异动解读 | 量子计算股D-Wave Quantum盘中大跌7.17%,行业整体承压

异动解读
Nov 13

量子计算公司D-Wave Quantum Inc.(股票代码:QBTS)今日盘中大跌7.17%,延续了量子计算板块近期的回调趋势。这一走势引发了投资者对该新兴科技领域短期前景的担忧。

近期,随着多家知名纯量子计算公司陆续发布财报,市场对量子计算的关注度达到新高。然而,行业内部出现了一些谨慎信号。Benchmark分析师David Williams最近将Rigetti Computing(RGTI)的目标价从50美元下调至40美元,理由是"整个量子科技领域的股价动能正在放缓"。Williams表示,尽管长期投资逻辑依旧稳固,但"新兴科技与人工智能板块的近期波动削弱了投资者的短期热情"。D-Wave Quantum的跌幅甚至超过了同行,Rigetti Computing和IONQ Inc.在前一交易日分别下跌9.87%和6.82%。

尽管短期内面临压力,分析师仍建议投资者关注量子计算行业的长期发展前景。技术进展和新的商业订单可能成为未来的投资催化剂。例如,IBM最近发布了其最先进的量子处理器IBM Quantum Nighthawk,并计划在2029年前推出全球首台容错量子超级计算机。随着量子计算技术的不断进步,包括传统科技巨头在内的各方都在积极布局这一领域。投资者需要在短期波动与长期增长潜力之间权衡,密切关注行业动态和个股表现。

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