金吾财讯 | 摩根士丹利发布研报，预测全球量子计算市场规模到2040年有望突破1000亿美元。在大摩专有的评价体系中，纯量子计算公司Quantinuum（QNT）脱颖而出，被列为该领域的“首选股”。摩根士丹利将Quantinuum的股票评级从“持股观望”上调至“增持”，目标价调整为62美元。该机构指出，从技术进展、执行力、可制造性及综合推进指标四个维度评估，Quantinuum在量子纠错框架方面处于行业领先地位，且拥有最稳健的执行记录。然而，市场目前给予其2030年预期收入的估值倍数却是同类公司中最低的，存在显著的估值修复空间。此外，Quantinuum预计于明年发布的下一代量子计算机“Sol”将成为公司短期内的核心催化剂。同时，摩根士丹利对IonQ（IONQ）、Infleqtion（INFQ）及Xanadu（XNDU）均给予或维持“持股观望”评级。
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