龙头IonQ豪言要做“量子英伟达”，美股“量子妖股”全线暴涨_老虎社区_美港股上老虎

龙头IonQ豪言要做“量子英伟达”，美股“量子妖股”全线暴涨

华尔街见闻05-23

龙头股IonQ股价飙升近37%，IonQ首席执行官Niccolo de Masi表示，IonQ在量子领域的地位，就像英伟达和博通在GPU领域的地位一样。摩根大通研报称，预计量子计算将受益于大量投资，仅2025年全球公共投资预计就将达到450亿美元。投资者疯狂追捧，美股“量子妖股”集体暴涨，龙头IonQ更是豪言要成为“量子英伟达”。5月22日，美股量子计算股集体爆发，龙头股IonQ股价飙升近37%，...

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Masi补充道，\"我们对自己的竞争定位感觉良好，因为归根结底，我们正在努力推动整个生态系统的发展。\"本月早些时候，IonQ公布了一季度财报显示，营收760万美元，略高于分析师预期的750万美元；净亏损3230万美元，较去年同期的3960万美元有所收窄。华尔街见闻此前提及，目前IonQ的商业模式依赖于两条主要收入来源：量子硬件的直接销售以及基于订阅的量子云服务。在一季度报告中，IonQ管理层预计全年营收在7500万至9500万美元之间，同时仍没有提及盈利时间表。政府支持与行业前景大幅提振投资者信心摩根大通分析师Samik Chatterjee日前发布了一份关于量子计算的深度报告，虽然尚未对具体量子计算股票进行覆盖，但对整个行业前景持积极态度。Chatterjee在报告中称，预计量子计算将受益于大量投资，仅2025年全球公共投资预计就将达到450亿美元。Chatterjee强调：\"全球各国政府不仅将量子技术视为创新的关键领域，而且还投入大量资源加速其发展。这种政府承诺为企业和投资者提供了有力的信号，表明量子技术有望成为未来技术进步和经济增长的基石。\"此外，投资者也在等待美国国会是否会通过《国家量子倡议重授权法案》，该法案将为量子计算公司及其潜在客户提供资金支持。据了解，最初的《国家量子倡议法案》是在特朗普首届政府期间于2018年通过的，已于2023年9月失效。","kind":"highlight","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,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}