· 个股论点
决定做多 $INFQ。 Infleqtion 是我一直关注的一家全新的量子计算(Quantum Computing) IPO 公司。 像 $IONQ（市值 110 亿美元+）或 $RGTI（市值 51 亿美元）这样的量子概念股通常享有高溢价（基于离子阱/超导量子比特技术）。 但 Infleqtion 是首家上市的纯中性原子量子计算(neutral-atom quantum computing)标的。 虽然大多数同类公司仍属投机性质，但 Infleqtion 已有实际应用场景，其量子传感(quantum sensing)部门及量子光学钟、射频接收器和惯性传感器等产品已被 NASA 和美军采用。 我对量子计算概念股一直持谨慎态度，因为该领域尤其不能基于传统的市盈率(P/E)、市销率(P/S)进行估值。 但该技术及其带来的国家安全风险意义重大，且外国政府正大量投入该领域。而 $INFQ 似乎处于领先地位。 因此，我个人决定配置一小部分仓位于 Infleqtion ($INFQ)，以此作为对量子计算领域的敞口。
Decided to go long on $INFQ. Infleqtion is a brand new Quantum Computing IPO that I've been watching. Quantum names like: $IONQ ($11B+) or $RGTI ($5.1B) typically command large premiums (trapped-ion/superconducting qubits). But, Infleqtion is the first public pure-play in neutral-atom quantum computing. While most others are speculative, Inflection already has use cases as their quantum sensing division + products like quantum optical clocks, RF receivers, and inertial sensors, are utilized by NASA and the US military. I've been erring on the side of caution on Quantum Computing names, as Quantum especially, is not valued based on traditional P/E, P/S. But the technology + national security risks are monumental, and foreign governments are pouring money into the space. And $INFQ seems to be head of the game. As a result, I personally decided allocate a small percentage toward Infleqtion ( $INFQ ) as exposure to quantum computing.