<p><strong>Alphabet</strong>(GOOGL -1.11%)(GOOG -1.16%) 的股票在公司推出新量子计算芯片后获得了不错的提振。该公司的股票在年中经历了挣扎，自七月达到峰值后表现不佳，但这一消息帮助股票回到了历史最高点。截至目前，股票年内上涨约 38%。</p>
<p>让我们来看看这一公告，以及这款新量子计算芯片是否可能成为股票的游戏规则改变者。</p>
<h2>量子计算突破</h2>
<p>Alphabet 的新芯片被称为 Willow，被誉为量子计算的新突破，这是一项利用量子力学法则以比传统计算机更快地解决问题的新兴技术。</p>
<p>该技术使用量子比特（qubits），而不是使用比特的计算机。比特只能是单一值，0 或 1，而量子比特可以处于叠加态，简单来说就是同时处于多种状态，尽管一些来源表示使用直方图类比可能更好。无论如何，正是这种叠加态使得量子算法能够在当前计算机的极短时间内处理信息。</p>
<p>在一篇博客文章中，Alphabet 表示该芯片可以解决一个通常需要计算机完成 10 的 27 次方（即 10,000,000,000,000,000,000,000,000 年）的问题。这是一个庞大的数字。</p>
<p>量子计算面临的最大问题之一是容易出错，尤其是使用的量子比特越多。Alphabet 似乎正在解决这个问题，表示 Willow 可以在使用更多量子比特时以指数级减少错误。</p>
<p>这一成就被称为 “低于阈值”，公司指出，展示错误修正的真正进展的唯一方法是让芯片在增加量子比特数量的同时 “降低错误”。Willow 由 105 个量子比特组成。</p>
<p>尽管取得了突破，但目前量子计算尚无已知的实际应用。该公司已经在 Willow 上工作了 12 年，但距离商业化仍有很多年。谷歌量子人工智能实验室的负责人告诉 BBC，量子芯片在本十年末无法执行商业应用，而其他专家也表示可能还需要大约 10 年。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDA4NTkvZ2V0dHlpbWFnZXMtMTQ4Mzc4MDk5NS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDA4NTkvZ2V0dHlpbWFnZXMtMTQ4Mzc4MDk5NS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Willow 对 Alphabet 股票的重要性是什么？</h2>
<p>无论是 Willow 还是量子计算在短期内都不会对 Alphabet 的收入或利润产生积极影响。尽管如此，这仍然是公司及其股票的重要公告。</p>
<p>这一公告表明，Alphabet 处于可能成为继人工智能（AI）之后的下一个伟大技术的前沿。人工智能在很长一段时间内被视为不切实际的技术，直到 ChatGPT 将其带入主流，突然之间，它成为了公司巨大的进步和盈利驱动因素。</p>
<p>与此同时，Alphabet 在这项技术上似乎拥有巨大的领先优势，即使其应用仍然遥远。最终，量子计算在未来可能对人工智能、网络安全甚至比特币等领域产生重大影响。</p>
<p>对 Alphabet 及其投资者而言，重要的是这表明公司在创新的前沿。一直以来有一种说法认为 Alphabet 在创新方面落后，但帮助解决困扰量子计算 30 年的问题有助于改变这一叙述。</p>
<p>目前，投资 Alphabet 为投资者提供了全球顶级搜索公司、领先的广告网络、三大云计算公司之一、最盈利的流媒体平台（YouTube），以及在自动驾驶汽车（Waymo）和量子计算方面的技术领先。这是一系列相当不错的成熟和新兴业务。</p>
<p>与此同时，它仍然是最便宜的大型科技股之一，最近的前瞻市盈率（P/E）低于 21.5。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3d089316bd69f568ca221709fe69bb52.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3d089316bd69f568ca221709fe69bb52.png"/></p>
<p>GOOGL 市盈率（前瞻 1 年）数据来源于 YCharts</p>
<p>Alphabet 的基本面不会因 Willow 而改变，但事实是它们已经相当不错，上季度收入同比增长 15%，达到 882.7 亿美元，调整后的每股收益（EPS）飙升 37%，达到 2.12 美元。然而，Willow 有助于改变投资者的看法。即使在上涨之后，该股票看起来仍然是投资者值得考虑购买的稳健选择。</p>

谷歌-C

谷歌-A

<p>Alphabet 的新量子计算芯片 Willow 提升了其股价，今年上涨了 38%。Willow 在量子计算领域取得了突破，能够在传统计算机所需时间的一小部分内解决问题。尽管短期内不会对 Alphabet 的财务产生影响，但它使公司在新兴技术领域中占据了领先地位，未来可能会影响人工智能和网络安全。尽管对实际应用存在担忧，这一公告增强了投资者对 Alphabet 的看法，该公司仍然是一个具有稳健基本面和低市盈率的强劲投资选择</p>

<p><strong>Alphabet</strong>(GOOGL -1.11%)(GOOG -1.16%) shares got a nice lift after the company unveiled a new quantum computing chip. The company's stock had been struggling in the second half of the year after peaking in July, but this news helped send the stock back to all-time highs. The stock is now up about 38% on the year as of this writing.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>(GOOGL -1.11%)(GOOG -1.16%) 的股票在公司推出新量子计算芯片后获得了不错的提振。该公司的股票在年中经历了挣扎，自七月达到峰值后表现不佳，但这一消息帮助股票回到了历史最高点。截至目前，股票年内上涨约 38%。</p>
</div><p>Let's take a look at the announcement and whether this new quantum computing chip could be a game changer for the stock.</p>
<div class="lb-trans"><p>让我们来看看这一公告，以及这款新量子计算芯片是否可能成为股票的游戏规则改变者。</p>
</div><h2>Quantum computing breakthrough</h2>
<div class="lb-trans"><h2>量子计算突破</h2>
</div><p>Alphabet's new chip, dubbed Willow, is being touted as a new breakthrough in quantum computing, which is an emerging technology that uses the laws of quantum mechanics to solve problems much more quickly than traditional computers.</p>
<div class="lb-trans"><p>Alphabet 的新芯片被称为 Willow，被誉为量子计算的新突破，这是一项利用量子力学法则以比传统计算机更快地解决问题的新兴技术。</p>
</div><p>The technology uses quantum bits, or qubits, as opposed to computers that use bits. Bits are confined to either being a single value, 0 or 1, while qubits can be in superposition, which in simplistic terms is being in multiple states at the same time, although some sources say it would be better to use a histogram analogy. Regardless, it is superposition that allows quantum algorithms to process information in a fraction of the time as current computers.</p>
<div class="lb-trans"><p>该技术使用量子比特（qubits），而不是使用比特的计算机。比特只能是单一值，0 或 1，而量子比特可以处于叠加态，简单来说就是同时处于多种状态，尽管一些来源表示使用直方图类比可能更好。无论如何，正是这种叠加态使得量子算法能够在当前计算机的极短时间内处理信息。</p>
</div><p>In a blog post, Alphabet said the chip could solve a problem that would normally take a computer 10 septillion -- or 10,000,000,000,000,000,000,000,000 years -- to complete. That's a lot of zeros.</p>
<div class="lb-trans"><p>在一篇博客文章中，Alphabet 表示该芯片可以解决一个通常需要计算机完成 10 的 27 次方（即 10,000,000,000,000,000,000,000,000 年）的问题。这是一个庞大的数字。</p>
</div><p>One of the biggest issues with quantum computing is that it is error-prone, especially with the more qubits it uses. Alphabet appears to be addressing this issue, saying Willow can exponentially reduce errors as it scales up using more qubits.</p>
<div class="lb-trans"><p>量子计算面临的最大问题之一是容易出错，尤其是使用的量子比特越多。Alphabet 似乎正在解决这个问题，表示 Willow 可以在使用更多量子比特时以指数级减少错误。</p>
</div><p>This achievement is called being &#34;below threshold,&#34; with the company noting that the only way to show real progress on error correction is for the chip to be able to &#34;drive errors down while scaling up the number of qubits.&#34; Willow is composed of 105 qubits.</p>
<div class="lb-trans"><p>这一成就被称为 “低于阈值”，公司指出，展示错误修正的真正进展的唯一方法是让芯片在增加量子比特数量的同时 “降低错误”。Willow 由 105 个量子比特组成。</p>
</div><p>Despite the breakthrough, quantum computing has no known real-life applications at the moment. The company has been working on Willow for 12 years, but it is still many years away from commercial use. The head of Google's Quantum AI lab told the BBC that a quantum chip would not be able to perform commercial applications by the end of the decade, while other experts have chimed in, saying it could be about 10 years away.</p>
<div class="lb-trans"><p>尽管取得了突破，但目前量子计算尚无已知的实际应用。该公司已经在 Willow 上工作了 12 年，但距离商业化仍有很多年。谷歌量子人工智能实验室的负责人告诉 BBC，量子芯片在本十年末无法执行商业应用，而其他专家也表示可能还需要大约 10 年。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDA4NTkvZ2V0dHlpbWFnZXMtMTQ4Mzc4MDk5NS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F800859%2Fgettyimages-1483780995.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Why is Willow important for Alphabet's stock?</h2>
<div class="lb-trans"><h2>Willow 对 Alphabet 股票的重要性是什么？</h2>
</div><p>Neither Willow nor quantum computing will have any positive impact on Alphabet's top or bottom lines in the near future. That said, this was nonetheless an important announcement from the company and for its stock.</p>
<div class="lb-trans"><p>无论是 Willow 还是量子计算在短期内都不会对 Alphabet 的收入或利润产生积极影响。尽管如此，这仍然是公司及其股票的重要公告。</p>
</div><p>What this announcement shows is that Alphabet is at the forefront of what could be the next great technology after artificial intelligence (AI). AI was a pie-in-the-sky technology for a long time before ChatGPT brought it into the mainstream, and suddenly it has become a huge advancement and earnings driver for companies.</p>
<div class="lb-trans"><p>这一公告表明，Alphabet 处于可能成为继人工智能（AI）之后的下一个伟大技术的前沿。人工智能在很长一段时间内被视为不切实际的技术，直到 ChatGPT 将其带入主流，突然之间，它成为了公司巨大的进步和盈利驱动因素。</p>
</div><p>Meanwhile, Alphabet appears to have a huge lead in the technology, even if its applications are far away. Ultimately, quantum computing could have massive implications for things like AI, cybersecurity, and even Bitcoin in the future.</p>
<div class="lb-trans"><p>与此同时，Alphabet 在这项技术上似乎拥有巨大的领先优势，即使其应用仍然遥远。最终，量子计算在未来可能对人工智能、网络安全甚至比特币等领域产生重大影响。</p>
</div><p>What's important for Alphabet and its investors today is that this shows a company at the lead of innovation. There has been a narrative that Alphabet has been behind in innovation, but helping solve an issue that has hampered quantum computing over the last 30 years helps flip that script.</p>
<div class="lb-trans"><p>对 Alphabet 及其投资者而言，重要的是这表明公司在创新的前沿。一直以来有一种说法认为 Alphabet 在创新方面落后，但帮助解决困扰量子计算 30 年的问题有助于改变这一叙述。</p>
</div><p>Right now, an investment in Alphabet gives investors the world's top search company, a leading ad network, one of the big three cloud computing companies, one of the most profitable streaming platforms (YouTube), as well as bets on its apparent technological leads in self-driving vehicles (Waymo) and quantum computing. That's quite a nice assortment of established and emerging businesses.</p>
<div class="lb-trans"><p>目前，投资 Alphabet 为投资者提供了全球顶级搜索公司、领先的广告网络、三大云计算公司之一、最盈利的流媒体平台（YouTube），以及在自动驾驶汽车（Waymo）和量子计算方面的技术领先。这是一系列相当不错的成熟和新兴业务。</p>
</div><p>Meanwhile, it remains one the cheapest big megatech stocks, recently trading a forward price-to-earnings ratio (P/E) of less than 21.5.</p>
<div class="lb-trans"><p>与此同时，它仍然是最便宜的大型科技股之一，最近的前瞻市盈率（P/E）低于 21.5。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/3d089316bd69f568ca221709fe69bb52.png" alt="" original-src="https://media.ycharts.com/charts/3d089316bd69f568ca221709fe69bb52.png"/></p>
<p>GOOGL PE Ratio (Forward 1y) data by YCharts</p>
<div class="lb-trans"><p>GOOGL 市盈率（前瞻 1 年）数据来源于 YCharts</p>
</div><p>The fundamentals of Alphabet will not change with Willow, but the fact of the matter is that they have been pretty darn good already, with revenue jumping 15% year over year to $88.27 billion last quarter and adjusted earnings per share (EPS) soaring 37% to $2.12. However, Willow helps shift investor perception. Even after the rally, the stock looks like a solid option for investors to consider buying.</p>
<div class="lb-trans"><p>Alphabet 的基本面不会因 Willow 而改变，但事实是它们已经相当不错，上季度收入同比增长 15%，达到 882.7 亿美元，调整后的每股收益（EPS）飙升 37%，达到 2.12 美元。然而，Willow 有助于改变投资者的看法。即使在上涨之后，该股票看起来仍然是投资者值得考虑购买的稳健选择。</p>
</div>

Is Alphabet's Quantum Computing Chip a Game Changer for the Stock?

- Alphabet 发布新量子计算芯片 Willow，股价回升至历史新高。  
- Willow 可解决传统计算需 10 兆年才能完成的问题，具备减少错误的潜力。  
- 尽管短期内对财务无影响，但显示 Alphabet 在创新领域的领先地位。

Alphabet 的量子计算芯片会成为股票市场的颠覆者吗？