原油市场 - 特朗普政府宣布对俄罗斯两家最大能源公司实施新制裁后油价飙升引发全球供应收紧担忧 [2] - 制裁可能导致能源市场持续波动交易商正在评估俄罗斯实际减产规模 [2] - 全球基准布伦特原油上涨约5%至每桶65.86美元美国原油上涨5.5%至61.68美元但今年迄今油价仍下跌约15% [3] 英特尔公司 - 第三季度营收137亿美元每股收益23美分超出市场预期股价盘后上涨约6% [3][4] - 公司给出第四季度乐观预测主要因个人电脑需求增长 [4] - 股价在过去三个月已上涨超过80%市场关注点转向财报电话会议内容 [4] 量子计算行业 - 《华尔街日报》报道多家公司正与商务部谈判以股权换取联邦资助推动量子计算股票上涨 [5] - Ion Q、Rigetti和D-Wave等公司股价因市场乐观情绪而飙升但CNBC后续报道商务部否认该消息后股价从高点回落 [6] - 政府近期在战略重要行业通过获取股权以提升竞争力并应对中国包括MP Materials和英特尔公司 [6] 宝洁公司 - 预计营收221.5亿美元同比增长约2%预计每股收益1.90美元同比下降约1.5% [7] - 公司积极实施成本节约和生产力提升计划以增强利润率并保持竞争优势 [8] - 有机销售数据将成为财报关键看点 [9] 宏观经济与市场 - 经济学家预计明日公布的9月核心CPI环比上升0.3%年率维持在3.1%高于美联储目标 [10] - 摩根大通认为即使通胀数据偏高标普500指数仍有65%概率上涨因市场预期美联储将于10月9日再次放宽政策 [10] 国防工业 - 通用动力将于明日开盘前公布财报其股价年内上涨约30%今日财报前上涨约1% [12] - 同业公司RTX和洛克希德马丁业绩超预期仅诺斯罗普营收未达预期但行业均因全球国防支出增长而上调全年展望 [12] 其他公司财报 - 斯伦贝谢盘后股价上涨4% [14] - 英特尔财报后股价上涨近8% [14] - 德克斯公司财报后股价下跌约8.5% [14]

The markets are focusing on progress in US-China trade talks, as President Trump reiterated his threat on Monday to boost tariffs on Chinese goods “if there isn’t a deal” by November 1. President Trump is scheduled to meet Chinese President Xi Jinping next Thursday on the sidelines of the Asia-Pacific Economic Cooperation conference in South Korea.Late Wednesday, the Trump administration announced sanctions on Rosneft PJSC and Lukoil PJSC, Russia’s biggest oil producers, due to “Russia’s lack of serious com ...

Key Takeaways Rigetti's stock soared over 2,800% amid major contracts and quantum technology milestones. The firm secured U.S. Air Force and Novera deals worth over $11 million combined.Despite progress, falling revenue, higher losses and a lofty valuation raise red flags.Rigetti Computing, Inc.’s (RGTI) shares have gained more than 2,800% in the past year as investors showed excitement over its quantum breakthroughs. However, Rigetti’s weak fundamentals and lofty valuation raised doubts about its future gr ...

D-Wave (QBTS) shares were seen trading more than 20% higher on Oct. 23 as reports emerged that the U.S. government is considering taking equity stakes in quantum technology companies. The potential federal investment program will reportedly involve minimum funding awards of $10 million per firm through the Commerce Department. However, investors should note that government representatives denied that they were in negotiations with any quantum tech firms. More News from Barchart Despite an aggressive ral ...

科技行业驱动经济 - 技术领域正在驱动更广泛的市场和经济发展 美联储主席Jerome Powell指出人工智能资本支出是当前经济中表现尤为出色的部分[2][3] - 人工智能支出由大型科技公司如亚马逊、微软、Alphabet推动 同时英伟达等公司正从中受益[3][4] - 人工智能领域的资本支出规模巨大 甲骨文公司在其会议上提出的数据中心支出预计将超过1万亿美元[19] 大型科技公司业绩焦点 - 市场下周将重点关注多家大型科技公司财报 包括微软、谷歌、Meta、亚马逊和苹果[14][16] - Meta和Alphabet的业务本质由广告支出驱动 广告支出被视为经济的“煤矿中的金丝雀” 是企业在面临不确定性时最先削减的支出[15][16] - 科技资本支出是市场焦点 预计支出规模将达到数百亿美元 若支出增长停滞 将对供应链上的公司造成问题[18][20] IBM与特斯拉业绩分析 - IBM最新季度业绩表现稳健 三大主要部门均表现良好 咨询业务同比增长3% 自由现金流强劲 过去一年股价表现优于标普500指数约50%[7][8] - 特斯拉过去一年股价上涨超过100% 但股价波动剧烈 盘后因净利润率不佳而下跌 次日又大幅上涨[8][9] - 特斯拉的股价交易不基于业务基本面 而是基于对能源、Optimus机器人、全自动驾驶、机器人出租车等未来业务的期望 这些产品目前尚未上市销售[10][11][12] 量子计算板块动态 - 量子计算相关股票今日大幅上涨 D-Wave上涨19% Regetti和量子计算板块整体上涨12%[21] - 量子计算领域目前更多是处于科学项目阶段 交易基于未来希望 而非成熟的业务 该领域可能存在失败案例甚至欺诈[22][23] - 量子技术的发展可能为网络安全等领域带来新的价值 但投资者需具备区分能力 否则最好远离该领域[22][23]

政府投资谈判状态 - 美国商务部明确表示目前未与量子计算公司就股权注资进行谈判 [1] - 尽管政府否认 但IonQ、Rigetti Computing和D-Wave Quantum等公司的股价在周四仍大幅上涨 [1] 潜在交易结构与市场预期 - 投资者对量子计算领域仍持乐观态度 认为未来可能达成某种形式的交易 [2] - 政府声明中使用的“目前”一词暗示未来可能进行谈判 “股权”一词则暗示交易结构可能有所不同 [2] - 认股权证等工具可能成为替代方案 使政府获得未来以设定价格购买股份的权利而非即时所有权 [2] 行业参与方立场与评论 - Rigetti公司声明正持续与美国政府就融资机会进行接触 [3] - Rigetti强调若美国不主导支持量子计算突破 其他国家将领先 这对国家安全构成重大风险 [3] - IonQ和Quantum Computing公司对此事拒绝置评 [3]

Key Takeaways Rigetti secured $5.7M in QPU and services orders, marking its strongest commercial traction to date.A $5.8M Air Force Research Lab award with QphoX advances Rigetti's role in quantum networking.Despite uneven revenue, RGTI's technology adoption hints at a turning point toward sustained growth.Rigetti Computing (RGTI) is showing early signs of commercial traction as its quantum systems begin finding paying customers. In the third quarter of 2025, the company announced approximately $5.7 million ...

Packages of Beyond Meat burgers and Beyond Beef. The resurrection of Beyond Meat Inc.’s meme status not only lifted the producer of meatless burger patties from record lows, but also incited a frenzy of retail trading activity. Most Read from Bloomberg Do-it-yourself investors traded furiously in Beyond Meat, quantum computing stocks, crypto-linked firms and more this week. On Tuesday, retail was responsible for 16% of total single-stock trading volume, the most on record in data stretching back to 2018, ...

Rigetti Computing (RGTI) shares soared more than 15% at one point in Thursday trading following reports President Donald Trump’s administration wants to take equity stakes in the quantum technology companies. However, investors should note that the Trump admin has since said it is not negotiating equity stakes with any quantum-tech companies. Despite a sharp increase on Thursday, RGTI stock remains down over 30% versus its recent high. More News from Barchart www.barchart.com Is Government Interest Bul ...

Key Points The fund has surged 38% year to date as quantum computing breakthroughs capture investor attention, but extreme valuations among pure-play stocks suggest caution is warranted. Broad diversification across 80 holdings includes established technology giants generating positive free cash flow alongside speculative quantum startups, reducing concentration risk. A 0.4% expense ratio is reasonable for thematic exposure, though investors should understand they're paying for access to an emerging ...