<p>最近，<strong>英伟达</strong>(NVDA 3.40%) 首席执行官黄仁勋对量子计算发表了引人注目的市场动向评论。对此，相关股票出现了抛售。尽管如此，我预测到 2025 年，量子计算将成为对人工智能（AI）感兴趣的投资者的下一个重大浪潮之一。</p>
<h2>黄仁勋刚刚对量子计算说了什么？</h2>
<p>黄仁勋在今年的 CES 大会上就量子计算的应用发表了看法。尽管这位英伟达高管对量子计算的能力持乐观态度，但他表示，这项技术可能还需要 20 年才能变得 “非常有用”。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDM4NjMvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi0xLmpwZyZ3PTcwMA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDM4NjMvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi0xLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>为什么他的评论很重要</h2>
<p>下图展示了几只知名量子计算股票的价格走势。在过去三个月中，<strong>Rigetti Computing</strong>、<strong>Quantum Computing</strong>、<strong>D-Wave Quantum</strong> 和 <strong>IonQ</strong> 的股价均经历了相当大的动量。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/51d8ed7631506dae502806fad7b474ab.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/51d8ed7631506dae502806fad7b474ab.png"/></p>
<p>RGTI 数据来源于 YCharts。</p>
<p>然而，这四只股票在本月初几乎同时开始出现显著的抛售。我个人认为，黄仁勋的公开评论与量子计算股票的暴跌并非巧合。</p>
<p>上述动态强调了几个重要观点。首先，仅仅因为量子计算股票在过去几个月上涨，并不意味着它们是明智的投资。现实是，上述图表中的所有公司都是非常早期的企业——它们几乎没有产生收入，并且在一段时间内将继续消耗现金。</p>
<p>这引出了我的第二个观点。影响力巨大的华尔街人士和企业高管有时可以通过他们的言辞来影响市场。虽然黄仁勋关于量子计算的评论并不负面，但他的观点使许多投资者意识到，量子计算将是一个长期的机会。</p>
<p>因此，那些在 11 月和 12 月购买量子计算股票的人可能已经成为不幸的持股者。</p>
<h2>你应该投资量子计算吗？</h2>
<p>考虑到黄仁勋承认这项技术有潜力最终帮助解决越来越重要和复杂的问题，核心问题仍然是：量子计算是否值得在你的 AI 投资组合中分配？在我看来，有几种投资方式。第一种也是最直接的方式是购买特定的量子计算股票。</p>
<p>然而，更为保守的方法是投资于量子计算主题的交易所交易基金（ETF），例如 <strong>Defiance Quantum ETF</strong>。ETF 由于由多只个股组成，因此在波动性方面提供了一定程度的缓冲。尽管如此，主题投资可能比购买更广泛的市场基金风险更高，因为你仍然会接触到一个特定的焦点领域。</p>
<p>在我看来，投资量子计算的最佳和最谨慎的方法是通过那些量子计算只是其一个兴趣领域的多元化大型科技公司的股票进行投资。像 <strong>IBM</strong>、<strong>Alphabet</strong> 和 <strong>Microsoft</strong> 这样的公司都在将量子计算作为其 AI 路线图的一部分进行探索，但并没有将其全部未来押注于这项技术。此外，像英伟达或 <strong>Advanced Micro Devices</strong> 这样的相关企业在量子芯片的发展中也将发挥重要作用，可能也是合适的选择。</p>
<p>归根结底，我同意黄仁勋的看法，量子计算具有重要潜力。然而，鉴于这项技术距离商业化还有很长的路要走，识别出哪些具体公司将处于这一趋势的前沿几乎是不可能的。</p>

英伟达

<p>英伟达首席执行官黄仁勋最近对量子计算进行了评论，表示这项技术可能需要 20 年才能变得 “非常有用”。他的言论恰逢量子计算股票的抛售，突显了这些公司的波动性和早期阶段的特性。尽管黄仁勋看到了量子计算的潜力，但投资者应该考虑像 IBM 和微软这样的多元化科技公司，或量子主题的 ETF，而不是仅仅关注高风险的量子股票。这项技术被视为人工智能领域的长期机会，但其商业化仍然遥遥无期</p>

<p>Recently, <strong>Nvidia</strong>(NVDA 3.40%) CEO Jensen Huang made a head-turning, market-moving comment regarding his thoughts on quantum computing. Stocks in this space sold off in response. Even so, I predict that in 2025 quantum computing will emerge as one of the next big waves for investors interested in artificial intelligence (AI).</p>
<div class="lb-trans"><p>最近，<strong>英伟达</strong>(NVDA 3.40%) 首席执行官黄仁勋对量子计算发表了引人注目的市场动向评论。对此，相关股票出现了抛售。尽管如此，我预测到 2025 年，量子计算将成为对人工智能（AI）感兴趣的投资者的下一个重大浪潮之一。</p>
</div><h2>What did Huang just say about quantum computing?</h2>
<div class="lb-trans"><h2>黄仁勋刚刚对量子计算说了什么？</h2>
</div><p>Huang provided his thoughts on quantum computing applications during a panel discussion at this year's CES conference in Las Vegas. While the Nvidia executive appears bullish on quantum computing's capabilities, he asserted that the technology could be 20 years away from becoming &#34;very useful.&#34;</p>
<div class="lb-trans"><p>黄仁勋在今年的 CES 大会上就量子计算的应用发表了看法。尽管这位英伟达高管对量子计算的能力持乐观态度，但他表示，这项技术可能还需要 20 年才能变得 “非常有用”。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDM4NjMvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi0xLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F803863%2Fgettyimages-1473086836-1.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 his comments matter</h2>
<div class="lb-trans"><h2>为什么他的评论很重要</h2>
</div><p>The chart below illustrates the price movements of several high-profile quantum computing stocks. Over the last three months, the stock prices for <strong>Rigetti Computing</strong>, <strong>Quantum Computing</strong>, <strong>D-Wave Quantum</strong>, and <strong>IonQ</strong> have each experienced considerable momentum.</p>
<div class="lb-trans"><p>下图展示了几只知名量子计算股票的价格走势。在过去三个月中，<strong>Rigetti Computing</strong>、<strong>Quantum Computing</strong>、<strong>D-Wave Quantum</strong> 和 <strong>IonQ</strong> 的股价均经历了相当大的动量。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/51d8ed7631506dae502806fad7b474ab.png" alt="" original-src="https://media.ycharts.com/charts/51d8ed7631506dae502806fad7b474ab.png"/></p>
<p>RGTI data by YCharts.</p>
<div class="lb-trans"><p>RGTI 数据来源于 YCharts。</p>
</div><p>However, all four stocks started witnessing considerable sell-offs beginning right around the same time earlier this month. I personally do not find the timing of Huang's public comments and the cratering share prices of quantum computing stocks to be coincidental.</p>
<div class="lb-trans"><p>然而，这四只股票在本月初几乎同时开始出现显著的抛售。我个人认为，黄仁勋的公开评论与量子计算股票的暴跌并非巧合。</p>
</div><p>The dynamics illustrated above underscore a couple of important ideas. First, just because quantum computing stocks rallied in the last few months doesn't necessarily mean they are wise investments. The reality is that all of the companies in the chart above are very early-stage enterprises -- they're barely generating revenue and will remain cash-burning operations for some time.</p>
<div class="lb-trans"><p>上述动态强调了几个重要观点。首先，仅仅因为量子计算股票在过去几个月上涨，并不意味着它们是明智的投资。现实是，上述图表中的所有公司都是非常早期的企业——它们几乎没有产生收入，并且在一段时间内将继续消耗现金。</p>
</div><p>This leads to my second point. Influential Wall Street personalities and corporate executives can at times move markets with their rhetoric. While Huang's comments regarding quantum computing weren't negative by any means, his views caused many investors to recognize the sobering reality that quantum computing is going to be a long-term opportunity.</p>
<div class="lb-trans"><p>这引出了我的第二个观点。影响力巨大的华尔街人士和企业高管有时可以通过他们的言辞来影响市场。虽然黄仁勋关于量子计算的评论并不负面，但他的观点使许多投资者意识到，量子计算将是一个长期的机会。</p>
</div><p>As such, those who bought quantum computing stocks throughout November and December have likely been left as unfortunate bag holders.</p>
<div class="lb-trans"><p>因此，那些在 11 月和 12 月购买量子计算股票的人可能已经成为不幸的持股者。</p>
</div><h2>Should you invest in quantum computing?</h2>
<div class="lb-trans"><h2>你应该投资量子计算吗？</h2>
</div><p>Considering that Huang acknowledged that this technology has the potential to help solve increasingly important and sophisticated problems eventually, the overarching question remains: Does quantum computing deserve an allocation in your AI portfolio? In my opinion, there are a few ways to invest in it. The first and most direct way is to buy specific quantum computing stocks.</p>
<div class="lb-trans"><p>考虑到黄仁勋承认这项技术有潜力最终帮助解决越来越重要和复杂的问题，核心问题仍然是：量子计算是否值得在你的 AI 投资组合中分配？在我看来，有几种投资方式。第一种也是最直接的方式是购买特定的量子计算股票。</p>
</div><p>However, a more insulated approach would be to invest in a quantum computing-themed exchange-traded fund (ETF), such as the <strong>Defiance Quantum ETF</strong>. ETFs provide some degree of cushioning from volatility since they are comprised of an array of individual stocks. With that said, thematic investing can be a higher-risk option than buying broader market funds, as you'll still be getting exposure to one specific focus area.</p>
<div class="lb-trans"><p>然而，更为保守的方法是投资于量子计算主题的交易所交易基金（ETF），例如 <strong>Defiance Quantum ETF</strong>。ETF 由于由多只个股组成，因此在波动性方面提供了一定程度的缓冲。尽管如此，主题投资可能比购买更广泛的市场基金风险更高，因为你仍然会接触到一个特定的焦点领域。</p>
</div><p>In my view, the best and most prudent way to invest in quantum computing would be through the shares of diversified megacap technology companies for which quantum computing is just one area of interest. Companies such as <strong>IBM</strong>, <strong>Alphabet</strong>, and <strong>Microsoft</strong> are all exploring quantum computing as part of their AI road maps, but are not betting their entire futures on the technology. In addition, adjacent businesses that will be integral in the development of quantum chips -- Nvidia or <strong>Advanced Micro Devices</strong>, for example -- could also be suitable picks.</p>
<div class="lb-trans"><p>在我看来，投资量子计算的最佳和最谨慎的方法是通过那些量子计算只是其一个兴趣领域的多元化大型科技公司的股票进行投资。像 <strong>IBM</strong>、<strong>Alphabet</strong> 和 <strong>Microsoft</strong> 这样的公司都在将量子计算作为其 AI 路线图的一部分进行探索，但并没有将其全部未来押注于这项技术。此外，像英伟达或 <strong>Advanced Micro Devices</strong> 这样的相关企业在量子芯片的发展中也将发挥重要作用，可能也是合适的选择。</p>
</div><p>At the end of the day, I agree with Huang that quantum computing has meaningful potential. However, identifying which specific companies will emerge at the forefront of the trend is nearly impossible to do at this stage, given how far away the technology is from becoming commercialized.</p>
<div class="lb-trans"><p>归根结底，我同意黄仁勋的看法，量子计算具有重要潜力。然而，鉴于这项技术距离商业化还有很长的路要走，识别出哪些具体公司将处于这一趋势的前沿几乎是不可能的。</p>
</div>

Interested in Quantum Computing? You Might Want to Hear What Nvidia's CEO Just Said About It

- Nvidia CEO 黄仁勋表示量子计算可能需 20 年才能实用。  
- 量子计算股票近期大幅下跌，投资者需谨慎。  
- 投资者可考虑通过大型科技公司或 ETF 参与量子计算。

Motley Fool

对量子计算感兴趣吗？你可能会想听听英伟达 CEO 最近说了些什么