Key Takeaways QUBT sold its EmuCore device to a major global automaker for machine learning edge use cases. QUBT received a $332,000 order from top-five U.S. bank for its quantum communication system. The bank will build a Cybersecurity Quantum Optics Lab to test QUBT's advanced quantum security tools. During the second quarter of 2025, Quantum Computing Inc. (QUBT) , or QCi, sold its EmuCore reservoir computing device to a major global automotive manufacturer. Built on a field-programmable gate array (FPGA ...

Financially, IonQ is growing its top line: Second-quarter 2025 revenue came in at $20.7 million, up approximately 82% year over year. But losses are also large: Its net loss for the quarter was $177.5 million. Trading at a premium valuation (over 242 times trailing sales), the quantum pioneer's shares aren't cheap, either. However, IonQ's strong cash reserves, aggressive acquisitions, and ambition to build out both hardware and quantum networking give it a shot at capturing outsized upside for those willing ...

Quantum Source’s photonic chip assembled in a small vacuum cell containing rubidium atoms.Quantum SourceQuantum Source today announced Origin, packaging its breakthrough technology in a basic building block of photonic quantum computer, promising to deliver fault-tolerant systems that operate at room temperature, fit within standard server racks, and scale to millions of qubits or fundamental units of quantum information. According to co-founder and CEO Oded Melamed, Quantum Source will ship Origin to selec ...

报告行业投资评级 - 推荐 维持评级 [4] 报告核心观点 - 量子计算有望成为解决AI算力瓶颈的颠覆性力量 凭借指数级并行处理能力、全域协同特性与超低能耗优势 从根本上颠覆传统计算架构 [1][3] - 量子计算对传统密码体系构成严峻威胁 其强大计算能力可能破解基于大整数分解的加密系统 [1][3][30] - 后量子密码技术是应对量子计算威胁的关键防线 旨在构建能抵御量子计算机攻击的新型密码体系 [1][3][32] - 全球量子计算市场规模2023年达47亿美元 预计2035年将超过8000亿美元 年复合增长率达44.8% [1][27] - 美国在后量子密码领域全球领先 中国处于标准完善与产业试点阶段 国内龙头企业正加速布局 [1][36][40][47] 量子计算技术发展 - 量子计算基于量子力学特性 包括叠加、纠缠和量子干扰 基本信息单位为量子比特 [7] - 相比传统计算 量子计算具有更强并行计算能力 可同时对2^n个数进行数学运算 并具备更低能耗 [10][11] - 量子计算能力随量子比特数量指数级增长 2019年谷歌验证"量子优势" 2020年中国建成76光子量子计算原型机"九章" [14] - 超导量子计算进展最为亮眼 因具备保真度高、运算速度快、扩展性好、可控性强等优势 [21] - 量子计算应用已拓展至金融、化工、人工智能、医药、汽车、能源等多个领域 [23][25] 后量子密码技术体系 - 后量子密码技术涵盖多种技术路线：基于格的密码算法、基于哈希的后量子密码算法、基于编码的密码算法、基于多变量的后量子密码算法和基于同源的后量子密码算法 [32][33] - 美国NIST已标准化两个密钥封装算法和三个签名算法 包括ML-KEM、ML-DSA、SLH-DSA等 [36] - 美国计划2030年前完成后量子密码标准迁移 政府与科技企业积极推动技术落地 [37] - 中国密码学会2019年组织全国密码算法设计竞赛 2023年国家标准委开展后量子密码标准前瞻研究 [40] - 国内在芯片研究、开源密码库和应用试点方面取得进展 如华夏银行区块链试点和中国电信5G核心网部署 [41][43] 国内企业布局情况 - 三未信安：自主研发全系列抗量子密码产品 涵盖密码芯片到密码系统 支持NIST四种标准算法 [47][48] - 天融信：战略投资问天量子 推出国内首张芯片级后量子密码卡 采用"后量子密码SoC+量子随机数芯片"双芯架构 [51][52] - 电科网安：发布"量铠"抗量子密码系列产品 实现敏捷架构设计、全栈算法支持和高能效硬件加速 [54] - 吉大正元：构建后量子PKI系统 推出多款后量子密码硬件设备 与中电信量子合作实现"量子密钥+后量子算法"双重防护 [57][58] - 国盾量子：构建全球首个融合QKD和PQC的分布式密码体系 实现1000公里跨域量子密信电话 [61] - 格尔软件：完成全线密码产品抗量子能力升级 支持国际和国内抗量子算法 在金融行业开展试点 [65] - 国芯科技：与问天量子等组建联合实验室 研发抗量子密码芯片AHC001 产品已应用于电力等领域 [68] 投资标的建议 - 后量子密码技术标的：国盾量子、三未信安、吉大正元、天融信、电科网安、格尔软件、国芯科技 [3][4][72] - 量子计算相关标的：启明星辰、科大国创、禾信仪器、神州信息、科华数据、中国长城、光迅科技、紫光国微、亨通光电 [3][72]

Quantum stocks have been on a tear over the past week, moving higher on news and momentum. Here's a look at what's going on in the quantum computer sector. IONQ stock is up 45% over the past five days. See all of the details here. IonQ – IONQ Last Friday, IonQ, Inc. IONQ announced that it received regulatory approval from the United Kingdom’s Investment Security Unit for its planned acquisition of Oxford Ionics.Read Next: Trump Hints TikTok Deal Is Locked In—Youth ‘Will Be Very Happy’ Earlier this month, th ...

We recently published 10 Stocks That Made Millionaires in Just a Week. IonQ Inc. (NYSE:IONQ) is one of the best performers in last week’s trading. Shares of IonQ Inc. (NYSE:IONQ) jumped by 33.04 percent week-on-week to touch a new record high after officially securing the green light of the UK government for its $1 billion acquisition of Oxford Ionics. In a statement, the company said the UK Investment Security Unit officially approved the proposed acquisition, having satisfied all the regulatory require ...

Wall Street was upbeat last week despite facing a slew of downbeat economic data points. Jobs data came in softer, consumer sentiment was weaker, and inflation came in hotter. Still, hopes of a Fed rate cut this month may have boosted market performance.Meanwhile, corporate strength remained resilient, IPO markets remained strong, and the tech boom fueled by the AI euphoria remained in place. The heightened trade tensions, too, have receded to a large extent.Overall, the S&P 500 gained by 1.6%, the Dow Jone ...

PresentationNiccolo de MasiCEO & Chairman All right. Good morning, everyone. It's so exciting to see so many familiar faces here as well as, hopefully, new friends that we're making for the next decade. We're in for a fantastic show this morning, as I like to call it. You're going to learn about where we've been, where we're going and most importantly, why we have led this market for the last, I would argue as our founder sitting in the audience, I would argue we lead in this market for the better part of 3 ...

Europe is aiming to become the global leader in quantum computing. IQM, a Finnish start-up, is one of the building blocks of that endeavor. The company generated buzz last week, raising more than $300 million in a funding round led by a U.S. investment firm. That Series B capital raising could be an early sign that investors are recognizing how the continent has emerged as a hotbed of ingenuity for quantum in recent years. Privately traded pure plays are springing up. “If you look at the technology, it’s s ...

行业投资评级 - 领先大市-A 评级 [5] 核心观点 - 英伟达近期持续投资入股三家量子计算公司 包括离子阱技术路线企业Quantinuum 中性原子技术公司QuEra 和光量子计算公司PsiQuantum [1][2][11][12] - 量子计算多技术路线并进 包括低温超导 离子阱 光量子 中性原子和拓扑量子等技术路线 [3][13] - 英伟达通过技术路线多方押注和依托CUDA-Q平台实现混合架构计算 积极布局量子计算领域 [3][13] 英伟达投资布局 - 9月4日投资离子阱量子计算企业Quantinuum 该公司完成6亿美元融资 投前估值100亿美元 [1][11] - 9月9日投资中性原子量子计算公司QuEra 扩大其2.3亿美元B轮融资 [2][11] - 9月10日光量子计算公司PsiQuantum完成10亿美元E轮融资 投后估值70亿美元 英伟达参与投资 [2][12] 技术路线发展 - 低温超导和离子阱技术路线性能相对靠前 光量子和中性原子等技术持续迭代 [3][13] - 美股四家量子计算上市公司涵盖超导 离子阱和光量子三种技术路线 [3][13] - 9月8日中性原子量子计算机公司Infleqtion宣布通过SPAC模式在美股上市 [3][13] 市场表现 - 本周计算机行业指数上涨4.26% 跑赢上证综指2.74个百分点 跑赢深证成指1.61个百分点 跑赢创业板指2.16个百分点 [15][16] - 计算机行业指数在中信30个行业指数中排名第5 在TMT四大行业中排名第3 [18] - 算力产业链表现较好 包括算力芯片 服务器 液冷和算力租赁等领域涨幅靠前 [19] 行业新闻 - 微软与Nebius达成174亿美元AI基础设施五年期协议 [22] - Oracle与OpenAI签署3000亿美元算力采购合同 [22] - 英伟达推出专为长上下文工作负载设计的Rubin CPX芯片 [22] - 首家中性原子量子计算公司Infleqtion通过SPAC上市 带来超过5.4亿美元资金注入 [22]