Zheng Quan Shi Bao Wang·2025-10-29 03:38Core Insights - The quantum technology sector in A-shares experienced a significant surge, with stocks like Shenzhou Information and Tianrongxin hitting the daily limit, while Keda Guokuan and Guodun Quantum rose over 10% [2][4] - NVIDIA launched NVQLink, connecting quantum computing companies and research labs with GPU computing, marking a pivotal moment for the industry [2][6] - The Chinese government has included quantum technology as a key growth area in its 15th Five-Year Plan, indicating strong policy support for the sector [7] Market Performance - On October 29, A-share quantum technology stocks saw widespread gains, with notable increases including Shenzhou Information at 9.99% and Tianrongxin at 10.02% [4][5] - The overall quantum technology index rose by 2.75% [5] Technological Developments - NVIDIA's NVQLink is designed to integrate GPU computing with quantum processors, aiming to enhance the performance of quantum supercomputers [6] - NVIDIA's CEO announced plans to expand quantum bits from hundreds to potentially tens of thousands in the future [6] Policy Support - The Central Committee of the Communist Party of China emphasized the importance of quantum technology in its economic development strategy, aiming to foster new growth points [7] - The quantum technology market in China is projected to reach $9.758 billion by 2029, with a compound annual growth rate of 37.45% from 2024 to 2029 [7] Industry Applications - Key applications of quantum technology include quantum computing, quantum communication, and quantum precision measurement [8] - The commercial viability of quantum computing is expected to accelerate, with significant advancements anticipated in the next 5 to 10 years [8][9] Future Outlook - Quantum computers are expected to work alongside classical computers to form new supercomputing architectures, focusing on areas such as quantum simulation, optimization, AI enhancement, and algorithmic advantages [9]