[Table_Title] 研究报告 Research Report 3 Nov 2025 电子 Technology 科技新闻 Weekly Update - 20251103 Tech News Weekly Update — 20251103 姚书桥 Barney Yao 纪雨岑 Grace Chi 吕小潼 Xiaotong Lyu barney.sq.yao@htisec.com grace.yt.chi@htisec.com xt.lyu@htisec.com [Tab 热点速评 le_yemei1] Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) NVIDIA 纠众打造开放式架构 NVQLink AMD 携手 IBM 突破 FPGA 运行量子纠错 (Digitimes) NVIDIA 日前宣布正式开启了「量子 GPU 运算时代」 ，并进一步揭示了量子电脑与经典运算系统互连的新途径。 NVIDIACEO 黄仁勳于华盛顿举行的 GTC 大会上发表了 NVQLink ，据称为全球首个可将量子系统与基于经 ...

根据德勤的研究，约25%的比特币可能暴露在量子攻击风险下。若这些比特币未能及时转移至抗量 子地址，待强大量子运算机投入使用后，可能造成数千亿乃至兆美元的损失。数字资产管理公司 Capriole Investment创始人、长期比特币倡导者Charles Edwards指出，量子运算威胁远比普遍认知的更迫 近，并敦促社区在2026年前构建防御体系。他质疑部分投资者为维持乐观预期而刻意淡化威胁，并警告 在量子技术竞赛中迟到将导致比特币价值归零。 （责任编辑：刘静 HZ010） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

当地时间9月16日，美国总统特朗普将抵达英国，开启继2019年之后对英国的第二次国事访问。 英国王室为特朗普安排了盛大仪式，包括鸣放礼炮、马车巡游以及国宴。 尽管有诸多经济合作的预期，投资者对英国股市的信心却并不高涨，甚至呈现出明显的看跌态势。据彭 博社报道，美银策略师们的最新调查显示，英国股市已经成为最大的逆向交易市场之一。 将签署一系列投资协议 根据白金汉宫公布的安排，特朗普及其夫人梅拉尼娅将于9月16日晚抵达英国，并于17日开始正式访 问。 由于白金汉宫正在修缮，英国国王查尔斯三世及其他王室成员将在温莎堡接待特朗普夫妇。英国王室为 特朗普安排了盛大仪式，包括鸣放礼炮、马车巡游以及国宴。 18日，特朗普将到访英国首相斯塔默位于白金汉郡的乡间官邸，举行双边会谈并共同出席商务招待会。 双方将就乌克兰等议题及美英更紧密合作展开会谈，同时力图敲定钢铁与铝制品的降税协议。 此次访问期间，两国还将签署一系列合作和投资协议。 根据英国政府此前发布的声明，美英两国将签署具有里程碑意义的科技协议，重点在于人工智能、半导 体、电信及量子运算等核心技术领域。英国将从PayPal、美国银行、花旗银行和标准普尔等美国金融公 司获得 ...

Group 1 - The core point of the news is that President Trump is visiting the UK for the second time since 2019, with a focus on signing investment agreements and enhancing economic cooperation between the two countries [1][5] - The UK royal family has organized a grand ceremony for Trump's visit, including a state banquet and military flyovers, which highlights the significance of the visit [2][4] - During the visit, the US and UK plan to sign a series of cooperation and investment agreements, including a landmark technology agreement focusing on AI, semiconductors, telecommunications, and quantum computing [5] Group 2 - Despite the anticipated economic cooperation, investor confidence in the UK stock market is low, with a significant bearish sentiment observed [2][8] - A recent survey indicated that UK stock allocations have dropped to a net underweight level of 20%, marking the largest capital outflow since 2004 [8] - The pessimism surrounding the UK stock market is attributed to upcoming tax increases and sluggish economic growth, compounded by uncertainties related to post-Brexit adjustments [9][10] Group 3 - The UK government aims to leverage Trump's visit to negotiate concessions on tariffs, particularly concerning steel and aluminum quotas, and to address regulatory concerns affecting US tech companies [6] - The investment commitments from US firms, while substantial, raise questions about their immediate impact on the UK's economic fundamentals [10] - In contrast to the UK, other regions are seeing increased stock allocations, with investors favoring countries like Germany, Spain, and Italy due to more favorable fiscal policies and economic growth prospects [10]

Core Insights - NVIDIA plans to build 20 AI factories in Europe and establish the world's first "industrial AI cloud" in the region [1] - The AI computing capacity in Europe is expected to increase tenfold within two years [1] - Quantum computing technology is at a turning point, with potential applications to solve significant global issues in the coming years [1] Group 1: AI Infrastructure Development - NVIDIA's CEO Jensen Huang announced the construction of 20 AI factories in Europe [1] - The first industrial AI cloud, equipped with 10,000 GPUs, will be established in Germany [1] - NVIDIA is forming alliances with various European companies, including the French startup Mistral AI [1] Group 2: Quantum Computing Advancements - Huang expressed optimism about the rapid advancement of quantum computing technology, which has been in development for decades [1] - Quantum computers can process information at speeds significantly higher than traditional computers due to their ability to perform parallel computations [1] - Following Huang's positive outlook, stocks of companies involved in quantum technology saw a rise, with Quantum Computing stocks increasing by 12.5% [1]