ruan_7128
12-13
在量子技术上,美国远不如中国!
华尔街热炒量子计算股,但谷歌的量子芯片实际上并不具备计算能力
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hitmankun
12-13
hitmankun
那老中咋还没炒起来呢,又在下大棋?
刀锋战士阿尔法
:
那是因为用算盘还没有算清楚要涨多少倍,等算清楚了要你好看![贱笑][贱笑][贱笑]
什么也没有了~
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Baird的Colin Sebastian补充道:“虽然量子计算距离广泛商业化应用仍有数年时间,但新推出的Willow量子芯片展示了谷歌在量子研究领域的领先地位。”</p><p>但Harvest Portfolio Management的Paul Meeks也提醒投资者不要因近期涨势而过于兴奋,指出这一领域的实际应用可能还需要数年时间。他建议,投资者若想涉足该领域,应考虑投资那些拥有其他核心业务的大型科技公司。他表示,这一情形类似于2022年底,当时英伟达(Nvidia)和C3.ai等公司的股票被推高。但随着时间推移,该领域的一些早期领头羊会逐渐脱颖而出。</p><p></p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街热炒量子计算股,但谷歌的量子芯片实际上并不具备计算能力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街热炒量子计算股,但谷歌的量子芯片实际上并不具备计算能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 07:34 北京时间 <a href=https://finance.sina.com.cn/roll/2024-12-13/doc-inczfsec2664373.shtml><strong>sina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌本周二公布新款“量子芯片”Willow,据谷歌称,这款芯片“能够随着量子比特(qubits)数量的增加以指数方式减少错误”,并且性能远超2019年推出的前代产品,称为这是量子计算领域的一大突破。这一消息带动谷歌以及相关股票本周大幅飙升,但分析师表示,量子计算距离任何商业用途仍有很长的路要走,提醒投资者不要因近期涨势而过于兴奋。华尔街热炒量子计算谷歌母公司Alphabet股价在周三上涨4%,接续...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-12-13/doc-inczfsec2664373.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf1280a547c37d85d95c58c1f12bdeff","relate_stocks":{"159813":"芯片","LU1069347547.HKD":"AB SICAV I - 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GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","BK4514":"搜索引擎"},"source_url":"https://finance.sina.com.cn/roll/2024-12-13/doc-inczfsec2664373.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2491900332","content_text":"谷歌本周二公布新款“量子芯片”Willow,据谷歌称,这款芯片“能够随着量子比特(qubits)数量的增加以指数方式减少错误”,并且性能远超2019年推出的前代产品,称为这是量子计算领域的一大突破。这一消息带动谷歌以及相关股票本周大幅飙升,但分析师表示,量子计算距离任何商业用途仍有很长的路要走,提醒投资者不要因近期涨势而过于兴奋。华尔街热炒量子计算谷歌母公司Alphabet股价在周三上涨4%,接续前一交易日近6%的涨幅,过去五天来上涨13%其他量子计算相关股票,包括知名度较低的竞争者Rigetti Computing在周二暴涨45%后,其股价在周三创下新高,该股今年已累计上涨逾659%。同时,Defiance Quantum ETF中的一些表现突出的股票包括MicroStrategy和D-Wave Quantum,今年也分别上涨了538%和355%。此外,英伟达、光联科技(Coherent)、IonQ以及RadNet的股票今年也都翻了一番以上。分析认为,量子计算并非全新现象,但随着越来越多的数据被用于训练大语言模型,其重要性日益增强。量子计算利用量子比特(qubits),其复杂程度远超当前计算所使用的二进制比特,这使其能够完成现有技术无法实现的复杂计算。这项技术最终可能被用于分子层面的药物研发、提前多日生成高度精确的天气预报,甚至破解现有的数据加密协议。同时,投资者也急于抓住生成式人工智能的下一次迭代机会。自两年前ChatGPT引爆人工智能热潮以来,投资者一直在寻找能从这项技术演进中获益的下一批股票。EMJ Capital的Eric Jackson在社交平台X上将量子计算称为“下一个重大主题”,并表示他已经投资Rigetti Computing,认为该公司有“巨大的机会”。谷歌量子芯片 其实还无法实现真正的量子计算然而,正如谷歌在公告中所明确指出的,量子计算距离任何商业用途仍有很长的路要走。谷歌量子AI负责人Hartmut Neven在本周一的一篇博文中写道:“该领域面临的下一个挑战是,在现有量子芯片上展示一个对现实世界应用有意义的‘实用的超越经典’计算。”Alphabet首席执行官Sundar Pichai则在社交平台X上发文称,Willow是“我们构建一台能够在药物发现、聚变能源、电池设计等领域具有实际应用的实用量子计算机旅程中的重要一步。”因此,这使得Alphabet本周12%的涨幅令人怀疑。此外,量子计算股本周大涨还可能因为受到了特斯拉CEO马斯克的关注,他对于谷歌量子芯片帖子回复“哇”,可能引发了投资者的兴趣激增;根据Vanda Research的数据,周二Alphabet的看涨期权交易量达到了今年的第二高水平。谷歌近期也急需任何形式的利好消息。分析认为,谷歌近期面临多重困境,包括在生成式AI领域的竞争地位的担忧,以及美国政府可能拆分该公司的担忧,给Alphabet股票蒙上了一层阴影。在本周之前,Alphabet的股价表现落后于大多数科技巨头同行以及标普500指数和纳斯达克指数的年度表现。目前,Alphabet是唯一一家市盈率低于20倍的科技巨头。相比之下,竞争对手Meta Platforms的市盈率在本周初为25倍左右,而苹果、微软、亚马逊和英伟达的市盈率均超过30倍。分析师:谷歌虽领先 但对量子计算别太乐观量子计算虽然无法解决谷歌面临的问题,但分析师表示,这一消息确实提醒人们该公司在技术创新方面仍具备相当的实力。BofA证券的Justin Post写道:“Willow芯片的进步表明Alphabet在技术创新的前沿地位,对市场情绪至关重要。”Robert W. Baird的Colin Sebastian补充道:“虽然量子计算距离广泛商业化应用仍有数年时间,但新推出的Willow量子芯片展示了谷歌在量子研究领域的领先地位。”但Harvest Portfolio Management的Paul Meeks也提醒投资者不要因近期涨势而过于兴奋,指出这一领域的实际应用可能还需要数年时间。他建议,投资者若想涉足该领域,应考虑投资那些拥有其他核心业务的大型科技公司。他表示,这一情形类似于2022年底,当时英伟达(Nvidia)和C3.ai等公司的股票被推高。但随着时间推移,该领域的一些早期领头羊会逐渐脱颖而出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":380999393575208,"commentId":"380999393575208","gmtCreate":1734048521838,"gmtModify":1734048525804,"authorId":3495148713139258,"author":{"id":3495148713139258,"idStr":"3495148713139258","authorId":3495148713139258,"name":"hitmankun","avatar":"https://static.tigerbbs.com/20bd4b8faedfaa1e2fd87783dcacf5fd","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":380999103672600,"objectIdStr":"380999103672600","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"那老中咋还没炒起来呢,又在下大棋?","text":"那老中咋还没炒起来呢,又在下大棋?","html":"那老中咋还没炒起来呢,又在下大棋?","likeSize":0,"commentSize":1,"subComments":[{"id":380966848827720,"commentId":"380966848827720","gmtCreate":1734053580058,"gmtModify":1734053583741,"authorId":3460110757345179,"author":{"id":3460110757345179,"idStr":"3460110757345179","authorId":3460110757345179,"name":"刀锋战士阿尔法","avatar":"https://static.tigerbbs.com/b42e712665aa340c451811db44011a24","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":380999103672600,"objectIdStr":"380999103672600","type":1,"supId":380999393575208,"supIdStr":"380999393575208","prevId":0,"prevIdStr":"0","content":"那是因为用算盘还没有算清楚要涨多少倍,等算清楚了要你好看![贱笑][贱笑][贱笑]","text":"那是因为用算盘还没有算清楚要涨多少倍,等算清楚了要你好看![贱笑][贱笑][贱笑]","html":"那是因为用算盘还没有算清楚要涨多少倍,等算清楚了要你好看![贱笑][贱笑][贱笑]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/380999103672600"}
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