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@谋定后动:【谋周报】 量子计算,逆天改命的风口?(2025/02 总第205期)
悟道616
2024-12-18
@谋定后动。谋老师是我的期权交易启蒙人。感谢他的付出!🙏
悟道616
2024-12-18
@谋定后东。谋老师是我的期权交易启蒙人。感谢他的付出!🙏
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总第205期)","htmlText":"美股市场上一个概念题材在短短3个多月内狂飙,涨幅惊人——最高翻了24倍,最低也有6-7倍!谷歌发布Willow芯片的消息后,这个题材更是扶摇直上。然而就在昨天,它却经历了一场血崩式暴跌,跌幅高达30-40%。这就是近期炙手可热的量子计算概念!那么,这究竟是逆天改命的未来风口,还是稍纵即逝的泡沫?3个多月里IONQ暴涨6倍多3个多月里RGTI暴涨24倍量子计算概念股的现状美股中一些量子计算概念股近来受到市场追捧,但它们普遍存在以下问题:全部都是通过SPAC(特殊目的收购公司)上市,缺乏传统IPO的严格审查;财务状况表现不佳,持续巨额亏损;业务高度依赖政府资助;市值被严重高估,与实际技术进展脱节。下图列出了3个量子计算股的技术路径和PS数据的对比,可以看到他们的PS都在60甚至是200以上的夸张程度。目前,这些公司还处于“从0到1”的初期阶段。风险在于,未来胜出的技术路径可能完全不同于当前的主流选择,甚至来自尚未被市场关注的小型实验室。量子计算的技术现状1)量子计算的优势是局部的,不是全面超越传统计算机目前,量子计算机的优势体现在特定问题上,如密码学、分子建模和优化问题等。它们需要科学家一个个地发明量子算法,无法系统化地将经典计算算法直接转化为高效的量子算法。这意味着量子计算的应用仍然非常有限。2)Google的最新突破:实时纠错技术Google最近的进展确实值得关注。他们在解决量子比特相干性和纠错方面取得了重大突破。尤其是通过一种实时纠错方法,实现了“量子比特越多,出错率反而越低”的效果。最新的“Willow”量子芯片相比上一代产品,总出错率降低了整整20倍,实现了边际效益的递增,但还远未达到实用化的标准。3)量子计算对加密技术的威胁被夸大有人认为量子计算可以破解比特币等加密技术,但这是夸张的说法。当前的量子芯片拥有的量子比特数量不到100,而距离破解比特币需要的几百万甚至上","listText":"美股市场上一个概念题材在短短3个多月内狂飙,涨幅惊人——最高翻了24倍,最低也有6-7倍!谷歌发布Willow芯片的消息后,这个题材更是扶摇直上。然而就在昨天,它却经历了一场血崩式暴跌,跌幅高达30-40%。这就是近期炙手可热的量子计算概念!那么,这究竟是逆天改命的未来风口,还是稍纵即逝的泡沫?3个多月里IONQ暴涨6倍多3个多月里RGTI暴涨24倍量子计算概念股的现状美股中一些量子计算概念股近来受到市场追捧,但它们普遍存在以下问题:全部都是通过SPAC(特殊目的收购公司)上市,缺乏传统IPO的严格审查;财务状况表现不佳,持续巨额亏损;业务高度依赖政府资助;市值被严重高估,与实际技术进展脱节。下图列出了3个量子计算股的技术路径和PS数据的对比,可以看到他们的PS都在60甚至是200以上的夸张程度。目前,这些公司还处于“从0到1”的初期阶段。风险在于,未来胜出的技术路径可能完全不同于当前的主流选择,甚至来自尚未被市场关注的小型实验室。量子计算的技术现状1)量子计算的优势是局部的,不是全面超越传统计算机目前,量子计算机的优势体现在特定问题上,如密码学、分子建模和优化问题等。它们需要科学家一个个地发明量子算法,无法系统化地将经典计算算法直接转化为高效的量子算法。这意味着量子计算的应用仍然非常有限。2)Google的最新突破:实时纠错技术Google最近的进展确实值得关注。他们在解决量子比特相干性和纠错方面取得了重大突破。尤其是通过一种实时纠错方法,实现了“量子比特越多,出错率反而越低”的效果。最新的“Willow”量子芯片相比上一代产品,总出错率降低了整整20倍,实现了边际效益的递增,但还远未达到实用化的标准。3)量子计算对加密技术的威胁被夸大有人认为量子计算可以破解比特币等加密技术,但这是夸张的说法。当前的量子芯片拥有的量子比特数量不到100,而距离破解比特币需要的几百万甚至上","text":"美股市场上一个概念题材在短短3个多月内狂飙,涨幅惊人——最高翻了24倍,最低也有6-7倍!谷歌发布Willow芯片的消息后,这个题材更是扶摇直上。然而就在昨天,它却经历了一场血崩式暴跌,跌幅高达30-40%。这就是近期炙手可热的量子计算概念!那么,这究竟是逆天改命的未来风口,还是稍纵即逝的泡沫?3个多月里IONQ暴涨6倍多3个多月里RGTI暴涨24倍量子计算概念股的现状美股中一些量子计算概念股近来受到市场追捧,但它们普遍存在以下问题:全部都是通过SPAC(特殊目的收购公司)上市,缺乏传统IPO的严格审查;财务状况表现不佳,持续巨额亏损;业务高度依赖政府资助;市值被严重高估,与实际技术进展脱节。下图列出了3个量子计算股的技术路径和PS数据的对比,可以看到他们的PS都在60甚至是200以上的夸张程度。目前,这些公司还处于“从0到1”的初期阶段。风险在于,未来胜出的技术路径可能完全不同于当前的主流选择,甚至来自尚未被市场关注的小型实验室。量子计算的技术现状1)量子计算的优势是局部的,不是全面超越传统计算机目前,量子计算机的优势体现在特定问题上,如密码学、分子建模和优化问题等。它们需要科学家一个个地发明量子算法,无法系统化地将经典计算算法直接转化为高效的量子算法。这意味着量子计算的应用仍然非常有限。2)Google的最新突破:实时纠错技术Google最近的进展确实值得关注。他们在解决量子比特相干性和纠错方面取得了重大突破。尤其是通过一种实时纠错方法,实现了“量子比特越多,出错率反而越低”的效果。最新的“Willow”量子芯片相比上一代产品,总出错率降低了整整20倍,实现了边际效益的递增,但还远未达到实用化的标准。3)量子计算对加密技术的威胁被夸大有人认为量子计算可以破解比特币等加密技术,但这是夸张的说法。当前的量子芯片拥有的量子比特数量不到100,而距离破解比特币需要的几百万甚至上","images":[{"img":"https://static.tigerbbs.com/cf03d4c7dc290cd7f5e4710a93f848d0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390592424399336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382849008181648,"gmtCreate":1734504352635,"gmtModify":1734505632870,"author":{"id":"4112636436517750","authorId":"4112636436517750","name":"悟道616","avatar":"https://static.tigerbbs.com/0770415573aad6322d3b5bd110f4ba3e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4112636436517750","idStr":"4112636436517750"},"themes":[],"htmlText":"@谋定后动。谋老师是我的期权交易启蒙人。感谢他的付出!🙏","listText":"@谋定后动。谋老师是我的期权交易启蒙人。感谢他的付出!🙏","text":"@谋定后动。谋老师是我的期权交易启蒙人。感谢他的付出!🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382849008181648","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382846594183272,"gmtCreate":1734503699773,"gmtModify":1734505564316,"author":{"id":"4112636436517750","authorId":"4112636436517750","name":"悟道616","avatar":"https://static.tigerbbs.com/0770415573aad6322d3b5bd110f4ba3e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4112636436517750","idStr":"4112636436517750"},"themes":[],"htmlText":"@谋定后东。谋老师是我的期权交易启蒙人。感谢他的付出!🙏","listText":"@谋定后东。谋老师是我的期权交易启蒙人。感谢他的付出!🙏","text":"@谋定后东。谋老师是我的期权交易启蒙人。感谢他的付出!🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382846594183272","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}