子股票中市值最高的公司 有望成为量子计算革命的领导者 [5] - 若市场对该行业的兴趣持续 且公司能达成新的合作与收购 其股价有望继续走高 [5]

Shares in the four largest publicly traded quantum computing companies (which I'll refer to as the "Quantum Four†for short) are currently having a good 24 hours. ...

Shares of quantum-computing companies like D-Wave and IonQ are soaring this week as a flurry of positive news boosts investor enthusiasm for the emerging technology. ...

智通财经APP获悉，周四，量子计算概念股普涨，截至发稿，Sealsq Corp(LAES.US)涨超6.5%，Rigetti Computing(RGTI.US)涨超10%，IonQ Inc(IONQ.US)涨超5%，Quantum Compting(QUBT.US)涨超3%。消 息面上，此前IonQ宣布成功完成对英国量子计算公司Oxford Ionics的收购，此次交易加速了IonQ开发更 强大、高保真量子计算机的技术路线图，并支持该公司向英国、欧洲、亚洲和其他全球市场的扩张。 ...