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Can IonQ Stock Become the Next NVIDIA - and Is It a Buy Now?
ZACKS· 2025-11-26 05:01
公司技术里程碑 - 公司在算法量子比特性能上达到创纪录的AQ 64 [1] - 公司实现99.99%的双量子比特门保真度,成为首家达到“四个九”阈值的量子公司 [1] - 通过收购Vector Atomic和Oxford Ionics,强化了全栈量子平台 [2] 财务表现与展望 - 第三季度收入达到3990万美元,同比增长222% [2][7] - 公司将2025年销售指引上调至1.1亿美元 [2][7] - 第三季度报告净亏损11亿美元,调整后每股收益为-0.17美元 [4] 战略合作与生态系统建设 - 与美国能源部的合作突显了其在量子地-轨-地能力方面的关键作用 [2] - 公司正在开发纠错软件、基于卫星的分发和高速量子网络,以构建端到端量子计算生态系统 [3] - 合作伙伴关系和量子网络努力支持其不断发展的全栈量子平台 [7] 行业地位与市场比较 - 公司被探讨是否可能成为量子时代的“下一个英伟达” [1][3] - 与已实现持续季度盈利的英伟达相比,公司尚未盈利 [4] - 量子计算行业仍处于早期发展阶段 [5] 估值与市场表现 - 公司远期市销率高达150.36,远高于计算机-集成系统行业的5.54 [6] - 股价在市场整体调整时可能大幅下跌 [6] - 股票被评为Zacks Rank 3(持有) [8]
Nvidia shows strong AI demand as enterprises grapple with ROI
Yahoo Finance· 2025-11-20 23:15
This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Soaring demand for AI infrastructure helped Nvidia realize record revenues of $57 billion for the third quarter, up 22% from Q2 and 62% year over year, according to the company’s Q3 2026 earnings call for the period ending Oct. 26.  Nvidia said its cloud graphics processing units are sold out as the company’s revenue in the data center segment reached $51.2 bi ...