All of these rising quantum computing stars could be massive winners over the long run.Making money sometimes comes down to being in the right place at the right time. There's one area for investors that just might be the right place right now.I'm referring to quantum computing. This groundbreaking field uses the sometimes mind-blowing principles of quantum mechanics to perform calculations in a tiny fraction of the time required by today's fastest supercomputers.Getting in early on such a game-changing tec ...

Key Takeaways Quantum Computing is shipping products like vibrometers and entangled photon sources. QUBT's Tempe chip foundry is fulfilling pre-orders and may boost revenues within 12-18 months. With $349M in cash, QUBT gains visibility through Russell 3000 and Russell 2000 inclusion. Quantum Computing Inc. (QUBT) or OCi’s long-term growth is primarily driven by two areas – its quantum computing systems and thin-film lithium niobate photonic chip foundry. Earlier in 2025, the company continued to expand its ...

量子计算行业概况 - 量子计算是技术领域最受关注的前沿之一 具有重塑从药物发现到物流等行业的潜力 代表万亿美元市场基础的早期投资机会 [1] - 行业中存在两种主要技术路线：超导量子比特和量子退火 分别面向通用计算和专用优化问题 [2][5][8] 技术路线对比 - Rigetti采用超导量子比特和模块化小芯片架构 追求通用门基量子机器 其Cepheus-1-36Q系统将双量子比特错误率降低50% 达到中位数双量子门保真度约99.5% [5][6] - D-Wave专注于量子退火技术 针对优化问题而非通用量子计算 其第六代退火器Advantage2强调更高量子比特数、更强连接性和改进的相干性 [8][12] 商业策略差异 - Rigetti主要依赖政府和研究合作伙伴关系 近期获得美国空军研究实验室580万美元三年期合同 收入可能不稳定但获得政府背书 [9] - D-Wave专注于企业采用和实际应用 在物流、能源和制造业等领域实施试点项目 战略是通过付费客户和使用指标证明当前商业价值 [10] 发展路线图 - Rigetti计划在2025年底交付100+量子比特系统 未来四年内扩展到1000量子比特 已与广达计算机达成2.5亿美元合作伙伴关系以扩大生产 [11] - D-Wave通过Leap云平台和本地安装提供Advantage2系统 专注于将退火技术嵌入混合量子-经典工作流 同时开发门模型项目以扩大长期潜力 [12][13] 财务表现对比 - Rigetti股价年内上涨110.3% 2025年销售额预计同比下降19.65% 每股亏损预计从0.36美元改善至0.09美元 [3][14] - D-Wave股价年内飙升213.5% 2025年销售额预计同比增长181.5% 每股亏损预计从0.75美元改善至0.24美元 [3][17] 投资特征分析 - Rigetti增长评分为C 动量评分为A 反映技术进展稳定和执行力改善带来的投资者情绪提升 [21] - D-Wave增长评分为F 动量评分为D 表明近期预期较弱和增长动力不足 [21] - 两家公司目前均持有Zacks排名第3(持有) 价值评分均为F 显示投资者仍为这一新兴领域支付溢价 [20][21]

Notable quantum computing firm D-Wave Quantum (QBTS) is experiencing a significant surge in its stock price as demand for quantum computing continues to grow. In May, the company launched its sixth-generation quantum system, the Advantage2. With more than 4,400 qubits, this system is designed to tackle complex computational problems that traditional systems cannot solve. Moreover, with a wide range of scientific and industrial use cases, Advantage2 stands as the most powerful quantum computer launched by ...

Key Takeaways D-Wave's Advantage2 achieves quantum supremacy, boosting annealing system performance and scalability.QBTS pushes quantum AI with PyTorch toolkit. Clients explore hybrid AI applications.$819M cash fuels R&D, on-premise deployments, and roadmap toward 100K-qubit systems.D-Wave Quantum (QBTS) is steadily advancing its technology and expanding its applications. In the second quarter of 2025, the company released its Advantage2 system, its latest version of an annealing quantum computer. Advantage ...

Shares of D-Wave Quantum Inc. NYSE: QBTS rallied by an impressive 94% year-to-date, but a closer look reveals that the firm is in danger of losing momentum. When looking at the 12-month trailing return of an astronomical 1,800%, the company's performance over 2025 so far is not quite as noteworthy. Worse still, the rally has sharply declined since May—in the last several months, QBTS shares have moved more or less sideways. D-Wave Quantum TodayQBTSD-Wave Quantum$23.97 +1.43 (+6.34%) 52-Week Range$0.87▼$24. ...

Key Takeaways QBTS unveiled Advantage2 in May 2025 with longer coherence, higher energy scale and wider qubit connectivity.D-Wave secured customers from Nikon to Oxford, with Julich Supercomputing Center buying an Advantage2 system.QBTS stock jumped 47.2% in 30 days, with analyst targets suggesting another 11.7% upside from recent levels.D-Wave Quantum (QBTS) , as a pure play quantum computing player, is focusing on annealing systems, while most of its competitors pursue gate-model approaches. Its latest sy ...

Source: TradingView.com Key Takeaways D-Wave Quantum remain in focus after surging 19% to a fresh record high yesterday following the company’s inaugural Qubits Japan 2025 quantum computing user conference. The price broke out from a multi-month trading range on Wednesday, laying the groundwork for a bullish continuation of the stock’s longer-term uptrend. Bars pattern analysis forecasts a potential upside target of around $41.30 and indicates a trend higher could last until early next month. Investo ...

技术进展 - 公司于2025年第二季度推出Advantage2量子计算机 其退火处理器在优化、材料模拟和人工智能领域性能显著提升 包括量子比特相干时间翻倍、能量规模增加40%以及连接性从15路扩展至20路[1] - 公司量子人工智能工具包与PyTorch集成 支持混合量子-经典工作流 已实现简单图像生成等演示[1] - 公司正与NASA喷气推进实验室合作开发可扩展量子架构和先进低温封装技术 已展示芯片间超导互连 为构建10万量子比特退火系统奠定基础[2] 商业化与客户 - 公司技术获多个行业客户采用 包括E ON、GE Vernova、尼康、NTT Data、夏普、牛津大学和北威尔士警察局 用于解决实际优化挑战[3] - Leap Quantum LaunchPad项目提供三个月量子云系统试用 已收到超过1300份申请 显示生态系统增长强劲[3] 市场竞争格局 - 国际商业机器公司（IBM）计划在约克镇高地量子数据中心部署全球首台大规模容错量子计算机 并与超微半导体（AMD）合作将量子处理器与经典超算架构集成[4] - 霍尼韦尔国际旗下Quantinuum完成6亿美元融资 估值达100亿美元 投资者包括英伟达NVentures、广达电脑、QED Investors、摩根大通和三井物产 资金将加速开发集成量子技术 其新一代系统"Helios"预计今年推出[5] 财务表现与市场预期 - 公司过去30日股价下跌7%[8] - 基于10位分析师给出的短期目标价 公司平均目标价较最新收盘价15.42美元存在37.5%上行空间[11]

股价表现 - 公司股价在8月13日至8月21日期间下跌19% [1] - 过去12个月内股价累计上涨近1,500% [1] 技术定位与产品进展 - 公司自称全球首家商业量子计算机供应商 [2] - 第六代退火量子计算机Advantage2于5月发布 具备能源效率特性并面向流程优化、材料模拟和人工智能等实际应用场景 [7] - 原型机已获于利希超级计算中心、洛斯阿拉莫斯国家实验室及日本烟草公司用于药物发现领域的大语言模型增强测试 [7][8] 财务表现 - 第二季度收入310万美元 同比增长42% [9] - 预订额达130万美元 同比飙升92% [9] - 净亏损1.673亿美元（含1.42亿美元非现金权证相关支出） 剔除非现金项目后净亏损2,530万美元 [11] - 现金储备达8.19亿美元 负债1.493亿美元 [12] - 通过ATM增发募资4亿美元 权证行权获得9,930万美元 信贷额度融资3,800万美元 [12] 行业前景 - 量子计算市场预计从2024年40亿美元增长至2035年720亿美元 [5] - 量子芯片执行特定任务仅需5分钟 传统超计算机需10^24年 [4] - 技术可应用于半导体开发、供应链优化、气象预测、机器学习及药物发现等领域 [5] 运营挑战 - 超100家付费客户但交易闭环周期延长 [10] - 客户倾向于要求概念验证而非直接采购 [10] - 季度运营支出预计增长15% 重点增加研发、制造及营销投入 [13] 估值水平 - 市销率达173倍（截至8月20日） [14] - 2025年收入预期2,460万美元 较2024年预增180% [16]