<p>与人工智能（AI）投资类似，量子计算为投资者提供了广泛的选择。有一些专注于量子计算的公司，投资者可以在承担风险的同时获得巨大的收益。其他云计算公司将因能够访问量子计算机而受益于其云上运行的工作负载增加。</p>
<p>还有一类公司将提供实现量子计算所需的一些组件。最后这一类公司也在人工智能的军备竞赛中扮演着重要角色，是一个值得关注的群体。</p>
<p>这些是一些并非每位投资者都在考虑的间接量子计算投资，值得现在考虑购买。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUzNjYvc3RvY2staW52ZXN0b3ItbG9va2luZy1hdC10aGVpci1waG9uZS1zdXJwcmlzZWQuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUzNjYvc3RvY2staW52ZXN0b3ItbG9va2luZy1hdC10aGVpci1waG9uZS1zdXJwcmlzZWQuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>英伟达</h2>
<p><strong>英伟达</strong>（NVDA -4.33%）及其图形处理单元（GPU）构建了我们今天所知的大部分 AI 计算能力。仍然有大量的计算能力需要开发，这将创建一个量子计算最终必须与之接口的庞大网络。虽然量子计算本身可以提供令人印象深刻的结果，但真正的价值在于将量子计算与传统计算结合的混合方法。</p>
<p>这将需要一些专门的软件来与量子计算机进行通信，而英伟达已经开发了这种软件。英伟达在 AI 军备竞赛中占据主导地位的主要原因之一是其 CUDA 软件，它允许开发者控制 GPU 以分配工作负载并执行特定任务。英伟达已经采用该软件与量子计算机进行接口，推出了 CUDA-Q。</p>
<p>该软件确保英伟达硬件将被用于弥合量子计算与传统计算之间的差距，使英伟达成为量子计算军备竞赛的受益者，无论哪家公司开发出成功的解决方案。此外，英伟达在 AI 计算硬件军备竞赛中已经获胜，使其成为一家成功的企业。</p>
<p>这使得英伟达的股票在量子和 AI 投资领域都是一个很好的买入选择，如果这两种趋势继续发展，这只股票还有很大的上涨空间。</p>
<h2>台积电</h2>
<p>量子计算和 AI 都离不开高科技专用芯片。全球有一家芯片代工厂以其领先的技术和令人印象深刻的产量而脱颖而出，那就是 <strong>台积电</strong>（TSM -2.34%）。它是按收入计算的最大芯片代工厂，并已在这一领域确立了技术领导地位。</p>
<p>对台积电的投资是押注我们将需要更多更先进的芯片，随着 AI 和量子计算技术的崛起，无论哪家公司在 AI 或量子计算军备竞赛中获胜，它都处于受益的位置。</p>
<p>这只股票是参与这两种投资趋势的低风险方式；然而，它的价格远低于许多同行，可以以 31 倍的预期收益购买。</p>
<p>台积电是一个绝佳的方式来利用 AI 和量子计算军备竞赛，因为在几乎所有情况下它都会是赢家（只要公司继续投资计算能力）。</p>
<h2>阿斯麦</h2>
<p>最后，有 <strong>阿斯麦</strong>（ASML -0.50%）。阿斯麦制造涉及芯片生产过程的高度专业化机器，只有它拥有制造这些机器的技术。这使得阿斯麦拥有技术垄断，这非常罕见。考虑到由于 AI 和量子计算预计需要更多芯片，阿斯麦需要向像台积电这样的芯片制造商销售更多机器以满足需求。</p>
<p>在过去的 12 个月中，它的收入约为 322 亿欧元（374 亿美元）。然而，根据管理层的预测，这一数字到 2030 年可能会增加到 440 亿至 600 亿欧元（511 亿美元至 697 亿美元），因为芯片需求将大幅上升。</p>
<p>阿斯麦是参与这一混合 AI 和量子计算军备竞赛的另一个绝佳方式，如果它能够实现其财务目标，股票还有很大的上涨空间。</p>

<p>这篇文章讨论了三只值得考虑投资的量子人工智能股票：英伟达、台积电和阿斯麦。英伟达因其 GPU 和 CUDA-Q 软件而受到关注，该软件将量子计算与传统计算相结合。台积电因其领先的芯片制造能力而被提及，使其在人工智能和量子领域成为一种低风险投资。阿斯麦因其在芯片生产机械方面的独特技术而受到认可，预计由于芯片需求上升，其收入将显著增长。这些公司有望从人工智能和量子计算的持续进步中受益</p>

<p>Similar to artificial intelligence (AI) investing, quantum computing offers investors a wide range of options. There are quantum computing pure plays that give investors massive upside in exchange for risk. Other cloud computing players will benefit from increased workloads being run on their clouds due to having access to quantum computers.</p>
<div class="lb-trans"><p>与人工智能（AI）投资类似，量子计算为投资者提供了广泛的选择。有一些专注于量子计算的公司，投资者可以在承担风险的同时获得巨大的收益。其他云计算公司将因能够访问量子计算机而受益于其云上运行的工作负载增加。</p>
</div><p>And there's another branch of companies that will provide some of the components necessary to make quantum computing a reality. That last cohort is also heavily involved in the artificial intelligence arms race and is an intriguing group to consider.</p>
<div class="lb-trans"><p>还有一类公司将提供实现量子计算所需的一些组件。最后这一类公司也在人工智能的军备竞赛中扮演着重要角色，是一个值得关注的群体。</p>
</div><p>These are some backdoor quantum computing plays that not every investor is thinking about, and are worth considering buying right now.</p>
<div class="lb-trans"><p>这些是一些并非每位投资者都在考虑的间接量子计算投资，值得现在考虑购买。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzUzNjYvc3RvY2staW52ZXN0b3ItbG9va2luZy1hdC10aGVpci1waG9uZS1zdXJwcmlzZWQuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F835366%2Fstock-investor-looking-at-their-phone-surprised.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>Nvidia</h2>
<div class="lb-trans"><h2>英伟达</h2>
</div><p><strong>Nvidia</strong>(NVDA -4.33%) and its graphics processing units (GPUs) have built the majority of the AI computing power that we know today. There is a massive amount of computing power still to be built out, which will create a massive network that quantum computing will eventually have to interface with. While quantum computing can deliver impressive results on its own, the real value comes from integrating quantum computing with traditional computing in a hybrid approach.</p>
<div class="lb-trans"><p><strong>英伟达</strong>（NVDA -4.33%）及其图形处理单元（GPU）构建了我们今天所知的大部分 AI 计算能力。仍然有大量的计算能力需要开发，这将创建一个量子计算最终必须与之接口的庞大网络。虽然量子计算本身可以提供令人印象深刻的结果，但真正的价值在于将量子计算与传统计算结合的混合方法。</p>
</div><p>This will require some specialized software to communicate with quantum computers, which Nvidia has already developed. One of the main reasons why Nvidia was the dominant company in the AI arms race to date is its CUDA software, which allows developers to control GPUs to divide workloads and have them do specific tasks. Nvidia has already adopted this software to interface with quantum computers, launching CUDA-Q.</p>
<div class="lb-trans"><p>这将需要一些专门的软件来与量子计算机进行通信，而英伟达已经开发了这种软件。英伟达在 AI 军备竞赛中占据主导地位的主要原因之一是其 CUDA 软件，它允许开发者控制 GPU 以分配工作负载并执行特定任务。英伟达已经采用该软件与量子计算机进行接口，推出了 CUDA-Q。</p>
</div><p>This software ensures that Nvidia hardware will need to be used to bridge the gap between quantum and traditional computing, making Nvidia a benefactor of the quantum computing arms race, regardless of which company develops a winning solution. Furthermore, Nvidia is already winning the AI computing hardware arms race, making it an already successful business.</p>
<div class="lb-trans"><p>该软件确保英伟达硬件将被用于弥合量子计算与传统计算之间的差距，使英伟达成为量子计算军备竞赛的受益者，无论哪家公司开发出成功的解决方案。此外，英伟达在 AI 计算硬件军备竞赛中已经获胜，使其成为一家成功的企业。</p>
</div><p>This makes Nvidia stock a great buy in both the quantum and AI investing realms, and this stock has plenty of room to run if both of these trends continue panning out.</p>
<div class="lb-trans"><p>这使得英伟达的股票在量子和 AI 投资领域都是一个很好的买入选择，如果这两种趋势继续发展，这只股票还有很大的上涨空间。</p>
</div><h2>Taiwan Semiconductor Manufacturing</h2>
<div class="lb-trans"><h2>台积电</h2>
</div><p>Both quantum computing and AI are impossible without high-tech specialized chips. There's one chip foundry in the world that stands out from the others with its leading technology and impressive yields, and that's <strong>Taiwan Semiconductor Manufacturing</strong>(TSM -2.34%). It's the largest chip foundry by revenue, and has established itself as a technological leader in this space.</p>
<div class="lb-trans"><p>量子计算和 AI 都离不开高科技专用芯片。全球有一家芯片代工厂以其领先的技术和令人印象深刻的产量而脱颖而出，那就是 <strong>台积电</strong>（TSM -2.34%）。它是按收入计算的最大芯片代工厂，并已在这一领域确立了技术领导地位。</p>
</div><p>An investment in TSMC is a bet that we're going to need more advanced chips in greater quantities, and with the rise of AI and quantum computing technology, it's in a spot to benefit no matter which company wins the AI or quantum computing arms race.</p>
<div class="lb-trans"><p>对台积电的投资是押注我们将需要更多更先进的芯片，随着 AI 和量子计算技术的崛起，无论哪家公司在 AI 或量子计算军备竞赛中获胜，它都处于受益的位置。</p>
</div><p>This stock is a lower-risk way to play both investment trends; however, it's much cheaper than many of its peers, and can be purchased for 31 times forward earnings.</p>
<div class="lb-trans"><p>这只股票是参与这两种投资趋势的低风险方式；然而，它的价格远低于许多同行，可以以 31 倍的预期收益购买。</p>
</div><p>Taiwan Semiconductor is an excellent way to capitalize on both the AI and the quantum computing arms race, as it will be a winner in nearly every scenario (as long as companies keep spending on computing power).</p>
<div class="lb-trans"><p>台积电是一个绝佳的方式来利用 AI 和量子计算军备竞赛，因为在几乎所有情况下它都会是赢家（只要公司继续投资计算能力）。</p>
</div><h2>ASML</h2>
<div class="lb-trans"><h2>阿斯麦</h2>
</div><p>Lastly, there is <strong>ASML Holding</strong>(ASML -0.50%). ASML makes highly specialized machines involved in the chip production process that only it has the technology to make. This gives ASML a technological monopoly, which is quite rare. Considering how many more chips are expected to be needed thanks to AI and quantum computing, ASML will need to sell a lot more machines to chip fabricators like TSMC to meet demand.</p>
<div class="lb-trans"><p>最后，有 <strong>阿斯麦</strong>（ASML -0.50%）。阿斯麦制造涉及芯片生产过程的高度专业化机器，只有它拥有制造这些机器的技术。这使得阿斯麦拥有技术垄断，这非常罕见。考虑到由于 AI 和量子计算预计需要更多芯片，阿斯麦需要向像台积电这样的芯片制造商销售更多机器以满足需求。</p>
</div><p>Over the past 12 months, it has generated around 32.2 billion euros ($37.4 billion) in revenue. Still, that figure could rise to 44 billion to 60 billion euros ($51.1 billion to $69.7 billion) by 2030 as chip demand ramps up, according to management's projections.</p>
<div class="lb-trans"><p>在过去的 12 个月中，它的收入约为 322 亿欧元（374 亿美元）。然而，根据管理层的预测，这一数字到 2030 年可能会增加到 440 亿至 600 亿欧元（511 亿美元至 697 亿美元），因为芯片需求将大幅上升。</p>
</div><p>ASML is another great way to play this hybrid AI and quantum computing arms race, and the stock has plenty of room to run if it can achieve its financial goals.</p>
<div class="lb-trans"><p>阿斯麦是参与这一混合 AI 和量子计算军备竞赛的另一个绝佳方式，如果它能够实现其财务目标，股票还有很大的上涨空间。</p>
</div>

3 Sneaky Quantum AI Stocks to Buy Now

- 量子计算为投资者提供多种选择，包括纯量子计算公司和云计算企业。  
- Nvidia、台积电和 ASML 是受益于量子计算和人工智能的关键公司。  
- 这些公司在技术和市场需求上具备优势，值得投资者关注。

3 只值得现在购买的隐秘量子 AI 股票