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★特色投资标的提质扩容 深交所发布创业板电池等5条指数
Zhong Guo Zheng Quan Bao· 2025-07-03 01:55
●本报记者黄灵灵 创业板传媒指数选取主营业务涉及传媒领域的上市公司,样本分布于游戏、广告、影视动漫等传媒细分 领域,汇聚光线传媒、昆仑万维、神州泰岳等相关领域代表性公司。 创业板金融科技指数样本分布于金融数字化服务、金融数据服务、财富管理等细分领域,囊括众多金融 科技领军企业,例如,财富管理龙头东方财富、金融数据服务龙头同花顺、金融数字化服务龙头润和软 件等。 "创系列"产品护城河持续拓宽 记者了解到,近年来,深交所结合市场、产品两端发展情况,围绕创业板市场特色优势,持续推进核心 指数、重点产业链指数及相关产品开发,引导资金向优质科技企业集聚。 6月23日,深交所全资子公司深圳证券信息有限公司发布公告称,将于6月27日发布创业板电池指数、创 业板医疗指数、创业板算力基础设施指数、创业板传媒指数、创业板金融科技指数5条创业板主题指 数。 当前,创业板在电池、医疗、算力等细分领域已形成明显的产业集聚特征,上市公司数量充足、市值规 模可观,培育出一大批行业龙头企业,为指数编制和产品开发提供了良好条件。具体来看,创业板市场 在电池、医疗领域上市公司市值分别达1.8万亿元、1.0万亿元,算力、传媒领域上市公司在同类A股 ...
Why Rigetti Computing Stock Lit Up Today
The Motley Fool· 2025-07-02 21:06
Rigetti stock isn't an investment, but a gamble.Rigetti Computing (RGTI 15.45%) surged ahead to close up 15.5% Wednesday after investment bank Cantor Fitzgerald initiated coverage of the quantum computing stock with an outperform rating (i.e., buy) and a $15 price target -- which, if correct, implies Rigetti stock could go up another 20% over the next 12 months. Quantum investing"Quantum computing is in its infancy," explains Cantor in a note covered on StreetInsider.com today, "but remains one of the most ...
Quantum Computing's Dark Horse Rigetti Stands At The Edge Of Greatness
Benzinga· 2025-07-02 18:53
Rigetti Computing RGTI is back in the spotlight. After a punishing stretch in 2022 and 2023, the quantum computing firm has staged a remarkable turnaround—its stock soaring more than 1,000% over the past year. Now, Wall Street is starting to take notice. On Wednesday, Cantor Fitzgerald analyst Troy Jensen initiated coverage on Rigetti with an Overweight rating and a bullish $15 price target.Although the stocks have all experienced meaningful appreciation and are trading at steep valuations based on any near ...
甲骨文与OpenAI达成协议,将在美国实施更多“星际之门”项目。OpenAI将从甲骨文数据中心寻求4.5 GW电力。这至少是甲骨文300亿美元云协议的一部分。
news flash· 2025-07-02 18:50
甲骨文与OpenAI达成协议,将在美国实施更多"星际之门"项目。OpenAI将从甲骨文数据中心寻求4.5 GW电力。这至少是甲骨文300亿美元云协议的一部分。 ...
Cash-Rich IonQ To Capture 20% Of Quantum Market By 2035
Benzinga· 2025-07-02 17:56
While still in its nascent stages, the burgeoning field of quantum computing is rapidly attracting significant investor attention due to its immense long-term economic potential, pushing stock valuations well above what near-term revenue or earnings would justify.IonQ, Inc. IONQ stands out among the frontrunners, with Cantor Fitzgerald analyst Troy Jensen initiating coverage with an Overweight rating and a $45 price forecast.IonQ’s trapped-ion approach, which supports room-temperature operations and strong ...
BERNSTEIN:季度超大规模云厂商 2025 年第一季度表现如何
2025-07-02 15:49
30 June 2025 Global Software, U.S. and China Internet Cloud in the Quarter: How did the hyperscale clouds do in Q1 2025? Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Shelly Tang, CFA +1 917 344 8342 shelly.tang@bernsteinsg.com Charles Gou +852 2123 2618 charles.gou@bernsteinsg.com The concern overhanging IaaS/Pa ...
Quantum Computing Stock Lands Another 'Buy' Rating
Schaeffers Investment Research· 2025-07-02 14:59
Quantum computing leader Rigetti Computing Inc (NASDAQ:RGTI) is surging this morning, up 8.3% at $12.27 at last look, after Cantor Fitzgerald initiated coverage on the equity with an "overweight" rating and $15 price target. Though the firm acknowledged that quantum computing technology is in its early stages in general, it also said the sector represents "one of the most highly coveted technical milestones." Cantor is joining an already optimistic pool of five covering analysts, which all sport a "buy" or ...
QUBT Soars on Quantum Communication Breakthrough: More Upside Ahead?
ZACKS· 2025-07-02 14:16
Key Takeaways QUBT ships its first entangled photon source, entering the quantum communication market. The product supports secure quantum networking and is compatible with current fiber optics. QUBT plans to miniaturize future devices using TFLN tech at its Tempe foundry for better integration.In June 2025, Quantum Computing Inc. (QUBT) achieved a pivotal milestone with the shipment of its first commercial entangled photon source. This marked the company’s formal entry into the emerging market of quantum ...
AgriFORCE Advances Power & Compute Strategy with Commissioning of Oyen Site for Load Testing
Globenewswire· 2025-07-02 13:35
VANCOUVER, British Columbia and OYEN, Alberta, July 02, 2025 (GLOBE NEWSWIRE) -- AgriFORCE Growing Systems Ltd. (NASDAQ: AGRI) (“AgriFORCE” or the “Company”), a technology and infrastructure firm operating at the intersection of clean energy and digital compute, today announced the successful installation and commissioning of miners at its future Oyen, Alberta site. This development marks a significant step in the Company's Power & Compute Initiative, following the launch of its first decentralized site in ...
华为CloudMatrix384超节点很强,但它的「灵魂」在云上
机器之心· 2025-07-02 11:02
机器之心报道 编辑:Panda AI 领域最近盛行一个观点: AI 下半场 已经开始,评估将比训练重要。而在硬件层级上,我们也正在开始进入一个新世代。 过去几年,全球科技巨头的 AI 竞赛还聚焦于「芯片」本身 —— 比拼谁的计算核心更强大,就像 F1 赛场上对引擎马力的极致追求。而今天,战火已经蔓延到一个 更宏大的新维度: 系 统架 构 。 当所有顶级玩家都拥有了性能强悍的「V12 引擎」后,人们痛苦地发现,真正的瓶颈已不再是单颗芯片的算力,而是如何将成百上千颗芯片连接起来,形成一个 高效协同的整体。这就像将一千辆 F1 赛车同时塞进一条乡间小路,再强的引擎也只能在无尽的「堵车」中怠速轰鸣。 这个「交通堵塞」,就是今天 AI 数据中心面临的最致命瓶颈 —— 通信开销。在大模型分布式训练中,节点间的海量数据同步,常常导致算力利用率骤降。无数 斥巨资采购的顶级芯片,大部分时间都在等待数据,而不是在计算。也就是说,AI 行业正面临一场深刻的效率危机。 因此,一个根本性的问题摆在了所有人的面前:如何才能彻底拆除芯片之间的「围墙」,构建一个真正没有堵车的「算力高速公路网」? 面对这个 AI 下半场的终极考题,华为云给出 ...