（文章来源：每日经济新闻） 每经AI快讯，2月26日，美股量子计算板块普涨，IonQ Inc现涨超18%， D-Wave Quantum 、 Arqit Quantum 涨超5%， SEALSQ Corp 、 Rigetti Computing涨超3%。 ...

Riot Platforms ( RIOT ) has been one of the Bitcoin ( BTC-USD) miners I have followed closely but kept at arm's length for much of the past market cycle. I have only covered RiotI started out as a crypto investor a decade ago and remain deeply active in the crypto space. I cover Bitcoin miners, digital asset treasuries, and crypto ETFs majorly, but I also seek alpha in tech equities, especially in emerging sectors like quantum computing and orbital intelligence. I have initiated coverage as a first analyst ...

SEALSQ Corp. (NASDAQ:LAES) is one of the best up and coming penny stocks to buy. On February 18, SEALSQ and Lattice Semiconductor announced a collaboration to integrate Trusted Platform Module/TPM-based post-quantum security into select Lattice FPGA solutions. This partnership aims to provide quantum-resistant hardware for mission-critical edge computing and high-stakes environments. The collaboration centers on a Proof-of-Concept/PoC that combines SEALSQ’s QS7001 and QVault TPM secure Root-of-Trust/RoT ...

Core Viewpoint - WISeKey International Holding Ltd is relocating its headquarters from Geneva to Pont-Rouge in August 2026, aiming to enhance its position in the digital and quantum technology sectors [3][12]. Group 1: Relocation Details - The new headquarters will be situated in Pont-Rouge, a modern and sustainable business district completed in 2023, which offers exceptional connectivity and a vibrant ecosystem for innovation [4][5]. - Pont-Rouge spans over 100,000 m² and includes premium office facilities, co-working spaces, and iconic buildings, already hosting major firms like EY and KPMG [5]. Group 2: Geneva Quantum Center of Excellence - The headquarters will house the Geneva Quantum Center of Excellence, aimed at establishing Geneva as a global leader in applied quantum technologies [6][12]. - The Center will integrate various technologies including quantum computing, cybersecurity, and AI, creating a comprehensive ecosystem for industrial applications [6][12]. Group 3: SEALSQ Quantum Computer Hub - The Quantum Computer Hub, operated by WISeKey's subsidiary SEALSQ Corp, will focus on practical quantum architectures for secure integration into critical infrastructures across various sectors [7]. - The hub will emphasize hybrid quantum/classical computing models and secure interfaces between quantum processors and embedded systems [8]. Group 4: SEALSQ Quantum Fund - The SEALSQ Quantum Investment Fund, with over USD 100 million, aims to build a root-to-quantum vertical stack and accelerate the deployment of secure quantum technologies in the US and Europe [10]. - The fund's strategy seeks to eliminate fragmentation in the quantum value chain, promoting sovereign and certifiable quantum solutions [11]. Group 5: Strategic Commitment - The relocation and establishment of the Geneva Quantum Center of Excellence reflect WISeKey and SEALSQ's commitment to technological sovereignty in Europe and the development of trusted digital infrastructures [12][16].

Core Viewpoint - WISeKey International Holding Ltd is relocating its headquarters from Geneva to Pont-Rouge in August 2026, aiming to enhance its position in the digital and quantum technology sectors [3][12]. Group 1: Relocation Details - The new headquarters will be situated in Pont-Rouge, a modern and sustainable business district completed in 2023, which offers exceptional connectivity and a vibrant ecosystem for innovation [4][5]. - Pont-Rouge spans over 100,000 m² and includes premium office facilities, co-working spaces, and iconic buildings, already hosting major firms like EY and KPMG [5]. Group 2: Geneva Quantum Center of Excellence - The headquarters will house the Geneva Quantum Center of Excellence, aimed at establishing Geneva as a global leader in applied quantum technologies [6][12]. - The Center will integrate various technologies including quantum computing, cybersecurity, and AI, creating a comprehensive ecosystem for industrial applications [6][12]. Group 3: SEALSQ Quantum Computer Hub - The Quantum Computer Hub, operated by WISeKey's subsidiary SEALSQ Corp, will focus on practical quantum architectures for secure integration into critical infrastructures across various sectors [7]. - The hub will emphasize hybrid quantum/classical computing models and secure interfaces between quantum processors and embedded systems [8]. Group 4: SEALSQ Quantum Fund - The SEALSQ Quantum Investment Fund, with over USD 100 million, aims to build a root-to-quantum vertical stack and accelerate the deployment of secure quantum technologies in the US and Europe [10]. - The fund's strategy seeks to eliminate fragmentation in the quantum value chain, promoting sovereign and certifiable quantum solutions [11]. Group 5: Strategic Commitment - The relocation and establishment of the Geneva Quantum Center of Excellence reflect WISeKey and SEALSQ's commitment to technological sovereignty in Europe and the development of trusted digital infrastructures [12][16]. - The initiative aligns with Geneva's role in sustainable innovation and human-centric technology, focusing on security, trust, and ethics [16].

Group 1 - The analyst has a decade of experience in the crypto space, focusing on Bitcoin miners, digital asset treasuries, and crypto ETFs, while also exploring tech equities in emerging sectors like quantum computing and orbital intelligence [1] - The analyst has initiated coverage on companies such as SealSQ (LAES) and Rezolve AI (RZLV), with Buy ratings, and some of these stocks have shown double to triple-digit returns since coverage began [1] - The analysis emphasizes a focus on fundamentals, capital allocation, momentum, market structure, and management execution, rather than just surface-level metrics [1] Group 2 - The analyst values feedback from the community, including critical comments, as they contribute to improving the analysis and fostering thoughtful disagreements [1]

Core Viewpoint - WISeKey's subsidiary WISeSat is set to launch its 21st LEO satellite in March 2026, aiming to enhance secure IoT communications through a constellation of satellites, integrating advanced technologies for a quantum-secure digital future [1][5][8]. Group 1: Launch and Collaboration - The upcoming satellite launch will be conducted in partnership with SpaceX from California, marking a significant milestone for WISeSat [1]. - WISeSat is collaborating with SEALSQ and SEALCOIN.AI to embed advanced technologies into the satellite platform, enhancing its capabilities for the space quantum internet [2][3]. Group 2: Technological Advancements - The new generation of WISeSat satellites will incorporate SEALSQ's Post-Quantum chips and SEALCOIN wallet, aiming to deliver high-speed, low-latency broadband services [3][5]. - Continuous satellite renewal is essential, with an average lifespan of five years, to integrate new technologies and improve performance [4]. Group 3: Market Strategy and Financial Aspects - WISeSat plans to list on NASDAQ through a business combination with Columbus Acquisition Corp, which is expected to provide capital for accelerating satellite deployment [5]. - The satellite network will enable secure device-to-device transactions for IoT devices equipped with WISeKey and SEALSQ microchips [5]. Group 4: Industry Impact and Future Plans - WISeSat aims to address the growing demand for secure IoT connectivity across various sectors, including logistics, agriculture, and energy, through its satellite-based architecture [6]. - Multiple satellite deployments are planned throughout 2026, focusing on expanding coverage, increasing bandwidth, and integrating AI-driven analytics for enhanced security [7][8]. Group 5: Leadership and Vision - Carlos Moreira, CEO of WISeKey, emphasized the importance of the new launch in securing IoT communications and addressing future security challenges [9][10]. - The integration of advanced technologies aims to redefine machine-to-machine transactions and support a scalable Transactional IoT infrastructure [10][11].

Core Viewpoint - WISeKey's subsidiary WISeSat is set to launch its 21 LEO satellite in March 2026 in collaboration with SpaceX, aiming to enhance secure IoT connectivity through a constellation of satellites that will support quantum-secure broadband services [1][5]. Group 1: Launch and Collaboration - The launch of the 21 LEO satellite is scheduled for the end of March 2026 from California with SpaceX [1]. - WISeSat is collaborating with SEALSQ Corp and SEALCOIN.AI to integrate advanced technologies into the satellite platform, enhancing its capabilities for the space quantum internet [2][3]. Group 2: Technological Innovations - The satellites will incorporate SEALSQ's Post-Quantum chip and SEALCOIN wallet, aiming to deliver high-speed, low-latency broadband services [3]. - Innovations from SEALSQ's quantum roadmap will be leveraged to improve security, performance, and operational efficiency of the satellite network [3]. Group 3: Deployment Strategy - The upcoming launch marks the first operational deployment of a new generation of WISeSat satellites, which will modernize the existing constellation [4]. - Continuous renewal of the satellite fleet is essential, with an average lifespan of approximately five years, to integrate new technologies and enhance performance [4]. Group 4: Market Access and Financial Strategy - WISeSat plans to list on NASDAQ through a business combination with Columbus Acquisition Corp, which is expected to provide access to capital markets and accelerate the deployment of its satellite constellation [5]. - This infrastructure will enable secure device-to-device connectivity for IoT devices equipped with WISeKey and SEALSQ microchips [5]. Group 5: Industry Impact and Future Plans - WISeSat aims to address the growing demand for secure, real-time connectivity across critical sectors such as logistics, agriculture, energy, and infrastructure management [6]. - Multiple deployments are planned throughout 2026 to expand constellation coverage, increase bandwidth, and integrate AI-driven analytics for enhanced security [7]. Group 6: Commitment to Security and Sustainability - The WISeSat IoT satellite constellation is positioned to play a critical role in creating a more resilient and secure future amid evolving cyber and environmental challenges [8]. - The integration of satellite data with advanced climate models is expected to enhance understanding and strategies to combat climate change [13].

Core Viewpoint - WISeKey International Holding Ltd has appointed Gwenael Rouy-Poirier as Chief Financial Officer of its satellite connectivity subsidiary WISeSat, effective February 2, 2026, as the company prepares for its planned listing on the Nasdaq Stock Exchange [1][2][3] Company Overview - WISeKey is a global leader in cybersecurity, digital identity, and IoT solutions, operating through various subsidiaries, including WISeSat, which focuses on secure satellite communications for IoT applications [1][10] - WISeSat is pioneering a transformative approach to IoT connectivity and climate change monitoring through its innovative satellite constellation, enabling cost-effective and secure global IoT connectivity [8][9] Leadership Appointment - Gwenael Rouy-Poirier will lead WISeSat's finance, strategy, and capital-markets activities, focusing on strengthening financial governance and enhancing investor readiness as the company scales its satellite-based secure connectivity services globally [3][4] - Rouy-Poirier brings over 25 years of international finance and operational leadership experience in aerospace, defense, and industrial technology, having held senior roles at companies like GKN Aerospace and Honeywell [4][5] Strategic Importance - The appointment comes at a pivotal moment for WISeSat as it prepares for its Nasdaq listing, with increasing demand for resilient, high-performance satellite connectivity in defense, IoT, and critical infrastructure sectors [7][8] - The company aims to create long-term value for stakeholders while ensuring it meets the expectations of U.S. public-market investors [7][8]

Core Insights - Michael Saylor, founder and executive chairman of Strategy Inc. (MSTR), is under scrutiny as Bitcoin enters a confirmed bear market [1] - The analyst has a decade of experience in crypto investments and focuses on Bitcoin miners, digital asset treasuries, and crypto ETFs, while also exploring tech equities in emerging sectors [1] - The analyst has initiated coverage on companies like SealSQ (LAES) and Rezolve AI (RZLV), which have shown significant returns since coverage initiation [1] Company and Industry Summary - Strategy Inc. is actively involved in the cryptocurrency space, particularly with Bitcoin, amidst a downturn in the market [1] - The analyst emphasizes a comprehensive approach to investment analysis, focusing on fundamentals, capital allocation, momentum, market structure, and management execution [1] - The analyst values community engagement and constructive criticism to enhance the quality of analysis and investment insights [1]