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2026.03.05 07:10

$IonQ(IONQ.US) Most of China is developing optical quantum computers, such as: Alibaba, Turing Quantum, Origin Quantum, Jiuzhang Quantum, Bose Quantum.

The advantages of optical quantum computing lie in ultra-long coherence time and low environmental interference, natural communication carriers, compatibility with existing infrastructure, room-temperature friendliness, low system complexity, and minimal crosstalk between photons. Combined with integrated photonic chips (silicon photonics/silicon nitride platforms), it is easy to achieve high-density, scalable quantum circuits.

The quantum computing stocks I'm most bullish on in the US market are $IBM(IBM.US)$Alphabet(GOOGL.US)$IonQ(IONQ.US)

Among them, IonQ has the most stable performance in the US quantum concept stocks, with rapid revenue growth. The problem is that operating losses are getting larger. There's also the issue of technological pathways. If the optical quantum computing route proves more advantageous in the future, then other quantum computing technologies may not yield substantial returns in investment choices.

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