On December 10, $Alphabet-A (GOOGL.US)$ announced significant technological breakthroughs in the field of quantum chips, becoming a catalyst for market sentiment. Aside from Google, recently$Microsoft (MSFT.US)$、$NVIDIA (NVDA.US)$、$Amazon (AMZN.US)$As major technology giants have increased their investment in research and development and expansion of applications in the field of Quantum Computing.

Quantum Computing concept Stocks have suddenly become a 'dark horse' in the U.S. stock market at the end of the year. Since the beginning of the year, $Quantum Computing (QUBT.US)$ has increased by over 1892%, $Rigetti Computing (RGTI.US)$ soaring over 1012%, $D-Wave Quantum (QBTS.US)$ An increase of 826%. $Alphabet-A (GOOGL.US)$ There is also an increase of nearly 40%.

The hot upward trend further boosted market sentiment. Some Wall Street Analysts compared Quantum Computing with AI, viewing it as the 'next major theme' after AI.

How high can the 'ceiling' of Quantum Computing be?

$Alphabet-A (GOOGL.US)$ The stock price has repeatedly hit record highs recently, having increased nearly 11% since the release of the Willow Quantum Chip, accumulating an increase of nearly 40% this year to date.

Besides Alphabet-A, other Quantum Computing related stocks have also seen a wave of rises, with the following eight Quantum Computing companies listed on the US stock market standing out in the upward trend.

1. A full-stack Quantum Computing and Solutions company based on photons.$Quantum Computing (QUBT.US)$ It leads the Quantum Computing concept stocks, having accumulated a 1892% increase since the beginning of the year. In addition, the company recently obtained a contract from NASA to process interferometric imaging data.

2. A pioneer in full-stack Quantum Computing.$Rigetti Computing (RGTI.US)$ Known as the "NVIDIA of the Quantum Computing industry," it has accumulated a 1012% increase from the beginning of the year to date.

3. The world's first commercial Quantum Computer supplier. $D-Wave Quantum (QBTS.US)$ Since the beginning of the year, it has risen by 826%. In addition, D-Wave has also obtained procurement certification from the USA Department of Defense, further enhancing its market prospects in the government and corporate sectors.

4. Quantum Technology Companies$Quantum (QMCO.US)$ Since the beginning of the year, it has risen by 574%. After adjustment, Quantum's EBITDA reached breakeven in the second fiscal quarter, and non-GAAP operating expenses have been reduced by 9%.

5. $SEALSQ Corp (LAES.US)$Since the beginning of the year, it has risen by 283%. The company previously announced that it is "at the forefront of developing innovative solutions to tackle the challenges posed by Quantum Computing." SEALSQ is advancing the field of post-quantum cryptography by creating hybrid solutions and quantum-resistant hardware.

6. Leaders in the Quantum Computing Industry$IonQ Inc (IONQ.US)$ Up to now this year, it has increased by 234%, along with$AstraZeneca (AZN.US)$the cooperation with pharmaceutical companies, demonstrating the practical application value of Quantum Computing in drug development and engineering simulation.

7. Cybersecurity companies$Arqit Quantum (ARQQ.US)$ Up to now this year, it has increased by 161%, pioneering a unique quantum encryption technology that protects the communication links of any network device from current and future forms of cyber attacks.

8. Quantum Computing pioneers$IBM Corp (IBM.US)$ Since the beginning of the year, there has been a cumulative increase of 41%. A new quantum computer has recently been launched that can run quantum circuits containing up to 5,000 double qubit gate operations. An Analyst has stated that it seems to have more advantages in the quantum field compared to anyone else, even surpassing Alphabet-A.

Most Wall Street Analysts hold an optimistic view on the future of Quantum Computing concept Stocks.

Morgan Stanley analysts stated: "We cannot identify a clear catalyst for stock appreciation in this field during this period, but we do see continuing signs that investment in Quantum should continue to grow rapidly... Clearly, the market is enthusiastic about the potential for Quantum Technology to participate in the $200 billion AI TAM by 2026, although we believe this is still uncertain."

Some Analysts also believe that despite the potential for synergies between Quantum Computing and AI in the future, Quantum Computing is still far from large-scale commercial application. They suggest that investors who want to enter this field should consider investing in large Technology companies that have other core Businesses. They state that this situation is similar to the end of 2022, when $NVIDIA (NVDA.US)$ and$C3.ai (AI.US)$Stocks of companies are being pushed up. However, over time, some early leaders in the field will gradually emerge.

In addition, ETFs related to Quantum Computing have also performed well. $Defiance Quantum Etf (QTUM.US)$ In the past 3 months, it has risen over 30%, and this year it has cumulatively increased over 52%, leading a series of AI-related ETFs, among which its major stocks include the substantial increase in. $Rigetti Computing (RGTI.US)$ 、 $D-Wave Quantum (QBTS.US)$ and $IonQ Inc (IONQ.US)$ 。

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