异动解读 | D-Wave Quantum盘前暴涨12.24%,特朗普政府或入股量子计算公司

异动解读
Oct 23, 2025

10月23日盘前,量子计算公司D-Wave Quantum Inc. (QBTS)股价大涨12.24%,引发投资者广泛关注。此轮涨势主要受到特朗普政府可能入股量子计算公司的消息刺激。

据《华尔街日报》报道,特朗普政府正计划深度介入关键科技领域,考虑以联邦资金换取包括D-Wave Quantum在内的多家量子计算公司的股权。知情人士透露,相关公司正与美国商务部进行谈判,讨论的最低资金额度为每家公司1000万美元。这一举措被视为美国政府"政府即股东"产业政策的延续,旨在让纳税人分享高科技发展的红利。

分析人士认为,政府的潜在入股对量子计算行业带来了双重信号。一方面,这被视为对该行业战略价值的强力认可,可能吸引更多资本关注;另一方面,这种深度的政府介入也可能改变行业的竞争格局与投资回报逻辑。对于D-Wave Quantum而言,如果成功获得政府投资,将不仅获得资金支持,还可能在政府采购和行业标准制定等方面获得优势。

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