IBM recently helped HSBC pull off a quantum computing milestone. Now, IBM wants to further demonstrate quantum's use in finance. A joint study with Vanguard shows how quantum computing could shake up portfolio construction. IBM made headlines in the financial and tech sectors last week with a quantum-powered bond trade it helped HSBC execute. IBM stock jumped as markets reacted to a milestone use case for the cutting-edge tech. Now, the company has revealed the results of another partnership, indic ...

Quantum computing is still in its early innings, but investors aren't waiting on the sidelines. ...

Key Points Quantum computing stocks are beginning to outpace AI's largest players. D-Wave Quantum has witnessed a meteoric rise over the last year thanks to a frenzy of retail buying. D-Wave Quantum's momentum may be tempting to follow, but the company's progress remains limited and its valuation profile appears stretched. 10 stocks we like better than D-Wave Quantum › The artificial intelligence (AI) revolution has ignited tremendous investor interest about which technologies could drive the n ...

Jeff Kilberg is founder and CEO of KKM Financial, a CNBC contributor. Jeff, it's great to speak with you and yeah, next week we're coming up on the end of the month. We're coming up on the end of the quarter.So, you think more volatility. There's a lot of inputs, Morgan, and great to join you here today. But we look at the VIX. Look at the VIX today down about 7%.Therefore, no one really seems in the options market that is Morgan, no one seems to be worried about the government shutting down. No one seems t ...

IBM just helped HSBC achieve a milestone in financial markets. IBM's trial with the bank demonstrated the applications of quantum tech in algorithmic bond trading. The move: IBM stock jumped as much as 5% on Thursday, extending a week of solid gains. Shares of the tech company have risen steadily in 2025, and are up 22% year-to-date. Why: On Thursday, HSBC revealed the results of its quantum computing-enabled algorithmic bond trading trial, powered by IBM's technology. The bank reported a 34% improv ...

Wall Street stumbled to a third straight loss on Thursday as U.S. stocks gave back more of their big gains for the year so far.The S&P 500 fell 0.5% and marked its longest losing streak in more than a month. The Dow Jones Industrial Average dropped 173 points, or 0.4%, and the Nasdaq composite sank 0.5%. All three indexes are still near their records set at the start of the week, though.Stocks felt pressure from reports showing the U.S. economy may be stronger than economists thought. While that’s encouragi ...

锂行业与Lithium Americas Corp - 美国政府计划寻求Lithium Americas Corp高达10%的股权 触发市场积极买入[7] - 美国能源部已同意向Lithium Americas提供22亿美元贷款支持[7] - 公司为加拿大锂矿商 并拥有内华达州Thacker Pass矿的多数股权 通用汽车持有该矿少数权益[7] 市场情绪与资金流向 - LAC股票的相对强弱指数(RSI)达94.43 显示超买状态 远高于70的警戒线[2] - 动量投资者积极买入LAC股票 部分由空头回补推动 反映市场极端乐观情绪[7] - 早盘资金流向显示 Apple(AAPL)和Amazon(AMZN)呈中性 Alphabet(GOOG)、Meta(META)、Microsoft(MSFT)、NVIDIA(NVDA)及Tesla(TSLA)为负向[6][8] 宏观经济数据 - 第二季度GDP第三次估值为3.8% 高于3.3%的市场预期[7] - GDP平减指数为2.1% 高于2.0%的预期[7] - 耐用品订单增长2.9% 远高于-0.5%的预期 剔除运输类后增长0.4%[7] - 初请失业金人数为21.8万人 低于23.8万的预期 显示劳动力市场强劲[7] 量子计算技术突破 - 汇丰银行报告量子计算在债券交易中取得突破 使用IBM量子计算机使交易成功率提升34%[7] - 量子计算类股票IONQ、Rigetti Computing、Quantum Computing Inc及D-Wave Quantum维持高位运行但未大幅上涨[7] 行业比较分析 - 市场错误将LAC与MP Materials类比 后者因国防部以高于市场价格采购稀土矿物而上涨 但LAC无类似采购安排[7] - 全球锂供应显著高于当前需求 与稀土矿物被中国主导的格局形成鲜明对比[7] 投资策略建议 - 极端乐观情绪下建议谨慎建立新战略头寸 以战术性操作为主[7] - 强调严格风险控制 包括适当头寸规模和止损设置[7] - 建议考虑持有现金或国债作为保护带 平衡风险与收益[10][11]

核心观点 - 汇丰银行与IBM合作在量子计算应用于金融领域取得突破性进展 首次通过实证证明当前量子计算机能够解决债券交易中的实际问题 并实现高达34%的性能提升[2][3][5] 技术突破 - 量子计算利用量子力学原理 在指数级扩展的动态空间中处理信息 其计算能力超越传统超级计算机[4] - 实验显示量子与经典计算结合使债券交易报价成交概率预测准确率提升34% 显著优于行业传统经典技术[5] - 该突破被喻为量子计算领域的"斯普特尼克时刻" 标志着金融服务业计算新前沿的到来[3] 行业应用进展 - 量子硬件持续改进 IBM已推出50+物理量子比特设备及早期误差缓解版本[7] - 量子系统云访问降低使用门槛 量子软件框架使机构无需完整内部量子栈即可原型化应用[7] - 金融行业正从理论研究转向操作试点 三大发展推动量子计算实际应用[6] 商业价值 - 当前量子计算机首次被证明可规模化解决实际商业问题 并为债券交易提供竞争优势[2][3] - 量子计算机集成能解决金融服务行业面临的动态问题 提供优于纯经典计算方法的解决方案[6] - 技术优势将随量子计算机发展持续扩大 金融机构已聚焦量子技术的近期应用[3]

Costfoto / NurPhoto / Getty Images Intel shares surged following a report it's seeking an investment from Apple. Key Takeaways Major U.S. equities indexes lost ground in recent trading, in the third straight day of losses. CarMax shares tumbled after the used car retailer posted earnings that missed estimates. Intel shares surged following a report it's seeking an investment from Apple. Major U.S. equities indexes lost ground in recent trading, in the third straight day of losses as investors dige ...

量子计算在金融市场的应用突破 - 汇丰控股与IBM合作 在欧洲公司债券市场实现了量子计算在算法交易中的首次实际应用 预测客户询价成功概率提升高达34% [1][2] - 该试验被描述为量子计算领域的"斯普特尼克时刻" 标志着量子计算首次实证解决金融市场实际问题 可能引发各大银行加速开发部署量子技术 [1][4] 行业参与者的研发进展 - 汇丰组建了16名物理学家和人工智能专家团队"全天候工作" 试图复现量子计算机的成果 [5] - 摩根大通在3月份宣布使用量子计算机生成经认证的真正随机数 这项世界首创技术有望应用于加密、安全和交易领域 [8] - 行业领导者中有43%预计容错量子计算机将在2030年前问世 [13] 量子技术市场发展前景 - 量子技术总目标市场规模预计达到150亿美元 中国政府投资150亿美元位居首位 美国以77亿美元紧随其后 [13] - 量子计算市场规模预计到2028年达89.5亿美元 到2040年将增长至1.3万亿美元 [13] - 拥有超过100名员工的量子计算公司数量从2023年的9家增加到2024年的39家 显示行业快速扩张 [13] 技术发展阶段与专利布局 - 量子计算发展分为三个阶段：NISQ阶段(当前)、2029年第二阶段、2040年第三阶段 [13] - 美国在量子专利领域领先(9706项) 中国位居第二(4073项) 累计专利数从1964年持续增长至2025年 [13] - 尽管英伟达CEO认为"真正实用"的量子计算机还需多年 但行业认为正处于计算新前沿的临界点 [4][9] 市场反应与相关企业表现 - 量子计算公司股票今年大幅上涨 包括IonQ、D-Wave和Rigetti等企业 [10] - 股价上涨受到多重因素推动 如IonQ在长距离互联量子计算机方面的进展 Rigetti与美国军方的新合约等 [10]