Core Insights - Quantum computing is transitioning from laboratory research to practical applications, with significant advancements showcased at the 2025 World Computing Conference in Changsha [1][3] Group 1: Industry Developments - China is reportedly keeping pace with international standards in quantum sensing and single-photon detection, with some applications already achieving breakthroughs [3] - Quantum sensors are being widely used in smart agriculture and safety monitoring, providing high-precision detection of temperature and magnetic fields [3] - Compared to traditional infrared sensors that require cooling to -200 degrees Celsius and cost hundreds of thousands, quantum sensors significantly reduce costs and eliminate the need for extreme environments, broadening their application scenarios [3] Group 2: Technological Innovations - The conference featured innovative products from Lianxuan Technology, including the portable quantum computer "Gemini Mini Pro" and the superconducting quantum chip "Shaowei," which integrates 25 high-performance qubits and has been exported to regions including the Middle East, Southeast Asia, and Europe [3] - The optical detection technology developed by Aopu Tiancheng is crucial for the practical implementation of quantum computing, exemplified by the Raman spectrometer's ability to identify suspicious powders in one second during police drug investigations [3] Group 3: Future Outlook - Predictions indicate that quantum computers may achieve large-scale applications within five years, with their parallel processing capabilities expected to revolutionize computing power [3] - Quantum computing and artificial intelligence are seen as mutually beneficial, with quantum computing overcoming AI data processing limitations and AI optimizing quantum algorithms [4] Group 4: Educational Initiatives - Lianxuan Technology has initiated a quantum computing research and study project in collaboration with Dahan International Craftsman Institute and Guanggu Chuangka, aiming to create a comprehensive educational model that includes equipment, courses, and practical experience [5] - The company has also partnered with Hunan University of Commerce to integrate quantum education into undergraduate training programs [5]

英伟达(NVDA.US)此前给出的乐观指引本应吸引一些逢低买入的投资者。然而，科技股的暴跌以及就 业数据的不乐观状况却让投资者遭受重创，他们面临着是选择认亏出场还是重新投入市场的两难抉择。 高盛交易部门的策略师们指出，包括交易所交易基金、期货等在内的各类宏观产品的做空交易量增加， 是导致周四股市暴跌的原因之一。该交易部门还指出流动性不佳，标普500指数期货ToB深度指标(该指 标越高说明市场深度充足，市场不易受到大额交易而动荡，市场越倾向上涨)已降至500万美元以下，而 一年的平均水平为1150万美元，这一因素可能加剧了股市的波动。 其次，高盛预测，本周五将迎来史上规模最大的11月期权到期日，预计将有3.1万亿美元名义价值的期 权到期，其中包括1.7万亿美元的SPX指数期权和7250亿美元的个股期权。巨额期权到期往往会带来市 场波动。 本周早些时候，高盛交易部门表示，在风险最高的资产经历了长达四周的下跌后，当前市场环境已为股 票上涨创造了有利条件。该行的交易部门在周四上午给客户的一份报告中指出，量子计算、加密货币和 稀有金属等领域呈现出"复苏迹象"。 这种逆转让投资者措手不及，此前他们整个星期都在买入那些有望 ...

北京商报讯（记者 张茜琦）11月21日，在2025开放原子开发者大会上，开放原子开源基金会理事长程 晓明介绍，截至2024年底，我国活跃开源项目已超过300万，活跃开源开发者达227万，形成规模宏大、 结构多元的开源人才队伍。现场，基金会宣布旗下开源鸿蒙与开源欧拉成为首批毕业项目。 北京经济技术开发区管委会副主任刘力表示，经开区高度重视开源生态，构建"国家级开源组织+龙头 企业"格局，实施"开源聚力行动"，通过"科创十条""AI二十条""人才十条"等专项政策，系统性支持开 源项目和企业发展；建设国内首个AI开源根社区"模力方舟"，已上线超1.6万个开源模型、超1万项数据 集，加快打造具有全球影响力的开源创新高地。 在本次大会上，开放原子开源基金会还与11个开源项目完成捐赠签约，涵盖人工智能、量子计算、机器 人、操作系统、物联网等多个关键技术方向。 ...

广东：到2027年人工智能核心产业规模超过4400亿元，算力规模超过60EFLOPS 广东省人民政府印发《广东省国家数字经济创新发展试验区建设方案（2025—2027年）》，其中提出，到 2027年，数字经济发展水平稳居全国首位，数字经济核心产业增加值占GDP比重超过16%，打造3个具有国 际竞争力的万亿级数字产业集群，培育若干高价值数字产业新赛道，数据产业规模年均复合增长率超15%， 人工智能核心产业规模超过4400亿元，规模以上工业企业数字化转型突破6万家，算力规模超过60EFLOPS （每秒浮点运算次数），将广东打造为国际一流数字经济发展高地，将粤港澳大湾区建设为全球数字化水平 最高的湾区。 我国首台套绿氢煤化工项目全面投运 11月20日，中国大唐多伦15万千瓦风光储制氢一体化示范项目全面进入市场化运营，这是国内首个绿氢耦合 煤化工示范项目。"绿电制氢+余电上网" 的协同模式成功落地，为煤化工行业绿色转型提供了可复制的实践 样本。 今年中欧班列中通道通行量突破3500，创历史新高 2025年11月20日，一列满载55个集装箱的中欧班列从内蒙古二连浩特铁路口岸启程，驶向俄罗斯，标志着今 年中欧班列中通道通 ...

Group 1: Company Developments - Jiuqi Software is a leading domestic report management software provider, with its new generation application management platform, Nuwa GPT, offering capabilities for large model management and intelligent orchestration, already implemented in multiple intelligent scenarios [2] - Yidian Tianxia has reached a framework cooperation agreement with Alibaba Cloud to jointly create the first AI comic overseas acceleration engine [2] - Longxi Co., a leader in the joint bearing industry, is widely applied in aviation and military fields, and is a major supplier for robotics [2] - Seagull Home focuses on high-end sanitary ware and has established two manufacturing service bases in Vietnam [2] - Huakai is a custom home solution provider and one of the few brands in China with full trademark protection [2] Group 2: Market Trends and Economic Indicators - The People's Daily states that Taiwan's recovery signifies the inevitable unification of the motherland [2] - The October CPI increased by 0.2% year-on-year, with the Ministry of Finance indicating continued implementation of measures to boost consumption [3] - The real estate market is seeing multiple local governments release notifications to promote stable and healthy development [2][3] Group 3: Strategic Partnerships and Investments - Pingao Co. plans to invest 400 million yuan to acquire a 15.4182% stake in Jiangyuan Technology, which specializes in computing power cards [3] - Shenzhen State-owned Assets Supervision and Administration Commission controls Te Fa Group, which focuses on the optical communication industry [2] - The company Shida Group intends to acquire 95% of Shuchuan Ming Shang, which specializes in computing power and data services [4]

Group 1 - The company holds a 1.40% stake in Guoyi Quantum as of November 21 [2] - The company is actively monitoring and conducting preliminary research in the field of quantum technology, recognizing its potential to bring disruptive changes to artificial intelligence development [2]

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容来自半导体行业观察综合 。 近日，丹麦首个300毫米晶圆制造工厂的落成，标志着丹麦在迈向欧洲技术自主化道路上迈出了决定 性的一步。这座名为POEM技术中心的新设施，由诺和诺德基金会量子芯片项目（NQCP）与法国 Riber公司合作建立，位于哥本哈根大学尼尔斯·玻尔研究所内。该中心定位为光子和量子芯片制造枢 纽，引入了分子束外延等先进技术，旨在加速技术突破，并加强丹麦乃至欧洲在微芯片和量子技术领 域的生态系统建设。 "有了这个设施，我们就可以将材料生产转移到公司内部，这使我们能够更高效地进行研发，因为我 们不再需要依赖世界各地的其他公司为我们生产，"NQCP首席执行官兼尼尔斯·玻尔研究所教授彼得· 克罗格斯特鲁普表示。"此外，它还有助于我们将开发的技术直接转化为大规模生产——这有利于我 们自身、丹麦以及整个领域。" 他补充道："我们看到欧洲对300毫米晶圆的需求巨大。我们将能够迅速地向拥有尖端300毫米设备的 大型代工厂以及小型晶圆厂提供我们的材料，因为我们可以从我们的晶圆上切割出适合他们较小尺寸 晶圆的部件。" POEM技术中心计划在一年内全面投 ...

Core Insights - A research team from the University of Maryland has developed a new type of photonic chip that passively converts monochromatic laser sources into red, green, and blue light without the need for active control or repeated optimization, providing new tools for quantum computing, high-precision frequency measurement, and optical metrology [1][2] Group 1 - Traditional photonic devices can capture and manipulate photons but have limited functionality and are difficult to mass-produce stably [1] - The new chip can directly generate new frequencies of light that do not exist in the input light, saving space and energy compared to additional laser sources [1] - The technology relies on special nonlinear light-matter interactions, enhanced by using photonic resonators to allow light to circulate multiple times within the chip [1][2] Group 2 - The team previously proposed a method using an array of tiny resonators to amplify nonlinear effects, guiding light along the edges and converting pulsed lasers into multi-frequency light [2] - In the latest research, the array itself improves the success rate of frequency conversion without active adjustment, with experiments showing that six chips on the same wafer produced second, third, and fourth harmonic light corresponding to red, green, and blue light when input with standard 190THz laser [2] - The differences in circulation speeds between small rings and "super rings" in the array facilitate passive matching of conversion conditions, allowing the chip to generate more frequency light as the input intensity increases [2]

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美股三大指数集体收跌，道指跌0.84%，标普500指数跌1.56%，纳指跌486.18点，跌幅2.15%；大型 科技股集体下挫，AMD跌超7%，甲骨文跌超6%，奈飞、英伟达跌超3%，特斯拉、亚马逊跌超2%，微 软跌超1%。中概股多数下跌，纳斯达克中国金龙指数跌3.26%，蔚来跌超6%，小鹏汽车跌超5%，哔哩 哔哩、百度、拼多多跌超4%。 2、美国劳工统计局周四公布本该上月发布的9月非农报告显示，美国9月非农就业人口增长11.9万人， 是预期5.1万的两倍多，同时，8月份新增就业人数从增长2.2万人下修2.6万，至减少0.4万人，7月和8月 非农就业人数合计下修3.3万人。国际油价走低，美油主力合约跌0.88%，报58.73美元/桶；布伦特原油 主力合约跌0.66%，报63.09美元/桶。欧洲三大股指收盘全线上涨，德国DAX指数涨1.11%报23419.35 点，法国CAC40指数涨0.34%报7981.07点，英国富时100指数涨0.21%报9527.65点。 （二）行业掘金 1、华为将于11月21日发布一项AI领域突破性技术，相关技术有望解决算力资源 ...

Core Viewpoint - IBM and Cisco have announced a collaboration to design a network of large-scale, fault-tolerant quantum computers, aiming for a proof of concept by around 2030 and laying the groundwork for a "quantum computing internet" in the late 2030s [1] Group 1: Collaboration Details - The two companies will jointly demonstrate a prototype network that connects multiple independent large-scale fault-tolerant quantum computers over the next five years [1] - This network aims to scale quantum computing tasks to levels of tens of thousands or even hundreds of thousands of qubits, which is beyond the capacity of traditional single-machine systems [1] Group 2: Applications and Impact - The distributed network architecture will enable quantum computing to run complex programs with scales reaching trillions of quantum gates, which is crucial for solving large optimization problems, advanced materials design, and drug development [1] - Jay Gambetta, head of IBM Research, emphasized that this collaboration will further expand the capabilities of quantum computing [1]