固态电池制造商量子蚀刻（Quantumscape Corp.，股票代码：QS）周五盘前股价大涨5.22%，延续了前一交易日的强劲涨势。该公司日前宣布的新型电池生产工艺持续引发市场热捧。
周四，量子蚀刻股价飙升34.9%，创下11个月新高，这是自2024年1月4日以来的最大单日涨幅。该公司公布了其用于锂金属电池的新型"Cobra"生产工艺，被视为公司发展的一个重要里程碑。Cobra技术被誉为对固态电池所用陶瓷隔膜生产工艺的重大改进，预计将大幅提升公司规模化生产固态电池的能力。量子蚀刻表示，与之前的Raptor技术相比，Cobra的热处理速度提高了25倍。
尽管市场对量子蚀刻的技术突破反应积极，但分析师们仍对公司前景持谨慎态度。Baird Equity Research分析师Ben Kallo指出，该公司"仍面临重大里程碑"，包括尚未实现首笔销售等风险因素。此外，大众汽车作为主要股东的非排他性协议也被认为是"既积极又消极"的因素。在FactSet调查的七位分析师中，仅有一位看涨，四位持中性态度，两位看跌，平均目标价为4.83美元，较当前水平低约36%。投资者在做出投资决策时应充分考虑这些风险因素。
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