NVIDIA首席执行官DIMS近期前景昏暗之后，量子计算股票绊倒

在NVIDIA（NVDA）首席执行官Jensen Huang在CES 2025发出的陈述之后该部门。

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

CES 2025：NVIDIA的Huang dim dim的前景之后的量子计算股票暴跌

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.

量子计算库存，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之后经历了重大挫折詹森黄（Jensen Huang）在CES发表了通过该行业的冲击波。

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.

黄警告说，“非常有用”的量子计算机可能有15到20年的距离，这使这些曾经热门的股票的直接前景黯淡。结果，这些股票下降了多达40％-50％，使投资者重新评估其头寸。

Rigetti Computing Takes a Major Hit

Rigetti Computing大受欢迎

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.

加利福尼亚州的Rigetti计算以开发量子计算机及其森林量子云平台而闻名，其份额在黄的评论之后，其份额下降了45％。该股票下跌至10美元以上，其52周高点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.

股价的这种急剧下跌是对黄的主张的直接回应，即量子技术中备受期待的突破仍然存在数十年之遥。

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一直在量子空间中引起人们的关注，Novera QPU是一款价格为900,000美元的9克量子计算机。该公司已将自己定位为该领域的关键参与者，重点是研发和建立关键的伙伴关系。

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年宣布了与NVIDIA的显着合作，旨在开发用于气候建模的混合GPU-QPU系统。此外，里吉蒂（Rigetti）在2024年12月透露，它已经成功地校准了一台量子计算机，该计算机结合了NVIDIA和量子机技术。这些事态发展激发了投资者的乐观情绪，但黄的警告抑制了热情。

Nvidia’s Role in Quantum Computing

NVIDIA在量子计算中的作用

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.

尽管对量子股有打击，但黄的评论并不是对该技术的完全驳回。实际上，NVIDIA继续投资于量子计算研究和开发，并与包括Rigetti在内的几乎所有主要的量子计算公司建立了伙伴关系。

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.

黄的言论是基于这样的前提：尽管取得了进展，量子计算机将需要数十年的时间才能达到商业生存能力和实用用例的水平，从而极大地影响行业。

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.

黄金的这种细微差别与围绕2025年初飙升的量子计算股票的乐观情绪形成鲜明对比。投资者认为这些技术正在接近现实世界中的应用，并可能很快导致突破性的突破，这些突破将使工业从药品到金融。但是，黄的声明表明，这些量子飞跃可能不会像许多人希望的那样快。

Rigetti Stock: What’s Next?

Rigetti Stock：下一步是什么？

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.

随着Rigetti股票下跌45％，投资者现在询问该股票是否以当前价格变得更具吸引力，还是明智的等待。在华尔街，分析师仍然对里希蒂（Rigetti）表示看涨，并达成“强烈买入”共识。四位分析师将该股票评为“强买”，而一位分析师的评级为“中等买入”。

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的交易价格仍高于其5.20美元的平均价格目标，但仍大大低于街头最高目标价值12美元的价格。价格下跌为投资者带来了一个难题 - 希望承担更多风险的那些可能会发现Rigetti股票的吸引力为10美元，而那些具有更保守的方法的人可能更愿意留在场上，直到公司在量子计算中表现出更明显的进展。

Risks and Opportunities in Quantum Computing

量子计算的风险和机会

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.

量子计算库存表现出了令人难以置信的潜力，但是由于这种潜力而言是波动性的。 Rigetti以及D-Wave和IONQ都是新兴市场的一部分，并具有巨大的上升空间，但也有很大的风险。

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.

尽管黄的评论可能引发了对量子计算的近期未来的怀疑，但这些公司继续推动信封推进技术。随着行业的发展，在NVIDIA等科技巨头的持续支持下，量子计算部门可能会经历复兴，但只有时间才能证明。

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.

量子计算领域的投资者将需要在持续的技术进步和这些高风险，高回报股票的现实背景下仔细权衡其投资的时间。