<p>量子计算是一项主要的新兴技术，预计到 2030 年可能具备商业可行性。随着这一时间框架并不遥远，投资者开始更加认真地对待量子计算股票。该行业的几只股票如果能够从初创公司成长为主导的科技公司，可能会为投资者带来巨额财富，但并不能保证它们能够实现这一目标。几家成熟的参与者正在追求量子计算。虽然它们的潜力远不及小型竞争对手，但它们的投资风险要安全得多。</p>
<p>我认为在量子计算军备竞赛中采取平衡的投资策略是明智的，这四只股票代表了在这一巨大趋势中获利的绝佳方式，同时也利用了当前的市场条件。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE1MjAvcXVhbnR1bS1jb21wdXRpbmctY2VsbC5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE1MjAvcXVhbnR1bS1jb21wdXRpbmctY2VsbC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>初创公司：IonQ 和 D-Wave Quantum</h2>
<p>投资量子计算初创公司是一个有吸引力的选择。这些公司的估值通常在 100 亿美元或更少，但如果它们的技术栈成为量子计算领域的首选，可能会成长为更大的公司，就像 <strong>Nvidia</strong>（NVDA 0.43%）的 GPU 在人工智能（AI）领域一样。然而，它们的技术可能并不奏效，股票可能会跌至 0。这种情况可能会发生在许多量子计算竞赛的竞争者身上，因为几种技术可能会与其他技术相比，产生不令人满意的结果。</p>
<p>我最喜欢的两家纯量子计算公司是 <strong>IonQ</strong>（IONQ 18.36%）和 <strong>D-Wave Quantum</strong>（QBTS 7.66%）。这两家公司采用了两种不同的量子计算方法，从而帮助分散风险。</p>
<p>IonQ 采用了捕获离子的方法，这代表了目前可用的最精确的量子计算技术，并且可以在室温下实施，使其成本效益显著提高。然而，这也以处理速度为代价，相比其他选项速度较慢。</p>
<p>D-Wave Quantum 利用量子退火，特别适合优化问题，例如物流网络的映射。量子退火的使用案例比 IonQ 开发的通用量子计算机更为有限。不过，它可能是一种可行的技术，在可以受益于量子计算的领域产生实际结果。</p>
<p>这两项投资的成功并不保证，这就是为什么将它们的风险与可靠的投资相平衡是明智的想法。</p>
<h2>大型科技公司：Alphabet 和 Nvidia</h2>
<p>投资者如果过快地从人工智能投资趋势中抽身，将是一个错误。仍然有大量资金投入到人工智能计算能力中，这种趋势在短期内不会减缓。这对 Nvidia 的利益最大，但 Nvidia 也开始参与量子计算行业。</p>
<p>虽然 Nvidia 并没有开发自己的量子处理单元，但它正在开发使量子计算机能够与其制造的传统计算系统集成的技术。这种混合计算方法可能会成为量子计算的主要应用场景。随着 Nvidia 弥合这一差距，它有望在这一行业中获利，同时在人工智能领域也表现出色。</p>
<p>另一个在量子计算领域的重要参与者是 <strong>Alphabet</strong>（GOOG 0.27%）（GOOGL 0.22%）。Alphabet 在 2024 年 12 月启动了一场重大量子计算投资热潮，当时它宣布其 Willow 量子计算芯片完成了一项传统计算机需要 10 的 25 次方年才能完成的计算。这对 Alphabet 来说是一个重大突破，但距离开发出商业可行的量子计算系统仍有很长的路要走。</p>
<p>然而，如果它能成为第一个提供可行量子计算系统的云计算提供商，它将从未来十年内出现的各种量子计算工作负载中赚取巨额利润。</p>
<p>与此同时，Alphabet 拥有强大的基础业务，并开始崭露头角，成为领先的人工智能公司。这种组合将在未来几年使 Alphabet 成为一个极好的投资选择。</p>
<p>这四项量子计算投资的组合是抓住这一趋势的绝佳方式。它使投资者能够平衡可能无法生存的纯量子计算投资的风险，以及从当前市场趋势中受益并且也有量子计算投资的成熟大型科技公司。</p>

IONQ

<p>这篇文章讨论了四只量子计算股票，这些股票可能会在技术到 2030 年成熟时成为有利可图的投资。文章强调了初创公司 IonQ 和 D-Wave Quantum，它们提供了不同的量子计算方法，并强调了相关风险。此外，文章提到了一些成熟公司，如 Nvidia 和 Alphabet，它们正在将量子计算与传统系统相结合，并在该领域进行重大投资。作者建议采取平衡的投资策略，以利用量子计算的潜力，同时降低风险</p>

<p>Quantum computing is a major emerging technology that could be commercially viable by 2030. With that timeframe not all that far away, investors are starting to take quantum computing stocks more seriously. Several stocks in this industry have the potential to make investors a fortune if they can grow from startups to dominant tech companies, but there's no guarantee they can achieve that. Several established players are pursuing quantum computing. While these don't have nearly the upside as their smaller counterparts, they are much safer bets.</p>
<div class="lb-trans"><p>量子计算是一项主要的新兴技术，预计到 2030 年可能具备商业可行性。随着这一时间框架并不遥远，投资者开始更加认真地对待量子计算股票。该行业的几只股票如果能够从初创公司成长为主导的科技公司，可能会为投资者带来巨额财富，但并不能保证它们能够实现这一目标。几家成熟的参与者正在追求量子计算。虽然它们的潜力远不及小型竞争对手，但它们的投资风险要安全得多。</p>
</div><p>I believe taking a balanced approach to the quantum computing arms race is a smart investment move, and these four stocks represent a great way to capitalize on this massive trend while also leveraging current market conditions.</p>
<div class="lb-trans"><p>我认为在量子计算军备竞赛中采取平衡的投资策略是明智的，这四只股票代表了在这一巨大趋势中获利的绝佳方式，同时也利用了当前的市场条件。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzE1MjAvcXVhbnR1bS1jb21wdXRpbmctY2VsbC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F831520%2Fquantum-computing-cell.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>The startups: IonQ and D-Wave Quantum</h2>
<div class="lb-trans"><h2>初创公司：IonQ 和 D-Wave Quantum</h2>
</div><p>Investing in quantum computing startups is an attractive option. Often, these companies are worth about $10 billion or less, but could grow to become far greater if their technology stack becomes the go-to option in the quantum computing realm, much like <strong>Nvidia</strong>'s (NVDA 0.43%) GPUs have in the artificial intelligence (AI) realm. However, it's possible that their technology doesn't work out, and the stocks go to $0. This is likely to happen to many competitors in the quantum computing race, as several techniques are likely to yield unsatisfactory results compared to other technologies.</p>
<div class="lb-trans"><p>投资量子计算初创公司是一个有吸引力的选择。这些公司的估值通常在 100 亿美元或更少，但如果它们的技术栈成为量子计算领域的首选，可能会成长为更大的公司，就像 <strong>Nvidia</strong>（NVDA 0.43%）的 GPU 在人工智能（AI）领域一样。然而，它们的技术可能并不奏效，股票可能会跌至 0。这种情况可能会发生在许多量子计算竞赛的竞争者身上，因为几种技术可能会与其他技术相比，产生不令人满意的结果。</p>
</div><p>Two of my favorite pure-play quantum computing companies are <strong>IonQ</strong>(IONQ 18.36%) and <strong>D-Wave Quantum</strong>(QBTS 7.66%). Both companies are taking two separate approaches to quantum computing, which helps spread out risk.</p>
<div class="lb-trans"><p>我最喜欢的两家纯量子计算公司是 <strong>IonQ</strong>（IONQ 18.36%）和 <strong>D-Wave Quantum</strong>（QBTS 7.66%）。这两家公司采用了两种不同的量子计算方法，从而帮助分散风险。</p>
</div><p>IonQ employs a trapped-ion approach, which represents the most accurate quantum computing technology currently available and can also be implemented at room temperature, making it significantly more cost-effective. However, this comes at the cost of processing speed, which is slower compared to other options.</p>
<div class="lb-trans"><p>IonQ 采用了捕获离子的方法，这代表了目前可用的最精确的量子计算技术，并且可以在室温下实施，使其成本效益显著提高。然而，这也以处理速度为代价，相比其他选项速度较慢。</p>
</div><p>D-Wave Quantum utilizes quantum annealing, making it particularly well-suited for optimization problems, such as mapping logistics networks. Quantum annealing has a more limited use case than general-purpose quantum computers, such as those developed by IonQ. Still, it could be a viable technology that yields real results in areas that can benefit from quantum computing.</p>
<div class="lb-trans"><p>D-Wave Quantum 利用量子退火，特别适合优化问题，例如物流网络的映射。量子退火的使用案例比 IonQ 开发的通用量子计算机更为有限。不过，它可能是一种可行的技术，在可以受益于量子计算的领域产生实际结果。</p>
</div><p>Success isn't guaranteed with either of these investments, which is why balancing their risk with surefire bets is a smart idea.</p>
<div class="lb-trans"><p>这两项投资的成功并不保证，这就是为什么将它们的风险与可靠的投资相平衡是明智的想法。</p>
</div><h2>Big tech players: Alphabet and Nvidia</h2>
<div class="lb-trans"><h2>大型科技公司：Alphabet 和 Nvidia</h2>
</div><p>It would be a mistake for investors to move on too quickly from the AI investing trend. There are still truckloads of money being spent on AI computing capabilities, and that isn't slated to slow down anytime soon. This benefits Nvidia more than any other company, but Nvidia is also getting involved in the quantum computing industry.</p>
<div class="lb-trans"><p>投资者如果过快地从人工智能投资趋势中抽身，将是一个错误。仍然有大量资金投入到人工智能计算能力中，这种趋势在短期内不会减缓。这对 Nvidia 的利益最大，但 Nvidia 也开始参与量子计算行业。</p>
</div><p>While Nvidia isn't developing its own quantum processing unit, it is developing the technology that enables quantum computers to be integrated into traditional computing systems, such as those it manufactures. This hybrid computing approach is likely to become the primary use case of quantum computing. With Nvidia bridging the gap, it is poised to capitalize on this industry while also excelling in AI.</p>
<div class="lb-trans"><p>虽然 Nvidia 并没有开发自己的量子处理单元，但它正在开发使量子计算机能够与其制造的传统计算系统集成的技术。这种混合计算方法可能会成为量子计算的主要应用场景。随着 Nvidia 弥合这一差距，它有望在这一行业中获利，同时在人工智能领域也表现出色。</p>
</div><p>Another big player in the quantum computing space is <strong>Alphabet</strong>(GOOG 0.27%)(GOOGL 0.22%). Alphabet kicked off a major quantum computing investment rush in December 2024 when it announced that its Willow quantum computing chip completed a calculation that would have taken a traditional computer 10 septillion years (10 to the 25th power) to complete. This was a major breakthrough for Alphabet, but it's still a long way away from developing a commercially viable quantum computing system.</p>
<div class="lb-trans"><p>另一个在量子计算领域的重要参与者是 <strong>Alphabet</strong>（GOOG 0.27%）（GOOGL 0.22%）。Alphabet 在 2024 年 12 月启动了一场重大量子计算投资热潮，当时它宣布其 Willow 量子计算芯片完成了一项传统计算机需要 10 的 25 次方年才能完成的计算。这对 Alphabet 来说是一个重大突破，但距离开发出商业可行的量子计算系统仍有很长的路要走。</p>
</div><p>However, if it can be the first cloud computing provider to offer a viable quantum computing system, it stands to make a ton of money from various quantum computing workloads that will appear over the next decade.</p>
<div class="lb-trans"><p>然而，如果它能成为第一个提供可行量子计算系统的云计算提供商，它将从未来十年内出现的各种量子计算工作负载中赚取巨额利润。</p>
</div><p>In the meantime, Alphabet has a dominant base business and is starting to emerge as the leading AI company. This combination will make Alphabet a fantastic investment over the next few years.</p>
<div class="lb-trans"><p>与此同时，Alphabet 拥有强大的基础业务，并开始崭露头角，成为领先的人工智能公司。这种组合将在未来几年使 Alphabet 成为一个极好的投资选择。</p>
</div><p>This combination of four quantum computing investments is a great way to capitalize on the trend. It allows investors to balance the risk of pure-play quantum computing investments that may not survive with established big tech players that are benefiting from current market trends and also have quantum computing investments.</p>
<div class="lb-trans"><p>这四项量子计算投资的组合是抓住这一趋势的绝佳方式。它使投资者能够平衡可能无法生存的纯量子计算投资的风险，以及从当前市场趋势中受益并且也有量子计算投资的成熟大型科技公司。</p>
</div>

四只量子计算股票可能助你发财