丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] 英伟达推出 NVQLink，量子计算商用有望进一 步加速 报告要点 [Table_Summary] 10 月 28 日，NVIDIA 宣布推出 NVIDIA NVQLink™，这是一种开放式系统架构，可将 GPU 计 算的极致性能与量子处理器紧密结合，以构建加速的量子超级计算机。NVQLink 的发布定义了 实现容错量子计算所需的经典算力角色，标志着量子计算正逐步从"实验室物理演示"向"高 性能计算系统工程"迈进，为后续量子计算的实际应用落地奠定了重要基础，进而带动包括基 础光电元器件、量子通信核心元器件、量子通信传输干线、量子系统平台、以及应用层的量子 科技全产业链发展。建议关注量子科技全产业链，重点关注量子计算及量子通信龙头企业。 分析师及联系人 [Table_Author] 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Tabl ...

21世纪经济报道记者孔海丽、实习生吴佳芸 量子计算的商业应用倒计时，又近了。 短短一周内，谷歌和英伟达接连发布量子计算相关的技术突破。 当地时间10月28日的英伟达GTC大会上，英伟达发布了一项名为NVQLink的开放系统互联架构，用于 将GPU与量子处理器（QPU）相连接，构建新一代"加速型量子超级计算机"（accelerated quantum supercomputers）。 英伟达首席执行官黄仁勋在演讲中将其称为连接量子与传统计算的"罗塞塔石碑"，标志着"量子-传统 GPU"混合计算时代的正式到来。 "在不久的将来，每一台英伟达GPU超级计算机都将是混合型的，与量子处理器深度耦合，共同扩展计 算的边界。"黄仁勋说。 据介绍，NVQLink为量子处理器与 GPU 超算之间提供了一条低延迟（小于4.0微秒）、高吞吐（高达 400 Gb/s）的"计算动脉"，让二者能够在统一系统中协作，提高了量子比特（Qubit）误差校正的效率， 也为量子的商业应用打下技术基础。 黄仁勋强调："我们现在意识到，必须让量子计算机直接与GPU超级计算机相连。这就是量子计算的未 来形态。"据他透露，NVQLink互联技术，已获得了 ...

Investment Rating - The report maintains a "Recommendation" rating for the industry [5] Core Insights - Nvidia's first "Quantum Day" is expected to open a new chapter in the quantum computing industry, discussing quantum hardware, algorithms, and commercialization paths with leading companies like IonQ and D-Wave [9][35] - The gap between China's quantum computing industry and overseas counterparts is gradually narrowing, with significant advancements represented by the "Zuchongzhi-3" quantum computer [35][26] Summary by Sections Market Review - From March 10 to March 14, the CSI 300 Index rose by 1.59%, the Small and Medium-sized Enterprises Index increased by 1.22%, and the ChiNext Index grew by 0.97%. The computer sector (CITIC) saw a decline of 1.2% [43] Industry News - Nvidia is set to host its first "Quantum Day" on March 20, 2025, which will gather top experts to analyze the potential transformations quantum computing may bring to industries over the next few decades [9] - The global quantum computing market is projected to exceed $12.6207 billion by 2032, with a compound annual growth rate (CAGR) of 34.8% from 2023 to 2032 [17] Company News - Yunding Technology's shareholder plans to reduce holdings by up to 19,125 shares, representing 0.0028% of the total share capital [2] - Tiandi Digital recently obtained a patent for a heat transfer carbon ribbon backing material and its preparation method [2] Investment Suggestions - The report suggests focusing on companies involved in quantum computing, quantum communication, and quantum encryption, including Guandun Quantum, Hexin Instruments, and others [35]