--- title: "QuantumScape:QS 股票會成為下一個大翻倍股嗎?" description: "QuantumScape Corporation(紐約證券交易所代碼:QS)已從研究轉向實際應用,在 IAA Mobility 大會上展示了其固態鋰金屬電池為杜卡迪摩托車提供動力的現場演示。這一關鍵事件導致其股價上漲 21%,反映了投資者對其技術可行性的信心。與大眾汽車集團的合作進一步支持了其商業化路徑,儘管在擴大生產和管理成本方面仍面臨挑戰。投資者在投資 QS 股票之前,應考慮潛在的上行空間與風" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/256537278.md" published_at: "2025-09-09T10:34:50.000Z" --- # QuantumScape:QS 股票會成為下一個大翻倍股嗎? > QuantumScape Corporation(紐約證券交易所代碼:QS)已從研究轉向實際應用,在 IAA Mobility 大會上展示了其固態鋰金屬電池為杜卡迪摩托車提供動力的現場演示。這一關鍵事件導致其股價上漲 21%,反映了投資者對其技術可行性的信心。與大眾汽車集團的合作進一步支持了其商業化路徑,儘管在擴大生產和管理成本方面仍面臨挑戰。投資者在投資 QS 股票之前,應考慮潛在的上行空間與風險 Money Markets QuantumScape: Is QS Stock The Next Big Multibagger? ByTrefis Team , Contributor. Forbes contributors publish independent expert analyses and insights. Building a platform to do the job of 1 million analysts for Great Speculations Follow Author Sep 09, 2025, 06:00am EDT Share Save Comment CANADA - 2025/03/24: In this photo illustration, the QuantumScape logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Question: Has QuantumScape Corporation (NYSE: QS) progressed from a research-centric outfit with promising technology to a commercially viable business with real-world use cases? This core debate has shaped investor sentiment toward QuantumScape for years. The Answer: A Live Demonstration Changes the Equation On September 8, 2025, QuantumScape Corporation and PowerCo SE delivered the world’s first live demo of QS solid-state lithium-metal batteries powering an electric vehicle. The showcase used a Ducati motorcycle fitted with QuantumScape’s QSE-5 cells at the IAA Mobility conference in Munich. This marks a pivotal step from lab validation to real-world operation—the exact transition investors have long anticipated. That said, if you want upside with less volatility than a single stock, consider the High Quality Portfolio. It has comfortably outperformed its benchmark—a blend of the S&P 500, Russell, and S&P MidCap indexes—and delivered returns exceeding 91% since inception. For a related read, see – Rocket Companies: RKT Stock to $40? Technical Validation Underpins Commercial Viability The live demo produced standout performance figures that tackle key industry pain points: MORE FOR YOU Energy density of 844 Wh/L Fast charge from 10% to 80% in just over 12 minutes 10C continuous discharge capability World’s first anode-free solid-state batteries shown in real vehicle operation These specs are no longer merely theoretical—they’ve been proven on a running motorcycle, indicating QuantumScape’s technology can satisfy real-world EV demands. Market Reaction Signals the Shift The market’s response affirmed the move from research to reality. QuantumScape surprised investors with the live demo, and the stock rose as much as 36%. Shares finished the day up 21%, taking year-to-date gains to 71%. This jump reflects growing conviction that QuantumScape has crossed the key threshold from promising research to a functioning product demonstration. Strategic Partnership Supports the Commercial Path The event strengthens QuantumScape’s partnership with Volkswagen Group via PowerCo. Ongoing backing from Volkswagen’s battery arm provides validation and market access, pointing to a credible route to commercial production. QuantumScape appears closest in its peer set to delivering full-scale solid-state cells to the EV market. Even so, several commercial hurdles remain: Scaling from a demo to mass production Driving manufacturing costs down to commercial targets Managing timing uncertainty for a full rollout Facing competition from established battery makers See our analysis – QuantumScape Stock To $0? – for more on the current risks. The Verdict The Ducati demo shows QuantumScape has advanced from pure research to practical application, resolving a central question about technological viability. Proving the battery in a real vehicle is a major milestone that positions the company well as the EV industry moves toward solid-state solutions. While the technology hurdle has been cleared, significant execution work remains before profitable commercial production. Investors should weigh the substantial upside potential—as high as 40x, as noted in previous analysis—against a realistic view of timelines and associated risks. Single-stock exposure carries meaningful risk. Consider the 30-stock Trefis High Quality (HQ) Portfolio, which has a record of strong over the last 4-year period. strong As a group, HQ Portfolio stocks delivered stronger returns with less risk than the benchmark; a smoother ride, as reflected in HQ Portfolio performance metrics. Editorial Standards Reprints & Permissions LOADING VIDEO PLAYER... FORBES’ FEATURED Video ### Related Stocks - [VWAPY.US - 大眾(ADR)](https://longbridge.com/zh-HK/quote/VWAPY.US.md) - [QS.US - QuantumScape](https://longbridge.com/zh-HK/quote/QS.US.md) - [VWAGY.US - 大眾汽車(ADR)](https://longbridge.com/zh-HK/quote/VWAGY.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 涉大众 SUV 被欧免税、乳制品征税、中美密切沟通,商务部今日密集回应! | 商务部表示,原产于欧盟的进口相关乳制品存在补贴,对中国相关产业造成了实质损害。商务部于 2026 年 2 月 12 日发布终裁公告,裁定欧盟公司税率为 7.4%-11.7%,并决定自 2026 年 2 月 13 日起实施反补贴措施,实施期限 | [Link](https://longbridge.com/zh-HK/news/275723942.md) | | 随着 QuantumScape 缩小亏损,现在是否是投资 QS 股票的时机? | 随着 QuantumScape 缩小亏损,现在是投资 QS 股票的时候了吗? | [Link](https://longbridge.com/zh-HK/news/275919980.md) | | 欧盟委员会接受大众中国产纯电汽车价格承诺 | 欧盟委员会 2 月 10 日宣布,接受大众汽车有关纯电动汽车出口的价格承诺。根据该决定,大众汽车(安徽)有限公司可按其提出的最低进口价格或高于该价格,向欧盟出口其 CUPRA Tavascan 车型,并将免于缴纳此前针对自中国进口纯电动汽车 | [Link](https://longbridge.com/zh-HK/news/275483365.md) | | QuantumScape 的股票在财报发布后大幅下跌,这可能会令投资者感到忧虑 | 电池制造商的股票波动性并不罕见,而该股票的空头头寸则增加了不确定性 | [Link](https://longbridge.com/zh-HK/news/275750061.md) | | Ensurge Micropower 任命 Matt Catterson 为首席运营官(COO) | Ensurge Micropower ASA 已任命 Matt Catterson 为首席运营官(COO),任命将于 2026 年 2 月 16 日生效。此任命与公司向以产品为主导的模式的战略转型相一致,旨在加速其固态锂微电池技术的商业化。 | [Link](https://longbridge.com/zh-HK/news/276064704.md) | --- > **免責聲明**:本文內容僅供參考,不構成任何投資建議。