异动解读 | 传政府或入股量子计算公司,D-Wave Quantum夜盘大涨15.81%

异动解读
Oct 24, 2025

美股周四(10月23日)夜盘,量子计算公司D-Wave Quantum(QBTS)股价大涨15.81%,收于1.61美元。此轮上涨主要受到有关美国政府可能入股量子计算公司的消息刺激。

据媒体报道,特朗普政府正与包括D-Wave Quantum在内的多家量子计算公司洽谈,拟以联邦资金换取公司股权。知情人士透露,每家公司讨论的最低资助金额为1000万美元。这一消息引发了量子计算概念股的集体上涨,IonQ、Rigetti Computing等公司股价也出现大幅上涨。

然而,美国商务部随后发表声明称,目前并未与量子计算公司就股权进行谈判。尽管如此,D-Wave Quantum等公司的股价仍维持了强劲涨势,反映出投资者对量子计算行业前景的看好。

分析人士认为,政府的潜在入股被视为对量子计算行业战略价值的强力认可,可能吸引更多资本关注。但也有观点指出,这种深度的政府介入可能改变行业的竞争格局与投资回报逻辑,投资者在做出决策时需要保持谨慎。

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