Google has released the quantum computing chip Willow, accelerating the Global research and application of quantum Technology.
① Google CEO Sundar Pichai stated that the newly released quantum computing chip Willow has practical applications in drug discovery, fusion energy, and Battery design. ② Minsheng Securities pointed out that quantum computing is expected to disrupt classical computing architecture, becoming a disruptive force in solving the bottleneck of AI computing power, or becoming an important lever for developing new productive forces.
Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.
In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.
[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.
① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.
Building the "national team" in the quantum industry! China Telecom's investment in quantumctek co., ltd. completes the approval process, accelerating industrial applications.
①China telecom quantumctek co., ltd. has completed all approval processes for the guodun quantum project and will become a shareholder of guodun quantum. ②China telecom is deepening its layout in the field of quantum technology and further strengthening its cooperation with china university of science and technology.
Twelve departments issued the "5G Large-scale Application 'Set Sail' Action Upgrade Plan," and the industry chain is expected to welcome new opportunities.
① The Ministry of Industry and Information Technology and eleven other departments issued the "5G Scale Application 'Set Sail' Action Upgrade Plan," aiming to fully achieve 5G scale application by the end of 2027. ② Galaxy Securities believes that the attention on 5.5G is gradually increasing, and new application scenarios are driving the industry chain for base stations, with key components such as antennas, filters, power amplifiers, and PCBs expected to embrace new opportunities.
The 2024 Quantum Technology and Industry Conference is about to be held, and the quantum computing market is accelerating commercialization.
On November 29-30, 2024, the Quantum Technology and Industry Conference will be held in Hefei, with the theme of "Quantum Leap, Future Prospects." China Great Wall Securities believes that China's quantum information technology is gradually breaking through the global leading position, with core systems gradually achieving independent controllability. In the future, with continuous evolution on the policy and industrial fronts, we remain bullish on the continuous expansion of the quantum computing industry.