金吾财讯 | 美国银行在新近研报中，首次覆盖IonQ（IONQ），给予“买入”评级，并将目标价设定为60美元。美银指出，IonQ近期通过一系列战略并购加速推进其量子计算路线图，业务边界已成功拓展至量子网络、安全、传感、空间以及晶圆代工服务领域。特别是对Sky Water的收购，使其将工艺开发、晶圆制造与先进封装等核心环节实现内部化，从而为采用半导体制造技术构建的Superion系统提供了强有力的供应链支撑。在技术层面，IonQ推出的Superion 256系统融合了Oxford Ionics的电子量子比特控制技术以及Sky Water的制造封装能力，有效规避了传统硅制造中的诸多光学复杂性。分析师认为，这种独特的业务多元化不仅带来了近期产品与收入的增长，更为主权及企业客户关系的建立奠定了基础，铺平了通往容错计算的商业化路径。
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