通信行业周报 20260301 英伟达业绩超预期，液冷产业链有望迎来新一轮上涨 glmszqdatemark 行业要闻： 芬兰量子计算公司 IQM 拟赴美上市，估值 18 亿美元。 公司动态： [Table_Author] | 分析师 张宁 | | --- | | 执业证书： S0590523120003 | | 邮箱： zhangnyj@glms.com.cn | | 分析师 谢致远 | | 执业证书： S0590525110073 | | 邮箱： xiezhiyuan@glms.com.cn | | 研究助理 朱正卿 | | 执业证书： S0590125110083 | | 邮箱： zhuzhengqing@glms.com.cn | 相对走势 -20% 20% 60% 100% 2025/2 2025/8 2026/2 通信 沪深300 相关研究 本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明 证券研究报告 1 蘅东光：公司发布 2025 年度业绩快报。2025 年度公司实现营业收入 22.16 亿 元，同比+68.48%；实现归母净利润 3.02 亿元，同比+104.52%；实现扣非净利 ...

Core Viewpoint - The analysis indicates a cautiously bullish outlook for IonQ, Inc. (IONQ) following its earnings report, despite a 21% decline in stock price since the last coverage and a downgrade to hold rating. The company shows signs of revenue inflection, shifts in product mix, and a significant increase in backlog amounting to $370 million [1]. Group 1 - IonQ's stock has dropped 21% since the last coverage, leading to a downgrade to a hold rating [1]. - The company is experiencing a revenue inflection, which is a positive indicator for future performance [1]. - There has been a notable increase in the backlog, which now stands at $370 million, further solidifying the company's position [1].

2026 年 03 月 01 日 计算机 国内外量子科技产业正加速发展 业务需求：首次出现上市公司收入过亿美元，订单持续落地 IonQ 发布 2025 四季度和全年财务报告，2025 年首次实现过亿美元 收入。2 月 25 日，IonQ 发布 2025 年业绩，25Q4 实现收入 6189.0 万 美元，同比增长 429%，2025 年全年实现收入 1.3 亿美元，同比增长 202%，成为首家年度收入过亿美元的美股上市量子科技公司。 2 月 26 日，D-wave 发布 2025 年业绩，25Q4 实现收入 275.20 万美元， 同比增长 19.19%，2025 年全年实现收入 2460 万美元，同比增长 179%。 从订单来看，25Q4 公司获取订单 1340 万美元，环比前一个季度的 240 万美元增长 471%。 2 月 28 日，国盾量子发布 2025 年业绩快报，全年实现营业收入 3.10 亿元，同比增长 22.53%，实现归母给净利润 539 万元，同比扭亏。 20205 年公司量子计算业务快速增长，主要因为：公司参与的合肥超 量融合计算中心项完成交付及验收，为中电信量子信息科技集团有限 公司提 ...

Intercontinental Exchange Inc. (NYSE:ICE) is one of the best fintech stocks to invest in. On February 5, Intercontinental Exchange announced its earnings for the full year 2025, reporting a 7% year-over-year increase to $9.9 billion. This growth translated into a rise in profitability, with GAAP diluted earnings per share jumping 21% to $5.77 and adjusted diluted EPS rising 14% to $6.95. Q4 revenue totaled $2.50 billion, which was a 7.79% improvement. Performance was strong across all primary business se ...

Core Viewpoint - IonQ, Inc. (NYSE:IONQ) experienced a significant stock rally of over 20% following its earnings report, but the stock is currently trading lower, indicating a potential reversal in trend [1]. Price Dynamics - The price level of $41 has been identified as a critical point for IonQ, where a shift occurred from a downtrend to increased buying activity, halting the decline [2]. - Prior to the recent rally, IonQ shares were in a steep downtrend, with sellers needing to offer discounts to attract buyers, leading to an oversupply in the market [2]. - After the stock price fell below the $41 support level in January, many investors who had previously bought at that price began to regret their decisions, leading to a change in market sentiment [3]. Market Sentiment and Resistance - When IonQ's stock price returned to $41, many investors who had previously bought at that level placed sell orders, creating significant resistance due to the volume of these orders [4]. - The identification of key price levels, such as $41, is crucial for traders as it can lead to potential profits by understanding market dynamics [4].

Rigetti Computing Inc (NASDAQ:RGTI) shares are tumbling on Friday as the company prepares to report its earnings next week, amid a broader sell-off in the tech sector. Here’s what investors need to know.Rigetti Computing stock is taking a hit today. Why is RGTI stock dropping?Rigetti Earnings Due March 4Analysts are closely watching Rigetti’s upcoming earnings report scheduled for March 4, with expectations of a loss of 4 cents per share on revenue of $2.46 million. This follows a previous loss of 8 cents p ...

分组1 - IonQ, Inc. reported strong earnings for the fourth quarter of 2025 and the full year, leading to a 6% increase in stock price on February 25 [1] - The positive earnings report has revitalized interest in IonQ's stock, indicating potential growth in the quantum computing sector [1] 分组2 - The article highlights the expertise of Dilantha De Silva, an experienced equity analyst with over 10 years in the investment industry, focusing on small-cap stocks [1] - Dilantha has contributed to various investment platforms and has been featured on major financial news outlets, showcasing his influence in the investment community [1]

This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. IonQ Stock Surges After Earnings. Quantum Computing Is Heating Up. By Mackenzie Tatananni In this article IBM RGTI IonQ stock spiked 22% on the heels of the quantum computing company's fourth-quarter earnings. ((IONQ)) Quan ...

IonQ Inc. (NYSE:IONQ) fourth-quarter results have moved the quantum computing sector from a space of theoretical promise into a period of measurable commercial growth. IONQ stock is climbing. See the chart and price action here. IONQ Q4The company reported a massive revenue beat, bringing in $61.9 million for the fourth quarter. This figure represents a 429% increase compared to the previous year and significantly outpaced Wall Street's expectations. For the full year, IonQ hit $130 million in revenue, maki ...

Key Takeaways IonQ posted Q4 revenues of $61.9M, up 429% year over year, beating estimates by 53.5%. IONQ's adjusted gross margin fell to 29.6% as costs of revenues surged 764.1%. IonQ guided 2026 revenues at $225M - $245M and expects an adjusted EBITDA loss of $330 - $310M.IonQ (IONQ) reported an adjusted loss of 20 cents per share for the fourth quarter of 2025, significantly narrower than the Zacks Consensus Estimate of a loss of 54 cents. The company posted a loss of 15 cents in the year-ago period.For ...