量子飞天！美股量子计算股炒爆了，成交量超过伯克希尔！

华尔街见闻12-17 09:49

近日，量子计算领域消息不断，尽管离商业化尚远，但已经在美股引爆了一波行情。周一，量子计算股交易热情暴涨。以美元交易量计，Rigetti Computing (RGTI)的成交量超过了美债ETF TLT，IonQ (IONQ)的成交量超过了摩根大通，Quantum Computing (QUBT)的成交量超过了英特尔，D-Wave Quantum (QBTS)的成交量超过了巴菲特旗下的伯克希尔。其中...

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href=https://wallstreetcn.com/articles/3737121><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，量子计算领域消息不断，尽管离商业化尚远，但已经在美股引爆了一波行情。周一，量子计算股交易热情暴涨。以美元交易量计，Rigetti Computing (RGTI)的成交量超过了美债ETF TLT，IonQ (IONQ)的成交量超过了摩根大通，Quantum Computing (QUBT)的成交量超过了英特尔，D-Wave Quantum (QBTS)的成交量超过了巴菲特旗下的伯克希尔。其中...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737121\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0971096721.USD","symbol_name":"富达环球金融服务 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Quantum computing stocks in the US stock market exploded, and the trading volume exceeded Berkshire!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1f1a552bf63f109b704271991e18862c","symbols_score_info":{"RGTI":1.1,"QUBT":1.1,"QMCO":1.1,"IONQ":1.1,"QBTS":1},"content_text":"近日，量子计算领域消息不断，尽管离商业化尚远，但已经在美股引爆了一波行情。周一，量子计算股交易热情暴涨。以美元交易量计，Rigetti Computing (RGTI)的成交量超过了美债ETF TLT，IonQ (IONQ)的成交量超过了摩根大通，Quantum Computing (QUBT)的成交量超过了英特尔，D-Wave Quantum (QBTS)的成交量超过了巴菲特旗下的伯克希尔。其中，Quantum Computing领涨量子股，一夜飙升65.25%，过去一个月该股累计涨幅超过360%；D-Wave Quantum隔夜上涨45%，过去一个月飙升超过400%；Rigetti Computing隔夜上涨近18%，过去一个月累涨548%！IonQ在周一交易中飙升23%至41.81美元，过去一个月累涨66%。周一，摩根士丹利将 IonQ 的目标价从14.90美元上调了一倍多至37美元。大摩Joseph Moore等分析师表示：“我们无法确定该领域在这段时间内股票升值的明确催化剂，但我们确实看到持续的迹象表明对量子的投资应该继续快速增长……显然，市场对量子科技参与 2026年2000 亿美元人工智能 TAM 的潜力充满热情，尽管我们认为这还不确定。”量子计算领域近期消息不断，有美国国会议员最近提出了一项法案，授权联邦政府为量子技术提供 27 亿美元的资金。公司层面，亚马逊AWS近日推出了一项名为“量子启航”(Quantum Embark)的计划，旨在帮助客户为量子计算时代做好准备；上周，谷歌发布了名为 Willow 的新型量子计算芯片，引发了量子计算股票的热潮。美股量子股成色如何？由前纽约证券交易所分析师Ken创立的美股投资网分析了五家量子计算公司的基本面。结论是，从风险角度来看，QUBT和QBTS的风险较高。QUBT面临较大的现金流压力和不确定的商业化进展，可能需要更多融资以维持运营。QBTS则面临高硬件成本和激烈的竞争环境，估值可能出现回调。相比之下，RGTI和QMCO的风险较低。RGTI通过技术合作稳步推进发展，且商业化进展较为稳健，而QMCO通过财务改善和新产品发布增强了市场信心，降低了风险。从回报潜力来看，该分析认为，IONQ和RGTI更具吸引力。IONQ凭借领先的离子阱技术和政府大额订单巩固了市场地位，RGTI则通过量子芯片的开发与商业化进展带来稳定增长预期。相比之下，QUBT和QBTS的短期回报有限，适合那些有耐心等待技术突破的投资者。总结如下：量子计算行业的领导者IonQ (IONQ)市值与合作：IONQ是市值最高的量子计算公司之一，与阿斯利康（AstraZeneca）和安世亚太（Ansys）等公司合作，展示了量子计算在药物研发和工程模拟中的实际应用价值；技术优势：IONQ的核心技术是基于离子阱的量子计算，具备较高的量子比特保真度和稳定性，在处理复杂计算任务时优势明显；财务情况：IONQ的收入略超3100万美元，但消耗了约8400万美元自由现金流，全年预计消耗1亿美元以实现4500万美元收入增长，反映了其高投入、低产出的增长模式；量子计算界的英伟达Rigetti Computing (RGTI)技术与平台：RGTI生产量子计算机和处理器，并打造了Forest云平台，为开发者提供专门工具，帮助构建基于自家硬件的量子算法，类似于英伟达的CUDA技术；财务情况：RGTI手中现金约为9200万美元，但2023年收入下降、成本上升，未来或需融资。公司估值已达到2025年预期收入的100倍，伴随较高风险，包括可能的股权稀释；D-Wave Quantum (QBTS)技术应用：QBTS专注于量子退火技术的开发与应用，通过其Leap QCaaS平台提供量子计算服务，其量子退火系统在实际生产环境中得到企业客户使用；财务情况：QBTS的量子计算即服务（QCaaS）收入同比增长41%，并占公司总收入的84%以上，表明公司在商业模式转型方面取得了成功；Quantum Computing (QUBT)技术创新：QUBT专注于将量子技术变得更经济且可操作，推出的Dirac系统是一款便携式、室温运行的低功耗量子计算设备，广泛应用于人工智能、网络安全和遥感等领域；财务情况：QUBT的财务状况仍处于早期发展阶段，2024年第三季度运营成本同比下降18%，降至540万美元，但收入仍较低，未来2-3年预计无法盈利，需依赖外部融资支撑运营；Quantum Corp(QMCO)产品优势：QMCO专注于提供数据存储和管理解决方案，通过其新一代混合数据保护设备DXi9200引起了市场的高度关注，提供更高水平的网络安全、数据压缩能力以及自适应扩展功能；财务情况：QMCO在2024财年第二季度调整后的EBITDA实现盈亏平衡，非GAAP非美国通用会计准则运营支出下降了9%，表明公司在成本控制和运营效率上的积极进展。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":2,"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":"4.29.3","shortVersion":"4.29.3","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/2492718716"}