<p>量子计算是一个有趣的投资领域。几家公司在这个领域竞争，从科技巨头到初创公司。然而，这个领域的大多数公司都一致认为，量子计算的货币化仍需几年时间，但正在逐渐接近。</p>
<p>对投资者来说，平衡的棘手之处在于选择合适的时机入场。如果你太早，可能会错过当前投资趋势的上升，比如人工智能（AI）。如果你太晚，而量子计算成为下一个热门投资趋势，你就错过了潜在的巨大回报。</p>
<p>现在是投资一些量子计算公司的良好时机，尤其是如果你选择了合适的公司。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMzMzAvaW1hZ2Utb2YtcXVhbnR1bS1jb21wdXRpbmcuanBnJnc9NzAw?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMzMzAvaW1hZ2Utb2YtcXVhbnR1bS1jb21wdXRpbmcuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Alphabet</h2>
<p><strong>Alphabet</strong>（GOOG 0.51%）（GOOGL 0.54%）是谷歌的母公司，正在投入大量资源进行量子计算研究。谷歌在 12 月启动了量子计算投资周期，推出了其 Willow 芯片，该芯片以创纪录的时间和卓越的准确性解决了一个极其困难的问题。这突显了其他量子计算股票，导致整个行业上涨。</p>
<p>如果谷歌能够提供顶尖的量子计算技术，它将在一个特定领域受益：人工智能。量子计算可能会解锁人工智能的下一个阶段，带来前所未有的性能。这将使谷歌在人工智能领域占据领导地位，从而大幅增加其核心业务的现金流。</p>
<p>这给 Alphabet 提供了继续在量子计算领域创新的巨大动力。凭借其已经庞大的现金储备和现金流，它有资源投入到这个领域。</p>
<p>即使在 Alphabet 的创新思维和顶尖技术下，市场对其并不尊重。投资者仍然担心其谷歌搜索业务失去市场份额，因此其估值较低。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/20046b6beea6cbbe6d4aed8c40275f05.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/20046b6beea6cbbe6d4aed8c40275f05.png"/></p>
<p>GOOG 市盈率（前瞻性）数据来自 YCharts</p>
<p>值得注意的是，18.5 倍的前瞻性收益对于像 Alphabet 这样的大型科技股来说是极其便宜的。这基本上表明，市场只重视其谷歌搜索业务，而不考虑量子计算的潜在收益。因此，我认为这是一个很好的选择，因为如果它能赢得量子计算的军备竞赛，将提供巨大的上行空间，同时也能利用市场对其搜索业务认知的潜在转变。</p>
<h2>2. IonQ</h2>
<p>虽然 Alphabet 是量子计算的保守选择，<strong>IonQ</strong>（IONQ -0.80%）则更具攻击性。它的唯一收入来自于签署的各种合同，没有备选方案；要么量子计算可行，要么破产。</p>
<p>然而，由于它是一家小公司，量子计算市场份额的逐步增长将带来巨大的回报。这种高风险、高回报的方式并不适合所有人，投资者必须接受失败的可能性大于成功的可能性。但如果 IonQ 成功，这种风险可能会带来丰厚的回报。</p>
<p>关于收入和盈利能力的时间表，IonQ 的首席执行官认为，到 2030 年，公司将实现盈利，年销售额接近 10 亿美元。这仅仅是五年后的事情，但如果 IonQ 能达到这个时间表，股票将成为成功的投资。</p>
<p>我更倾向于 IonQ 而不是许多其他纯粹的初创公司，因为它与美国空军研究实验室的合作以及其独特的量子计算方法。它利用全对全的量子比特连接，能够实现更优的错误修正。它还采用了捕获离子的方法，使量子计算能够在室温下进行，而不是接近绝对零度（这非常昂贵）。这使得 IonQ 的方法合理且可扩展，使其成为各种初创公司中最有可能成功的。</p>
<p>我认为投资者应该对 Alphabet 有显著的投资，而对 IonQ 保持小额投资。这种策略涉及将大部分资金投资于成功几率更高的股票，同时在一个长远的机会上保持小额押注。然而，如果这个长远的机会成功，尽管初始投资较小，它也能带来巨大的回报。</p>

IONQ

谷歌-A

谷歌-C

<p>本文讨论了七月份值得考虑投资的两只顶级量子计算股票：Alphabet 和 IonQ。Alphabet 因其在量子计算方面的重大投资而受到关注，特别是其 Willow 芯片，这可能增强人工智能能力并改善市场认知。尽管具有潜力，但其估值较低。另一方面，IonQ 是一个高风险、高回报的选择，完全依赖于量子计算合同。其首席执行官预计到 2030 年实现盈利，得益于独特的技术和合作伙伴关系。建议投资者偏向于 Alphabet，同时在 IonQ 保持较小的投资以获取潜在的高回报</p>

<p>Quantum computing is an interesting investment sector. Several companies compete in this field, ranging from tech giants to start-ups. However, most companies within this field agree that monetization of quantum computing is still a few years away, but it's getting closer.</p>
<div class="lb-trans"><p>量子计算是一个有趣的投资领域。几家公司在这个领域竞争，从科技巨头到初创公司。然而，这个领域的大多数公司都一致认为，量子计算的货币化仍需几年时间，但正在逐渐接近。</p>
</div><p>The tricky thing for investors to balance is getting in at the right time. If you're too early, you might miss the rise of current investment trends, like artificial intelligence (AI). If you're too late and quantum computing becomes the next hot investment trend, you've missed out on potentially huge returns.</p>
<div class="lb-trans"><p>对投资者来说，平衡的棘手之处在于选择合适的时机入场。如果你太早，可能会错过当前投资趋势的上升，比如人工智能（AI）。如果你太晚，而量子计算成为下一个热门投资趋势，你就错过了潜在的巨大回报。</p>
</div><p>Right now is a solid time to invest in some quantum computing companies, especially if you pick the right ones.</p>
<div class="lb-trans"><p>现在是投资一些量子计算公司的良好时机，尤其是如果你选择了合适的公司。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMzMzAvaW1hZ2Utb2YtcXVhbnR1bS1jb21wdXRpbmcuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823330%2Fimage-of-quantum-computing.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>1. Alphabet</h2>
<div class="lb-trans"><h2>1. Alphabet</h2>
</div><p><strong>Alphabet</strong>(GOOG 0.51%)(GOOGL 0.54%) is Google's parent company and is devoting significant resources to quantum computing research. Google kicked off the quantum computing investment cycle in December with its Willow chip, which solved an incredibly difficult problem in record time and with superb accuracy. This highlighted other quantum computing stocks, causing the entire industry to rise.</p>
<div class="lb-trans"><p><strong>Alphabet</strong>（GOOG 0.51%）（GOOGL 0.54%）是谷歌的母公司，正在投入大量资源进行量子计算研究。谷歌在 12 月启动了量子计算投资周期，推出了其 Willow 芯片，该芯片以创纪录的时间和卓越的准确性解决了一个极其困难的问题。这突显了其他量子计算股票，导致整个行业上涨。</p>
</div><p>Should Google deliver top-notch quantum computing technologies, it stands to benefit in one area in particular: AI. Quantum computing could unlock the next phase of AI, leading to unprecedented performance. This would give Google the leadership position in AI, leading to a huge increase in cash flows in its core business.</p>
<div class="lb-trans"><p>如果谷歌能够提供顶尖的量子计算技术，它将在一个特定领域受益：人工智能。量子计算可能会解锁人工智能的下一个阶段，带来前所未有的性能。这将使谷歌在人工智能领域占据领导地位，从而大幅增加其核心业务的现金流。</p>
</div><p>This gives Alphabet a huge incentive to continue innovating in quantum computing. With its already massive cash horde and cash flows, it has the resources to devote to this field.</p>
<div class="lb-trans"><p>这给 Alphabet 提供了继续在量子计算领域创新的巨大动力。凭借其已经庞大的现金储备和现金流，它有资源投入到这个领域。</p>
</div><p>Even with Alphabet's innovative mindset and top-notch technology, the market doesn't respect it. Investors are still worried about it losing market share from its Google Search business, so it trades at a cheap valuation.</p>
<div class="lb-trans"><p>即使在 Alphabet 的创新思维和顶尖技术下，市场对其并不尊重。投资者仍然担心其谷歌搜索业务失去市场份额，因此其估值较低。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/20046b6beea6cbbe6d4aed8c40275f05.png" alt="" original-src="https://media.ycharts.com/charts/20046b6beea6cbbe6d4aed8c40275f05.png"/></p>
<p>GOOG PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>GOOG 市盈率（前瞻性）数据来自 YCharts</p>
</div><p>It's important to note that 18.5 times forward earnings is unbelievably cheap for a big tech stock like Alphabet. It basically indicates that the market values only its Google Search business, not any of the potential gains from quantum computing. As a result, I think it's a great pick because it offers massive upside if it can win the quantum computing arms race, while also capitalizing on a potential turnaround in the market's perception of its search business.</p>
<div class="lb-trans"><p>值得注意的是，18.5 倍的前瞻性收益对于像 Alphabet 这样的大型科技股来说是极其便宜的。这基本上表明，市场只重视其谷歌搜索业务，而不考虑量子计算的潜在收益。因此，我认为这是一个很好的选择，因为如果它能赢得量子计算的军备竞赛，将提供巨大的上行空间，同时也能利用市场对其搜索业务认知的潜在转变。</p>
</div><h2>2. IonQ</h2>
<div class="lb-trans"><h2>2. IonQ</h2>
</div><p>While Alphabet is a conservative choice for quantum computing, <strong>IonQ</strong>(IONQ -0.80%) is more aggressive. Its only revenue comes from various contracts that it has signed, and there is no backup plan; it's quantum computing viability or bust.</p>
<div class="lb-trans"><p>虽然 Alphabet 是量子计算的保守选择，<strong>IonQ</strong>（IONQ -0.80%）则更具攻击性。它的唯一收入来自于签署的各种合同，没有备选方案；要么量子计算可行，要么破产。</p>
</div><p>However, because it's a small company, incremental market share gains in quantum computing will deliver huge returns. This high-risk, high-reward approach isn't for everyone, and investors must accept that the likelihood of failure is likely greater than success. But if IonQ gets it right, that risk could pay off big time.</p>
<div class="lb-trans"><p>然而，由于它是一家小公司，量子计算市场份额的逐步增长将带来巨大的回报。这种高风险、高回报的方式并不适合所有人，投资者必须接受失败的可能性大于成功的可能性。但如果 IonQ 成功，这种风险可能会带来丰厚的回报。</p>
</div><p>Regarding a timeline for revenue and profitability, IonQ's CEO believes that by 2030, the company will be profitable and generating nearly $1 billion in annual sales. That's a mere five years away, but if IonQ can hit that timeline, the stock will be a successful investment.</p>
<div class="lb-trans"><p>关于收入和盈利能力的时间表，IonQ 的首席执行官认为，到 2030 年，公司将实现盈利，年销售额接近 10 亿美元。这仅仅是五年后的事情，但如果 IonQ 能达到这个时间表，股票将成为成功的投资。</p>
</div><p>I prefer IonQ over many of the other pure-play start-ups due to its partnership with the U.S. Air Force Research Laboratory and its unique approach to quantum computing. It utilizes all-to-all qubit connectivity, enabling superior error correction. It also uses a trapped-ion approach, which allows quantum computing to occur at room temperature versus at nearly absolute zero (which is incredibly expensive to do). This makes IonQ's approach sensible and scalable, making it the most likely to succeed of the various start-ups.</p>
<div class="lb-trans"><p>我更倾向于 IonQ 而不是许多其他纯粹的初创公司，因为它与美国空军研究实验室的合作以及其独特的量子计算方法。它利用全对全的量子比特连接，能够实现更优的错误修正。它还采用了捕获离子的方法，使量子计算能够在室温下进行，而不是接近绝对零度（这非常昂贵）。这使得 IonQ 的方法合理且可扩展，使其成为各种初创公司中最有可能成功的。</p>
</div><p>I think investors should have significant exposure to Alphabet and a small exposure to IonQ. This strategy involves investing most of their money in a stock that has a higher chance of success, while keeping a smaller bet on a long shot. However, if that long shot works out, it can deliver massive returns despite a small initial investment.</p>
<div class="lb-trans"><p>我认为投资者应该对 Alphabet 有显著的投资，而对 IonQ 保持小额投资。这种策略涉及将大部分资金投资于成功几率更高的股票，同时在一个长远的机会上保持小额押注。然而，如果这个长远的机会成功，尽管初始投资较小，它也能带来巨大的回报。</p>
</div>

2 Top Quantum Computing Stocks to Buy in July

- 量子计算是一个有趣的投资领域，许多公司在此竞争。  
- 谷歌母公司 Alphabet 在量子计算研究上投入巨大，可能推动 AI 发展。  
- IonQ 则采取高风险高回报策略，预计 2030 年实现盈利。  

七月份值得购买的两只顶尖量子计算股票