【遇事不决，量子力学】有没有人考虑投quantum computing的？【Honeywell 的量子计算 spinoff quantinuum ($QNT) IPO了，发行价$60, 市值15.6bn】
QNT IPO后板块持续低迷，散户晒单显示微利，情绪仍偏谨慎。
1. 关键信息
- QNT (Quantinuum) IPO 落地：Honeywell 分拆量子业务并与 Cambridge Quantum 合并成立的新公司 Quantinuum 已完成 IPO，代码 QNT，发行价 $60，市值约 156 亿美元（#26）。此前预估发售超 2100 万股，目标市值 127 亿，实际定价高于此前部分预估的 $45-$50 区间（#24）。
- Honeywell 分拆细节：Honeywell 将全部量子基础设施、专利和团队转入新公司，业务纯度提升，引发关于是否值得单独建仓的讨论（#24、#26）。
- 其他主要标的状态：
- 纯-play 排名：IONQ > QBTS > INFQ > XNDU > RGTI > QUBT（#1）。
- XNDU (Xanadu)：此前因增发近 2.94 亿股稀释，股价大跌，但 2026 年仍涨 36%；用户 @BlueJays 称曾与其合作，认为内部人员技术实力强（#6、#20）。
- 用户 dddd120 实盘仓位：IBM 22%、IonQ 22%、QBTS 11%、INFQ 11%、XNDU 11%、RGTI 11%、QUBT 11%，小仓位赌 30 年后技术成熟（#9、#12）。
2. 最新动态
- QNT 上市引发关注：QNT 正式挂牌交易，用户 @dddd120 发帖确认发行价 $60 及市值数据，引发关于“大佬是否建仓”的讨论（#21、#26）。
- 散户实盘反馈：用户 @想见你 晒出中签结果，分到 15 股 QNT，目前盈利仅够吃一顿饭钱，侧面反映当前股价波动有限或获利空间狭窄（#27）。
- 板块情绪低迷：量子板块近期持续下跌，有用户调侃“今天被车碾了”，反映回调压力（#3、#10）。
- 持仓动态：四月初有用户接回部分 IonQ（#15）；用户 dddd120 表示若 QNT 完成 IPO 则考虑增加一个仓位，认为分拆后值得投一点（#24）；但也有用户如 @wwwwwwzx 表示已肉身建仓该板块，不会额外再投 QNT（#22）。
- 技术面观察：除 IBM 外多数量子股票无盈利能力，走势类似 crypto，但技术强势可能引发逼空行情（#18）。
3. 争议或不同意见
- 投资属性分歧：部分用户认为量子计算目前全是 PPT 公司、无盈利能力，为时过早（#11、#13、#17、#18）；另一部分用户以小仓位长持，赌技术突破，认为小仓位无痛感可赌（#9、#12、#14）。
- QNT IPO 策略分歧：对于 QNT 上市后的操作存在分歧，有人询问大佬动向，有人决定不再追加投入（#21、#22），也有用户计划若上市则加仓（#24）。@想见你 的微利体验也暗示了短期投机收益的局限性（#27）。
- 技术路线与公司优劣：关于小公司 vs 大厂谁能率先突破存在分歧；Trapped-Ion vs Superconducting 技术路线的优劣也被讨论（#17、#19）。
- XNDU 稀释争议：此前 XNDU 增发被指“割韭菜”，但仍有用户建议继续买入并认可其团队实力（#5、#6、#20）。
- 板块定性：有人将量子板块视为长期技术赌注，有人则视为纯投机标的（#23）。
4. 行动建议
- 核心 - 卫星配置：避免单一股票押注，核心配置 IBM/MSFT/NVDA/HON，卫星仓配置 IonQ/QBTS，小额定投 XNDU/RGTI/INFQ（#1、#4）。
- 风险控制：量子股票上下 10% 属日常波动，与杠杆基金相似，散户应设置止损或只做分散投资（#16）；小仓位赌 30 年后技术成熟需做好归零准备（#9、#14）。
- QNT 参与策略：针对 QNT IPO，可根据自身策略决定是否建仓。已有用户选择不追加投入，也有用户计划加仓，需权衡业务纯度与估值（#22、#24）。@想见你 的微利案例提示投资者对短期获利预期不宜过高（#27）。
- 关注基本面：若对技术前景不乐观，建议仅配置 IBM 等有盈利基础的大票（#18）；若认可 XNDU 团队实力可适度参与其波动（#20）。
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.
不懂不投
最近量子天天跌
我现在稍微定投一点点 放到退休，亏了就亏了
今天xndu 怎么了 能买还是能卖了
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.
果然无人在车上
默默买了ibm 等大统领日后喊仓
咋就没人，我早就上车了，小仓位就放着删app了 目前按照如下比重买的 IBM (IBM) 22% IonQ (IONQ) 22% D-Wave (QBTS) 11% Infleqtion (INFQ) 11% Xanadu (XNDU) 11% Rigetti (RGTI) 11% Quantum Computing Inc. (QUBT) 11%
今天被车碾了
量子计算离赚钱还远得很吧？这样都上市了？
这就是赌，我是买定离手了，赌30年后技术成熟。我自己是做计算的，传统超算瓶颈确实很严重，期待量子计算成熟的一天
现在就布局30年后了吗？是不是早了点？要忍受股票几十年的亏损吗？
可以的，小仓位，没了就认赌服输，没痛感
bro只是调侃一下这麽爆拉都没人讨论 我四月初也接回来一点ionq
我感觉量子股票上下10%只是日常 跟杠杆基金有得一拼
所以抛压很重所以该抛抛该走走 这个纯是diversify portofolio的根本懂不了一点量子计算总感觉都是ppt公司 不过我咋记得GOOG也有点啥关于quant compute的新闻来着 所以lz为啥觉得这些小公司会比goog or other big tech 捷足先登嘞
MOMOMOMOMO: 所以抛压很重所以该抛抛该走走 这个纯是diversify portofolio的根本懂不了一点量子计算总感觉都是ppt公司 不用加感觉 这堆票子就是完全没有盈利能力的和crypto没啥差别，IBM除外 但是技术上看倒是真非常强势可能会大杀一波空
主要是googl不需要额外买了，随便哪个指数就已经重仓googl了。这些公司都是不同的技术路线，类似于当年生产新冠疫苗，你也不知道哪个路线最终就会成功，只能赌了。 IonQ (Trapped-Ion): Uses individual charged atoms (ions) suspended in electromagnetic fields to represent qubits. This design allows for higher stability, lower error rates, and the ability to operate at less extreme temperatures. It also allows every qubit to connect with every other qubit, making it highly precise for simulating molecules and financial models. Google (Superconducting): Uses manufactured circuits (such as their Willow chip) that act as artificial atoms. These chips must be cooled to near absolute zero to function properly. While they face more localized connectivity challenges, they currently scale more efficiently to higher qubit counts (100+), which is highly effective for heavy, large-scale computational tasks and error-correction validation.
XANADU可以的，读书的时候跟他们有合作，感觉里面的人相当厉害
qnt ipo了 大佬会建仓qnt嘛
已肉身建仓该板块 不会额外投这个了
纯投机股票
Quantinuum, a quantum computing company backed by Honeywell, is preparing for an initial public offering (IPO) where it expects to list on the Nasdaq under the ticker symbol QNT . The company plans to sell over 21 million shares at an estimated price range of \$45 to \$50 , targeting a market valuation of up to \$12.7 billion. 我可不是大佬，大佬是@allin。。我知道Honeywell在做量子计算，但是这家公司做的东西太多不算纯量子所以一直没投，这个QNT好像是Honeywell 量子计算部门 spin off出来的所以可以考虑投一点。要是ipo了加一个仓位吧 “When Honeywell spun out its quantum computing division (Honeywell Quantum Solutions) and merged it with Cambridge Quantum in 2021 to form Quantinuum, it transferred its entire quantum operational infrastructure, patents, and team into the new company.”
原来是业内人士，怎么说？还有多久能成？。。。
无人在意的一个角落系列。。Honeywell 的量子计算 spinoff quantinuum （QNT）IPO了，发行价$60, 市值15.6bn
分到15股 赚了顿饭钱