Three savvy hedge fund billionaires bought small positions in Rigetti Computing in the third quarter.In the third quarter, a few wealthy hedge fund managers sold shares of Amazon (AMZN +0.26%) and bought shares of Rigetti Computing (RGTI +4.12%), a quantum computing stock that has advanced 3,050% since January 2023.Israel Englander at Millennium Management sold 787,900 shares of Amazon, reducing his position by 17%. He also added 522,100 shares of Rigetti.Ken Griffin at Citadel Advisors sold 1.6 million sha ...

Both companies have a long way to go if they are going to bring their technology to commercial viability.The quantum computing investment landscape has shifted multiple times in 2025. At the start of the year, after an impressive December 2024, quantum computing pure-play stocks all sold off. Throughout 2025, upward momentum returned, and several quantum computing stocks are on course for impressive one-year returns. However, these stocks all sold off starting in October as the market's appetite for risk de ...

Key Takeaways Bitcoin remains volatile in 2025, trading over 30% below October highs yet near six-figure levels.BTC adoption via spot ETFs embeds crypto in portfolios and raises equity correlation.Bitcoin faces progress as well as risks like quantum computing, supporting only small, moderate allocations.As 2025 draws to a close, cryptocurrency led by Bitcoin BTC-USD is again in the spotlight. Investors currently face a key question: Is this a speculative bubble destined to collapse like Tulip Mania, or a le ...

With this in mind, which companies have demonstrated steady quantum computing progress? 1. Honeywell International Inc. Although not typically perceived as a quantum computing company, Honeywell has two major advantages. First, as long as the dollar maintains its global reserve currency status, Honeywell will continue to serve the military industrial complex with its aerospace systems, alongside land, naval, satellite and autonomous systems. Honeywell's Aerospace Technologies (AT) division represented aroun ...

IonQ (IONQ), once hailed as a frontrunner in quantum computing and a darling among high-growth tech stocks, has hit a rough patch. Despite pioneering advancements in trapped-ion quantum technology, shares have plunged 42% over the past two months from their October peak near $85, reflecting broader market skepticism toward speculative tech names. Today, the stock is trading around $48, marking a continued losing streak after dropping 5% in the past week amid insider sales and market unease. Quantum compu ...

Key Points IonQ’s rapidly scaling revenue base and contracted backlog are solid positives for the company. D-Wave Quantum’s quantum annealing technology has demonstrated applicability in real-world use cases. Both stocks are trading at extremely rich valuations. 10 stocks we like better than IonQ › Quantum computing is advancing gradually from academic pursuit to early commercialization, and according to the market research firm The Quantum Insider, between now and 2035, the technology could add m ...

公司战略与定位 - SEALSQ Corp (NASDAQ: LAES) 宣布了其2026-2030年的战略计划 旨在利用硅和CMOS兼容制造工艺作为基础 推进源自半导体世界的量子计算 以实现可扩展、安全且工业上可行的量子系统 [1] - 公司认为量子计算的未来决定性因素不仅是物理学 更是工业化 半导体基础的量子技术从一开始就继承了可制造性、良率、可靠性、安全性和供应链韧性等优势 [5] - 公司将自身定位在量子创新、半导体工业化和后量子安全的交叉点 为可扩展、可治理并能融入未来数字基础设施的量子技术奠定基础 [8] 量子计算技术路径分析 - 量子计算领域正沿着两条根本不同的技术路径发展 氦冷却超导量子系统路径和半导体生态系统量子计算路径 [2] - 第一条路径是氦冷却超导量子系统 依赖在接近绝对零度下运行的超导量子比特 需要复杂的低温环境和高度专业化的基础设施 该平台成本高、能耗大、物理尺寸大且难以扩展超越实验室或基于云的访问 主要作为科学仪器而非大众市场或工业高性能计算的基础 [3] - 第二条路径是植根于半导体生态系统的量子计算 SEALSQ正积极追求此路径 该模式下 量子比特使用硅和CMOS兼容工艺制造 与现有的半导体设计工具、制造工厂、测试方法和全球供应链保持一致 此方法包括硅自旋量子比特和混合量子-经典架构的研究 [4] 半导体路径的优势与前景 - 基于硅的量子系统通过利用全球最成熟的计算生态系统 为实现高集成密度、降低成本、提高可靠性和长期可扩展性提供了现实的路径 并且它们能够在政府和关键基础设施运营商已理解的监管框架内进行审计、认证和治理 [5] - 与半导体兼容的量子技术天然符合经济主权、安全、标准合规和供应链控制等政府优先事项 使其能够在受监管和任务关键的环境中部署 而实验室中心的量子系统在此领域存在固有局限 [6] - 公司认为 如果量子计算要超越研究实验室 成为高性能计算、关键基础设施和安全数字生态系统的实用支柱 那么基于硅的量子系统代表了最符合现实世界影响的路径 [8] 公司技术与业务背景 - SEALSQ是一家专注于开发和销售半导体、PKI和后量子技术硬件及软件产品的公司 [1] - 公司是后量子技术硬件和软件解决方案领域的领先创新者 其技术无缝集成了半导体、PKI和配置服务 并战略性地强调开发最先进的抗量子密码学和半导体 以应对量子计算带来的紧迫安全挑战 [9][10] - 公司正率先开发后量子半导体 为多因素认证令牌、智能能源、医疗保健系统、国防、IT网络基础设施、汽车以及工业自动化和控制系统等广泛应用提供强大、面向未来的敏感数据保护 [11]

中国证券投资基金业协会(下称"中基协")最新月报显示，私募基金总规模在2025年11月末历史性地突破 22.09万亿元。不过，深入数据肌理可发现，此次行业规模"新高"并非普惠式地全面扩张，而是呈现出 结构性变化。 不过，在这串标志行业体量的数字背后，还有一场更为复杂和深刻的叙事。根据私募排排网数据统计， 私募机构股票仓位飙升至年内顶峰，头部私募近乎"满弓"运行；但另一面则是对年末行情的研判出现分 歧，以及在此分歧下衍生出的多元甚至矛盾的战术动作。 根据中基协披露的数据，在11月新备案的私募证券产品中，量化策略产品占比显著提升，备案产品共计 565只，占比为44%，较10月环比提升，成为吸纳资金的主力。 从备案的私募机构来看，11月新登记的私募管理人数量仅为14家，注销的则有67家，"进出"之间的巨大 差额持续推动行业出清。 在数量收缩的表象下，是新入局者"成色"的十足。11月新设的证券类私募虽仅有3家，但其核心人物均 拥有从头部券商、公募基金到知名私募的跨界、复合背景。 例如，北京垦禾基金的李昆和杭州青燊基金的关家雄，均任职过多家资管机构。 一名长期观察行业发展的法律合规专家对记者表示："'公奔私'现象从未停 ...

IonQ is taking a different approach to quantum computing than its peers.Quantum computing is a hot topic in the tech realm. It has the potential to amplify the traditional computing processes already being done right now, and could allow technologies like artificial intelligence (AI) to reach new heights with less computing power.One of the top companies in this realm is IonQ (IONQ +1.29%). IonQ is taking a different approach to quantum computing than most of the bigger players, which could be the different ...

Hedge fund Citadel increased its stake in D-Wave Quantum by more than 200% last quarter.When it comes to famous investment personalities, names such as Warren Buffett or Jamie Dimon usually get mentioned first. In the world of hedge funds, though, Ken Griffin is the cream of the crop.Griffin founded Citadel in 1990, shortly after graduating from Harvard. Since its inception, that hedge fund has generated compound annualized returns of nearly 20% -- roughly double the performance of the S&P 500. Even more im ...