Quantum Stocks Rockets 100%: Do You Look Forward to Quantum Day?
As Nvidia's Quantum Day (March 20) approaches, the industry is encouraged, and U.S. quantum computing concept stocks have surged again. Over the past five trading days, $D-Wave Quantum Inc.(QBTS)$ has risen over 100%, while $Arqit Quantum Inc.(ARQQ)$ , $QUANTUM CORP(QMCO)$ , and $Quantum Computing Inc.(QUBT)$ have risen over 80%.
Nvidia has stated that it will announce its progress in quantum computing at GTC, which will "shorten the timeline to achieve practical quantum applications." The management of quantum computing companies, including $Quantum Computing Inc.(QUBT)$ , will attend alongside Nvidia CEO Jensen Huang.
However, during the CES exhibition in January this year, Jensen Huang's cold attitude caused a significant drop in the quantum computing sector. For example, Rigetti Computing fell 45.41%, IonQ dropped 39%, and D-Wave Quantum fell 36.13%.
"If you say that within 15 years, we will have very useful quantum computers, that might be a bit early. If you say 30 years, that might be too late. If you say 20 years, I think many of us would believe that." This contrasts with the more optimistic 5 to 10-year timeline given by Google CEO Sundar Pichai.
In a report last Wednesday, Bank of America (BAC) analysts stated that they "expect Nvidia to launch an attractive and anticipated update on Blackwell Ultra," with a focus on inference models.
Additionally, Mizuho Securities analyst Vijay Rakesh speculated in a report that Nvidia may present a new quantum computing product roadmap during the event.
Do you think quantum computing will see new product innovations launched at GTC?
Is Nvidia's setting up of Quantum Day a way to backtrack on its previous statements?
Or does it suggest that $NVIDIA(NVDA)$ has made new progress in quantum computing?
Are you optimistic about Quantum Day this Friday?
Is it time to short quantum stocks after the surge?
Leave your comments and also post to win tiger coins~
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As Nvidia's Quantum Day (March 20) approaches, the industry is encouraged, and U.S. quantum computing concept stocks have surged again. Over the past five trading days, $D-Wave Quantum Inc.(QBTS)$ has risen over 100%, while $Arqit Quantum Inc.(ARQQ)$ , $QUANTUM CORP(QMCO)$ , and $Quantum Computing Inc.(QUBT)$ have risen over 80%.
Do you think quantum computing will see new product innovations launched at GTC?
Is Nvidia's setting up of Quantum Day a way to backtrack on its previous statements?
Or does it suggest that $NVIDIA(NVDA)$ has made new progress in quantum computing?
Are you optimistic about Quantum Day this Friday?
Is it time to short quantum stocks after the surge?
Leave your comments and also post to win tiger coins~
英偉達的$英偉達(NVDA)$
QBTS等量子股票大幅上漲$D-Wave Quantum Inc.(QBTS)$ ,ARQQ$Arqit Quantum Inc.(ARQQ)$ ，和量子比特$Quantum Computing Inc.(QUBT)$ 表明投資者正在對重大公告進行定價。但歷史表明，如果沒有達到預期，炒作驅動的反彈往往會導致大幅回調——就像1月份CES之後量子股票暴跌一樣。如果英偉達的量子日未能立即取得切實進展，我們可能會看到這些股票遭到拋售。另一方面，如果英偉達展示出令人信服的願景和明確的發展時間表，它可能會增強對該行業的信心並支持持續的勢頭。
最終，英偉達設立量子日的決定可能是一項戰略舉措，旨在在今年早些時候發表不冷不熱的評論後，重新構建其在量子計算問題上的立場。這是否意味着英偉達取得了真正的進展，或者只是在管理投資者情緒，還有待觀察。雖然我對量子計算的長期潛力持樂觀態度，但我對短期波動仍持謹慎態度。如果股價在事件發生前繼續飆升，那麼獲利了結可能是一個謹慎的舉動。
@Tiger_comments @TigerStars @Daily_Discussion @TigerGPT
GTC上会有量子计算的重大突破吗？ 我认为不太可能。量子计算目前仍处于早期阶段，即使有新进展，也大概率是工具链或软件生态方面的优化，而非真正可落地的商用硬件突破。
英伟达设立量子日，是为了收回之前的说法吗？ 这更像是一种策略性调整，而非彻底转向。黄仁勋向来务实，他之前的言论可能是为了降低市场对量子计算短期落地的过高预期，而现在设立量子日，或许是为了强调英伟达仍在积极布局，避免资本市场误解其立场。
该做空量子计算概念股吗？ 近期的暴涨确实让部分量子计算股票进入高估区间，短线回调的风险在上升。但长期来看，市场仍对量子计算的未来抱有极高期待，做空可能并非最佳策略，反而可以等待回调后的低吸机会。
看好本周五的量子日吗？ 我认为市场会有波动，但不太可能看到颠覆性的突破。投资者需要关注英伟达的具体布局方向，而不是被市场短期情绪左右。
so yeah I believe it does not need 10 or even 15 yrs to see quantum computing be effective but 5 to 7 yrs is a good probability.
Reasons are simple. 1) Looking at the patent landscape, progress is definitely there, but real breakthrough does not appear near. I won’t be as pessimistic as Jensen in his past timeline assessment, but I don’t see it happening anytime soon. 2) even if we are wrong in our assessment, I see the big players in computing like IBM and perhaps Microsoft taking a 🦁 share or completely dominating the market, leaving little for the rest. Market is simply throwing the bets in all directions “quantum”! Too speculative for my liking and most of them will fall flat.
I advocate to sit and watch the space. If you want, take a small bet here and there for the fun of it, but don’t chase!