IBM股价周四一度上涨8.6%,创1月29日以来最大盘中涨幅。此前,特朗普政府向该公司提供10亿美元资金,用于建设一家生产量子级超导晶圆的晶圆厂;IBM同时宣布计划成立新的量子晶圆厂子公司。
根据美国商务部声明,该部门已签署9份意向书,拟依据芯片与科学法案提供总额略高于20亿美元的联邦激励资金。
彭博行业研究:“IBM与美国商务部的合作,预计将为其量子相关研发工作带来实质性提振”。
不过,“未来至少3至5年内,相关业务不太可能对销售产生明显贡献”;但“在量子晶圆领域占据领先地位,可能使IBM相较于微软、谷歌和亚马逊等规模更大的竞争对手获得优势”。
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