金吾财讯 | 微软(MSFT)开盘震荡走低，报431.88美元，跌2.18%。
消息面上，微软于 Build 2026 开发者大会推出第二代拓扑量子芯片 Majorana 2，企业披露产品量子比特平均存续时长达到 20 秒，相较前代增幅超 1000 倍，同时将规模化实用量子计算机落地节点提前至 2029 年。受业内争议拖累，美股盘中华尔街定价下修
此番技术官宣未能收获行业一致认可，多名物理学研究者公开提出质疑。圣安德鲁斯大学学者亨利・莱格指出，微软仅披露单台设备的零散数据，缺少多批次设备可复现的试验佐证，无法剔除随机试验误差带来的偶然结果。多名业内专家补充，相关实验数据尚未经过完整科学论证，企业依托存疑数据敲定量产时间表，暂难取得行业共识。
分歧也令资本市场重新审视微软量子业务的商业化兑现空间，拓扑量子路线长期伴随学术争议，后续技术验证进度将持续影响板块估值波动。
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