量子计算产业链正进入快速成长阶段，各环节同步突破、协同效应不断增强，未来行业发展势能强劲 智通财经APP获悉，中金发布研报称，随着全球科技巨头(谷歌、IBM、微软等)不断突破量子比特规模 与纠错精度，中国在"祖冲之""九章"等原型机实现多点超越，ICV预计全球量子计算市场规模在2024– 2035年由50亿美元增长至8,000亿美元以上，CAGR超55%。其中，硬件环节先行受益，测控系统、稀释 制冷机等核心设备有望早日进入量产周期。量子计算正处于由科研突破向商业落地的关键拐点，硬件环 节或将率先实现产业化突破，核心设备厂商将迎来战略机遇期。 中金主要观点如下： 经典计算面临瓶颈，量子计算有望带来算力突破 随着制程持续微缩，经典计算在性能提升上遭遇算力瓶颈、量子隧穿效应、散热问题三大限制。而量子 计算通过量子比特实现信息的叠加与纠缠，使得可编码信息量上呈指数级增长，从而能够快速高效求解 经典计算难以处理的复杂问题。这一特性使量子计算在金融(组合优化)、生物制药(分子模拟)及工程材 料(材料设计)等高复杂度领域带来了新的算力突破。 全球主要经济体正将量子信息技术列入国家战略布局 美国通过《国家量子倡议法案》将拨款 ...

Key Takeaways RGTI is seeing stronger demand as hybrid quantum-classical platforms gain enterprise and research interest.RGTI secured $5.7M in Novera system orders and a $5.8M Air Force contract for quantum networking tech.RGTI's deal with NVIDIA's NVQLink positions it within a broader accelerated-computing ecosystem.Rigetti Computing (RGTI)  appears to be building tangible momentum as growing interest in hybrid quantum-classical platforms drives stronger inbound demand across government, research, and comm ...

CANADA - 2025/09/15: In this photo illustration, the IonQ logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesIonQ (IONQ) has been one of the market’s most closely watched quantum computing names — a company at the frontier of a transformative technology, but also one still searching for consistent profitability. After a strong run earlier in the year, investor sentiment has cooled amid broader p ...

Drew Angerer/ Getty Images News via Getty Images Quick Read Palantir (PLTR) reported strong Q3 earnings and raised Q4 guidance, but shares dropped over 4% after hours. Palantir’s stock decline following positive results suggests its high valuation already priced in the beat. Rigetti Computing (RGTI) has a $12.7B market cap and plans to unveil a 100-qubit quantum system soon. Some investors get rich while others struggle because they never learned there are two completely different strategies to bu ...

24/7 Wall St. D-Wave Quantum (NYSE:QBTS) has been on a rally that exceeded bullish expectations several times over. This is largely thanks to the company's management pulling off a PR offensive and then turning it into a windfall for the company's balance sheet. In turn, investors got even more bullish, and QBTS stock has been on a relentless rally. All that said, the past month has been less bullish. QBTS stock is only up 1.2% in the past month after falling from its peak. Bulls expect QBTS stock to kee ...

D-Wave Quantum Inc. (NYSE:QBTS) is one of the stocks Jim Cramer shed light on. Answering a caller’s query about the stock, Cramer said: “Alright, I see QBTS. Now, they do report this week… I think that Dr. Baratz is very good. But this IBM is doing some amazing things in quantum, and I think the Trump people have been talking to them about the urgency of being ahead of the Chinese in quantum, and it’s going to be IBM that leads the way.” Photo by Anton Maksimov juvnsky on Unsplash D-Wave Quantum Inc. ...

公司业务进展 - Quantum Computing Inc (QUBT) 建立了一个用于加工铌酸锂薄膜的工厂 [1] - 该工厂的技术未来可能应用于量子计算相关领域 [1] - 该技术似乎也可用于光学共封装领域 [1] 作者背景与持仓 - 作者Bram de Haas拥有15年投资经验以及超过5年的欧元对冲基金管理经验 [1] - 作者曾是一名职业扑克玩家 并运用其风险管理技能发掘特殊情境下的投资机会 [1] - 作者披露其当前持有ASML、台积电(TSM)、AMD、英伟达(NVDA)和谷歌(GOOG)的多头头寸 [3]

Infleqtion's 12-month sales through the first half of 2025 were higher than those of D-Wave Quantum, Rigetti Computing, and Quantum Computing Inc.Investors have been very interested in quantum computing stocks since last December, when Alphabet's Google unit announced breakthroughs in the field.Indeed, Alphabet, IBM, and Microsoft are widely considered leaders in the field, and artificial intelligence (AI) tech leader Nvidia is also emerging as a significant player in the hybrid classical computing-quantum ...

The quantum computing hype train has hit turbulence. While most quantum ETFs are on the downhill ride, one ETF is cashing in on the chaos and another is staying resilient. • RGTI shares are sliding. See the full story here.After months of speculative frenzy, Rigetti Computing Inc (NASDAQ:RGTI) stock is tumbling back to earth along with fellow quantum player D-Wave Quantum Inc (NYSE:QBTS), closing Monday down 11.63% and 10.71%, respectively. Rigetti’s rally last week was sparked by a report that the U.S. gov ...

人工智能行业整体观点 - 人工智能领域存在泡沫，尤其体现在部分特定公司上，过度乐观情绪推高了估值 [1][2] - 股市泡沫难以预测破裂时间，但泡沫最终会破裂并导致股价急剧下跌 [1][2] Palantir Technologies (PLTR) - 公司是领先的人工智能软件公司，拥有不断增长的政府和公司客户群，收入增长强劲且已实现盈利 [4][5] - 公司开发的专有人工智能软件应用广泛，已在实际场景中证明其效用，包括军事任务、供应链优化和金融欺诈检测等 [4][5] - 公司估值过高，市值高达4760亿美元，而过去12个月收入仅为34亿美元，市销率达到138倍，对2025年盈利预期的市盈率超过300倍 [7] - 高估值难以长期维持，一旦增长放缓或人工智能牛市失去动力，股价可能快速大幅下跌 [7] IonQ (IONQ) - 公司致力于开发商业用途的量子计算机，该技术潜力巨大但当前阶段仍具高度投机性 [8][9] - 现有量子计算机因对环境因素敏感而容易出错，目前主要用于研究，实用化可能仍需多年 [9][10] - 全球量子计算市场规模预计到2030年仅增长至42亿美元 [10] - 公司通过与云公司合作提供其Forte量子计算机系统访问权限，过去12个月收入仅为5200万美元，但市值高达220亿美元，市销率超过400倍 [11] - 量子计算市场成熟度不确定，公司能否主导市场及未来利润率均不明确，当前估值远超业务基本面，存在股价大幅下跌风险 [11][12]