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工业化生产硅基量子芯片保真度超99%
科技日报· 2025-09-27 23:19
此前,Diraq与imec已展示,利用常规半导体工艺制造的量子比特在执行单比特操作时,保真度可达 99.9%。然而,要支撑真正的量子计算能力,还必须在双比特操作中实现高保真度。此次突破正是填补 了这一关键空白。 祖拉克表示,最新成果为开发完全容错、功能完善且具备成本效益的量子计算机扫清了道路。 (文章来源:科技日报) 研究团队在论文中指出,由Diraq设计、imec制造的器件,在执行涉及两个量子比特的逻辑操作时,保 真度超过99%。双比特逻辑门是量子计算的基本构件,其可靠性被视为量子计算机走向大规模容错的关 键指标。 美国国防高级研究计划局正在推进"量子基准计划",要求包括Diraq在内的18家公司证明能否达到"实用 规模"目标。所谓"实用规模",是指量子计算机在商业价值上超过其运行成本。专家认为,实现这一水 平至少需要在芯片上稳定操控数百万量子比特,以抵消量子态极易出错的弱点。 祖拉克介绍说,此次成果表明,硅基量子芯片可依托现有CMOS工艺进行大规模制造,从而在降低成本 的同时实现高保真度,为研制数百万比特级量子计算机开辟了可行路径。 据新一期《自然》杂志报道,澳大利亚新南威尔士大学的量子技术初创公司Dir ...
Nvidia (NVDA) Seen as Key AI Beneficiary Despite Risks Tied to OpenAI Funding
Yahoo Finance· 2025-09-27 22:39
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Every Investor Should Watch. On September 23, DA Davidson analyst Gil Luria reiterated a Buy rating and $210.00 price target on the stock. The rating affirmation follows Nvidia’s announcement of a $100B equity investment in OpenAI. The two companies have signed a letter of intent to deploy at least 1o GW of Nvidia systems for the training and inference of OpenAI’s future models. While the announcement reflects OpenAI’s ability to ramp, DA Davidson ...
美媒:没有美国芯片,中企也能蓬勃发展
环球网· 2025-09-27 22:38
文章核心观点 - 中国科技企业正通过本土合作替代美国芯片技术 表明无需英伟达芯片也能实现AI技术发展 [1][2] - 美国制裁促使中国科技巨头加速摆脱对美国芯片依赖 华为与科大讯飞合作成为典型案例 [1][2] 行业技术转型 - 科大讯飞在语音识别软件中使用AI并开发大语言模型 其产品性能据称与DeepSeek和OpenAI相当 [1] - 华为通过提升系统设计和互联技术开发AI芯片集群系统 尝试以事半功倍策略弥补算力差距 [2] - 中国企业正开发本土替代产品并实现人工智能自立自强 标志着技术自主取得最新进展 [2] 企业合作动态 - 科大讯飞开始使用华为昇腾芯片 成为华为最先进芯片产品的测试合作伙伴 [2] - 华为获得科大讯飞作为可靠客户 双方合作帮助克服美国制裁带来的技术障碍 [2] - 阿里巴巴和华为等科技巨头正在开辟自主技术道路 旨在削弱英伟达在AI领域主导地位 [2] 区域经济背景 - 合肥作为长江流域重要科技城市 拥有1000万常住人口和中国科学技术大学 [1] - 长江流域涵盖11个省区市 对中国经济贡献占比高达45% 形成重要经济集群 [1] - 合肥与上海形成高铁两小时交通圈 区位优势支撑科技产业发展 [1]
Micron (MU) Delivers Earnings Beat and Strong Forecast, Stock Outlook Brightens
Yahoo Finance· 2025-09-27 22:36
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks Every Investor Should Watch. On September 24, Barclays analyst Tom O’Malley raised the price target on the stock to $195.00 (from $175.00) while maintaining an Overweight rating. The rating affirmation follows Micron’s Q4 2025 earnings report. The company reported better-than-expected earnings and revenue as well as a robust forecast for the current quarter. EPS came in at $3.03 vs $2.86 expected, while revenue totaled  $11.32 billion vs. $11.22 ...
If You'd Invested $50,000 in CoreWeave on its First Day of Trading, Here's How Much You'd Have Now
Yahoo Finance· 2025-09-27 22:10
Key Points CoreWeave is a cloud infrastructure operator taking aim at the market for artificial intelligence and graphics workloads. It has a key ally: artificial intelligence chip giant Nvidia. Demand for its data center services has been taking off. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) has become one of investors' favorite stocks to watch. It debuted on the market with an initial public offering back in March, and it operates in the hot space of artificial intellige ...
Wall Street billionaire sends one-word AI warning
Yahoo Finance· 2025-09-27 21:03
Artificial intelligence may seem like a new concept, but it's fascinated technologists, inventors, and science fiction buffs for decades.The mathematician and computer scientist Alan Turing contemplated AI computers in the 1950s, and Rand Corp. built the first AI program in 1956. Isaac Asimov wrote "I, Robot" in 1950, and movie director James Cameron's "The Terminator" was released in 1984.However, it wasn't until OpenAI's ChatGPT launched in November 2022 that AI went mainstream. ChatGPT was the fastest a ...
12 Most Undervalued Dow Stocks to Buy According to Analysts
Insider Monkey· 2025-09-27 20:21
In this article, we will be taking a look at the 12 Most Undervalued Dow Stocks to Buy According to Analysts.The Dow Jones Industrial Average is a benchmark index of the top 30 US firms. It has significant historical significance and symbolizes the resilience of the US economy.It serves as a point of reference for both investors and analysts. However, not every stock in this select group of businesses performs the same. Some people prosper from economic growth and innovation, while others suffer from a vari ...
10 Buzzing Tech and AI Stocks Everyone’s Talking About
Insider Monkey· 2025-09-27 18:29
AI行业市场前景分析 - 多位市场分析师认为AI热潮仍处于早期阶段 尚未形成泡沫 以思科1998年市盈率30倍升至120倍为例说明当前未达泡沫水平 [2] - 专家指出泡沫迹象应出现在无盈利且无营收却获得300-500亿美元市值的公司 而非英伟达和甲骨文等企业 [3] - 研究显示通过模仿顶级对冲基金选股策略可跑赢市场 自2014年5月以来策略回报率达373.4% 超越基准218个百分点 [4] 半导体设备行业 - KLA Corp拥有58家对冲基金投资者 因直接参与AI基础设施建设 与英伟达和博通存在直接合作关系 利润率和盈利增长显著扩张 [5][7] - 公司受益于高转换成本 先进半导体需求结构性增长及制造工艺复杂化 管理层团队强大 中国需求疲软影响被其他地区长期增长抵消 [7] - ASML Holding获78家对冲基金投资 受益于台积电2026年成为最大支出方 在极紫外光刻市场近乎垄断 每台高数值孔径EUV设备价值超4亿美元 [8] - 公司拥有十年期客户路线图 资产负债表现金充裕 订单积压量大 估值处于多年低点 [8] 半导体制造与内存技术 - Intel Corp获得82家对冲基金投资 美国政府90亿美元持股将推动全球芯片销售 英伟达因台积电季度增长限40亿美元需要英特尔成功生产先进芯片 [9][10] - Lam Research获85家对冲基金持仓 2026年下半年内存支出预计增长 公司市场份额提升且推出半导体制造新材料新产品 [11][12][13] - 公司财务稳健 净现金资产负债表 将100%收益通过回购和分红返还股东 初始收购时市盈率17倍基于周期性低迷盈利 [13] - Micron Technology获94家对冲基金投资 英伟达必须向公司采购内存 AI服务器成本80%流向内存 赋予公司定价权 [14][15] - AI计算需要先进内存 需求周期可持续至2016年并可能延至2027年 公司在AI驱动内存市场地位强劲 [15] 云计算与AI应用 - 阿里巴巴获101家对冲基金持仓 被视为全球最便宜AI投资标的 拥有250亿美元自由现金流和800亿美元资产负债表 [16] - 公司为中国中产阶级电商龙头 云计算领域第一 推出拥有1万亿参数的大语言模型Qwen 3.0 Max 2025财年回购超5%股份 [16] - 云业务收入年增18% 提供地理和经济多样性 是参与AI倡议和云基础设施增长最直接方式之一 [16]
NVIDIA Expands AI Presence with Intel Partnership and £2 Billion UK Investment
Yahoo Finance· 2025-09-27 18:16
NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 High-Risk High-Reward Growth Stocks to Buy Right Now. The company announces investment in the UK AI market amid new partnerships and a positive Q2. NVIDIA Expands AI Presence with Intel Partnership and £2 Billion UK Investment The company reported revenue of $46.74 billion in Q2 2025, achieving a 56% year-over-year growth. Blackwell Data Center revenue, in particular, saw an increase of 17% quarter-over-quarter. Following the positive quarterly results, ...
Fed Chief Jerome Powell Just Delivered a Dire Warning to Wall Street. History Offers Us a Strikingly Clear Picture of What May Happen Next.
Yahoo Finance· 2025-09-27 18:15
Key Points Powell closely studies the broad financial picture when making decisions. Investors were eagerly awaiting the recent rate cut, as lower interest rates are positive for the stock market. 10 stocks we like better than S&P 500 Index › The S&P 500 went through a rough patch earlier this year as investors worried about U.S. President Donald Trump's import tariffs and how they might affect the economy. The U.S.' move to negotiate with countries and show flexibility relieved some of the tension ...