格隆汇9月19日｜Quantum Computing涨幅扩大至20%，昆腾大涨超10%，Rigetti Computing涨近8%， SEALSQ Corp涨超5%，IonQ Inc涨超4%。 ...

Group 1 - The core point of the article is that 德美化工 has invested in 本源量子 through an industry fund, holding a 0.97% stake in the company [1] Group 2 - 德美化工's investment is facilitated through 佛山德盛天林股权投资合伙企业 (Limited Partnership) [1] - The investment highlights 德美化工's strategic interest in the quantum computing sector [1] - The current stake of 0.97% indicates a minor but significant involvement in the rapidly evolving technology landscape [1]

Group 1: Agreement Overview - The US and UK signed a "Technology Prosperity Agreement" to enhance cooperation in advanced technology fields such as artificial intelligence, quantum computing, and nuclear energy [1][2] - The agreement is described as the largest investment plan of its kind in UK history, with a total investment of £250 billion, which includes both US investments in the UK and UK investments in the US [1][2] Group 2: Investment Details - Approximately £150 billion of investment is expected from US companies, with Blackstone Group committing £90 billion over the next decade, including £10 billion for AI data centers [2] - The agreement is projected to create over 7,600 high-quality jobs across various sectors in the UK, including clean energy and biotechnology [2] Group 3: Company Contributions - Microsoft announced a £22 billion investment in AI infrastructure in the UK, marking its largest investment commitment outside the US [3] - Nvidia plans to deploy 120,000 advanced GPU chips in the UK, its largest deployment in Europe to date [3] - Google is set to open a data center in Hertfordshire as part of a £5 billion investment plan over two years [3] Group 4: Economic Context and Reactions - The investments are seen as a testament to the UK's economic strength and a signal of its ambition and leadership [2] - There are criticisms regarding the substance of these investments, with some viewing them as pre-existing plans rather than new commitments [3] - A recent poll indicated that 45% of the UK population viewed Trump's visit negatively, highlighting the political context surrounding the economic discussions [3]

【总编辑圈点】 团队此次通过让每个原子核与一个独立的电子耦合，再让这两个电子在空间中相互作 用，从而实现原子核之间的远距离通信。此前，原子核就像被关在隔音房间里的个体，虽然 同处一室时对话清晰，但无法与外界沟通。现在，团队相当于给了它们一部"电话"，可与其 他房间进行通话。每个房间依然安静、隔离良好，但交流范围却大大扩展。 实验中，两个原子核相距约20纳米（仅为人头发丝直径的千分之一）。团队解释称，这 听起来微小，但如果将原子核放大到一个人的大小，它们之间的距离相当于悉尼与波士顿之 间的跨度。更重要的是，20纳米正是当前用于制造手机和电脑芯片的现代硅技术标准尺度。 测试中，团队利用日本庆应义塾大学提供的超纯硅晶圆，将磷原子精准植入芯片。 基于原子核自旋的硅量子计算机，正在规模化道路上前进，此次成果扫清了一个最大障 碍，且新方法既稳健又可扩展。目前实验仅使用两个电子，未来可引入更多电子，实现相互 作用的快速、精确开关。 一组国际科学家团队在量子计算领域取得重大突破：首次利用两个原子核的自旋实现 了"量子纠缠态"，让原子核实现了"远距离聊天"。这一纠缠是量子计算机超越传统计算机的 核心资源，显示出利用现有半导体技 ...

Core Insights - A team of international scientists has achieved a significant breakthrough in quantum computing by utilizing the spin of two atomic nuclei to realize "quantum entanglement," enabling long-distance communication between atomic nuclei, which is a core resource for quantum computers to surpass traditional computers [1][2] - This achievement demonstrates the immense potential of using existing semiconductor technology and manufacturing processes to create future quantum chips, marking a critical step towards building large-scale quantum computers [1] Group 1 - The research addresses a fundamental contradiction in quantum computing: the need to protect qubits from external noise while allowing them to interact for computation [1] - The study focuses on a previously considered difficult-to-scale technology path: encoding quantum information using the spin of phosphorus nuclei implanted in silicon chips [1][2] Group 2 - The team achieved long-distance communication between atomic nuclei by coupling each nucleus with an independent electron and allowing these electrons to interact in space, effectively giving the nuclei a "phone" to communicate with each other [2] - The distance between the two atomic nuclei in the experiment was approximately 20 nanometers, which, when scaled up, is comparable to the distance between Sydney and Boston, highlighting the feasibility of this method within current silicon technology standards [2] Group 3 - The results clear a major obstacle for silicon-based quantum computers, which are progressing towards scalability, and the new method is both robust and expandable [2] - The current experiment utilized only two electrons, with future potential to introduce more electrons for rapid and precise switching of interactions [2]

Market Overview - US stock market indices, including the Dow Jones, Nasdaq, S&P 500, and Russell 2000, reached both intraday and closing historical highs on Thursday, driven by signals from the Federal Reserve indicating an upcoming interest rate cut cycle [1][3] - The Dow Jones increased by 124.10 points (0.27%) to 46,142.42, the Nasdaq rose by 209.40 points (0.94%) to 22,470.73, the S&P 500 gained 31.61 points (0.48%) to 6,631.96, and the Russell 2000 surged by 59.317 points (2.46%) to 2,466.662 [3] Economic Indicators - The Federal Reserve is expected to lower the benchmark interest rate by 25 basis points, with two additional cuts anticipated this year, boosting investor sentiment regarding economic growth [3][4] - Initial jobless claims in the US decreased by 33,000 to 231,000, marking the largest drop in nearly four years, aligning with low layoff levels in the economy [5] Company Highlights - Intel's stock surged approximately 26% following Nvidia's announcement of a $5 billion investment to co-develop data center and personal computer chips, which also led to a more than 3% increase in Nvidia's stock [3][6] - Palantir secured a $750 million contract to expand its presence in the UK market [6] - Tesla received an order for 10,000 units of its Optimus 3+ humanoid robots [6] - TSMC's stock rose amid reports that Apple has secured over half of the 2nm production capacity for next year [6] Sector Performance - Small-cap companies, represented by the Russell 2000, are expected to benefit more from low interest rates due to their reliance on external funding for operations and growth [3] - Semiconductor stocks experienced a rally, driven by Intel's performance and Nvidia's investment announcement [6] - Quantum computing stocks saw a broad increase, continuing the upward trend from the previous day [6]

Core Viewpoint - Quantum computing stocks experienced a significant rally, with notable increases in share prices for several companies following IonQ's acquisition of Oxford Ionics, which is expected to enhance IonQ's technology roadmap and support its global market expansion [1] Group 1: Stock Performance - Sealsq Corp (LAES.US) rose over 6.5% [1] - Rigetti Computing (RGTI.US) increased by more than 10% [1] - IonQ Inc (IONQ.US) saw a rise of over 5% [1] - Quantum Computing (QUBT.US) experienced an increase of more than 3% [1] Group 2: Acquisition Details - IonQ successfully completed the acquisition of UK-based quantum computing company Oxford Ionics [1] - This acquisition is aimed at accelerating the development of more powerful and high-fidelity quantum computers [1] - The deal supports IonQ's expansion into the UK, Europe, Asia, and other global markets [1]

Core Viewpoint - The signing of the US-UK technology cooperation agreement is seen as a historic move to strengthen collaboration in artificial intelligence, quantum computing, and nuclear energy, with both leaders emphasizing its potential to lead the world in these fields [1][2]. Investment Commitments - Major US tech companies, including Microsoft, OpenAI, and Blackstone, have pledged over $200 billion in investments in the UK over the next decade, marking the largest investment package of its kind in UK history [2][3]. - Blackstone has committed £100 billion (approximately $130 billion) for long-term investments, while Prologis has pledged £3.9 billion (around $5 billion) in the life sciences and advanced manufacturing sectors [3]. AI Infrastructure Development - Microsoft announced a £22 billion (approximately $30 billion) investment for AI infrastructure in the UK, the largest commitment the company has made in the country to date [4]. - NVIDIA plans to deploy 120,000 advanced GPU chips across UK businesses, marking its largest deployment in Europe [4]. - Google is set to open a data center in Hertfordshire as part of a £5 billion (around $6.5 billion) investment plan over two years [4]. AI Growth and Job Creation - The UK government anticipates the establishment of a new AI growth area in Northeast England, which is expected to create over 5,000 jobs and attract billions in private investment [5]. - NVIDIA's CEO announced a £500 million (approximately $683 million) investment in Nscale, a UK data center company, to enhance AI infrastructure [5][6]. Strategic Partnerships - Nscale has partnered with NVIDIA and OpenAI to develop the UK version of the "Stargate" project, aiming to significantly boost the country's AI computing capabilities [5][6]. - The collaboration is part of a broader initiative to enhance AI systems' operational capacity, with Nscale expected to increase its GPU count to 60,000 by 2026 [6].

Group 1 - The company, 德美化工, has invested in 本源量子 through a fund, holding 0.97% of its shares [2] - The company stated that it will disclose any significant matters that may impact its operations in a timely manner [2] - The relevant announcements will be published in the media designated by the China Securities Regulatory Commission [2]

Group 1 - The semiconductor industry is experiencing significant growth, with companies like Haiguang Information and Zhongke Shuguang reaching historical highs in stock prices and market capitalization [1] - Quantum computing is highlighted as a transformative force in addressing AI computing power bottlenecks, with the market size for quantum computing expected to exceed $800 billion by 2035 [1] - Domestic AI chip applications are expanding, particularly in large internet companies, which are driving revenue growth for related firms [2] Group 2 - The domestic computing power sector is seeing increased support from major companies like Tencent, which is diversifying its supply channels for inference chips [3] - Various ETFs tracking the STAR Market are showing strong performance, with significant gains in stocks like GuoDun Quantum and Zhongke FeiCe [2][4] - The STAR Market ETFs are designed to provide exposure to leading technology companies, with specific focuses on large-cap, mid-cap, and high-growth firms [4]