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【私募调研记录】康曼德资本调研国盾量子

Group 1 - The core viewpoint of the article highlights the recent research conducted by Kangmand Capital on a listed company, Guodun Quantum, focusing on the fields of quantum communication, quantum computing, and quantum precision measurement [1] - The research discussed the challenges in quantum communication technology, such as high-efficiency low-noise single-photon detection, and the potential for operators to explore quantum functionalities in the 6G era [1] - Quantum communication devices are primarily project-based, offering customized solutions, and are expected to integrate with traditional encryption companies rather than disrupt them [1] Group 2 - The current state of quantum computers is that they can only solve specific problems, with applications in AI still in the early stages [1] - Quantum security strategies include quantum key distribution and post-quantum algorithms, with quantum computing chips being similar to classical semiconductor chips in processing but differing in technical principles [1] - The collaboration with the University of Science and Technology of China is noted for the company's chip development, and it is emphasized that quantum computers are not expected to become mainstream but rather serve as a complement to classical computers [1]