金吾财讯 | IBM(IBM)盘前大幅走高，现报320.4美元，涨7.61%。
消息面上，公司最新公布的一项总规模超过100亿美元的量子计算投资计划，目标在 2029 年推出首款大规模容错量子计算机，同时布局 50 亿美元开源软件安全项目，加速向前沿科技赛道转型。
美国官方也加大产业扶持力度，商务部拿出 20 亿美元资助九家量子企业，其中 IBM 相关项目获 10 亿美元补贴，公司再配套 10 亿美元打造专业量子芯片工厂。政策加码凸显量子计算的战略价值。
技术与生态层面，IBM 已落地 90 余套量子系统，服务超 325 家全球头部机构。叠加多家企业接连取得技术突破，资本市场将量子计算视作继 AI 之后的核心赛道，行业商业化进程有望提速。
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