国富量子(00290)早盘涨超6%，截至发稿，涨4.31%，报2.18港元，成交额989.98万港元。 公开资料显示，国富量子是港股量子科技第一股，也是唯一纯正的标的。从最近动作来看，今年5月， 国富量子与夸密量子(创始人张文卓博士)成立合资公司，实际开展量子科技领域软硬件业务；6月拟设 立"量子比特机遇基金"，加速量子科技与数字资产生态的融合。值得注意的是，公司近期发布的全球首 款"真随机数"量子加密硬件钱包，将量子科技与数字资产保护深度融合，为数字货币以及RWA交易带 来安全保障。 消息面上，摩根大通宣布启动一项规模高达1.5万亿美元的宏大计划，旨在未来十年内为重振美国工业 基地提供资金。该计划将聚焦四大核心领域：供应链与先进制造、国防与航空航天、能源独立，以及包 括人工智能和量子计算在内的前沿科技。此外，"量子力学"三人获诺贝尔奖，其成果为新一代量子技术 的发展打开了大门，包括量子密码、量子计算机以及量子传感器等领域的创新应用。 ...

公开资料显示，国富量子是港股量子科技第一股，也是唯一纯正的标的。从最近动作来看，今年5月， 国富量子与夸密量子（创始人张文卓博士）成立合资公司，实际开展量子科技领域软硬件业务；6月拟 设立"量子比特机遇基金"，加速量子科技与数字资产生态的融合。值得注意的是，公司近期发布的全球 首款"真随机数"量子加密硬件钱包，将量子科技与数字资产保护深度融合，为数字货币以及RWA交易 带来安全保障。 智通财经APP获悉，国富量子(00290)早盘涨超6%，截至发稿，涨4.31%，报2.18港元，成交额989.98万 港元。 消息面上，摩根大通宣布启动一项规模高达1.5万亿美元的宏大计划，旨在未来十年内为重振美国工业 基地提供资金。该计划将聚焦四大核心领域：供应链与先进制造、国防与航空航天、能源独立，以及包 括人工智能和量子计算在内的前沿科技。此外，"量子力学"三人获诺贝尔奖，其成果为新一代量子技术 的发展打开了大门，包括量子密码、量子计算机以及量子传感器等领域的创新应用。 ...

Core Insights - The Nobel Prize in Physics awarded to John Clarke, Michel H. Devoret, and John M. Martinis for their work on macroscopic quantum tunneling and energy quantization is expected to significantly boost the quantum technology sector, making it a hot investment theme by the second half of 2025 [1] Company Insights - Guofu Quantum (00290) is the only pure-play quantum technology stock in Hong Kong, experiencing a market capitalization increase of over 6 times in the past two years, with a stock price surge of over 11% following the Nobel Prize announcement and an overall increase of over 200% this year [2][3] - The company is transitioning to a "quantum+" strategy, enhancing its fundamentals and accelerating its valuation recovery, with strategic investments in leading domestic quantum computing firms [2] - Guofu Quantum has established a joint venture with Quantum Computing founder Zhang Wenzhuo to engage in quantum technology hardware and software business, and plans to set up a "quantum bit opportunity fund" to integrate quantum technology with digital asset ecosystems [2][3] Industry Insights - The financial sector is identified as the primary application area for Guofu Quantum's "quantum+" strategy, leveraging its licenses and technological investments to benefit from the rapid growth of the digital asset market [3] - As of August 2025, the global stablecoin market is valued at $270 billion, with a projected trading volume of $30 trillion in 2024, indicating significant growth potential for the company's quantum encryption wallet and digital asset initiatives [3] - Guofu Quantum's valuation is currently at HKD 21.658 billion, which is only 21.4% and 31.2% of the valuations of US counterparts Rigetti Computing and D-Wave Quantum, suggesting room for further valuation increases driven by high prospects and market scarcity [4]