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【遇事不决,量子力学】有没有人考虑投quantum computing的?【 XNDU割韭菜了】

内容摘要

量子计算投资分歧,XNDU增发稀释,核心-卫星配置不变。

1. 关键信息

  • IBM:最佳风险调整后量子投资,混合硬件与平台优势显著(#1)。
  • IonQ:最佳纯-play,2025 收入最强,现金充足(#1)。
  • 微软/Azure:强风险选项性,拓扑量子(Majorana 1)具潜在 upside(#1)。
  • NVIDIA:非纯-play,但 CUDA-Q 与 Ising 模型或成长期赢家(#1)。
  • 纯-play 排名:IONQ > QBTS > INFQ > XNDU > RGTI > QUBT(#1)。
  • XNDU 因增发近 2.94 亿股稀释,股价大跌,但 2026 年仍涨 36%(#6)。
  • 建议:核心配置 IBM/MSFT/NVDA/HON;卫星仓 IonQ/QBTS;小额定投 XNDU/RGTI/INFQ(#1、#4)。

2. 羊毛/优惠信息

无。

3. 最新动态

  • 量子板块近期持续下跌(#3)。
  • XNDU 因 SPAC 合并后注册 2.94 亿股转售,股价单日暴跌,稀释现有股权(#6)。
  • 小额定投进行中,持仓以退休为目标,亏损承受(#4)。

4. 争议或不同意见

  • 纯看涨与看跌并存:有人认为“遇事不决量子力学”,有人直言“不懂不投”或“天天跌”(#2、#3)。
  • XNDU 增发被指“割韭菜”,但行业仍在,有用户建议继续买入(#5、#6)。

5. 行动建议

  • 避免单一股票押注,采用核心-卫星配置,控制仓位与风险。
  • 关注 XNDU 稀释影响,小额定投可继续但需注意波动(#6)。
原始内容
--- 第 1 楼来自 dddd120 的回复 (2026-04-16 11:02:54 PDT) ---

I would use two rankings , because “best investment” depends on whether you want risk-adjusted exposure or direct pure-play upside . #p-8028090-a-best-risk-adjusted-public-quantum-investments-1A. Best risk-adjusted public quantum investments IBM — best mix of real quantum operating presence, full-stack control, and non-binary downside protection. IBM already has broad platform access, a large network, and a credible roadmap, so you are not paying purely for hope. IonQ — best direct public pure-play. It has by far the strongest 2025 revenue among the pure-plays, large cash reserves, broad cloud distribution, and a more complete platform story than just “one hardware bet.” Microsoft — very strong risk-adjusted optionality because Azure can monetize the ecosystem even before Microsoft’s own hardware wins; Majorana 1 gives it real upside if topological qubits work. NVIDIA — not a quantum pure-play, but one of the most plausible winners if the sector remains hybrid for many years. CUDA-Q and the new Ising models position NVIDIA as infrastructure rather than a single-modality bet. Honeywell — best hidden-asset play because you get indirect ownership of Quantinuum without taking single-company quantum startup risk. The planned IPO path is the key catalyst. D-Wave — strongest smaller-name commercialization case today, especially in optimization and hybrid workflows, but annealing is a narrower thesis than general fault-tolerant QC. Amazon — good platform toll-collector, but quantum is still a small piece of the AMZN thesis. Alphabet — world-class quantum R&D, but the stock is still mostly an AI/search/cloud advertising investment rather than a clean quantum vehicle. Infleqtion — attractive neutral-atom and government/sensing mix, but the story is less purely “quantum computing platform” than IonQ or IBM. Xanadu — the most interesting public photonics name, but still very early and newly public. Rigetti — credible superconducting technology and improving systems, but commercial scale still trails IonQ and D-Wave. QUBT — too speculative for me as a core holding given the current revenue base. #p-8028090-b-best-direct-public-pure-play-quantum-stocks-2B. Best direct public pure-play quantum stocks IonQ (IONQ) D-Wave (QBTS) Infleqtion (INFQ) Xanadu (XNDU) Rigetti (RGTI) Quantum Computing Inc. (QUBT) That order reflects how I would weight commercial traction , balance-sheet strength , platform breadth , and technology credibility today. IonQ leads on scale and capital, D-Wave on near-term enterprise deployment, Infleqtion on neutral-atom plus software/sensing breadth, Xanadu on photonics optionality, Rigetti on superconducting progress, and QUBT remains the most speculative relative to present commercialization. #p-8028090-what-i-would-do-3What I would do If I were investing in quantum today , I would not make it a single-stock bet. I would treat the space as a barbell : Core exposure: IBM, Microsoft, NVIDIA, and Honeywell for lower-risk participation in the buildout. These names can still win even if the eventual hardware winner is someone else. Direct upside: IonQ as the main pure-play position, with a smaller allocation to D-Wave. Speculative satellites only: Infleqtion and Xanadu if you want neutral-atom and photonics exposure; Rigetti only if you specifically want a superconducting-chiplet bet; QUBT only as a high-risk flyer. In plain English: IBM is my best overall public quantum name today, and IonQ is my best pure-play quantum stock today.

--- 第 2 楼来自 richardfatman 的回复 (2026-04-17 02:47:29 PDT) ---

不懂不投

--- 第 3 楼来自 Ray2021 的回复 (2026-04-23 08:13:28 PDT) ---

最近量子天天跌

--- 第 4 楼来自 dddd120 的回复 (2026-04-23 10:09:22 PDT) ---

我现在稍微定投一点点 放到退休,亏了就亏了

--- 第 5 楼来自 Mont 的回复 (2026-05-04 08:24:38 PDT) ---

今天xndu 怎么了 能买还是能卖了

--- 第 6 楼来自 dddd120 的回复 (2026-05-04 09:14:39 PDT) ---

增发股票割韭菜了 六七家公司一起买的,别的好像都没怎么动,行业还在,继续买吧 Shares in Xanadu Quantum Technologies ( https://research.investors.com/quote.aspx?symbol=XNDU ) plunged on Monday after the company filing to register nearly 294 million shares for resale in a move related to its merger with Crane Harbor Acquisition Corp . ( https://research.investors.com/quote.aspx?symbol=CHAC ), a special purpose acquisition company. With today’s retreat, Xanadu stock is still up 36% in 2026 amid volatile trading. SPACs, also called blank-check vehicles, raise money in an initial public offering with the purpose of purchasing companies. The newly registered shares, which will dilute existing equity, come from insider conversions, private placements, founder shares, and legacy shareholders.