Zheng Quan Shi Bao Wang·2025-10-29 02:13Core Viewpoint - Quantum technology stocks experienced a strong surge on October 29, with notable gains in companies such as Keda Guokai, Guandun Quantum, and others, driven by advancements in quantum computing technology and its potential for commercialization [1] Group 1: Market Performance - Keda Guokai reached a 20% limit up, while Guandun Quantum rose approximately 12%, setting new highs [1] - Other companies like Tianrongxin and Shenzhou Information also hit the limit up, with Geer Software and Western Superconducting increasing over 7% [1] Group 2: Technological Advancements - NVIDIA announced the launch of NVQLink, connecting 17 quantum computing companies and 9 research laboratories, integrating GPU computing with quantum processors [1] - NVQLink is an open system architecture designed to build accelerated quantum supercomputers [1] Group 3: Industry Outlook - Quantum computing is identified as a core driver of next-generation information technology, transitioning from laboratory research to industrial applications [1] - The industry is experiencing rapid development due to technological breakthroughs, policy support, and market demand, with applications expanding from specialized to general computing [1] - The period from 2025 to 2030 is projected to be a golden window for commercialization, with the market potentially reaching a scale of hundreds of billions [1]