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11月业绩真空期,机构喊话加仓计算机板块!云计算ETF天弘(517390)近两周回调超7%
市场持续震荡,科技板块11月11日再度回调,相关ETF中,计算机ETF(159998)昨日收跌1.61%,成 分股中,存储龙头江波龙逆市涨超6%;云计算ETF天弘(517390)收跌2.08%。 如果拉长时间来看,从10月28日以来(截至11月11日),云计算ETF天弘(517390)已回调超7%,计 算机ETF(159998)10月30日以来也跌超5%。 兴业证券指出,三季报已披露完毕,整体来看,(计算机行业)营业收入、归母利润、扣非利润增速分 别为5.04%、27.31%、25.96%,持续验证今年以来的业绩回暖趋势。当前,板块持仓处于低位,11月为 业绩真空期,建议大力加仓计算机板块。 此外,全球云大厂业绩加速,关注云计算产业链。海外云巨头披露了最新的云业务收入增速,均明显提 速。云业务增速的提升重点受益于AI拉动,且云大厂均加大了资本开支力度,展现对未来发展信心, 建议持续重点关注云计算产业链。 计算机ETF(159998,场外C类001630)跟踪的中证计算机主题指数,软硬件兼备,软件开发、计算机 设备、IT服务行业,能全面反映计算机行业整体表现,是布局数字经济发展机遇的高效工具。 消息面上,我科研 ...
我国科研团队提出原子量子计算新架构
Ke Ji Ri Bao· 2025-11-11 07:41
Core Insights - The research team from the Chinese Academy of Sciences has made significant advancements in neutral atom quantum computing by proposing and experimentally validating a new architecture based on fiber arrays, addressing the challenges of achieving high parallelism, high speed, and high stability in addressing control [1][2] Group 1: Research Achievements - The team successfully stabilized 10 single atoms in optical traps formed by fiber arrays, demonstrating high-fidelity "arbitrary single-qubit gate" parallel control in a two-dimensional atomic array for the first time [1] - The observation of the Rydberg blockade effect between two atoms is a key physical foundation for achieving high-fidelity two-qubit gates [1] Group 2: Technological Innovations - The proposed architecture allocates independent fiber control channels for each qubit, enabling synchronous, high-speed, and precise control of any atom, marking a breakthrough in atomic addressing technology [2] - The architecture resolves the contradiction between high precision and high efficiency in single-atom control, providing critical technical support for the next generation of scalable applications in neutral atom quantum computing [2]
【科技日报】我国科研团队提出原子量子计算新架构
Ke Ji Ri Bao· 2025-11-11 01:36
Core Insights - The research team from the Chinese Academy of Sciences has made significant advancements in neutral atom quantum computing by proposing and experimentally validating a new architecture based on fiber arrays, addressing the challenges of achieving high parallelism, speed, and stability in atomic control [1][2]. Group 1: Research Achievements - The team successfully trapped 10 single atoms in a light trap formed by a fiber array, demonstrating high-fidelity "arbitrary single-qubit gate" parallel control in a two-dimensional atomic array for the first time [1]. - The observation of the Rydberg blockade effect between two atoms is a key physical foundation for achieving high-fidelity two-qubit gates [1]. Group 2: Technological Innovations - The proposed architecture allocates independent fiber control channels for each qubit, enabling synchronous, high-speed, and precise control of any atom, thus overcoming previous limitations in addressing technology [2]. - This innovation is crucial for advancing neutral atom quantum computing towards the next generation of scalable applications, providing essential technical support for practical quantum computing [2].