NVIDIA首席執行官DIMS近期前景昏暗之後，量子計算股票絆倒

在NVIDIA（NVDA）首席執行官Jensen Huang在CES 2025發出的陳述之後該部門。

CES 2025: Quantum Computing Stocks Plummet After Nvidia’s Huang Dims Immediate Prospects

CES 2025：NVIDIA的Huang dim dim的前景之後的量子計算股票暴跌

Quantum computing stocks, such as Rigetti Computing (NASDAQ:RGTI), D-Wave Quantum (NYSE:QBTS), and IonQ (NYSE:IONQ), experienced a major setback on January 8, 2025, after Nvidia (NASDAQ:NVDA) CEO Jensen Huang made statements at CES that sent shockwaves through the sector.

量子計算庫存，例如Rigetti Computing（NASDAQ：RGTI），D-Wave Quantum（NYSE：QBTS）和IONQ（NYSE：IONQ），在2025年1月8日，NVIDIA（NASDAQ：NVDA）CEO之後經歷了重大挫折詹森黃（Jensen Huang）在CES發表了通過該行業的衝擊波。

Huang cautioned that “very useful” quantum computers are likely 15 to 20 years away, which dimmed the immediate prospects for these once-hot stocks. As a result, these stocks plummeted by as much as 40%-50%, leaving investors to reevaluate their positions.

黃警告說，“非常有用”的量子計算機可能有15到20年的距離，這使這些曾經熱門的股票的直接前景黯淡。結果，這些股票下降了多達40％-50％，使投資者重新評估其頭寸。

Rigetti Computing Takes a Major Hit

Rigetti Computing大受歡迎

California-based Rigetti Computing, known for developing quantum computers and its Forest quantum cloud platform, saw its shares plummet by 45% following Huang’s remarks. The stock dropped to just above $10, a significant decline from its 52-week high of $21.42.

加利福尼亞州的Rigetti計算以開發量子計算機及其森林量子云平台而聞名，其份額在黃的評論之後，其份額下降了45％。該股票下跌至10美元以上，其52周高點21.42美元大幅下降。

This sharp fall in share price is a direct response to Huang’s assertion that the much-anticipated breakthroughs in quantum technology are still decades away.

股價的這種急劇下跌是對黃的主張的直接回應，即量子技術中備受期待的突破仍然存在數十年之遙。

Rigetti has been gaining attention in the quantum space with its Novera QPU, a 9-qubit quantum computer priced at $900,000. The company has positioned itself as a key player in the field, with a focus on research and development and forging crucial partnerships.

Rigetti的Novera QPU一直在量子空間中引起人們的關注，Novera QPU是一款價格為900,000美元的9克量子計算機。該公司已將自己定位為該領域的關鍵參與者，重點是研發和建立關鍵的伙伴關係。

A notable collaboration with Nvidia was announced in 2022, aimed at developing hybrid GPU-QPU systems for climate modeling. Furthermore, Rigetti revealed in December 2024 that it had successfully calibrated a quantum computer incorporating Nvidia and Quantum Machines technology. These developments have fueled optimism among investors, but Huang’s warning dampened the enthusiasm.

2022年宣布了與NVIDIA的顯著合作，旨在開髮用於氣候建模的混合GPU-QPU系統。此外，里吉蒂（Rigetti）在2024年12月透露，它已經成功地校準了一台量子計算機，該計算機結合了NVIDIA和量子機技術。這些事態發展激發了投資者的樂觀情緒，但黃的警告抑制了熱情。

Nvidia’s Role in Quantum Computing

NVIDIA在量子計算中的作用

Despite the blow to quantum stocks, Huang’s comments were not an outright dismissal of the technology. In fact, Nvidia continues to invest in quantum computing research and development and has established partnerships with almost every major quantum computing company, including Rigetti.

儘管對量子股有打擊，但黃的評論並不是對該技術的完全駁回。實際上，NVIDIA繼續投資於量子計算研究和開發，並與包括Rigetti在內的幾乎所有主要的量子計算公司建立了夥伴關係。

Huang’s remarks were based on the premise that while progress is being made, it will take decades for quantum computers to reach the level of commercial viability and practical use cases that would significantly impact industries.

黃的言論是基於這樣的前提：儘管取得了進展，量子計算機將需要數十年的時間才能達到商業生存能力和實用用例的水平，從而極大地影響行業。

This nuanced stance from Huang contrasts with the optimism surrounding quantum computing stocks that surged in early 2025. Investors were riding high on the belief that these technologies were nearing real-world applications and could soon lead to breakthroughs that would revolutionize industries from pharmaceuticals to finance. Huang’s statement, however, suggested that these quantum leaps may not be coming as quickly as many had hoped.

黃金的這種細微差別與圍繞2025年初飆升的量子計算股票的樂觀情緒形成鮮明對比。投資者認為這些技術正在接近現實世界中的應用，並可能很快導致突破性的突破，這些突破將使工業從藥品到金融。但是，黃的聲明表明，這些量子飛躍可能不會像許多人希望的那樣快。

Rigetti Stock: What’s Next?

Rigetti Stock：下一步是什麼？

With Rigetti shares down 45%, investors are now asking whether the stock has become more attractive at the current price or if it’s wise to wait. On Wall Street, analysts still remain bullish on Rigetti, with a “Strong Buy” consensus. Four analysts have rated the stock as a “Strong Buy”, while one analyst has a “Moderate Buy” rating.

隨著Rigetti股票下跌45％，投資者現在詢問該股票是否以當前價格變得更具吸引力，還是明智的等待。在華爾街，分析師仍然對里希蒂（Rigetti）表示看漲，並達成“強烈買入”共識。四位分析師將該股票評為“強買”，而一位分析師的評級為“中等買入”。

Even with the recent drop, Rigetti is trading above its mean price target of $5.20, but still significantly lower than the Street-high price target of $12. The price drop presents a conundrum for investors—those looking to take on more risk may find Rigetti stock appealing at $10, while those with a more conservative approach may prefer to stay on the sidelines until the company can demonstrate more tangible progress in quantum computing.

即使最近下降，Rigetti的交易價格仍高於其5.20美元的平均價格目標，但仍大大低於街頭最高目標價值12美元的價格。價格下跌為投資者帶來了一個難題- 希望承擔更多風險的那些可能會發現Rigetti股票的吸引力為10美元，而那些具有更保守的方法的人可能更願意留在場上，直到公司在量子計算中表現出更明顯的進展。

Risks and Opportunities in Quantum Computing

量子計算的風險和機會

Quantum computing stocks have shown incredible potential, but with that potential comes volatility. Rigetti, along with D-Wave and IonQ, are all part of an emerging market with immense upside but also substantial risks.

量子計算庫存表現出了令人難以置信的潛力，但是由於這種潛力而言是波動性的。 Rigetti以及D-Wave和IONQ都是新興市場的一部分，並具有巨大的上升空間，但也有很大的風險。

While Huang’s comments may have sparked doubt about the near-term future of quantum computing, these companies continue to push the envelope in advancing the technology. As the industry progresses, and with continued support from tech giants like Nvidia, the quantum computing sector could experience resurgence, but only time will tell.

儘管黃的評論可能引發了對量子計算的近期未來的懷疑，但這些公司繼續推動信封推進技術。隨著行業的發展，在NVIDIA等科技巨頭的持續支持下，量子計算部門可能會經歷復興，但只有時間才能證明。

Investors in the quantum computing space will need to carefully weigh the timing of their investments against the backdrop of ongoing technological advancements and the financial realities of these high-risk, high-reward stocks.

量子計算領域的投資者將需要在持續的技術進步和這些高風險，高回報股票的現實背景下仔細權衡其投資的時間。