美国政府投资量子计算公司 - 美国政府正与包括IonQ Inc (NYSE:IONQ)、Rigetti Computing (NASDAQ:RGTI)和D-Wave Quantum (NYSE:QBTS)在内的多家量子计算公司进行谈判 计划通过提供联邦资金来换取公司的股权[1][2] - 每项资助奖励的起始金额预计为1000万美元 其他公司如Quantum Computing Inc (NASDAQ:QUBT)和Atom Computing也在考虑类似的安排[3] - 美国商务部副部长Paul Dabbar正在主导这些讨论[3] 政府战略投资的先例 - 美国政府此前已同意通过将近90亿美元的已授予拨款转换为股权 从而获得芯片制造商英特尔近10%的股份[5] - 美国国防部通过与MP Materials (NYSE:MP)的公私合作伙伴关系 获得了该公司约15%的股份 这使其可能成为该公司的最大股东[6] - MP Materials运营着美国唯一一个完全一体化的稀土采矿和加工设施[6] 量子计算技术进展 - 微软公司 (NASDAQ:MSFT) 今年早些时候展示了一款新芯片 表明实用的量子计算可能在几年而非几十年内实现[7] - 谷歌 (NASDAQ:GOOG) (NASDAQ:GOOGL) 和IBM (NYSE:IBM) 也表示该领域的突破正在加速[7]

美国政府股权投资的立场 - 美国商务部确认未与量子计算公司进行股权谈判 驳斥了相关报道[1] - 白宫同样否认正与报道中提及的公司进行讨论[11] 相关背景与市场预期 - 此前政府曾在英特尔和MP Materials公司中分别持有10%和15%的股权[5] - 有观点认为当纳税人资金推动创新时政府应从中受益[9] 量子计算行业现状 - 量子计算被视为具有深远影响的新兴技术 尤其在国防和人工智能领域[5] - 行业目前仍处于实验阶段 分析师预计可在五年内出现可行的商用机器[5] - 2024年全球行业总收入低于7.5亿美元[6] - 美国联邦投资目前主要流向研究资助和公私合作伙伴关系 而非股权投资[6]

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 ...

IonQ (IONQ) shares rallied as much as 13% on Oct. 23 after the White House reportedly signaled interest in taking equity stakes in quantum computing firms. President Donald Trump’s administration is willing to offer a minimum of $10 million in federal grants in exchange for equity in these companies, the Wall Street Journal reported on Thursday. More News from Barchart Following today’s gains, IONQ stock is trading at well over 3x its price in early March. www.barchart.com Significance of Federal Supp ...

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 ...

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 ...

市场整体表现 - 美国主要股指在2025年10月23日下午交易中出现反弹 道琼斯工业平均指数上涨约0.1%（25点）[2] 标准普尔500指数上涨约0.3%[2] 纳斯达克综合指数领涨 涨幅约0.6%[2] - 市场反弹主要由于卖压缓解以及对科技公司财报的乐观预期[2] 能源板块表现突出 能源精选行业SPDR基金飙升1.62%[3] 主要受西德克萨斯中质原油期货价格上涨近6%至每桶61.90美元推动[3] - 科技板块表现疲软 科技精选行业SPDR基金微跌0.34%[3] 消费 discretionary和医疗保健板块亦收低[3] 关键市场驱动因素 - 投资者关注即将发布的消费者价格指数报告 该数据可能影响美联储政策预期 市场预计10月降息概率为96.7%[4] - 地缘政治因素持续影响市场 白宫考虑对华实施新的软件出口限制 此前对科技股构成压力[6] - 企业财报季持续进行 多家大型科技公司即将公布业绩[5] 主要公司动态与业绩 - 特斯拉第三季度营收增长12% 但净利润大幅收窄37% 碳信用收入暴跌44%[7] 尽管汽车交付量创纪录达497,099辆 股价当日波动剧烈[7] 公司还因软件故障召回超过63,000辆Cybertruck[7] - 谷歌宣布支持配备碳捕获技术的燃气发电厂项目 以供应AI数据中心能源[8] 同时其Willow量子芯片在特定算法上展现出13,000倍于传统超级计算机的性能优势[9] 母公司Alphabet股价上涨0.82%[9] - 英伟达股价接近历史高点 公司向埃隆·马斯克的xAI投资20亿美元 并与OpenAI达成1000亿美元合作伙伴关系[10] 此外 英伟达向英特尔投资50亿美元获得4%股份 旨在共同开发PC和数据中心芯片[10] - 苹果在英国竞争上诉法庭败诉 被裁定滥用市场支配地位收取30%应用商店佣金[11] 公司即将公布2025年第四季度财报[11] - 微软预计将公布强劲的第一财季业绩 Azure云业务因AI需求保持强劲增长[12] 公司还推出了名为"Mico"的新型可定制AI角色 旨在提升Copilot应用体验[12] 其他市场动向 - IBM尽管利润和营收超预期 股价仍下跌 显示其企业业务面临挑战[13] - 受新的联邦资金机会推动 量子计算公司IonQ、Rigetti Computing和D-Wave Quantum股价大涨8%至12%[13] - 黄金期货上涨超过2% 比特币交易价格约为110,000美元[13]

Today's news about the U.S. government potentially acquiring equity stakes in major quantum companies has inspired me to update my Arqit Quantum Inc. (NASDAQ: ARQQ ) thesis. Which companies are actuallyMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies t ...

Shares of Quantum Stock surging today after a report that some are in talks with the Trump administration to exchange equity stakes for federal funding. Christina Parsons Neville has more in today's tech check. Christina, >> thanks Mike.Well, the Trump administration is reportedly in talks to take equity stakes. And I say reportedly because uh you you are seeing the stock reaction in INQ, Regetti, Dwave, they're all up double digits. But we do have one outlet that is denying any of this is true at the momen ...