Industry Insights - The Shanghai Quantum Artificial Intelligence Consortium and the Shanghai Quantum Technology Equipment Industry Innovation Alliance were established, focusing on interdisciplinary research in quantum artificial intelligence over the next five years [1] - The global quantum computing industry is expected to grow from $5.04 billion in 2024 to $21.998 billion by 2030, with a compound annual growth rate (CAGR) of 87.64% [1] - Various hardware technology routes for quantum computing are developing concurrently, with superconducting quantum computing being the most favored [2] Company Developments - Geer Software has invested in Shanghai Hongge Post-Quantum Technology Co., which is engaged in research, standard formulation, and product development in the field of post-quantum cryptography, with applications in government, finance, and military sectors [3] - Jida Zhengyuan has made progress in research on post-quantum cryptographic algorithms, achieving an algorithm for post-quantum signatures [4]

Group 1: Core Insights - The visit of President Trump to the UK from September 16-18 was marked by large-scale protests against him, reflecting public discontent with the perceived imbalance in the "special relationship" between the US and the UK [1][7] - Despite the protests, the British royal family organized a grand welcome ceremony for Trump, emphasizing the ongoing diplomatic ties between the two nations [1][4] - A significant technology cooperation agreement was signed between the UK and the US during Trump's visit, focusing on AI, quantum computing, and nuclear energy, with the UK aiming to attract substantial US investments [7][8] Group 2: Investment and Economic Implications - The technology cooperation agreement is expected to secure a strong position for US AI companies in the UK market, with US firms committing to invest £150 billion (approximately $204 billion) in the UK [8] - Notable investments include £90 billion (approximately $122 billion) from Blackstone over the next decade, £22 billion from Microsoft over four years, and £5 billion from Google for data center expansion [8] - The UK government anticipates that these investments will create 7,600 jobs, signaling confidence in the UK's industrial strategy [8][9] Group 3: Political Context and Reactions - The visit occurred amid political challenges for UK Prime Minister Starmer, who had to manage the fallout from the dismissal of the UK ambassador to Washington due to his ties with Jeffrey Epstein [7][10] - Critics have raised concerns about the nature of the investments, suggesting they may not address the UK's long-standing issues with attracting venture capital for startups [10][11] - The US tech industry has been pressuring the UK to lower its digital services tax and amend regulations perceived as unfavorable to American companies [11]

Group 1 - The 2025 Pujiang Innovation Forum will focus on future industries such as AI for Science, quantum intelligence, controllable nuclear fusion, and neural technology, showcasing advancements in these fields through various forums [2][3] - The forum will feature a "Future Vision Exhibition Area" and a "Shared Future Experience Area," allowing attendees to engage with cutting-edge technologies, including quantum computing achievements [3][5] - Shanghai is positioning itself as a leader in controllable nuclear fusion, with multiple projects advancing rapidly as part of its strategic industrial layout [2][3] Group 2 - The forum will host discussions on the integration of quantum computing and artificial intelligence, with prominent scientists participating to explore the potential of AI in quantum control and design [4] - A "Shanghai Quantum Artificial Intelligence Consortium" will be established to facilitate cross-disciplinary collaboration between scientists in quantum computing and AI [4] - The forum will also showcase practical applications of technology, such as a health assessment tool using AI and optical imaging, and a non-invasive brain-computer interface for gaming [5][6] Group 3 - The theme of the forum is "Shared Innovation, Co-Creating the Future: Building an Open and Cooperative Global Scientific Community," with Belarus as the guest country [7][8] - The forum has evolved into a significant platform for scientific diplomacy, inviting representatives from various countries to engage in discussions and collaborations [7][8] - Over 550 guests from more than 45 countries and regions will attend, highlighting the forum's commitment to fostering global scientific cooperation [8]

Core Viewpoint - The quantum computing sector has experienced a significant surge, with major stocks like Quantum Corporation and Quantum Computing seeing substantial increases, indicating a strong market interest and optimism in AI demand [1][2]. Group 1: Quantum Computing Sector - Quantum computing stocks collectively surged, with Quantum Corporation rising over 43% and Quantum Computing increasing over 26% [1]. - Rigetti Computing announced a three-year, $5.8 million research contract with the U.S. Air Force Research Laboratory, contributing to its stock rise of over 10% [2]. - IonQ Inc signed a memorandum of understanding with the U.S. Department of Energy to advance space quantum technology, leading to a stock increase of over 3% [2]. Group 2: Major Tech Stocks - Major tech stocks such as Apple, Amazon, and Tesla rose over 1%, while Nvidia, Microsoft, and Google saw slight increases, reflecting overall market strength [3]. - OpenAI plans to spend approximately $100 billion on renting cloud service providers' backup servers over the next five years, in addition to the previously estimated $350 billion by 2030 [3][4]. Group 3: Federal Reserve Insights - Minneapolis Fed President Kashkari indicated that the risk of a rapidly deteriorating labor market may outweigh the risk of significant inflation, predicting two more rate cuts this year [5][6]. - Kashkari raised the estimate for the neutral interest rate to 3.1% and warned that political interference could undermine the Fed's independence [6]. - New Fed Governor Stephen Milan expressed that he does not believe tariff policies will cause substantial inflation, supporting a low-rate outlook [6][7].

自本月初与日本达成的贸易协议正式生效以来，美国政府正探讨如何利用日本承诺的5500亿美元投资重 振本国制造业。 目前特朗普政府正与日本团队讨论过使用部分5500亿美元帮助在美建厂，但情况依旧变化多端，已有十 余个提案仍在考虑。比如，美国总统特朗普与美商务部部长卢特尼克提出在美建设燃气轮机及仿制药生 产设施、投资新建核电站与能源管道等选项。 当前，美国制造业整体表现疲软。本周最新数据显示，美国9月纽约联储制造业指数从11.9大幅下滑 至-8.7。新订单与发货量显著减少，企业资本支出意愿持续低迷，招聘活动与投资意向仍未复苏，消费 者信心亦未见明显改善。 牛津经济研究院高级经济学家帕莱什（Nico Palesch）此前对第一财经记者表示，当前很难有信心预测 美国制造业或所谓再工业化的实质性回归。 "一方面，制造商作为潜在投资主体，普遍对销售前景持悲观态度，因此不太可能大规模扩建产能。另 一方面，近年来的工厂建设热潮主要得益于拜登政府时期的《通胀削减法案》和《芯片与科学法案》， 而特朗普政府削减了相关补贴，仅靠关税难以支撑广泛的制造业复兴。"帕莱什说。 用关税威胁投资 本月初，特朗普签署行政命令，正式实施美日贸易协议 ...

每经AI快讯，9月19日，美股量子计算概念股集体拉升，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%。 ...

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 ...