$IONQ

IonQ 凭借对现有数据中心架构的采用以及显著高于其他量子公司的营收,具备竞争优势。

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《Quantum Computing's Steps to Commercialization & What Sets IONQ Apart》
Schwab Network发布 2026-10-06 · 3 段内容
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3 段内容

IonQ 的技术与其他一些量子公司不同。本质上,他们试图做的是让量子计算在现有的数据中心架构内成为可能。所以,如果你想想其他许多技术所希望的发展方式,它们将需要围绕其量子计算机建立整座工厂,这与世界各地已经在建设的、我们在节目中花大量时间谈论或报道的那些巨型数据中心不同。

IonQ has a different technology than some other quantum companies. Essentially, what they are trying to do is make quantum computing possible within the existing data center architecture .

So, if you think about the way many of these other technologies hope to develop, they will require entire factories around their quantum computers , which will be different from the giant data centers that are already being built around the world that we spend a lot of time talking about, or that we spend a lot of time covering well in the program.

但 IonQ 押注的是,它可以在一种基础设施内做到这一点,这种基础设施可能产生更少的量子比特,所需的量子比特数量只是其他技术所希望创造出的数量的零头。但它们会在一个实际上更有用、能够解决某些问题的地方做到这一点,或许是此前从未被解决的问题。

But IonQ is betting that it can do this within an infrastructure that may create fewer qubits and requires fractions of the number of qubits that other technologies hope to be able to create.

But they will do it in a place where it is actually more useful and can solve some problems, perhaps problems that have not been solved before.

你甚至可能在 2027 年就能拿到交付,而且他们不需要自己的工厂。我还指出,营收数字更高,第二季度营收达到 8000 万。然而,另外四家公司加起来的营收甚至都没达到 3000 万。

因此,看起来它确实是一股重要的力量,或许拥有某种类似自身竞争优势或领先地位的东西。

You might even be able to get deliveries in 2027 and they don't need their own factory. I also pointed out that the revenue figures were higher, with revenues reaching 80 million for the second quarter.

The other four companies, however, did not even reach a combined revenue of 30 million. Therefore, it appears that it is indeed a major power, and perhaps possesses something akin to its own competitive advantage or leadership .

这个频道对 $IONQ 的历次判断

Schwab Network 在这只股票上共 2 条判断,这里只列相邻的几条。

2026-10-06看涨本条
IonQ 的技术与其他一些量子公司不同。本质上,他们试图做的是让量子计算在现有的数据中心架构内成为可能。所以,如果你想想其他许多技术所希望的发展方式,它们将需要围绕其量子计算机建立整座工厂,这与世界各地已经在建设的、我们在节目中花大量时间谈论或报道的那些巨型数据中心不同。
2026-09-29看涨
你今天在这三家公司中首选了 IonQ。在美国银行给予其买入评级和 60 美元目标价后,它重新受到关注。目前,它的价格约为 4440 美元。那么,你对 IonQ 的看法是什么?
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