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量子科技龙头突发变故!46岁董事长意外去世,股价会怎么走?
Sou Hu Cai Jing· 2025-12-19 00:39
突发消息震动科技圈!量子通信龙头公司 国盾量子 发布公告,年仅 46岁 的董事长吕品先生意外去世,公安机关已排除案件。这一突发事件,将公司骤然推 至舆论与市场的聚光灯下。 关键信息与影响分析: · 核心人物变故:吕品先生于2024年5月刚当选董事长,其意外离世是公司治理层的重大变故。 · 股东背景特殊:公司控股股东为 安徽省量子科学产业发展公司(持股19.88%),且于2024年3月获 中国电信旗下公司斥资17.75亿元入主,股权结构与战略 股东关系稳定。 · 短期情绪冲击:此类突发事件通常会对股价造成显著的短期情绪冲击,市场将高度关注后续管理团队的平稳过渡安排。 【互动提问】 你认为这一突发消息,对国盾量子股价的影响是: A. 重大利空,短期必然承压 B. 情绪冲击有限,长期看基本面 C. 说不清,需观察公司后续应对 在评论区聊聊你的看法,你会如何操作? 对于投资者,此刻更需冷静:短期避免情绪化交易,重点观察公司后续的治理安排与业务披露。我是帮主郑重,关注我,解读突发事件背后的投资理性。 · 长期逻辑审视:中长期看,公司股价仍将回归其 在量子科技领域的核心技术实力、业务进展及行业前景。战略股东的稳定支持是关 ...
Nutriband Inc. Signs Letter of Intent with Qvanta Group of Companies to Explore Advanced Technology Solutions for Abuse-Deterrent Pharmaceutical Innovation Strategic Exploration
Globenewswire· 2025-12-18 13:00
The LOI Aligns with Federal Priorities on Fentanyl Crisis, Artificial Intelligence, and Quantum TechnologyORLANDO, Fla., Dec. 18, 2025 (GLOBE NEWSWIRE) -- Nutriband Inc. (NASDAQ: NTRB) (NASDAQ: NTRBW) ("Nutriband" or the "Company"), a developer of transdermal pharmaceutical products including abuse-deterrent technologies, today announced the signing of a non-binding Letter of Intent ("LOI") with the Qvanta Group of Companies. The Qvanta Group comprises Qvanta LLC and its subsidiaries, Qvanta Foundry LLC and ...
Amazon taps veteran Peter DeSantis to lead AI, chip and quantum push
Reuters· 2025-12-17 18:30
Amazon on Wednesday tapped long-time cloud executive Peter DeSantis to lead a new unit that would oversee its most advanced technologies, including artificial intelligence models, custom silicon and q... ...
聚焦四大前沿赛道 首届全球技术创新大赛在杭收官
千亿产业有机联动,从实验室到生产线、从竞赛场到大市场,创新之火在这里燎原。12月16日,以"全球创新 浙里赋能"为主题的首届全球技术创新大赛颁 奖仪式在杭州举行。大赛聚焦人形机器人、生物制造、AI+眼健康、航空航天四大前沿领域,自今年7月启动以来,共吸引全球640余个创新项目报名参赛。 经多轮评审与路演比拼,29个项目分获一、二、三等奖。 本届大赛由浙江大学、西湖大学、浙江省经济和信息化厅共同主办,面向全球高校、科研机构及初创企业,鼓励具有产业化前景的原创技术在浙转化落地, 服务"全球创新、浙江转化"目标,推动培育新质生产力、加快构建现代化产业体系。 图为浙江省经济和信息化厅副厅长黄旭荣为颁奖仪式致辞 浙江省经济和信息化厅副厅长黄旭荣在致辞中表示,举办大赛旨在破解高端技术供给不足、转化链条不畅等问题,获奖项目体现出鲜明的原创性与产业化潜 力,不少团队携国际经验选择浙江作为创业首站。"我们一定会竭尽全力,秉持'有求必应、无事不扰'的理念,你负责扎根梦想,我负责阳光雨露。"黄旭荣 说,浙江将持续优化创新生态,畅通成果转化渠道,助力更多创新成果实现产业化。 转自:新华财经 图为项目合作签约环节 大会同步推进项目签约 ...
A股午评 | 指数震荡走强 锂板块拉升 液冷服务器概念走强
智通财经网· 2025-12-17 03:48
Core Viewpoint - The A-share market showed a strong performance in the early session on December 17, with all three major indices rising, indicating a potential for continued market volatility and sector rotation as the year-end approaches [1][3]. Market Performance - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component increased by 0.83%, and the ChiNext Index gained 1.21% during the morning session [1]. - Over 3,700 stocks experienced declines, with a total trading volume of 1 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1]. Hot Sectors 1. **Lithium Mining Concept** - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits and Shengxin Lithium Energy hitting the daily limit [1]. 2. **Electrolyte Concept** - The electrolyte sector rebounded, with Tianji Co. reaching the daily limit [1]. 3. **Computing Hardware Concept** - The computing hardware sector was active, with Huanxu Electronics hitting the daily limit and major optical module companies experiencing collective gains [1]. 4. **Retail and Dairy Concepts** - The retail and dairy sectors saw a recovery, with Zhuangyuan Pasture hitting the daily limit and Li Qun Co. achieving two consecutive trading limits [1]. Notable Stocks - Muxi Co. saw its stock price surge over 700%, surpassing 800 yuan during trading [2]. Sector Declines - The Hainan and military sectors experienced the largest declines in the market [3]. Institutional Insights 1. **Galaxy Securities** - Anticipates that the market will continue to exhibit a volatile structure as the year-end approaches, with a focus on policy dividends and economic trends for the upcoming year [3][9]. 2. **Cinda Securities** - Suggests that style switching may become more pronounced, recommending a focus on low-value sectors and emphasizing the potential for growth in non-bank financials and cyclical stocks [7]. 3. **Zhaoshang Securities** - Projects that investment opportunities in 2026 will revolve around domestic demand recovery and technological self-reliance, with a favorable outlook for cyclical styles [10].
X @The Economist
The Economist· 2025-12-15 21:40
“What I’m advocating...is really to apply quantum technology to our perception.” Listen to “Babbage” for a mind-bending conversation with Vlatko Vedral https://t.co/Me4AzMYTLn ...
各地抢抓产业创新新机遇
Ren Min Wang· 2025-12-14 08:06
在成果转化端,重庆提出"强化'众创空间—孵化器—加速器'创新创业综合服务体系,布局建设概念验 证、中试验证平台,打造高能聚合的科技成果转化枢纽"。产业集群化发展是创新成果落地的关键抓 手。浙江提出,深入实施先进制造业集群培育工程;陕西以 "链长制"为抓手,重点打造现代能源、先 进制造、战略性新兴产业等万亿级产业集群。 聚焦人工智能、量子科技、生物制造等前沿领域,多地前瞻布局一批重大重点项目。广东提出"将'人工 智能+机器人'打造成为高技术、高成长、大体量的产业集群,锻造更多万亿元级、千亿元级产业集 群";安徽提出"建强量子科技、聚变能源、深空探测三大高地,谋划打造人工智能、生命科学等新的高 地"。 依托资源禀赋,多地瞄准国家战略需求,力争形成差异化竞争新优势。内蒙古提出打造"全国最大的稀 土新材料基地和全球领先的稀土应用基地";贵州提出"以智算为重点发展算力产业,深入实施'东数西 算'工程" ;海南持续加强"种业、深海、航天等优势特色领域创新策源地功能"。 着力构建从基础研究、技术攻关到成果转化,再到产业集聚的全链条发展体系,已成为各地催生新质生 产力、推动产业链高质量发展的鲜明共识—— 基础研究是科技创新的 ...
北京将培育具国际竞争力的量子未来产业集群
Zhong Guo Xin Wen Wang· 2025-12-14 00:53
Core Insights - Beijing aims to leverage its advantages in quantum technology talent, scenarios, and enterprise aggregation to create benchmark applications in the "quantum+" sector and cultivate a globally competitive quantum future industry cluster [1][2] Group 1: Government Initiatives - The 2025 Zhongguancun Quantum Conference highlighted the historical development opportunities for quantum technology in China, with Beijing's Zhongguancun showcasing its collaborative advantages in research, industry, and policy [2] - The Beijing Municipal Science and Technology Commission plans to tackle key quantum technology challenges and integrate the entire chain of production, education, research, finance, and application [2] - The Haidian District will support collaboration between universities, research institutions, and leading enterprises to achieve more original breakthroughs in the quantum field [2] Group 2: Investment and Funding - A new open-source quantum entrepreneurship investment fund was announced at the conference, with a scale of 500 million RMB, jointly established by Beijing and Haidian District to focus on investing in early-stage and growth-stage hard-tech companies in the quantum information sector [2] Group 3: Conference Themes and Focus Areas - The conference, lasting two days, is themed "Intelligent Quantum, Future of Industry Chain," focusing on breakthroughs in quantum technology theories, core technology challenges, application scenarios, and the construction of industrial ecosystems [2]
X @The Economist
The Economist· 2025-12-13 14:40
In a mind-bending conversation, Vlatko Vedral from Oxford University tells “Babbage” how the new age of quantum technology is allowing scientists to deeply probe the nature of reality https://t.co/3Tzi4WriYF ...
10 Data Center Cooling Companies to Invest In
Insider Monkey· 2025-12-11 07:43
Core Insights - The data center infrastructure market is projected to reach $1 trillion by 2030, driven by significant investments in AI and emerging technologies like quantum computing [1][4]. Industry Overview - The demand for data centers is surging due to AI infrastructure investments, with industry leaders confirming operations are at capacity [2]. - Future growth in the data center sector is expected to be propelled by advancements in quantum computing, which may surpass the current AI infrastructure demand [3][4]. Company Developments - Supermicro has expanded its Nvidia Blackwell portfolio by launching new liquid cooling systems that capture 98% of system heat, indicating a trend towards advanced cooling solutions [5]. - Vertiv Holdings Co. completed its acquisition of PurgeRite for approximately $1 billion to enhance its thermal management services for AI and high-density computing data centers [10][11]. - SPX Technologies announced a definitive agreement to acquire Crawford United Corporation for about $300 million, aiming to expand its HVAC capabilities [12][14]. Financial Performance - Vertiv Holdings Co. is projected to maintain a revenue growth rate of around 28% for the current year, similar to the previous year's growth [11]. - SPX Technologies reported total revenue of $2.16 billion over the last 12 months, with a solid revenue growth of 12.6% [13].