Key Takeaways U.S. agencies boost 2025 funding for quantum research, driving commercialization momentum.IBM expands with its 1,121-qubit Condor processor and strong hybrid quantum-cloud growth.IonQ and Rigetti post standout gains, with IonQ advancing telecom-ready photons and Rigetti raising $350M.The quantum computing industry in 2025 is moving decisively from research to commercialization. Major U.S. agencies are backing the field as a national priority, while leading companies are translating scientific ...

美联储逆回购操作 - 美联储隔夜逆回购协议操作需求下降，本次有8个对手方参与，规模为40.05亿美元，低于此前10个对手方参与的46.99亿美元 [2][7] - 逆回购需求减少通常被解读为金融体系内过剩流动性正在下降的指标 [2] 米其林股息政策 - 米其林首席执行官重申稳定的股息政策，称“没有理由改变股息政策” [3][7] - 公司在2025年5月16日的年度股东大会上批准了2024财年每股1.38欧元的股息，较上年增长2.2% [3] - 股息支付率占净收入的52%，公司已连续五年增加股息 [3] 美国卡车关税政策 - 前总统特朗普宣布，通用汽车和福特汽车的CEO对其即将实施的卡车关税表示感谢 [4][7] - 针对进口中型和重型卡车的25%关税将于2025年11月1日生效，特朗普称此为“国家安全问题” [4] - 这些关税旨在保护美国制造商免受“不公平的外部竞争”，并预计将有利于美国公司的国内生产 [4] 谷歌量子计算突破 - Alphabet首席执行官宣布谷歌在量子计算领域取得重大突破，推出“Willow”芯片 [5] - “Willow”芯片拥有105个量子比特，实现了前所未有的纠错能力，在基准测试中能在5分钟内解决一个复杂问题，而最快的经典超级计算机完成此任务预计需要10 septillion年 [5] - 特斯拉CEO埃隆·马斯克对此回应“Wow”，并提及未来可能利用星舰在太空创建“量子集群”的合作想法 [5] 联邦政府停摆影响 - 截至2025年10月11日当周，联邦工人的首次失业救济申请人数激增121%，达到7,244人，为2019年政府停摆以来的最高水平 [7][8] - 此次激增直接归因于导致数千名联邦工人被解雇的持续政府停摆 [8] - 尽管联邦工人申请激增，但同期整体首次失业救济申请人数估计降至约21.5万，表明其他行业的裁员情况仍处于历史低位 [8] 美国牛肉价格与进口政策 - 特朗普总统呼吁养牛牧场主降低价格，以应对8月碎牛肉平均价格达到每磅6.32美元的历史高位 [7][9] - 为增加供应和降低消费者成本，特朗普建议从阿根廷进口牛肉 [7][9] - 该提议遭到美国养牛生产商和农业团体的强烈反对，他们认为这将损害国内生产商，造成不必要的价格波动，且对消费者价格影响甚微 [9]

While the stock market seems enraptured with artificial intelligence (AI) and semiconductors, the next great thing is just around the corner. Quantum computing provides a significant leap forward in processing power, and there are several companies lining up to bring it to fruition. Quantum computing is different from classical computing because it uses quantum bits, or qubits, that exist simultaneously in multiple states and can handle complex calculations much faster—as traditional computers solve probl ...

谷歌云业务动态 - 谷歌母公司Alphabet股价在周三上涨，因其云计算业务可能新增人工智能模型制造商Anthropic作为客户[1] - Anthropic是OpenAI的竞争对手，其与谷歌正在就云计算合同进行谈判，该公司此前是亚马逊AWS的重要客户，而谷歌已向Anthropic投资20亿美元或更多[2] - 谷歌将于10月29日公布第三季度财报，华尔街分析师预计其云业务将实现稳健业绩，第三季度云收入预计增长29%至146.5亿美元[3] - 谷歌云的新客户包括AI模型构建领导者OpenAI和Meta Platforms，尽管OpenAI是谷歌在互联网搜索领域的竞争对手，但其AI计算需求正在巨大增长[4] - 有观点认为，谷歌自研的AI加速器芯片TPU正成为英伟达更强的竞争对手[4] 谷歌股价表现 - 在当日午盘交易中，谷歌股价微涨至251.20美元，其在2025年已累计上涨33%，但此前上半年表现不佳[4] - 谷歌股价在周二下跌，因OpenAI发布了名为ChatGPT Atlas的人工智能驱动浏览器，且该股目前交易价格低于9月19日盘中创下的256美元历史高点[5] - 9月，Alphabet市值首次突破3万亿美元里程碑[5] 量子计算进展 - 谷歌首席执行官Sundar Pichai在周三的博客文章中宣称公司在量子计算领域取得进一步进展[1][6] - 谷歌一直是量子研究领域的领导者，在2024年12月宣布其"Willow"量子计算芯片在"纠错"方面取得关键进展，Pichai表示目前已有更大进步[6] - 量子计算在亚原子层面工作，利用超冷超导芯片等技术，旨在解决当今经典计算机难以处理的复杂问题[7] - 与传统计算机使用电子电路以数字0和1存储信息不同，量子计算利用量子物理加速复杂计算，其使用量子比特，可以同时处于0、1或两者叠加状态，并能通过纠缠特性与其他量子比特链接[8]

Let's go inside out now on IBM ahead of its key earnings later. Joining us now is Dan Morgan, senior portfolio manager at Nova Trust Company. Very good morning to you, Dan.Thank you so much for joining us. What are you expecting to hear from IBM. >> Well, Samantha, all eyes are going to be on their overall growth in the software segment.Uh going into this third quarter, it's expected to grow about 10 and a half%. Unfortunately, in the first quarter and the second quarter, uh, software revenues missed estima ...

D-Wave Quantum Inc (NYSE: QBTS) opened in the red this morning, but the pullback may be an opportunity to load up on the quantum computing name that's emerging as a billionaires' favourite. In Q2, bil... ...

When 74% of traders on X say they believe quantum computing stocks are in a bubble… it’s probably worth paying attention. That was the question Twitter Tom posed during our latest Market on Close livestream — and when Senior Market Strategist John Rowland pulled up the data, his verdict was clear: More News from Barchart “Yeah, I think this is definitely a bubble.” Let’s unpack why John says so — and which other corners of the market may be showing the same warning signs. The Quantum Boom – and Burn ...

文章核心观点 - 亿万富翁和对冲基金在第二季度大举买入量子计算公司D-Wave Quantum的股票 该股票在过去一年内股价上涨了2640% [1][3][11] - 量子计算被视为下一代计算机技术 若能量产商业化 早期进入的公司将面临巨大机遇 [5] - D-Wave Quantum公司采用独特的量子退火和门模型量子计算双轨方法 使其在行业中脱颖而出 [7][10] 量子计算行业概述 - 量子计算机基于量子比特构建 量子比特的叠加态特性使其能同时处理更多数据 从而提供远超当前计算机的算力 [6] - 量子退火技术使量子计算机更容易扩展量子比特数量 但量子比特的操控难度更大 可能使其效率低于门模型系统 [8] D-Wave Quantum公司分析 - 公司股票代码为QBTS 当前股价为3223美元 单日下跌631% 市值为110亿美元 [9][10] - 公司第二季度营收约为310万美元 亏损超过167亿美元 毛利率为8246% [15] - 公司过去一年股价涨幅超过3460% 52周价格区间为097美元至4675美元 [10][11] 机构投资者动态 - 亿万富翁Paul Tudor Jones的基金Tudor Investment Corp新建头寸 买入827,416股 [13] - 亿万富翁Ken Griffin的基金Citadel Advisors新建头寸 买入84,102股 [13] - Israel Englander的基金Millennium Management增持948% 目前持有380,477股 [13] 行业催化剂与投资逻辑 - 摩根大通等大型银行宣布向涉及国家经济安全的领域投入数十亿美元股权和风险投资 并特别提及量子计算子领域 [14] - 对冲基金通常瞄准未来12至18个月的投资回报 其买入行为可能基于技术图表显示的积极动量或短期行业催化剂 [14] - 对该公司的投资是对量子计算机商业化的押注 成功则股东获利 失败则股价可能大幅下跌 [15]

Though high-water price targets portend additional upside in quantum computing's hottest stocks, history offers another side to the story.Ever since the S&P 500 bull market took shape three years ago, the rise of artificial intelligence (AI) has led the way. Investor excitement for this multitrillion-dollar opportunity has powered all members of the "Magnificent Seven" higher.But AI isn't the only trend that has investors envisioning dollar signs. In 2025, the hype surrounding quantum computing pure-play st ...

Former hedge fund manager and renowned CNBC TV host Jim Cramer is sounding the alarm on certain speculative pockets of the market, urging investors to sell into the “snapback” momentum if they haven’t already done so. Speculators Will ‘Not Go Down Without A Fight’On Tuesday, Cramer cautioned investors that certain speculative plays in quantum computing, data centers, and nuclear energy, alongside gold and silver, will “not go down without a fight.” See Also: Could A Rotation Out Of Gold Into BTC Double Bitc ...