<p>最近，<strong>英偉達</strong>(NVDA 3.40%) 首席執行官黃仁勳對量子計算發表了引人注目的市場動向評論。對此，相關股票出現了拋售。儘管如此，我預測到 2025 年，量子計算將成為對人工智能（AI）感興趣的投資者的下一個重大浪潮之一。</p>
<h2>黃仁勳剛剛對量子計算説了什麼？</h2>
<p>黃仁勳在今年的 CES 大會上就量子計算的應用發表了看法。儘管這位英偉達高管對量子計算的能力持樂觀態度，但他表示，這項技術可能還需要 20 年才能變得 “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>圖片來源：Getty Images。</p>
<h2>為什麼他的評論很重要</h2>
<p>下圖展示了幾隻知名量子計算股票的價格走勢。在過去三個月中，<strong>Rigetti Computing</strong>、<strong>Quantum Computing</strong>、<strong>D-Wave Quantum</strong> 和 <strong>IonQ</strong> 的股價均經歷了相當大的動量。</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 數據來源於 YCharts。</p>
<p>然而，這四隻股票在本月初幾乎同時開始出現顯著的拋售。我個人認為，黃仁勳的公開評論與量子計算股票的暴跌並非巧合。</p>
<p>上述動態強調了幾個重要觀點。首先，僅僅因為量子計算股票在過去幾個月上漲，並不意味着它們是明智的投資。現實是，上述圖表中的所有公司都是非常早期的企業——它們幾乎沒有產生收入，並且在一段時間內將繼續消耗現金。</p>
<p>這引出了我的第二個觀點。影響力巨大的華爾街人士和企業高管有時可以通過他們的言辭來影響市場。雖然黃仁勳關於量子計算的評論並不負面，但他的觀點使許多投資者意識到，量子計算將是一個長期的機會。</p>
<p>因此，那些在 11 月和 12 月購買量子計算股票的人可能已經成為不幸的持股者。</p>
<h2>你應該投資量子計算嗎？</h2>
<p>考慮到黃仁勳承認這項技術有潛力最終幫助解決越來越重要和複雜的問題，核心問題仍然是：量子計算是否值得在你的 AI 投資組合中分配？在我看來，有幾種投資方式。第一種也是最直接的方式是購買特定的量子計算股票。</p>
<p>然而，更為保守的方法是投資於量子計算主題的交易所交易基金（ETF），例如 <strong>Defiance Quantum ETF</strong>。ETF 由於由多隻個股組成，因此在波動性方面提供了一定程度的緩衝。儘管如此，主題投資可能比購買更廣泛的市場基金風險更高，因為你仍然會接觸到一個特定的焦點領域。</p>
<p>在我看來，投資量子計算的最佳和最謹慎的方法是通過那些量子計算只是其一個興趣領域的多元化大型科技公司的股票進行投資。像 <strong>IBM</strong>、<strong>Alphabet</strong> 和 <strong>Microsoft</strong> 這樣的公司都在將量子計算作為其 AI 路線圖的一部分進行探索，但並沒有將其全部未來押注於這項技術。此外，像英偉達或 <strong>Advanced Micro Devices</strong> 這樣的相關企業在量子芯片的發展中也將發揮重要作用，可能也是合適的選擇。</p>
<p>歸根結底，我同意黃仁勳的看法，量子計算具有重要潛力。然而，鑑於這項技術距離商業化還有很長的路要走，識別出哪些具體公司將處於這一趨勢的前沿幾乎是不可能的。</p>

英偉達

<p>英偉達首席執行官黃仁勳最近對量子計算進行了評論，表示這項技術可能需要 20 年才能變得 “非常有用”。他的言論恰逢量子計算股票的拋售，突顯了這些公司的波動性和早期階段的特性。儘管黃仁勳看到了量子計算的潛力，但投資者應該考慮像 IBM 和微軟這樣的多元化科技公司，或量子主題的 ETF，而不是僅僅關注高風險的量子股票。這項技術被視為人工智能領域的長期機會，但其商業化仍然遙遙無期</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>英偉達</strong>(NVDA 3.40%) 首席執行官黃仁勳對量子計算發表了引人注目的市場動向評論。對此，相關股票出現了拋售。儘管如此，我預測到 2025 年，量子計算將成為對人工智能（AI）感興趣的投資者的下一個重大浪潮之一。</p>
</div><h2>What did Huang just say about quantum computing?</h2>
<div class="lb-trans"><h2>黃仁勳剛剛對量子計算説了什麼？</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>黃仁勳在今年的 CES 大會上就量子計算的應用發表了看法。儘管這位英偉達高管對量子計算的能力持樂觀態度，但他表示，這項技術可能還需要 20 年才能變得 “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>圖片來源：Getty Images。</p>
</div><h2>Why his comments matter</h2>
<div class="lb-trans"><h2>為什麼他的評論很重要</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>下圖展示了幾隻知名量子計算股票的價格走勢。在過去三個月中，<strong>Rigetti Computing</strong>、<strong>Quantum Computing</strong>、<strong>D-Wave Quantum</strong> 和 <strong>IonQ</strong> 的股價均經歷了相當大的動量。</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 數據來源於 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，這四隻股票在本月初幾乎同時開始出現顯著的拋售。我個人認為，黃仁勳的公開評論與量子計算股票的暴跌並非巧合。</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>上述動態強調了幾個重要觀點。首先，僅僅因為量子計算股票在過去幾個月上漲，並不意味着它們是明智的投資。現實是，上述圖表中的所有公司都是非常早期的企業——它們幾乎沒有產生收入，並且在一段時間內將繼續消耗現金。</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>這引出了我的第二個觀點。影響力巨大的華爾街人士和企業高管有時可以通過他們的言辭來影響市場。雖然黃仁勳關於量子計算的評論並不負面，但他的觀點使許多投資者意識到，量子計算將是一個長期的機會。</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 月購買量子計算股票的人可能已經成為不幸的持股者。</p>
</div><h2>Should you invest in quantum computing?</h2>
<div class="lb-trans"><h2>你應該投資量子計算嗎？</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>考慮到黃仁勳承認這項技術有潛力最終幫助解決越來越重要和複雜的問題，核心問題仍然是：量子計算是否值得在你的 AI 投資組合中分配？在我看來，有幾種投資方式。第一種也是最直接的方式是購買特定的量子計算股票。</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，更為保守的方法是投資於量子計算主題的交易所交易基金（ETF），例如 <strong>Defiance Quantum ETF</strong>。ETF 由於由多隻個股組成，因此在波動性方面提供了一定程度的緩衝。儘管如此，主題投資可能比購買更廣泛的市場基金風險更高，因為你仍然會接觸到一個特定的焦點領域。</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>在我看來，投資量子計算的最佳和最謹慎的方法是通過那些量子計算只是其一個興趣領域的多元化大型科技公司的股票進行投資。像 <strong>IBM</strong>、<strong>Alphabet</strong> 和 <strong>Microsoft</strong> 這樣的公司都在將量子計算作為其 AI 路線圖的一部分進行探索，但並沒有將其全部未來押注於這項技術。此外，像英偉達或 <strong>Advanced Micro Devices</strong> 這樣的相關企業在量子芯片的發展中也將發揮重要作用，可能也是合適的選擇。</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>歸根結底，我同意黃仁勳的看法，量子計算具有重要潛力。然而，鑑於這項技術距離商業化還有很長的路要走，識別出哪些具體公司將處於這一趨勢的前沿幾乎是不可能的。</p>
</div>

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

- Nvidia CEO 黃仁勳表示量子計算可能需 20 年才能實用。  
- 量子計算股票近期大幅下跌，投資者需謹慎。  
- 投資者可考慮通過大型科技公司或 ETF 參與量子計算。

Motley Fool

對量子計算感興趣嗎？你可能會想聽聽英偉達 CEO 最近説了些什麼