Special topic: short-term performance interference has a great impact on looking forward to medium-and long-term full-line repair of A-shares.

Securities Times online newsOkumaslv23Quantum technology concept stocks showed a strong intraday trend on the 26th. As of press time, Haofeng Technology (rights protection) and HKUST Guochuang "20cm" rose by the daily limit, Guodun Quantum rose nearly 18%, Guocore Technology and Geer Software rose more than 10%, and Jida Zhengyuan and China Information also rose by the limit.

On the news side, recently, the Japan Institute of Industrial Technology and Nvidia announced a heavyweight cooperation, the two sides will work together to create advanced quantum computing systems. The project, which aims to integrate cutting-edge quantum hardware and software technology, plans to provide this revolutionary service to companies and research institutions around the world and implement a commercial charging model from next year. Industry insiders believe that this not only heralds a key step in the practical process of quantum computing technology, but also brings unprecedented development opportunities for enterprises in the related industrial chain.

It is reported that quantum computing takes qubits as the basic unit, which can provide exponential acceleration on some difficult problems. At present, it is generally believed in the international academic circles that the commercial landing of quantum computing will be realized one after another in the next 5-10 years. With the introduction of IBM superconducting quantum chip Condor in December 2023, quantum computing has achieved a 1000 + qubit breakthrough. According to ICV, the quantum computing industry will enter a period of rapid growth after 2027, and the world is expected to reach hundreds of billions of dollars in 2030.

Huatai Securities pointed out that the market is still in the early stage of exploration, overseas is mainly led by IBM, Google, Nvidia and other large companies, but also gave birth to IONQ, Rigetti, D-Wave and other start-ups listed through SPAC acquisitions. The technology of domestic quantum start-up companies mainly comes from university laboratories, and the representative enterprises include: Guodun Quantum, original Quantum, Guoyi Quantum and so on. Under the continuous exploration, the business models of companies related to quantum computing at home and abroad have begun to take shape, and are expected to become the operators of the era of quantum computing. It is suggested that we should pay attention to Quantum Computing Chip Company and itsOkumaslv23He is a manufacturer of core components of quantum computers.