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success hui
IP属地:上海
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success hui
success hui
·
05-20
$Rigetti Computing(RGTI)$
RGTI与D-Wave的差距越来越大啊,RGTI稳住了,D-Wave屡创新高
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success hui
success hui
·
05-20
$Rigetti Computing(RGTI)$
其它的量子计算股都已经大涨了,该轮到RGTI了吧
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414
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success hui
success hui
·
05-05
$Rigetti Computing(RGTI)$
跌吧,越跌越买,好机会
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636
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success hui
success hui
·
03-07
牛啊
量子计算公司Rigetti盘中大涨超9%,技术发展前景被看好
有望争取到国防部和能源部的项目资金。 这一涨势或与公司发布的第四季度业绩报告有关。尽管公司该季度业绩亏损高于市场预期,但投资者对公司技术发展前景持乐观看法。 RGTI CEO Subodh Kulkarni 表示,公司目前仍处于研发阶段,距离商业销售约需 4 至 5 年时间。但公司的技术路线图获得分析师看好,有望争取到国防部和能源部的项目资金。所有覆盖该股票的 6 家分析机构均给予"买入"评级,中位目标价 15 美元。
量子计算公司Rigetti盘中大涨超9%,技术发展前景被看好
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success hui
success hui
·
03-06
$Rigetti Computing(RGTI)$
一时跌不要怕,耐心持有,坐等英伟达量子日
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success hui
success hui
·
02-28
$纳斯达克(.IXIC)$
美股基本面没问题,耐心持有必有收获
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success hui
success hui
·
02-27
265-285之间浮动
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success hui
success hui
·
01-15
还好之前没割肉
英伟达将于2025年GTC大会举办首个量子日,CEO黄仁勋将讨论量子相关话题
智通财经APP获悉,英伟达表示,将在于3月17日至21日的GTC大会上举办首个量子日。英伟达在其网站上的一篇文章中表示,该公司首席执行官黄仁勋将在大会上讨论无数与量子相关的话题,包括“量子计算中现在可能和可用的东西、以及量子技术的发展方向”。英伟达还表示,将讨论最新的量子计算消息、以及“在缩短有用应用的时间上取得的进展”。受黄仁勋此番言论影响,美股量子计算概念股在1月8日悉数下跌。
英伟达将于2025年GTC大会举办首个量子日,CEO黄仁勋将讨论量子相关话题
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success hui
success hui
·
01-15
股票玩的就是未来,量子计算前景还是可以的
曾飙涨1700%的量子计算“泡沫”已破碎?期权市场给出大信号
当前的交易行为“与互联网泡沫如出一辙”。
曾飙涨1700%的量子计算“泡沫”已破碎?期权市场给出大信号
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success hui
success hui
·
01-13
$Rigetti Computing(RGTI)$
老黄爆料量子计算的问题,结果自己暴雷了[捂脸]
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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-03-06 23:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,量子计算公司Rigetti Computing股价逆市大涨,截至发稿涨幅超9%。尽管公司四季度业绩亏损高于市场预期,但投资者对公司技术发展前景持乐观看法。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea8c1503ac5435a78d94c15b4a9872ca\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司CEO Subodh Kulkarni 表示,公司目前仍处于研发阶段,距离商业销售约需 4 至 5 年时间。但公司的技术路线图获得分析师看好,有望争取到国防部和能源部的项目资金。</p><p>所有覆盖该股票的 6 家分析机构均给予"买入"评级,中位目标价 15 美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1dfbd28bf73045f9db9f5a6c0043d8cd","relate_stocks":{"RGTI":"Rigetti Computing"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188172744","content_text":"周四,量子计算公司Rigetti Computing股价逆市大涨,截至发稿涨幅超9%。尽管公司四季度业绩亏损高于市场预期,但投资者对公司技术发展前景持乐观看法。公司CEO Subodh Kulkarni 表示,公司目前仍处于研发阶段,距离商业销售约需 4 至 5 年时间。但公司的技术路线图获得分析师看好,有望争取到国防部和能源部的项目资金。所有覆盖该股票的 6 家分析机构均给予\"买入\"评级,中位目标价 15 美元。","news_type":1,"symbols_score_info":{"RGTI":1}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410599458140432,"gmtCreate":1741272277146,"gmtModify":1741272278595,"author":{"id":"3572517279659091","authorId":"3572517279659091","name":"success hui","avatar":"https://static.tigerbbs.com/157707a5541b0a9a967d7358bf52e56c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572517279659091","idStr":"3572517279659091"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 美股基本面没问题,耐心持有必有收获","text":"$纳斯达克(.IXIC)$ 美股基本面没问题,耐心持有必有收获","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408519158903096","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408026526101704,"gmtCreate":1740630484326,"gmtModify":1740630486177,"author":{"id":"3572517279659091","authorId":"3572517279659091","name":"success 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22:20","market":"us","language":"zh","title":"英伟达将于2025年GTC大会举办首个量子日,CEO黄仁勋将讨论量子相关话题","url":"https://stock-news.laohu8.com/highlight/detail?id=2503649066","media":"智通财经","summary":"智通财经APP获悉,英伟达表示,将在于3月17日至21日的GTC大会上举办首个量子日。英伟达在其网站上的一篇文章中表示,该公司首席执行官黄仁勋将在大会上讨论无数与量子相关的话题,包括“量子计算中现在可能和可用的东西、以及量子技术的发展方向”。英伟达还表示,将讨论最新的量子计算消息、以及“在缩短有用应用的时间上取得的进展”。受黄仁勋此番言论影响,美股量子计算概念股在1月8日悉数下跌。","content":"<html><head></head><body><p>1月15日,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>表示,将在于3月17日至21日的GTC大会上举办首个量子日<strong>。</strong>英伟达在其网站上的一篇文章中表示,该公司首席执行官黄仁勋将在大会上讨论无数与量子相关的话题,包括“量子计算中现在可能和可用的东西、以及量子技术的发展方向”。</p><p>英伟达还表示,将讨论最新的量子计算消息、以及“在缩短有用应用的时间上取得的进展”。该公司补充称,来自D-Wave Quantum (QBTS.US)、IonQ(IONQ.US)、<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a> (RGTI.US)和其他几家量子计算公司的代表将出席会议。</p><p>截至发稿,周三美股盘前,量子计算概念股走高,Rigetti Computing涨超13%,D-Wave Quantum涨超25%,Quantum Computing(QUBT.US)涨超17%,Arqit Quantum(ARQQ.US)涨超20%,IonQ涨超10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0bdf3ff675ea592d65f2f63ee27c6b7\" tg-width=\"400\" tg-height=\"502\"/></p><p>消息面上,投行B.Riley Securities维持对Rigetti Computing和D-Wave Quantum的“买入”评级,将其目标价分别上调至8.50美元和9.00 美元,理由是技术进步令人鼓舞、商业潜力不断增长。分析师Craig Ellis指出,尽管人们对技术扩大规模的挑战和<a href=\"https://laohu8.com/S/06838\">盈利时</a>间表存在担忧,但受量子系统进步、商业应用不断增长以及政府兴趣日益浓厚的推动,该领域仍有强劲的长期增长理由。</p><p>值得一提的是,美东时间1月7日晚间,黄仁勋在回答分析师的提问时表示,“非常有用”的量子计算机可能还需数十年才能到来。黄仁勋表示:“如果说十五年后会出现非常有用的量子计算机,那可能还为时过早。如果说三十年,或许又有些过于悲观;如果说二十年这一时间范围,我想我们很多人都会相信。”受黄仁勋此番言论影响,美股量子计算概念股在1月8日悉数下跌。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达将于2025年GTC大会举办首个量子日,CEO黄仁勋将讨论量子相关话题</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达将于2025年GTC大会举办首个量子日,CEO黄仁勋将讨论量子相关话题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-15 22:20 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1238329.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月15日,英伟达表示,将在于3月17日至21日的GTC大会上举办首个量子日。英伟达在其网站上的一篇文章中表示,该公司首席执行官黄仁勋将在大会上讨论无数与量子相关的话题,包括“量子计算中现在可能和可用的东西、以及量子技术的发展方向”。英伟达还表示,将讨论最新的量子计算消息、以及“在缩短有用应用的时间上取得的进展”。该公司补充称,来自D-Wave Quantum (QBTS.US)、IonQ(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1238329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1238329.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503649066","content_text":"1月15日,英伟达表示,将在于3月17日至21日的GTC大会上举办首个量子日。英伟达在其网站上的一篇文章中表示,该公司首席执行官黄仁勋将在大会上讨论无数与量子相关的话题,包括“量子计算中现在可能和可用的东西、以及量子技术的发展方向”。英伟达还表示,将讨论最新的量子计算消息、以及“在缩短有用应用的时间上取得的进展”。该公司补充称,来自D-Wave Quantum (QBTS.US)、IonQ(IONQ.US)、Rigetti Computing (RGTI.US)和其他几家量子计算公司的代表将出席会议。截至发稿,周三美股盘前,量子计算概念股走高,Rigetti Computing涨超13%,D-Wave Quantum涨超25%,Quantum Computing(QUBT.US)涨超17%,Arqit Quantum(ARQQ.US)涨超20%,IonQ涨超10%。消息面上,投行B.Riley Securities维持对Rigetti Computing和D-Wave Quantum的“买入”评级,将其目标价分别上调至8.50美元和9.00 美元,理由是技术进步令人鼓舞、商业潜力不断增长。分析师Craig Ellis指出,尽管人们对技术扩大规模的挑战和盈利时间表存在担忧,但受量子系统进步、商业应用不断增长以及政府兴趣日益浓厚的推动,该领域仍有强劲的长期增长理由。值得一提的是,美东时间1月7日晚间,黄仁勋在回答分析师的提问时表示,“非常有用”的量子计算机可能还需数十年才能到来。黄仁勋表示:“如果说十五年后会出现非常有用的量子计算机,那可能还为时过早。如果说三十年,或许又有些过于悲观;如果说二十年这一时间范围,我想我们很多人都会相信。”受黄仁勋此番言论影响,美股量子计算概念股在1月8日悉数下跌。","news_type":1,"symbols_score_info":{"ARQQ":1.1,"IONQ":1.1,"LAES":1.1,"NVDA":1.1,"QBTS":1.1,"QUBT":1.1,"RGTI":1.1}},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392862798819432,"gmtCreate":1736937453388,"gmtModify":1736937455207,"author":{"id":"3572517279659091","authorId":"3572517279659091","name":"success hui","avatar":"https://static.tigerbbs.com/157707a5541b0a9a967d7358bf52e56c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572517279659091","idStr":"3572517279659091"},"themes":[],"htmlText":"股票玩的就是未来,量子计算前景还是可以的","listText":"股票玩的就是未来,量子计算前景还是可以的","text":"股票玩的就是未来,量子计算前景还是可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392862798819432","repostId":"1156622690","repostType":4,"repost":{"id":"1156622690","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736914004,"share":"https://www.laohu8.com/m/news/1156622690?lang=&edition=full","pubTime":"2025-01-15 12:06","market":"us","language":"zh","title":"曾飙涨1700%的量子计算“泡沫”已破碎?期权市场给出大信号","url":"https://stock-news.laohu8.com/highlight/detail?id=1156622690","media":"老虎资讯综合","summary":"当前的交易行为“与互联网泡沫如出一辙”。","content":"<html><head></head><body><p><em>来源:Bloomberg</em></p><p><em>作者:Ryan Vlastelica</em></p><p>这两周,华尔街最具投机性的交易之一,以戏剧性的方式产生了巨大波动,挤掉部分夸张的泡沫。从现在开始,前景变得迷离起来。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252150a21816b2d9e49991927daf35b2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>量子计算股票(Quantum Computing去年飙升了1,700% 以上)在英伟达首席执行官黄仁勋上周“唱衰”之后暴跌,黄仁勋认为量子计算变得“很有用”还需要几十年。在最近几个交易日中,该行业一些股票市值缩水超过一半,狂热情绪显然被过度夸大。</p><p>Glenview Trust Co. 首席投资官 Bill Stone 表示,当前的交易行为“与互联网泡沫如出一辙”。 “目前很难为量子技术做出任何长期投资判断。”</p><p>D-Wave Quantum Inc.、Quantum Computing Inc. 和 Rigetti Computing是最近股价大幅下跌的股票之一,不过周二它们股价上涨。</p><p>量子计算的处理能力是普通计算机的数百万倍,其吸引力在于它有可能推动生命药物研发、先进材料设计和加密等行业取得巨大进步。</p><p>但黄仁勋点破了了这些股票的关键问题:尽管这项技术在未来可能产生重大影响,但这些公司不太可能在短期内盈利。去年 12 月在量子计算方面取得突破的谷歌也承认,这项技术目前没有实际应用。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876c8c1a83150359cdead18b19f7fa99\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>这种狂热甚至席卷了以名称为基础的公司:数据管理公司昆腾去年上涨了 670% 以上,但到 2025 年迄今下跌了约 60%。生命科学公司 Quantum-Si Inc. 开发蛋白质测序平台,在 2024 年最后两个月增长了近四倍。</p><p>投资者越来越多地押注该集团的空头。根据 S3 Partners 的说法,“量子计算空头交易信心十足,今年前两周又卖空了 5800 万美元。”</p><p><strong>看跌期权大增</strong></p><p>主要量子公司的期权交易最近也创下了历史新高。虽然隐含波动率仍然很高,投资者预计波动会进一步大幅波动,但在黄仁勋发表评论后,看跌期权与看涨期权的相对价值——即看跌期权与看涨期权的相对价值——呈现了更为看跌的倾向。</p><p>期权分析公司 SpotGamma 的创始人 Brent Kochuba 表示:“从 11 月初到 12 月底,我们看到认购量增长了两倍,但认沽量现在已经超过了创纪录的认购量。”</p><p>周五,IONQ 首席执行官 Peter Chapman 为该行业辩护,他吹捧量子技术的潜力,并表示预计该公司到本世纪末将实现盈利,销售额接近 10 亿美元。</p><p>尽管如此,大多数量子公司目前都在烧钱,销售收入微乎其微。根据彭博社汇编的数据,IONQ预计在 2025 年营收为 8300 万美元,亏损 1.89 亿美元。Rigetti 预计在 2024 年的销售额仅为 1120 万美元,较上一年有所下降。该公司也没有盈利,预计未来几年仍将如此。然而,该股最近的市值超过 56 亿美元,按传统指标计算,其估值高得离谱。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f413e7a51975fe1e468f9005075254e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>投资者仍未放弃</strong></p><p>投资未来赢家的机会使得一些投资者不愿完全放弃量子股,尽管它们波动很大。</p><p>Hennion & Walsh Asset Management 首席投资官 Kevin Mahn 表示,他的研究团队正在监测该行业和公司。</p><p>“我们现在不会投资它们,因为它们缺乏我们在将股票添加到投资组合时使用的因素,例如资产负债表实力、盈利能力、股息以及它们是否能够在多种市场条件下增长,”他说。</p><p>“但是,在某个时候,你也可以对许多大型科技股说同样的话。如果一年左右我们开始考虑一些量子股,我不会感到惊讶。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>曾飙涨1700%的量子计算“泡沫”已破碎?期权市场给出大信号</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曾飙涨1700%的量子计算“泡沫”已破碎?期权市场给出大信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-15 12:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源:Bloomberg</em></p><p><em>作者:Ryan Vlastelica</em></p><p>这两周,华尔街最具投机性的交易之一,以戏剧性的方式产生了巨大波动,挤掉部分夸张的泡沫。从现在开始,前景变得迷离起来。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/252150a21816b2d9e49991927daf35b2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>量子计算股票(Quantum Computing去年飙升了1,700% 以上)在英伟达首席执行官黄仁勋上周“唱衰”之后暴跌,黄仁勋认为量子计算变得“很有用”还需要几十年。在最近几个交易日中,该行业一些股票市值缩水超过一半,狂热情绪显然被过度夸大。</p><p>Glenview Trust Co. 首席投资官 Bill Stone 表示,当前的交易行为“与互联网泡沫如出一辙”。 “目前很难为量子技术做出任何长期投资判断。”</p><p>D-Wave Quantum Inc.、Quantum Computing Inc. 和 Rigetti Computing是最近股价大幅下跌的股票之一,不过周二它们股价上涨。</p><p>量子计算的处理能力是普通计算机的数百万倍,其吸引力在于它有可能推动生命药物研发、先进材料设计和加密等行业取得巨大进步。</p><p>但黄仁勋点破了了这些股票的关键问题:尽管这项技术在未来可能产生重大影响,但这些公司不太可能在短期内盈利。去年 12 月在量子计算方面取得突破的谷歌也承认,这项技术目前没有实际应用。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/876c8c1a83150359cdead18b19f7fa99\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>这种狂热甚至席卷了以名称为基础的公司:数据管理公司昆腾去年上涨了 670% 以上,但到 2025 年迄今下跌了约 60%。生命科学公司 Quantum-Si Inc. 开发蛋白质测序平台,在 2024 年最后两个月增长了近四倍。</p><p>投资者越来越多地押注该集团的空头。根据 S3 Partners 的说法,“量子计算空头交易信心十足,今年前两周又卖空了 5800 万美元。”</p><p><strong>看跌期权大增</strong></p><p>主要量子公司的期权交易最近也创下了历史新高。虽然隐含波动率仍然很高,投资者预计波动会进一步大幅波动,但在黄仁勋发表评论后,看跌期权与看涨期权的相对价值——即看跌期权与看涨期权的相对价值——呈现了更为看跌的倾向。</p><p>期权分析公司 SpotGamma 的创始人 Brent Kochuba 表示:“从 11 月初到 12 月底,我们看到认购量增长了两倍,但认沽量现在已经超过了创纪录的认购量。”</p><p>周五,IONQ 首席执行官 Peter Chapman 为该行业辩护,他吹捧量子技术的潜力,并表示预计该公司到本世纪末将实现盈利,销售额接近 10 亿美元。</p><p>尽管如此,大多数量子公司目前都在烧钱,销售收入微乎其微。根据彭博社汇编的数据,IONQ预计在 2025 年营收为 8300 万美元,亏损 1.89 亿美元。Rigetti 预计在 2024 年的销售额仅为 1120 万美元,较上一年有所下降。该公司也没有盈利,预计未来几年仍将如此。然而,该股最近的市值超过 56 亿美元,按传统指标计算,其估值高得离谱。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f413e7a51975fe1e468f9005075254e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>投资者仍未放弃</strong></p><p>投资未来赢家的机会使得一些投资者不愿完全放弃量子股,尽管它们波动很大。</p><p>Hennion & Walsh Asset Management 首席投资官 Kevin Mahn 表示,他的研究团队正在监测该行业和公司。</p><p>“我们现在不会投资它们,因为它们缺乏我们在将股票添加到投资组合时使用的因素,例如资产负债表实力、盈利能力、股息以及它们是否能够在多种市场条件下增长,”他说。</p><p>“但是,在某个时候,你也可以对许多大型科技股说同样的话。如果一年左右我们开始考虑一些量子股,我不会感到惊讶。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2352ba5b6b6078687062df05891244ae","relate_stocks":{"QUBT":"Quantum Computing Inc.","QBTS":"D-Wave Quantum Inc.","RGTI":"Rigetti Computing"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156622690","content_text":"来源:Bloomberg作者:Ryan Vlastelica这两周,华尔街最具投机性的交易之一,以戏剧性的方式产生了巨大波动,挤掉部分夸张的泡沫。从现在开始,前景变得迷离起来。量子计算股票(Quantum Computing去年飙升了1,700% 以上)在英伟达首席执行官黄仁勋上周“唱衰”之后暴跌,黄仁勋认为量子计算变得“很有用”还需要几十年。在最近几个交易日中,该行业一些股票市值缩水超过一半,狂热情绪显然被过度夸大。Glenview Trust Co. 首席投资官 Bill Stone 表示,当前的交易行为“与互联网泡沫如出一辙”。 “目前很难为量子技术做出任何长期投资判断。”D-Wave Quantum Inc.、Quantum Computing Inc. 和 Rigetti Computing是最近股价大幅下跌的股票之一,不过周二它们股价上涨。量子计算的处理能力是普通计算机的数百万倍,其吸引力在于它有可能推动生命药物研发、先进材料设计和加密等行业取得巨大进步。但黄仁勋点破了了这些股票的关键问题:尽管这项技术在未来可能产生重大影响,但这些公司不太可能在短期内盈利。去年 12 月在量子计算方面取得突破的谷歌也承认,这项技术目前没有实际应用。这种狂热甚至席卷了以名称为基础的公司:数据管理公司昆腾去年上涨了 670% 以上,但到 2025 年迄今下跌了约 60%。生命科学公司 Quantum-Si Inc. 开发蛋白质测序平台,在 2024 年最后两个月增长了近四倍。投资者越来越多地押注该集团的空头。根据 S3 Partners 的说法,“量子计算空头交易信心十足,今年前两周又卖空了 5800 万美元。”看跌期权大增主要量子公司的期权交易最近也创下了历史新高。虽然隐含波动率仍然很高,投资者预计波动会进一步大幅波动,但在黄仁勋发表评论后,看跌期权与看涨期权的相对价值——即看跌期权与看涨期权的相对价值——呈现了更为看跌的倾向。期权分析公司 SpotGamma 的创始人 Brent Kochuba 表示:“从 11 月初到 12 月底,我们看到认购量增长了两倍,但认沽量现在已经超过了创纪录的认购量。”周五,IONQ 首席执行官 Peter Chapman 为该行业辩护,他吹捧量子技术的潜力,并表示预计该公司到本世纪末将实现盈利,销售额接近 10 亿美元。尽管如此,大多数量子公司目前都在烧钱,销售收入微乎其微。根据彭博社汇编的数据,IONQ预计在 2025 年营收为 8300 万美元,亏损 1.89 亿美元。Rigetti 预计在 2024 年的销售额仅为 1120 万美元,较上一年有所下降。该公司也没有盈利,预计未来几年仍将如此。然而,该股最近的市值超过 56 亿美元,按传统指标计算,其估值高得离谱。投资者仍未放弃投资未来赢家的机会使得一些投资者不愿完全放弃量子股,尽管它们波动很大。Hennion & Walsh Asset Management 首席投资官 Kevin Mahn 表示,他的研究团队正在监测该行业和公司。“我们现在不会投资它们,因为它们缺乏我们在将股票添加到投资组合时使用的因素,例如资产负债表实力、盈利能力、股息以及它们是否能够在多种市场条件下增长,”他说。“但是,在某个时候,你也可以对许多大型科技股说同样的话。如果一年左右我们开始考虑一些量子股,我不会感到惊讶。”","news_type":1,"symbols_score_info":{"QBTS":1.1,"QUBT":1.1,"RGTI":1.1}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392127444783552,"gmtCreate":1736777703400,"gmtModify":1736777705166,"author":{"id":"3572517279659091","authorId":"3572517279659091","name":"success hui","avatar":"https://static.tigerbbs.com/157707a5541b0a9a967d7358bf52e56c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572517279659091","idStr":"3572517279659091"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 老黄爆料量子计算的问题,结果自己暴雷了[捂脸] ","listText":"<a href=\"https://laohu8.com/S/RGTI\">$Rigetti Computing(RGTI)$ </a> 老黄爆料量子计算的问题,结果自己暴雷了[捂脸] ","text":"$Rigetti Computing(RGTI)$ 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