Beyond the Wall Investing投资集团负责人Danil Sereda认为，量子计算股票的某些飞速上涨将是短期事件。该领域竞争激烈，可能只有一两家公司能够生存下来。Quantum Computing (QUBT.US) will use its entropy quantum optimizer Dirac-3 to support NASA's advanced imaging and data processing needs.
The Zhitong Financial APP noted that after winning the contract with NASA, Quantum Computing (QUBT.US) stock price surged for the second consecutive Trade day. The company will use its entropy quantum optimizer Dirac-3 to support NASA's advanced imaging and data processing needs.
As of Tuesday's close, the quantum computing stock price soared by 51%. On Monday, the company's stock price jumped nearly 70%. Since last Friday, its stock price has increased by about 150%, and it has risen over 500% since mid-November. Other quantum stocks like D-Wave Quantum (QBTS.US), Rigetti Computing (RGTI.US), and IonQ Inc (IONQ.US) have also risen.
Danil Sereda, head of Beyond the Wall Investing, believes that the rapid rise of certain quantum computing stocks will be a short-term event. The competition in this field is fierce, and only one or two companies may survive.
"If investors try to invest in multiple companies without understanding these companies' specific prospects, then this fact will put them in an awkward position," Sereda stated. "Due to the high technical barriers and scarcity of market participants, many such companies will not survive, so it is important for investors not to Buy the whole segment temporarily."
"In addition, there is a significant gap between their soaring Market Cap and actual performance," Sereda added. "For example, IonQ has a Market Cap of over 9 billion dollars while facing continuous losses, and Rigetti's Market Cap is about 2 billion dollars but its revenue continues to decline. Similarly, Quantum Computing's stock price is also skyrocketing, but its revenue is minimal, and it is consistently losing money."
Meanwhile, Analyst Dilantha De Silva found that IonQ has the most long-term growth potential among these stocks.
"Despite the fact that quantum computing Stocks, including IonQ, are currently overvalued due to their strong performance year-to-date, I believe this is just the beginning for these companies in the long run, as we have yet to see the best outcomes that this technology can offer," said De Silva. "Google (GOOGL.US) recent advancements also indicate that mature quantum computers are not as far away as we initially thought."
