美股量子标的异动，关注量子科技投资机遇

Investment Rating - The report maintains a "Positive" investment rating for the quantum technology industry [6]. Core Insights - On May 22, U.S. quantum computing stocks experienced a significant surge, with IonQ's stock rising nearly 37%, D-Wave Quantum increasing by 24%, Rigetti Computing up by 26%, and Quantum Computing gaining over 14%. This surge is attributed to government support and a positive outlook for the industry, which is expected to accelerate the commercialization of quantum technology [2][4][9]. - The report emphasizes the importance of focusing on the entire quantum technology supply chain, particularly leading companies in quantum computing and quantum communication [9]. Summary by Sections Event Description - The report highlights the collective surge of U.S. quantum computing stocks on May 22, with notable increases in stock prices for key players in the industry [4]. Company Analysis - IonQ aims to position itself as the "NVIDIA of quantum computing," with a first-quarter revenue of $7.6 million and a net loss of $32.3 million, which is an improvement from a net loss of $39.6 million in the same period last year. IonQ projects annual revenue between $75 million and $95 million, indicating strong confidence in the quantum computing sector [9]. - IonQ is actively pursuing partnerships to enhance the commercialization of quantum technology, including a $22 million agreement with EPB to establish a commercial quantum computing and networking center, and collaborations with Einride and KISTI to develop quantum computing solutions [9]. Policy Support - The report notes that quantum technology has received significant attention from governments worldwide, with public investment in quantum technology increasing by over 50% in 2023 compared to 2022, exceeding $10 billion. The total historical investment has reached approximately $42 billion, with the U.S. and China leading in this area [9].