中文翻译
如果你读过我之前的帖子，你会知道我从一开始就一直在唱空 $IONQ、$RGTI 和 $QBTS。然而，仅从行业讨论来看，我接触到的所有人都知道这一天终将到来。感觉这只是时间问题，无论是2年还是5年。我一直在关注 $GOOGL Willow 和其他突破，但之前没有发现值得冒险的纯量子计算标的。不过，我决定买入 $INFQ。至于“应用”，主要涉及国家安全，商业化感觉不强。例如破解加密，因此政府有巨大动力资助该领域的研究。但你可以看到 $INFQ 在量子传感方面的其他应用。
· 个股论点
作者改变观点，因看好量子计算前景及INFQ在量子传感的应用而买入。
涉及标的： $GOOGL$INFQ$IONQ$QBTS$RGTI
英文原文
If you've read my previous posts, I've been bear posting $IONQ, $RGTI, $QBTS since the dawn of time. However, just from industry discussions, everyone I've talked to seems to know it's coming. It's feels like a matter of time, whether it's 2 years or 5. I've been watching $GOOGL Willow and other breakthroughs, but there hasn't been any pure play exposure I thought it was worth to take the risk on. But decided to pull the trigger with $INFQ. As for "applications" it's largely national security and doesn't feel very commercial. Eg. breaking encryption, so Governments have a huge incentive to fund research into this area. But you can see other applications with $INFQ + quantum sensing.