据报道，此次量子计算股票集体打仗的直接导火索是IonQ首席执行官Niccolo de Masi发表的一段雄心勃勃的言论： " 相信IonQ将成为量子计算领域的英伟达。" 此外，摩根士丹利也在最新研报中表达了对整个行业前景的积极态度。 IonQ野心勃勃欲成"量子英伟达" 投资者疯狂追捧，美股"量子妖股"集体暴涨，龙头IonQ更是豪言要成为"量子英伟达"。 5月22日，美股量子计算股集体爆发，龙头股IonQ股价飙升近37%，D-Wave Quantum攀升24%，Rigetti Computing 大涨26%，Quantum Computing也上涨超过14%。 华尔街见闻此前提及，目前IonQ的商业模式依赖于两条主要收入来源：量子硬件的直接销售以及基于订阅的量子 云服务。在一季度报告中，IonQ管理层预计全年营收在7500万至9500万美元之间，同时仍没有提及盈利时间表。 政府支持与行业前景大幅提振投资者信心 摩根大通分析师Samik Chatterjee日前发布了一份关于量子计算的深度报告，虽然尚未对具体量子计算股票进行覆 盖，但对整个行业前景持积极态度。 Chatterjee在报告中称，预计量子计算将受益于 ...

智 通 财 经 APP 获 悉 ， 周 四 ， 美 股 量 子 计 算 概 念 股 再 度 大 涨 ， IonQ Inc(IONQ.US) 大 涨 超 35% ， D-Wave Quantum(QBTS.US) 涨 近 24% ， Rigetti Computing(RGTI.US)涨超26%，SEALSQ Corp(LAES.US)涨超7%。 尽管竞争者众多，但在分析人士看来，作为量子计算行业领导者的IonQ是希望投资量子计算领域的投资者应当重点关注的标的之一。数据显示，IonQ股价5 月迄今已上涨近67%。 IonQ的新任首席执行官Niccolo de Masi在周四接受采访时表示，该公司希望成为量子计算领域的英伟达(NVDA.US)。Niccolo de Masi表示："我们从事量子计 算业务，就像英伟达和博通从事传统GPU业务一样。我相信IonQ将成为类似英伟达的领军者，会有人模仿我们、追随我们。"他补充称："我们对自身的竞争 地位感到满意，因为归根结底，我们致力于推动整个生态系统的发展。" 本月初公布的财报显示，IonQ第一季度营收为760万美元，同比持平、环比下滑35%，不及分析师预期;净亏损32 ...

Market Overview - US stock indices opened lower but closed higher, with the Dow Jones flat at 0%, Nasdaq up 0.28%, and S&P 500 down 0.04% [1] - The VIX index decreased by 2.83% to 20.28, while the US dollar index rose by 0.33% to 99.93 [1] - The yield on the US 10-year Treasury bond fell by 1.543% to 4.53%, with a spread of 53.6 basis points over the 2-year yield [1] - Spot gold decreased by 0.62% to $3294.56 per ounce, and Brent crude oil fell by 0.91% to $64.05 [1] Industry & Stocks - Most sectors in the S&P 500 declined, with utilities down 1.43%, semiconductors down 0.92%, and healthcare down 0.78% [2] - Chinese concept stocks showed mixed results, with KWEB down 0.53% and TSMC up 2.31% [2] - Major tech stocks mostly rose, with Microsoft up 0.51%, Nvidia up 0.78%, and Amazon up 0.98% [2] - Apple shares fell by 0.36%, while Tesla rose by 1.92% [2] Daily Focus - Trump's tax reform bill passed the House with a narrow margin (215 to 214) and is now headed to the Senate for further modifications [3] - Trump has raised at least $600 million for the midterm elections, aiming for a total of $1 billion to regain control of Congress [4] - The Republican Party currently holds a majority in both the House and Senate, with 220 seats in the House and 53 in the Senate [5] Cryptocurrency and Technology - Kraken plans to allow non-US customers to trade tokenized stocks of popular companies like Apple, Tesla, and Nvidia [6][7] - OpenAI aims to launch 100 million AI "companion" devices by the end of next year, integrating them into daily life [8] Amazon's Market Response - Amazon's CEO stated that there has been no significant change in consumer demand or prices due to tariffs, with 60% of sales coming from third-party sellers [8] TikTok's Operational Changes - TikTok's US e-commerce department is facing potential layoffs as the company seeks to establish a more efficient operational model [9] Tax Reform Beneficiaries and Victims - High-income individuals and families with children are expected to benefit from the tax reform, while low-income earners and those reliant on federal assistance programs may face losses [10][12][13][14]

Group 1 - The core argument emphasizes that innovation is fundamentally driven by talent, highlighting the urgent need to understand the new demands of Chinese modernization on education, technology, and talent [1][2] - The rapid advancement in technology and industrial iteration presents new challenges for innovation, with a significant talent gap of 19 million in fields like intelligent manufacturing and industrial internet, while traditional industries face a surplus of over 35% [1][2] - The global competition for talent has intensified, with developed countries attracting top talent and limiting cooperation with China, leading to a 27% increase in the concentration of top talent in regions with robust innovation ecosystems [2] Group 2 - There is a need to strengthen the autonomous talent cultivation in universities by aligning academic programs with national strategies and industry demands, promoting interdisciplinary studies, and enhancing the quality of engineering education [3] - A new talent development system is proposed, focusing on integrating education and industry, establishing collaborative platforms, and reforming talent evaluation systems to prioritize innovation and practical contributions [4] - A mechanism for a virtuous cycle among education, technology, and talent is essential, emphasizing the need for coordinated policies and resource allocation to achieve high-quality development and technological self-reliance [5]

Core Insights - D-Wave Quantum Inc. is a leader in the commercial quantum computing sector, uniquely developing both specialized quantum annealing systems and gate-model quantum computers [1] - The company's stock has seen a significant increase, with a 1100% rise over the past year, prompting investors to evaluate whether this is driven by speculation or solid fundamentals [2][3] - Recent advancements, including the launch of the Advantage2™ quantum computer, have contributed to the company's stock performance and technological standing [4][5] Financial Performance - D-Wave reported record revenue of $15.0 million for Q1 fiscal 2025, a 509% year-over-year increase, largely due to the sale of the Advantage system [6] - The company achieved a GAAP gross profit of $13.9 million and narrowed its net loss to $5.4 million, improving from a loss of $17.3 million a year earlier [6] - Year-end bookings for fiscal 2024 exceeded $23 million, a 120% increase over 2023, with Q4 bookings reaching at least $18 million, a 500% year-over-year increase [10] Technological Advancements - The Advantage2™ quantum computer features a 40% increase in energy scale and a 75% reduction in noise compared to its predecessor, enabling it to solve larger and more complex computational problems [4][5] - A peer-reviewed paper published in the journal Science validated D-Wave's quantum computational supremacy, showcasing its ability to solve a complex problem in minutes that would take classical supercomputers nearly a million years [8] Commercial Expansion - D-Wave's technology is being utilized in real-world applications, such as a hybrid-quantum application deployed by Ford Otosan to enhance manufacturing processes [9] - Partnerships with companies like Staque are leveraging D-Wave's technology for optimizing autonomous agriculture vehicles [9] Market Position and Outlook - D-Wave's leadership position, strong cash reserves, and expanding commercial and scientific traction position it well for future growth [13] - The company aims to balance on-premise sales with growth in its Quantum Computing as a Service (QCaaS) platform, anchored by the Advantage2 system [10] - Analysts have a Buy rating on D-Wave, but there are concerns about the path to sustained profitability and the integration of quantum solutions into enterprise workflows [11][12]

Core Insights - The global computing landscape is undergoing a transformation, with NVIDIA collaborating with hyperscale cloud service providers, Qualcomm re-entering the data center market, and Arm solidifying its position in AI [1] Group 1: NVIDIA's Developments - NVIDIA announced the opening of its NVLink Fusion platform, allowing hyperscale cloud service providers to integrate their semi-custom chips into NVIDIA's ecosystem [2] - This initiative addresses the core challenge faced by hyperscale cloud providers in achieving vertical and horizontal scaling on NVIDIA systems, while also enabling NVIDIA to commercialize its NVLink technology [4] - NVIDIA is establishing a larger "NVIDIA Constellation" campus in Taiwan, positioning it as a second headquarters to strengthen partnerships with TSMC, Foxconn, and others, reflecting its strategy to build a robust commercial ecosystem [4] - The company launched the RTX Pro 6000 Blackwell server GPU, which supports diverse workloads and aims to transform enterprise IT architecture for the AI era [5] Group 2: Qualcomm's Strategy - Qualcomm showcased its Snapdragon X series processors, which have driven over 85 PC devices and are expected to exceed 100 designs by 2026, emphasizing efficiency and battery life [9] - The company is reinforcing its "end-cloud collaboration" AI strategy, focusing on the application of Agentic AI in productivity and creative scenarios [9] - Qualcomm plans to release the Snapdragon X2 platform in September, featuring 18 third-generation Oryon V3 cores and targeting a 12% market share in the Copilot PC segment by 2027 [10] Group 3: Arm's Position - Arm is enhancing its role in AI development through deep collaboration with Taiwan's industry ecosystem, launching the new Travis CPU with scalable matrix extension technology for improved performance [13] - The company has established strong partnerships with major hyperscale cloud providers like AWS, Google, and Microsoft, with 50% of new server chips for hyperscale data centers based on Arm architecture [13] - Arm predicts that over 40% of PCs and tablets will adopt Arm architecture by 2025, driven by the growth of Windows on Arm ecosystem [14]

Core Viewpoint - The article discusses the potential for IonQ, a quantum computing company, to execute a stock split in 2025, following significant stock price increases and recent stock splits by other tech companies in 2024 [1][2]. Group 1: IonQ's Stock Performance - IonQ's stock has surged over 520% in the past three years, making it a candidate of interest for potential stock splits [1]. - The company reported revenue growth from $1.4 million in 2021 to $43.1 million in 2024, projecting continued growth into 2025, which would represent a compound annual growth rate of 170% from 2021 to 2025 [5]. - IonQ's gross profit increased from $1.1 million in 2021 to $22.5 million in 2024, with an average gross profit margin of 59.9% during this period [6]. Group 2: Stock Split Considerations - Investors often seek to identify potential stock splits, believing that owning more shares post-split will enhance their financial position, although this logic is flawed [7][8]. - Companies typically split their stocks when share prices become prohibitively high for new investors; IonQ's shares have traded around $35, making a stock split less likely [9]. - Comparatively, other companies like Palo Alto Networks and Super Micro Computer executed stock splits when their shares were trading near $400, indicating that IonQ's current price does not necessitate a split [10]. Group 3: Investment Outlook - With the likelihood of a stock split diminished, investors may question whether it is a good time to invest in IonQ, especially as the company has not yet achieved positive net income [11]. - IonQ's shares have declined approximately 16% year-to-date, suggesting a potentially better buying opportunity compared to the beginning of the year [11].

Group 1: Hong Kong Stock Market Highlights - Mixue Group (02097) rose nearly 3% as it launched "Tap to Pay" with Alipay nationwide [1] - Weibo-SW (09898) opened nearly 3% higher post-earnings, with Q1 net profit attributable to shareholders more than doubling year-on-year, driven by membership services [1] - XPeng Motors-W (09868) opened nearly 10% higher and is currently up over 7%, with Q1 performance exceeding market expectations; CEO He Xiaopeng stated profitability is expected in Q4 [1] - Gold concept stocks strengthened, with Chifeng Jilong Gold Mining (6693) up over 3% and several others like Zhaojin Mining and China National Gold rising over 2% [1] - InnoCare Pharma (02577) surged over 15% due to collaboration with NVIDIA on next-generation 800V power architecture, drawing attention to third-generation semiconductors [1] - JD Health (06618) rose over 3% as its "Jingyi Qianxun" medical model is set for a significant upgrade [1] - Smoore International (06969) increased over 3% as Glo Hilo launched in Japan, with positive feedback from trial markets [1] - Gu Ming (01364) rose over 4% to reach a new high, with expectations of over 2,000 new stores this year as it may be included in the Hong Kong Stock Connect next month [1] - Chow Tai Fook (01929) increased over 4% as domestic gold jewelry prices surpassed 1,000 yuan, highlighting gold's value retention [1] - Eucure Biopharma-B (01477) surged over 16% after OT-703 was approved for real-world studies in Hainan Boao [1] - Aimee Vaccine (06660) rose nearly 6% as its mRNA shingles vaccine received clinical trial approvals in both China and the U.S. [1] Group 2: U.S. Stock Market Highlights - Nanwei Semiconductor (NVTS.US) surged over 202% in after-hours trading due to collaboration with NVIDIA on data center power architecture [2] - Pony.ai (PONY.US) initially rose over 5% but closed down 3.3%, despite a 200% increase in Robotaxi revenue [2] - Niu Technologies (NIU.US) rose over 14% with Q1 global vehicle sales increasing over 57% year-on-year [2] - Google (GOOG.US) increased over 5% after launching a new "AI mode" feature for its search engine [2] - Quantum computing stocks saw gains, with Arqit Quantum (ARQQ.US) rising over 21% at one point, and SEALS Q Corp (LAES.US) up over 6% [2] - Canada Goose (GOOS.US) rose nearly 20% as Q4 revenue and adjusted earnings exceeded expectations [2] - CoreWeave (CRWV.US) surged over 14% following a $4 billion agreement with OpenAI, with plans for $23 billion in total spending this year [2] - WeRide (WRD.US) rose over 21% as Q1 Robotaxi revenue significantly increased, with total revenue reaching 72.44 million yuan and a gross margin of 35% [2]

企业名称科开国际控股（海南）有限公司法定代表人张少麟注册资本1333万人民币国标行业科学研究和 技术服务业>研究和试验发展>工程和技术研究和试验发展地址海南省海口市秀英区秀英街道南海大道 288-1号海鑫郦都一期2栋商铺201-3房企业类型有限责任公司（非自然人投资或控股的法人独资）营业 期限2025-5-19至无固定期限登记机关海南省市场监督管理局 来源：金融界 经营范围含一般经营项目：以自有资金从事投资活动；企业总部管理；信息系统集成服务；人工智能公 共服务平台技术咨询服务；科技中介服务；创业空间服务；发电技术服务；医学研究和试验发展（除人 体干细胞、基因诊断与治疗技术开发和应用）；新材料技术推广服务；健康咨询服务（不含诊疗服 务）；量子计算技术服务；工程和技术研究和试验发展；技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广；数字技术服务；太阳能发电技术服务；风力发电技术服务（经营范围中的一般经 营项目依法自主开展经营活动，通过国家企业信用信息公示系统（海南）向社会公示）（一般经营项目 自主经营，许可经营项目凭相关许可证或者批准文件经营）（依法须经批准的项目，经相关部门批准后 方可开展经营活动 ...

Group 1: Core Insights - Nvidia is in deep negotiations to invest in quantum computing startup PsiQuantum, reflecting CEO Jensen Huang's optimism about the future of quantum computing [1][5] - PsiQuantum aims to build the world's first useful quantum computer, utilizing photonic technology and traditional semiconductor manufacturing processes [2][4] - The company has faced delays in its plans to commercialize quantum computing, initially targeting 2023 but now aiming for 2029 or earlier for its first commercial system [4][6] Group 2: PsiQuantum's Technology and Progress - PsiQuantum collaborates with GlobalFoundries to produce quantum chips named Omega, achieving production of millions of chips with semiconductor-matching yields [3][4] - The company has successfully addressed a key challenge in quantum computing by developing a scalable method for manufacturing commercially viable quantum chips [2][3] - Recent funding of $750 million led by BlackRock has positioned PsiQuantum to manufacture millions of quantum chips and collaborate with governments in Australia and the U.S. [4][10] Group 3: Industry Context and Competition - The quantum computing industry is experiencing significant investment, with a reported $1.2 billion raised in Q1 2023, marking a 125% year-over-year increase [8] - Major players like Microsoft and Google are also advancing in quantum technology, with Microsoft introducing the Majorana 1 chip and Google planning to release the Willow chip [8][9] - Domestic quantum computing startups in China are also gaining traction, with several securing funding in May 2023 for their quantum chip development [10]