板块“牛股”飙涨138%，量子计算概念跟随飙升，产业端迎密集催化

格隆汇2024-11-26

11月26日，量子科技概念股走强明显，广哈通信20cm涨停，达华智能、吉大正元、星光股份等涨停，楚天龙、雄帝科技、佳缘科技等纷纷跟涨。消息面，11月29日-30日，2024量子科技和产业大会将在合肥市举办，大会以“量子飞跃，未来可期”为主题。此外，继上周五暴涨后，美股量子计算机板块周一继续火爆。飙涨138%！美东时间周一，亚马逊旗下网络服务（AWS）宣布了其量子计算机Quantum Embark...

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(QUBT)、、Rigetti Computing、Quantum Corporation (QMCO)等股价分别飙升了26%、58%、138%。美股飙涨归飙涨，对此有分析不禁吐槽：曾经被诟病的国产量子没业绩，这下海外涨了，又能信了。热点一带动，回看A股量子概念的股价，却已悄咪咪走出了新高，先知先觉的资金是真多呀！回归正题，Quantum Embark计划的推出也标志着科技巨头们在扩大量子计算能力方面又迈出了重要一步。通过简化访问流程并提供专家指导，AWS正逐步确立自己在帮助企业释放量子计算优势方面的领导地位。另外，11月19日，英伟达宣布，其正在与谷歌量子人工智能（Google Quantum AI）展开合作，利用由英伟达CUDA-Q平台提供算力支持的模拟来加速其下一代量子计算设备的设计工作。分析师当前预计，亚马逊股价有望再涨约40美元，升至234.14美元。产业端迎来密集催化除了上述，量子科技近期迎来多重催化，标志着该领域的发展进入快车道。首先，华为技术有限公司获得“量子计算方法及设备”的专利，显示了中国在量子计算领域的技术进步。其次，2024量子科技和产业大会将于11月29日至30日在合肥举办，以“量子飞跃，未来可期”为主题，旨在推动量子科技的技术交流和产业合作。同时，中国第三代自主超导量子计算机“本源悟空”实现海外销售，标志着中国量子算力获得国际市场认可。在政策面上，2024年1月，工业和信息化部、科技部、国务院国资委、中国科学院等七部门发布了《关于推动未来产业创新发展的实施意见》，其中多处提出发展量子信息技术。量子科技作为新一轮科技革命和产业变革的前沿领域，正受到全球关注，多国宣布对量子科技进行投资，如英国国家量子计算中心的揭幕和美国《国家量子倡议重新授权法案》的提出。长城证券认为，我国量子信息技术目前逐步突破全球领先地位，核心系统逐步实现自主可控，未来随着政策端产业端持续演进，持续看好量子计算产业持续拓展。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2486172000"}